Markets › Super Investors › Nemish S Shah
NS
Nemish S Shah
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹2,001 Cr
Today
+₹16.5 Cr +0.83%
Companies
5
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +8.7% NIFTY 50 -4.4%ahead of NIFTY by 13.1 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
100%
Wtd P/E
78.2
Wtd ROE
10.4%
Holdings
5
By market cap
Large 50% Mid 44% Small 6%
Bought / added last quarter
ASAHI INDIA GLASS+3.04pp
Sold / trimmed last quarter
LMW Ltd-2.03pp
Holdings · 5
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| ASAHI INDIA GLASS ASAHIINDIA · Automobile and Auto Components | 4.36% | ₹992.8 Cr | +1.05% | ▲ +3.04pp | 66.0 | 10% |
| LMW Ltd LMW · Capital Goods | 3.32% | ₹560.6 Cr | +0.43% | ▼ -2.03pp | 129.3 | 5% |
| ELGI EQUIPMENTS ELGIEQUIP · Capital Goods | 1.69% | ₹326.3 Cr | +0.82% | – | 44.9 | 21% |
| Bannari Amman Sugars Ltd BANARISUG · Fast Moving Consumer Goods | 2.59% | ₹118.6 Cr | +0.93% | – | 30.9 | 8% |
| ZODIAC CLOTHING CO. ZODIACLOTH · Textiles | 1.48% | ₹3 Cr | -0.34% | – | – | -18% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| ASAHI INDIA GLASS | 1.32 | 4.36 | 1.32 | 1.38 | · |
| LMW Ltd | 5.35 | 3.32 | 3.32 | 5.43 | 3.32 |
| ELGI EQUIPMENTS | 1.69 | 1.69 | 1.69 | 1.69 | · |
| Bannari Amman Sugars Ltd | 2.59 | 2.59 | 2.59 | 2.59 | 2.59 |
| ZODIAC CLOTHING CO. | 1.48 | 1.56 | 1.56 | 1.56 | · |
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.