Mukul Agrawal Portfolio Holdings: Top stocks in his Portfolio

The landscape of the stock market is ever-changing, with myriad players leaving their mark in diverse ways. Among these luminaries, Mukul Agrawal emerges as a formidable name, revered not just for his successful bets but also for his holistic approach to investment. A seasoned player in the stock market arena, Agrawal’s portfolio has long been the subject of both admiration and study, offering a rich tapestry of choices that speak to his unique investment philosophy.

Diving deep into the portfolios of market maestros like Agrawal provides a twofold advantage. Firstly, it grants a window into the tactical minds of those who’ve navigated the complex world of stocks with finesse, and secondly, it offers tangible insights, which budding investors can draw from. Mukul Agrawal’s stock picks, seen by many as a blend of intuition backed by rigorous analysis, offer a narrative of how long-term vision paired with short-term adaptability can lead to formidable market success.

This exploration is not just about listing stocks or analyzing financial metrics; it’s a journey into the mindset of a market maven. Through the fluctuations of the market, the highs and lows, what stocks found a consistent place in Agrawal’s portfolio? What sectors caught his eye, and more importantly, what broader economic narratives can we glean from his choices?

So, as we embark on this enlightening expedition into Mukul Agrawal’s portfolio holdings, we invite you to look beyond the numbers. This is a tale of strategy, foresight, and the relentless pursuit of market excellence.

The Visionary Investor

At the heart of Mukul Agrawal’s investment success lies his unwavering vision and foresight. Known for his ability to identify emerging trends and groundbreaking technologies, Agrawal has consistently stayed ahead of the curve. His portfolio is a testament to his keen eye for spotting the next big thing in the stock market, whether it be in established sectors or cutting-edge industries.

The Long-Term Approach

One common theme in Mukul Agrawal’s investment strategy is his long-term approach to stock holdings. While the market may experience short-term volatility, Agrawal’s focus on solid fundamentals, innovative potential, and visionary leadership allows him to weather market fluctuations and reap the benefits of patient investing.

Notable Holdings

Suzlon Energy Ltd.

• Market Cap: ₹ 24,574 Cr.
• Current Price: ₹ 20.0
• P/E: 84.8
• Promoter Holdings: 14.50%

Suzlon Energy Ltd. stands as a remarkable testament to India’s endeavor in championing renewable energy. Born in the vibrant state of Gujarat, Suzlon’s venture into wind energy wasn’t just about harnessing the power of the wind; it was a revolutionary step towards sustainable energy solutions. Over the decades, they haven’t merely erected turbines; they’ve fostered a green energy movement, extending their expertise and passion across continents, pushing the boundaries of wind energy technology, and pioneering innovative solutions that synergize with nature.

Zen Technologies Ltd.

• Market Cap: ₹ 6,957 Cr.
• Current Price: ₹ 828
• P/E: 92.6
• Promoter Holdings: 57.45%

Zen Technologies Ltd. is not your average tech enterprise. Nestled in the heart of India’s tech hub, Hyderabad, Zen’s voyage in simulation technologies charts a unique trajectory. Their technological marvels serve dual worlds – civilian and defense. Every simulator crafted is an embodiment of advanced tech meeting real-world challenges, ensuring training sessions mirror reality as closely as possible, equipping personnel with unparalleled preparedness.

Capacite Infraprojects Ltd.

• Market Cap: ₹ 1,476 Cr.
• Current Price: ₹ 201
• P/E: 17.2
• Promoter Holdings: 35.66%

In Mumbai’s bustling urbanscape, Capacit’e Infraprojects Ltd. has risen as an architectural beacon. Their projects, scattered across the city, are narratives of modern living combined with structural brilliance. Each building, whether a luxurious apartment complex or a towering office space, encapsulates their commitment to quality, timely delivery, and a vision of transforming India’s infrastructural silhouette.

Dishman Carbogen Amcis Ltd.

• Market Cap: ₹ 2,406 Cr.
• Current Price: ₹ 153
• P/E: 78.2
• Promoter Holdings: 59.32%

Dishman Carbogen Amcis Ltd. is more than a name in the pharmaceutical arena; it’s a promise of health. Situated in Gujarat, their expansive campuses are hubs of research, innovation, and production. As stalwarts in contract research and manufacturing, their endeavors go beyond business. Every molecule synthesized, every drug formulated, reflects their commitment to global health, making treatments accessible and advanced.

Suryoday Small Finance Bank Ltd.

• Market Cap: ₹ 1,971 Cr.
• Current Price: ₹ 186
• P/E: 16.8
• Promoter Holdings: 23.30%

Banking is often about numbers, but Suryoday Small Finance Bank Ltd. has humanized it. Born out of a vision to empower the economically marginalized, Suryoday, which translates to ‘Sunrise’, truly embodies a new dawn of inclusive banking. With every account opened in remote villages, with every loan sanctioned to a budding entrepreneur, they’re not just banking; they’re nurturing dreams and fostering growth.

De Nora India Ltd.

• Market Cap: ₹ 838 Cr.
• Current Price: ₹ 1,578
• P/E: 43.6
• Promoter Holdings: 53.68%

Diving into the intricate world of electrochemistry, De Nora India Ltd. emerges as a true pathbreaker. With a legacy spanning over three decades in India, their solutions touch myriad industries. From optimizing water treatment processes to pioneering electrode technologies, their contributions underscore the essence of innovation for societal betterment.

Neuland Laboratories Ltd.

• Market Cap: ₹ 5,185 Cr.
• Current Price: ₹ 4,041
• P/E: 24.1
• Promoter Holdings: 36.03%

Hyderabad houses yet another gem, Neuland Laboratories Ltd. Their sprawling facilities are sanctums of pharmaceutical research. As they churn out active pharmaceutical ingredients, they’re not just contributing to medicine; they’re accelerating the global quest to combat ailments, to find that elusive cure, ensuring every pill, every capsule, transforms lives.

Sahyadri Industries Ltd.

• Market Cap: ₹ 459 Cr.
• Current Price: ₹ 420
• P/E: 15.1
• Promoter Holdings: 71.12%

Pune’s Sahyadri Industries Ltd. is a narrative of sustainability. Beyond their renowned eco-friendly cement sheets, lies their essence of harmonizing industry with nature. Every product rolling off their assembly lines, be it roofing solutions or interior products, embodies a vision of a green, sustainable future, where infrastructural needs complement environmental imperatives.

Delta Corp Ltd.

• Market Cap: ₹ 4,884 Cr.
• Current Price: ₹ 182
• P/E: 17.9
• Promoter Holdings: 33.28%

Delta Corp Ltd. is synonymous with luxury, thrill, and unparalleled entertainment. Goa’s shimmering beaches and serene waves have witnessed the rise of Delta Corp entertainment empire. From casinos that shimmer with lights, sounds, and high stakes to resorts that promise luxury, they’re redefining leisure and entertainment, crafting experiences that linger long after the dice have been rolled.

Allcargo Logistics Ltd.

• Market Cap: ₹ 6,990 Cr.
• Current Price: ₹ 284
• P/E: 16.2
• Promoter Holdings: 69.91%

Allcargo Logistics Ltd. is a symphony of movement. As containers traverse oceans and trucks navigate winding roads, Allcargo ensures they sing a harmonious tune of efficiency, reliability, and timeliness. Their global footprint, from Antwerp’s bustling port to Mumbai’s docks, stands testament to their prowess in knitting the world closer, one shipment at a time.

Ceat Ltd.

• Market Cap: ₹ 9,077 Cr.
• Current Price: ₹ 2,244
• P/E: 27.2
• Promoter Holdings: 47.21%

On India’s bustling roads, if there’s a trusted name beneath the wheels, it’s Ceat Ltd. Their legacy, rooted in Mumbai’s industrial history, is not just about manufacturing tires. It’s a commitment to safety, to ensuring journeys are smooth, adventures uninterrupted, and every destination, no matter how rugged, is within reach.

LT Foods Ltd.

• Market Cap: ₹ 6,058 Cr.
• Current Price: ₹ 174
• P/E: 13.5
• Promoter Holdings: 51.00%

The aromatic world of LT Foods Ltd. is a flavorful journey. Every grain of basmati rice they produce, especially their iconic ‘Daawat’, is a tale of India’s rich agricultural heritage meeting global culinary palettes. Their commitment extends beyond flavors, ensuring sustainability, farmer empowerment, and culinary excellence.

Dish TV India Ltd.

• Market Cap: ₹ 3,486 Cr.
• Current Price: ₹ 18.9
• P/E: 15.4
• Promoter Holdings: 4.04%

In the age of information, Dish TV India Ltd. beams a universe of content to homes. Their satellite dishes, dotting rooftops, are gateways to worlds of entertainment, knowledge, and culture. With every channel switch, they promise diversity, ensuring television remains a medium of exploration and enlightenment.

Gati Ltd.

• Market Cap: ₹ 1,972 Cr.
• Current Price: ₹ 152
• P/E: 47.2
• Promoter Holdings: 53.04%

Gati Ltd. is the pulse of India’s logistics heartbeat. Their journey, which began in the late 80s, is a tale of connecting India’s vast expanse. From the snowy peaks of the Himalayas to the tropical shores of Kanyakumari, they’ve ensured timely deliveries, bridging distances and making the vast Indian landscape feel a little more connected.

Kingfa Science & Technology (India) Ltd.

• Market Cap: ₹ 2,746 Cr.
• Current Price: ₹ 2,267
• P/E: 24.1
• Promoter Holdings: 74.99%

In the realm of advanced materials, Kingfa Science & Technology (India) Ltd. crafts the future. Their expertise in polymer compounds is shaping industries, from automotive interiors to consumer goods. Their commitment to research ensures they’re at the forefront, making materials smarter, more sustainable, and in tune with tomorrow’s needs.

Indo Count Industries Ltd.

• Market Cap: ₹ 4,541 Cr.
• Current Price: ₹ 229
• P/E: 16.6
• Promoter Holdings: 58.74%

Finally, Indo Count Industries Ltd. weaves dreams into reality. Their home textiles, be it elegant bed linens or plush bath collections, transform homes into sanctuaries of comfort. Rooted in India’s rich textile history, their products, designed with precision and passion, find their way to homes across the globe, ensuring comfort is universal.

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Conclusion

As we navigate through the labyrinth of the stock market, Mukul Agrawal’s portfolio emerges as a masterclass in strategic investment. His choices, a harmonious amalgamation of bold ventures and prudent bets, reflect a profound understanding of both the pulse of the Indian market and the broader global economic intricacies. Each stock, each decision, paints a picture of a seasoned investor who understands not just the ebb and flow of numbers but the nuanced narratives behind them.

For newcomers to the investment world, Agrawal’s portfolio serves as a reminder that successful investing is not just about quick gains but a long-term vision. It’s about recognizing potential, understanding risks, and sometimes, just having the patience to let the market do its magic. His approach underscores the importance of research, resilience, and the continuous pursuit of knowledge.
Yet, as we conclude our deep dive, it’s crucial to remember that while such portfolios offer inspiration, every investor’s journey is unique. What works for one might not necessarily work for another. Mukul Agrawal’s success is rooted in his experience, his understanding of market dynamics, and his ability to adapt and evolve with changing scenarios.

As we draw insights from this exploration, let’s also cultivate our own investment philosophies. Let Mukul Agrawal’s portfolio be a source of inspiration, not imitation. In the ever-evolving world of stocks and trades, let’s strive to find our own path, make informed decisions, and carve out our own success stories.