Markets › Super Investors › Anil Kumar Goel

Anil Kumar Goel

Sugar and cyclicals specialist with a long-running concentrated portfolio.

Portfolio value

₹1,620 Cr

Today

−₹17.4 Cr -1.06%

Stocks

As of

31 Mar 2026

Returns vs NIFTY current basket

	1M	3M	1Y
This portfolio	-5.5%	+9.8%	-8.3%
NIFTY 50	-4.0%	-4.4%	-5.6%

Today’s holdings valued back over each window vs the NIFTY 50. Not a record of actual trades.

Disclosed net worth by quarter

Sector allocation

Fast Moving Consumer Goods53.8%

Capital Goods11.9%

Textiles9.4%

Banking9.0%

Financial Services3.8%

Automobile and Auto Components3.8%

Oil, Gas & Consumable Fuels3.3%

Portfolio X-ray

Top-5 weight

63%

Wtd P/E

17.7

Wtd ROE

9.8%

Holdings

By market cap

Large 0% Mid 43% Small 57%

Bought / added this quarter

Kamat Hotels (I) Limited+0.89pp

KRBL Ltd+0.22pp

Sportking India Ltd+0.22pp

Ganesh Benzoplast Ltd+0.17pp

LG Balakrishnan & Bros Ltd+0.05pp

Sanghvi Movers Ltd+0.01pp

Sold / trimmed this quarter

Avadh Sugar & Energy Ltd-0.17pp

Holdings · 25

#	Company	Sector	Stake	Value	Today	Q/Q	P/E	ROE
1	Triveni Engineering & Industries LtdTRIVENI · Fast Moving Consumer Goods	Fast Moving Consumer Goods	3.56%	₹287.1 Cr	+0.20%	–	30.2	8%
2	KRBL LtdKRBL · Fast Moving Consumer Goods	Fast Moving Consumer Goods	3.18%	₹256.6 Cr	-1.29%	▲ 0.22pp	11.7	12%
3	TCPL PACKAGINGTCPLPACK · Capital Goods	Capital Goods	7.69%	₹185.5 Cr	+0.84%	–	24.0	14%
4	The Karnataka Bank LimitedKTKBANK · Banking	Banking	1.51%	₹146.1 Cr	-2.18%	–	7.5	10%
5	Dalmia Bharat Sugar and Industries LtdDALMIASUG · Fast Moving Consumer Goods	Fast Moving Consumer Goods	5.23%	₹145.5 Cr	+0.50%	–	11.8	7%
6	Sportking India LtdSPORTKING · Textiles	Textiles	3.21%	₹71 Cr	-3.53%	▲ 0.22pp	1.8	11%
7	Dhampur Bio Organics LtdDBOL · Fast Moving Consumer Goods	Fast Moving Consumer Goods	9.04%	₹65.7 Cr	-0.41%	–	29.1	2%
8	LG Balakrishnan & Bros LtdLGBBROSLTD · Automobile and Auto Components	Automobile and Auto Components	1.30%	₹61.5 Cr	-4.34%	▲ 0.05pp	14.3	16%
9	Avadh Sugar & Energy LtdAVADHSUGAR · Fast Moving Consumer Goods	Fast Moving Consumer Goods	5.53%	₹52 Cr	+1.17%	▼ 0.17pp	16.4	5%
10	VARDHMAN HOLDINGSVHL · Financial Services	Financial Services	4.79%	₹51.4 Cr	-0.78%	–	5.1	6%
11	Nahar Spinning Mills LtdNAHARSPING · Textiles	Textiles	5.14%	₹50.4 Cr	-1.97%	–	22.0	1%
12	Uttam Sugar Mills LtdUTTAMSUGAR · Fast Moving Consumer Goods	Fast Moving Consumer Goods	3.67%	₹33.2 Cr	-3.99%	–	8.7	12%
13	Sanghvi Movers LtdSANGHVIMOV · Services	Services	1.01%	₹32.8 Cr	+1.03%	▲ 0.01pp	17.9	15%
14	Precot LimitedPRECOT	−	3.53%	₹30.5 Cr	-5.00%	–	29.5	6%
15	Ganesh Benzoplast LtdGANESHBE · Oil, Gas & Consumable Fuels	Oil, Gas & Consumable Fuels	3.75%	₹28.7 Cr	-5.00%	▲ 0.17pp	1.0	13%
16	Magadh Sugar & Energy LtdMAGADSUGAR · Fast Moving Consumer Goods	Fast Moving Consumer Goods	4.44%	₹27.8 Cr	-2.04%	–	9.9	7%
17	Sarla Performance Fibers Ltd-$SARLAPOLY · Textiles	Textiles	2.99%	₹24.8 Cr	-1.10%	–	13.9	-3%
18	PANAMA PETROCHEMPANAMAPET · Oil, Gas & Consumable Fuels	Oil, Gas & Consumable Fuels	1.21%	₹24.6 Cr	-2.12%	–	9.3	16%
19	Kamat Hotels (I) LimitedKAMATHOTEL · Consumer Services	Consumer Services	2.23%	₹11.1 Cr	-5.70%	▲ 0.89pp	12.8	13%
20	Nahar Capital and Financial Services LtdNAHARCAP · Financial Services	Financial Services	2.50%	₹10.3 Cr	-3.66%	–	6.5	4%
21	NAHAR POLY FILMSNAHARPOLY · Capital Goods	Capital Goods	1.17%	₹7 Cr	-1.03%	–	8.0	9%
22	DCM Nouvelle LtdDCMNVL · Textiles	Textiles	2.38%	₹6.7 Cr	-3.97%	–	165.3	1%
23	DCMDCM · Information Technology	Information Technology	2.20%	₹3.9 Cr	-3.19%	–	137.1	3%
24	Dhunseri Tea & Industries LtdDTIL · Fast Moving Consumer Goods	Fast Moving Consumer Goods	2.79%	₹3.8 Cr	-1.46%	–	−	-0%
25	STAR PAPER MILLSSTARPAPER · Forest Materials	Forest Materials	1.15%	₹2.4 Cr	-0.84%	–	6.4	5%

Stake history by quarter (%) increased trimmed

Company	Mar '26	Dec '25	Sept '25	Jun '25	Mar '25
Triveni Engineering & Industries Ltd	3.56	3.56	3.56	3.56	·
KRBL Ltd	3.18	2.96	2.96	2.96	·
TCPL PACKAGING	7.69	7.69	7.69	7.69	·
The Karnataka Bank Limited	1.51	1.51	1.51	1.51	·
Dalmia Bharat Sugar and Industries Ltd	5.23	5.23	5.23	5.22	·
Sportking India Ltd	3.21	2.99	2.99	2.99	·
Dhampur Bio Organics Ltd	9.04	9.04	9.04	9.04	·
LG Balakrishnan & Bros Ltd	1.30	1.25	1.25	1.25	·
Avadh Sugar & Energy Ltd	5.53	5.70	5.70	5.75	·
VARDHMAN HOLDINGS	4.79	4.79	4.79	4.79	·
Nahar Spinning Mills Ltd	5.14	5.14	5.14	5.14	·
Uttam Sugar Mills Ltd	3.67	3.67	3.67	3.67	·
Sanghvi Movers Ltd	1.01	1.00	·	·	·
Precot Limited	3.53	3.53	3.53	3.53	·
Ganesh Benzoplast Ltd	3.75	3.58	3.54	3.45	·
Magadh Sugar & Energy Ltd	4.44	4.44	4.44	4.44	·
Sarla Performance Fibers Ltd-$	2.99	2.99	2.99	2.99	·
PANAMA PETROCHEM	1.21	1.21	1.21	1.21	·

Holdings are the latest disclosed stake per company (above 1%), from public shareholding filings; value = disclosed shares × latest market price, so it moves daily with the market while share counts update each quarter. “Q/Q” and the grid compare against prior quarters (pp = percentage points). Name variants of the same investor are merged. For information only - not investment advice.