Markets › Super Investors › AJAY KUMAR AGGARWAL
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AJAY KUMAR AGGARWAL
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹380 Cr
Today
+₹4.6 Cr +1.21%
Companies
11
As of
18 May 2026
Returns vs NIFTY current basket, 1 year
This portfolio -10.6% NIFTY 50 -4.4%behind NIFTY by 6.2 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Portfolio X-ray
Top-5 weight
75%
Wtd P/E
303.9
Wtd ROE
44.9%
Holdings
11
By market cap
Large 0% Mid 33% Small 67%
Bought / added last quarter
Unicommerce Esolutions Ltd+0.16pp
Aurum PropTech Ltd+0.03pp
HIMATSINGKA SEIDE+0.03pp
Sold / trimmed last quarter
Windlas Biotech Ltd-0.09pp
Jeena Sikho Lifecare Ltd-0.08pp
Astec Lifesciences Ltd-0.04pp
Holdings · 11
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Jeena Sikho Lifecare Ltd JSLL · Healthcare | 1.67% | ₹126.3 Cr | -0.52% | ▼ -0.08pp | 34.1 | 88% |
| Sterling and Wilson Renewable Energy Ltd SWSOLAR · Construction | 1.09% | ₹53.8 Cr | +1.33% | NEW | – | -36% |
| Aurum PropTech Ltd AURUM · Information Technology | 2.83% | ₹41.8 Cr | +4.85% | ▲ +0.03pp | 2047.3 | 0% |
| Samhi Hotels Ltd SAMHI · Consumer Services | 1.10% | ₹41.2 Cr | +2.91% | – | 6.6 | 34% |
| Astec Lifesciences Ltd ASTEC · Chemicals | 1.30% | ₹22.1 Cr | -0.86% | ▼ -0.04pp | – | -26% |
| PENNAR INDUSTRIES PENIND · Capital Goods | 1.01% | ₹21.7 Cr | +2.73% | – | 15.5 | 13% |
| Windlas Biotech Ltd WINDLAS · Healthcare | 1.21% | ₹20.4 Cr | -0.62% | ▼ -0.09pp | 25.4 | 12% |
| HIMATSINGKA SEIDE HIMATSEIDE · Textiles | 1.58% | ₹15.4 Cr | +2.18% | ▲ +0.03pp | 15.8 | 3% |
| Platinum Industries Ltd PLATIND · Chemicals | 1.11% | ₹13.9 Cr | +1.86% | – | 24.6 | 12% |
| Unicommerce Esolutions Ltd UNIECOM · Information Technology | 1.25% | ₹12.8 Cr | +1.61% | ▲ +0.16pp | 49.4 | 16% |
| South West Pinnacle Exploration Ltd SOUTHWEST · Services | 1.40% | ₹10.5 Cr | +3.61% | ▼ -0.61pp | 22.7 | 18% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| Jeena Sikho Lifecare Ltd | 1.67 | 1.75 | · | · | · |
| Sterling and Wilson Renewable Energy Ltd | 1.09 | · | · | · | · |
| Aurum PropTech Ltd | 2.83 | 2.80 | 2.80 | 2.79 | · |
| Samhi Hotels Ltd | 1.10 | 1.11 | 1.11 | 1.11 | · |
| Astec Lifesciences Ltd | 1.30 | 1.34 | 1.39 | 1.52 | · |
| PENNAR INDUSTRIES | 1.01 | 1.01 | 1.01 | 1.01 | · |
| Windlas Biotech Ltd | 1.30 | 1.30 | 1.30 | 1.03 | · |
| HIMATSINGKA SEIDE | 1.58 | 1.55 | 1.63 | · | · |
| Platinum Industries Ltd | 1.11 | 1.11 | 1.11 | 1.11 | · |
| Unicommerce Esolutions Ltd | 1.25 | 1.09 | · | · | · |
| South West Pinnacle Exploration Ltd | 1.40 | 2.01 | 2.54 | 2.54 | · |
Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.