Markets › Super Investors › DIPAK KANAYALAL SHAH
DS
DIPAK KANAYALAL SHAH
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹138 Cr
Today
+₹0.2 Cr +0.16%
Companies
14
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -11.3% NIFTY 50 -4.4%behind NIFTY by 6.9 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
71%
Wtd P/E
32.1
Wtd ROE
11.6%
Holdings
14
By market cap
Large 0% Mid 0% Small 100%
Bought / added last quarter
ICDS Ltd+0.14pp
OMAX AUTOS+0.09pp
Indo-National Limited+0.08pp
Banaras Beads Ltd+0.05pp
Sold / trimmed last quarter
No trims last quarter.
Holdings · 14
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Borosil Ltd BOROLTD · Consumer Durables | 1.03% | ₹27.9 Cr | +2.40% | ▲ +0.00pp | 36.2 | 9% |
| Kilitch Drugs (India) Limited KILITCH · Healthcare | 3.64% | ₹23.4 Cr | -2.61% | ▲ +0.00pp | 21.8 | 12% |
| Amrutanjan Health Care Ltd AMRUTANJAN · Healthcare | 1.12% | ₹18 Cr | -0.55% | ▲ +0.02pp | 27.7 | 17% |
| Borosil Scientific Ltd BOROSCI · Capital Goods | 1.09% | ₹14.8 Cr | +0.26% | ▲ +0.01pp | 39.5 | 8% |
| INDO BORAX & CHEMICAL INDOBORAX · Chemicals | 1.15% | ₹13.7 Cr | -0.13% | ▲ +0.01pp | 23.8 | 14% |
| ARROW GREENTECH ARROWGREEN · Capital Goods | 1.20% | ₹10.2 Cr | -1.74% | ▲ +0.02pp | 18.0 | 22% |
| GUJ. APOLLO IND. GUJAPOLLO · Capital Goods | 2.05% | ₹9.9 Cr | +1.14% | – | 81.5 | 1% |
| OMAX AUTOS OMAXAUTO · Automobile and Auto Components | 1.65% | ₹8.2 Cr | +2.45% | ▲ +0.09pp | 13.4 | 11% |
| Diamines & Chemicals Ltd DIAMINESQ · Chemicals | 1.66% | ₹4.2 Cr | -0.05% | – | – | -8% |
| Indo-National Limited NIPPOBATRY · Fast Moving Consumer Goods | 1.15% | ₹3.1 Cr | +6.67% | ▲ +0.08pp | – | -7% |
| Magnum Ventures Ltd MAGNUM · Forest Materials | 1.11% | ₹1.5 Cr | -0.20% | NEW | – | -2% |
| Semac Construction Ltd SEMAC · Construction | 1.03% | ₹1.1 Cr | +0.00% | NEW | – | -8% |
| ICDS Ltd ICDSLTD · Services | 1.54% | ₹0.9 Cr | -4.22% | ▲ +0.14pp | 51.5 | 4% |
| Banaras Beads Ltd BANARBEADS · Consumer Durables | 1.06% | ₹0.7 Cr | -0.85% | ▲ +0.05pp | – | 6% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| Borosil Ltd | 1.03 | 1.03 | 1.02 | 1.02 | · |
| Kilitch Drugs (India) Limited | 3.64 | 3.64 | 3.64 | 3.11 | · |
| Amrutanjan Health Care Ltd | 1.12 | 1.10 | 1.10 | 1.09 | · |
| Borosil Scientific Ltd | 1.09 | 1.08 | 1.07 | 1.05 | · |
| INDO BORAX & CHEMICAL | 1.15 | 1.14 | 1.14 | 1.11 | · |
| ARROW GREENTECH | 1.20 | 1.18 | 1.18 | 1.18 | · |
| GUJ. APOLLO IND. | 2.05 | 2.05 | 1.82 | 1.82 | · |
| OMAX AUTOS | 1.65 | 1.56 | 1.17 | 1.17 | · |
| Diamines & Chemicals Ltd | 1.66 | 1.54 | 1.52 | 1.51 | · |
| Indo-National Limited | 1.15 | 1.07 | 1.02 | · | · |
| Magnum Ventures Ltd | 1.11 | · | · | · | · |
| Semac Construction Ltd | 1.03 | · | · | · | · |
| ICDS Ltd | 1.54 | 1.40 | 1.40 | 1.34 | 1.34 |
| Banaras Beads Ltd | 1.06 | 1.01 | 1.01 | · | · |
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.