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Between June and September, he increased the number of companies in his portfolio from 62 to 75, raising the total valuation from around Rs 6,642 crore to Rs 7,624 crore
He added 10 new stocks worth Rs 1,000 crore. (Representative Image)
Veteran investor Mukul Agrawal significantly reshaped his portfolio in the September 2025 quarter, adding almost Rs 1,000 crore in fresh investments and expanding his exposure across multiple sectors. Analysts say such moves often attract attention from retail investors, though experts caution against replicating high-profile trades without understanding timing and exit strategies.
Between June and September, Agrawal increased the number of companies in his portfolio from 62 to 75, raising the total valuation from around Rs 6,642 crore to Rs 7,624 crore. This surge reflects both new investments and incremental stake increases in existing holdings.
Among the fresh additions, Agrawal acquired 5 lakh shares of IFB Industries for Rs 95 crore, 13.38 lakh shares of Osel Devices for Rs 77 crore, and stakes worth Rs 51 crore in Protean eGov Tech. He also invested Rs 31 crore in Vikram Engineering and Rs 30 crore in Laxmi Finance. Other new entries included Kilitch Drugs, NR Agarwal Industries, Solarium Green Energy, Unified Data Tech Solutions, and Zelio EMobility, taking the total investment in these ten companies to roughly Rs 388 crore.
In addition to new acquisitions, Agrawal bolstered his stakes in some long-standing holdings, including ASM Technologies, Tatva Chintan Pharma, Monolithisch, Zota Healthcare, and WPIL. Conversely, he pared down investments in PDS, Sirca Paints, OneSource Specialty Pharma, Pearl Global, Oriental Rail, Infobeans Tech, Kingfa Science, Stanley Lifestyles, and Vasa Denticity.
Notably, Agrawal reduced his holdings in BSE, Mitcon Consultancy, Raghav Productivity, and Sula Vineyards to below 1%, although it remains unclear whether these represent complete exits. For context, in the June quarter, his BSE stake alone was valued at Rs 1,330 crore, while investments in Sula Vineyards, Raghav Productivity, and Mitcon Consultancy stood at Rs 45 crore, Rs 33 crore, and Rs 2.25 crore, respectively.
As of September, his largest positions include Neuland Laboratories at Rs 630 crore, ASM Technologies at Rs 521 crore, Radico Khaitan at Rs 451 crore, Zota Healthcare at Rs 395 crore, and Nuvama Wealth at Rs 370 crore.
October 28, 2025, 17:18 IST
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