Markets › Super Investors › Nikhil Parimal Desai
ND
Nikhil Parimal Desai
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹276 Cr
Today
+₹18.4 Cr +7.11%
Companies
4
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -22.9% NIFTY 50 -4.4%behind NIFTY by 18.5 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
35.5
Wtd ROE
6.7%
Holdings
4
By market cap
Large 0% Mid 70% Small 30%
Holdings · 4
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Aarti Industries Ltd AARTIIND · Chemicals | 0.83% | ₹149.7 Cr | +13.06% | – | 43.1 | 7% |
| Valiant Organics Ltd VALIANTORG · Chemicals | 9.16% | ₹72.6 Cr | +0.98% | – | 23.9 | 4% |
| Aarti Pharmalabs Ltd AARTIPHARM · Healthcare | 0.75% | ₹43.7 Cr | -0.08% | – | 31.1 | 9% |
| Aarti Surfactants Ltd AARTISURF · Chemicals | 3.14% | ₹10.3 Cr | +3.95% | – | 26.7 | 5% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Aarti Industries Ltd | 0.83 | 0.83 | 0.83 | 83.00 |
| Valiant Organics Ltd | 9.16 | 9.16 | 9.17 | 9.17 |
| Aarti Pharmalabs Ltd | 0.75 | 0.75 | 0.75 | 75.00 |
| Aarti Surfactants Ltd | 3.14 | 3.14 | 3.14 | 3.14 |
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.