Markets › Super Investors › DHEERAJ KUMAR LOHIA
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DHEERAJ KUMAR LOHIA
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹127 Cr
Today
+₹3.9 Cr +3.20%
Companies
15
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +0.0% NIFTY 50 -4.4%ahead of NIFTY by 4.4 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
Portfolio X-ray
Top-5 weight
76%
Wtd P/E
31.3
Wtd ROE
14.1%
Holdings
15
By market cap
Large 0% Mid 0% Small 100%
Bought / added last quarter
Music Broadcast Ltd+0.19pp
Fiberweb (India) Limited+0.02pp
SHIVALIK BIMETAL CON.+0.01pp
Holdings · 15
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| SHIVALIK BIMETAL CON. SBCL · Capital Goods | 1.01% | ₹42.2 Cr | +4.35% | ▲ +0.01pp | 43.6 | 22% |
| Lincoln Pharmaceuticals Ltd LINCOLN · Healthcare | 1.25% | ₹16.4 Cr | +2.65% | ▼ -0.05pp | 14.9 | 12% |
| IZMO Ltd IZMO · Information Technology | 1.00% | ₹15.5 Cr | +4.90% | – | 32.5 | 12% |
| Linc Ltd LINC · Fast Moving Consumer Goods | 2.34% | ₹14 Cr | +2.18% | – | 18.2 | 13% |
| OM Infra Ltd OMINFRAL · Construction | 1.02% | ₹8.5 Cr | +4.01% | – | 40.1 | 3% |
| Entertainment Network (India) Ltd ENIL · Media, Entertainment & Publication | 1.07% | ₹5.6 Cr | +0.07% | – | – | -1% |
| Liberty Shoes Ltd LIBERTSHOE · Consumer Durables | 1.24% | ₹5.1 Cr | +1.19% | ▼ -0.04pp | 36.8 | 5% |
| Veto Switchgears and Cables Ltd VETO · Consumer Durables | 1.43% | ₹3.9 Cr | -0.49% | – | 11.2 | 9% |
| SUPERHOUSE SUPERHOUSE · Consumer Durables | 2.16% | ₹3.6 Cr | +0.22% | – | 42.6 | 1% |
| Fiberweb (India) Limited FIBERWEB · Textiles | 3.58% | ₹3 Cr | +3.66% | ▲ +0.02pp | 8.3 | 6% |
| Music Broadcast Ltd RADIOCITY · Media, Entertainment & Publication | 1.20% | ₹2.5 Cr | +0.66% | ▲ +0.19pp | – | -11% |
| Emmbi Industries Ltd EMMBI · Capital Goods | 1.49% | ₹2.4 Cr | +1.57% | – | 20.6 | 4% |
| Lancor Holdings Ltd LANCORHOL · Realty | 1.09% | ₹2.1 Cr | +5.45% | NEW | 4.7 | 19% |
| Dhruv Consultancy Services Ltd DHRUV · Services | 2.72% | ₹1.5 Cr | +5.00% | ▲ +0.87pp | – | -32% |
| Archies Ltd ARCHIES · Consumer Durables | 1.30% | ₹0.6 Cr | +1.87% | – | – | -1% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| SHIVALIK BIMETAL CON. | 1.01 | 1.00 | 1.00 | 100.00 | · |
| Lincoln Pharmaceuticals Ltd | 1.25 | 1.30 | 1.30 | · | · |
| IZMO Ltd | 1.00 | 1.00 | 1.01 | 1.02 | · |
| Linc Ltd | 2.34 | 2.34 | 2.34 | 2.34 | · |
| OM Infra Ltd | 1.02 | 1.02 | 1.02 | 1.02 | · |
| Entertainment Network (India) Ltd | 1.07 | 1.07 | 1.01 | 1.01 | · |
| Liberty Shoes Ltd | 1.24 | 1.28 | 1.11 | · | · |
| Veto Switchgears and Cables Ltd | 1.43 | 1.43 | 1.43 | · | 1.43 |
| SUPERHOUSE | 2.16 | 2.16 | · | 2.16 | · |
| Fiberweb (India) Limited | 3.58 | 3.56 | · | · | · |
| Music Broadcast Ltd | 1.20 | 1.01 | 1.01 | 1.01 | · |
| Emmbi Industries Ltd | 1.49 | 1.49 | 1.49 | 1.49 | · |
| Lancor Holdings Ltd | 1.09 | · | · | · | · |
| Dhruv Consultancy Services Ltd | 2.72 | 1.85 | 1.69 | 1.30 | · |
| Archies Ltd | 1.30 | 1.30 | 1.30 | 1.30 | 1.30 |
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.