Markets › Super Investors › HITESH RAMJI JAVERI
HJ
HITESH RAMJI JAVERI
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹608 Cr
Today
+₹22.9 Cr +3.91%
Companies
13
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +20.7% NIFTY 50 -4.4%ahead of NIFTY by 25.1 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
88%
Wtd P/E
34.6
Wtd ROE
20.8%
Holdings
13
By market cap
Large 59% Mid 0% Small 41%
Bought / added last quarter
DIC India Ltd+0.96pp
Century Enka Ltd+0.51pp
Dhunseri Investments Ltd+0.02pp
Sold / trimmed last quarter
No trims last quarter.
Holdings · 13
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Cemindia Projects Ltd CEMPRO · Construction | 1.78% | ₹360.3 Cr | +5.00% | – | 33.9 | 28% |
| VALECHAENG VALECHAENG | 3.00% | ₹64.8 Cr | +0.00% | – | – | – |
| STEL Holdings Ltd STEL · Financial Services | 4.49% | ₹51.1 Cr | +11.28% | – | 56.6 | 1% |
| Century Enka Ltd CENTENKA · Textiles | 3.37% | ₹36.7 Cr | -0.69% | ▲ +0.51pp | 10.8 | 7% |
| TAMILNADU PETROPRODUCTS L TNPETRO · Chemicals | 2.68% | ₹21.7 Cr | -0.50% | – | 8.3 | 10% |
| DIC India Ltd DICIND · Chemicals | 4.53% | ₹21.6 Cr | +4.54% | ▲ +0.96pp | 25.0 | 5% |
| SHREE DIGVIJAY CEM CO SHREDIGCEM · Construction Materials | 1.49% | ₹16.5 Cr | +1.66% | – | 44.3 | 7% |
| HARRISON MALAYALAM HARRMALAYA · Capital Goods | 3.09% | ₹11.8 Cr | -2.02% | – | 13.1 | 18% |
| Dhunseri Investments Ltd DHUNINV · Financial Services | 1.82% | ₹9 Cr | +3.29% | ▲ +0.02pp | 10.7 | 2% |
| W S Industries (I) Limited WSI · Construction | 1.19% | ₹6.2 Cr | -1.45% | – | 235.2 | 1% |
| Zenith Steel Pipes & Industries Ltd ZENITHSTL · Capital Goods | 5.48% | ₹4.4 Cr | -5.24% | – | 17.6 | – |
| Tainwala Chemical and Plastic (I) Limited TAINWALCHM · Capital Goods | 1.61% | ₹3 Cr | -1.44% | – | 17.2 | 7% |
| WILLIAMSON MAGOR WILLAMAGOR · Financial Services | 3.74% | ₹1.1 Cr | +5.86% | – | – | – |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Cemindia Projects Ltd | 1.78 | 1.78 | 1.78 | 1.78 |
| VALECHAENG | · | 3.00 | 3.00 | 3.00 |
| STEL Holdings Ltd | 4.49 | 4.49 | 4.49 | 4.49 |
| Century Enka Ltd | 3.37 | 2.86 | 2.86 | 2.86 |
| TAMILNADU PETROPRODUCTS L | 2.68 | 2.68 | 2.68 | 2.68 |
| DIC India Ltd | 4.53 | 3.57 | 3.57 | 3.57 |
| SHREE DIGVIJAY CEM CO | 1.49 | 1.49 | 1.49 | 1.49 |
| HARRISON MALAYALAM | 3.09 | 3.09 | 3.09 | 3.09 |
| Dhunseri Investments Ltd | 1.82 | 1.80 | 1.80 | 1.80 |
| W S Industries (I) Limited | 1.19 | 1.37 | 1.42 | 1.43 |
| Zenith Steel Pipes & Industries Ltd | 5.48 | 5.48 | 5.47 | 5.47 |
| Tainwala Chemical and Plastic (I) Limited | 1.61 | 1.61 | 1.61 | 1.61 |
| WILLIAMSON MAGOR | 3.74 | 3.74 | 3.74 | 3.74 |
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.