Dinesh Pai
Business & investments @ Zerodha
DATA & VISUAL BRIEFS

Markets, Policy & Capital Flows in Numbers

Short, self-contained slide decks built from primary filings—NSE ownership trackers, RBI monetary archives, SEBI DRHPs, Supreme Court judgments, and Union Budget receipt documents. Flip through each deck below or open full-screen.

Markets & Flows · 5 Slides · October 2026 · Source: NSE Ownership Tracker · AMFI · SEBI

Who Owns the Indian Stock Market (2000 to 2026)

How domestic institutions and households overtook foreign investors for the first time in 25 years—and why monthly SIP inflows changed how the market absorbs global sell-offs.

DII + Retail Share 27.4%
FII Share (15Y Low) 16.5%
Monthly SIP Inflow ₹26,400 Cr
01 / 05
Banking & Credit · 5 Slides · October 2026 · Source: Supreme Court Judgment · RBI Basel III · SEBI

Yes Bank’s ₹8,415 Cr AT1 Bond Case — And What Changed

What Additional Tier-1 bonds are, why ₹8,415 Cr was written down to zero before equity in March 2020, the April 2026 Supreme Court ruling, and how SEBI closed the retail mis-selling loop.

AT1 Written Down ₹8,415 Cr
Min Ticket Size Now ₹1 Crore
Equity Kept Alive ₹10,000 Cr
01 / 05
Policy & Tax · 8 Slides · October 2026 · Source: Union Budget Receipt Docs · NSE Market Pulse

20 Years of Stock Market Taxes in India — Capital Gains & STT

How India went from replacing LTCG with STT in October 2004 (0% LTCG) to collecting ₹63,670 Cr in yearly STT alongside 12.5% LTCG and 20% STCG across 13.5 Crore investors.

Yearly STT (FY26 RE) ₹63,670 Cr
Unique NSE Investors 13.52 Cr
LTCG Rate (2004 → 26) 0% → 12.5%
01 / 08
IPOs & Corporate · 7 Slides · September 2026 · Source: Jio Platforms SEBI DRHP · Telecom Filings

Inside the Jio Platforms IPO — SEBI DRHP Breakdown

Key numbers from Jio Platforms’ June 2026 SEBI DRHP: ₹30,049 Cr FY26 net profit, 100% fresh issue (~₹37,700 Cr with zero OFS from Meta, Google, or PE funds), and ₹27,500 Cr telecom debt paydown.

FY26 Net Profit ₹30,049 Cr
Offer For Sale (OFS) Zero (100% Fresh)
Debt Repayment ₹27,500 Cr
01 / 07