Renowned investor Mukul Agrawal made significant changes to his portfolio during the September quarter, adding new stocks and trimming his stake in several others. These strategic adjustments showcase Agrawal’s approach to optimizing his holdings in light of recent market dynamics. Below, we outline the new stocks he’s added and the shares where he has reduced his holdings.
Mukul Agrawal’s New Additions
In the September quarter, Mukul Agrawal added five new stocks to his portfolio, diversifying his holdings in industries ranging from chemicals to pharmaceuticals. These additions indicate a calculated shift in his investment strategy, targeting sectors with high growth potential.
- Deepak Fertilisers & Petrochemicals Corporation
- Agrawal acquired a 1.2% stake in this chemical giant, which has shown steady growth in the fertilizers and petrochemicals sector.
- ASM Technologies
- A tech-based investment, Agrawal invested with a 6.5% stake in ASM, signaling a significant confidence in the company’s growth.
- Stanley Lifestyles
- With a 1.6% stake, Agrawal has entered the lifestyle segment through this furniture and home decor company, looking to tap into the growing demand for premium home furnishings.
- Raymond Lifestyle
- Agrawal purchased a 1.3% stake in Raymond’s lifestyle segment, aiming to leverage its brand strength and market reach.
- Jagsonpal Pharmaceuticals
- A healthcare-focused investment with a 1.8% stake, Jagsonpal is a notable addition, likely chosen for its strong presence in the pharma sector.
Stocks with Reduced Stakes
In addition to new acquisitions, Mukul Agrawal reduced his stake in 19 companies across various sectors, adjusting his holdings based on performance and market trends.
1. Minor Stake Reduction (0.1%)
- Strides Pharma – Now at 1.5%
- PTC Industries – Now at 0.1%
- Seat Ltd – Now at 1.1%
- Mitcon Consultancy & Engineering Services – Now at 2.8%
2. Moderate Stake Reduction (0.2%)
- Dredging Corporation of India – Now at 1.6%
- West Coast Paper Mills – Now at 1.5%
- Intellect Design Arena – Now at 1.5%
- Vidhii Specialty Food Ingredients – Now at 1.6%
- Pix Transmissions – Now at 2.2%
- PDS Ltd – Now at 2.4%
- Dishman Carbogen Amcis – Now at 5.5%
3. Slightly Higher Reduction (0.3%)
- Indian Metals & Ferro Alloys – Now at 1.1%
- Zota Healthcare – Now at 8.1%
4. Higher Reduction (0.4%)
- Surya Roshni – Now at 1%
- Pearl Global Industries – Now at 3.1%
Stake Below 1%
Agrawal’s stake in four companies has fallen below 1%, a significant drop from the previous quarter. These companies are:
- Raymond
- Tasty Bite Eatables
- Sahyadri Industries
- Infobeans Technologies
As of June, his holdings were higher in each of these stocks, with significant positions in Raymond (1.5%), Tasty Bite Eatables (1.2%), Sahyadri Industries (2.4%), and Infobeans Technologies (5%).
Mukul Agrawal’s Portfolio Changes Summary Table
| Category | Stock | New Stake |
|---|---|---|
| New Additions | Deepak Fertilisers | 1.2% |
| ASM Technologies | 6.5% | |
| Stanley Lifestyles | 1.6% | |
| Raymond Lifestyle | 1.3% | |
| Jagsonpal Pharmaceuticals | 1.8% | |
| Minor Reduction (0.1%) | Strides Pharma | 1.5% |
| PTC Industries | 0.1% | |
| Seat Ltd | 1.1% | |
| Mitcon Consultancy | 2.8% | |
| Moderate Reduction (0.2%) | Dredging Corporation of India | 1.6% |
| West Coast Paper Mills | 1.5% | |
| Intellect Design Arena | 1.5% | |
| Vidhii Specialty Food Ingredients | 1.6% | |
| Pix Transmissions | 2.2% | |
| PDS Ltd | 2.4% | |
| Dishman Carbogen Amcis | 5.5% | |
| Slightly Higher Reduction (0.3%) | Indian Metals & Ferro Alloys | 1.1% |
| Zota Healthcare | 8.1% | |
| Higher Reduction (0.4%) | Surya Roshni | 1% |
| Pearl Global Industries | 3.1% | |
| Stake Below 1% | Raymond | <1% |
| Tasty Bite Eatables | <1% | |
| Sahyadri Industries | <1% | |
| Infobeans Technologies | <1% |
This quarterly update in Mukul Agrawal’s portfolio provides insight into his evolving investment strategy, with a clear focus on adjusting holdings to match the performance potential of each company. For investors and market enthusiasts, these shifts highlight sectors and stocks worth monitoring closely.
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