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BL

BLUE DAIMOND PROPERTIES PVT LTD

Corporate / BodyDisclosed Indian equity holdings above the 1% filing threshold.

Disclosed value
₹1,318 Cr
Today
+₹15.2 Cr +1.17%
Companies
7
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%-10.8%-4.4%JunSeptDecMarJun
This portfolio -10.8% NIFTY 50 -4.4%behind NIFTY by 6.4 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
Consumer Durables34.2%
Construction Materials30.0%
Automobile and Auto Components12.8%
Construction11.8%
Capital Goods10.2%
Media, Entertainment & Publication0.8%
Textiles0.2%
Portfolio X-ray
Top-5 weight
99%
Wtd P/E
69.3
Wtd ROE
9.7%
Holdings
7
By market cap
Large 30% Mid 69% Small 1%
Bought / added last quarter
Sold / trimmed last quarter
No trims last quarter.
Holdings · 7
CompanyStakeValueTodayQ/QP/EROE
Greenlam Industries Ltd
GREENLAM · Consumer Durables
6.98%₹450.5 Cr+0.16%▲ +0.09pp115.15%
Dalmia Bharat Ltd
DALBHARAT · Construction Materials
1.22%₹394.6 Cr+3.63%27.97%
Ramkrishna Forgings Ltd
RKFORGE · Automobile and Auto Components
1.58%₹169 Cr-0.54%149.02%
Dilip Buildcon Ltd
DBL · Construction
2.22%₹155.4 Cr+0.28%▲ +0.01pp5.024%
Genus Power Infrastructures Ltd
GENUSPOWER · Capital Goods
1.38%₹134.6 Cr+0.60%16.529%
S Chand and Company Ltd
SCHAND · Media, Entertainment & Publication
1.99%₹10.5 Cr+3.49%7.37%
ZODIAC CLOTHING CO.
ZODIACLOTH · Textiles
1.46%₹3 Cr-0.34%-18%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25
Greenlam Industries Ltd6.986.896.856.84
Dalmia Bharat Ltd1.221.221.221.22
Ramkrishna Forgings Ltd1.581.581.581.58
Dilip Buildcon Ltd2.222.212.212.21
Genus Power Infrastructures Ltd1.381.381.381.38
S Chand and Company Ltd1.991.991.99·
ZODIAC CLOTHING CO.1.461.551.551.55

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.