Markets › Super Investors › NALINA RAMALAKSHMI
NR
NALINA RAMALAKSHMI
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹326 Cr
Today
+₹8.4 Cr +2.63%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -11.6% NIFTY 50 -4.4%behind NIFTY by 7.2 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
100%
Wtd P/E
27.6
Wtd ROE
8.8%
Holdings
3
By market cap
Large 76% Mid 0% Small 24%
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| The Ramco Cements Ltd RAMCOCEM · Construction Materials | 1.15% | ₹248.3 Cr | +3.48% | – | 30.8 | 9% |
| Ramco Industries Ltd RAMCOIND · Construction Materials | 2.37% | ₹60.4 Cr | +0.77% | – | 8.3 | 7% |
| Ramco Systems Ltd RAMCOSYS · Information Technology | 0.86% | ₹17.7 Cr | -2.49% | – | 48.8 | 13% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| The Ramco Cements Ltd | 1.15 | 1.15 | 0.68 | 68.00 |
| Ramco Industries Ltd | 2.37 | 2.37 | 6.37 | 6.37 |
| Ramco Systems Ltd | 0.86 | 0.86 | 0.86 | 86.00 |
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.