Markets › Super Investors › PAYAL AGRAWAL
PA
PAYAL AGRAWAL
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹187 Cr
Today
+₹4.5 Cr +2.44%
Companies
5
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +0.7% NIFTY 50 -4.4%ahead of NIFTY by 5.1 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
29.1
Wtd ROE
12.0%
Holdings
5
By market cap
Large 0% Mid 47% Small 53%
Holdings · 5
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Manaksia Steels Ltd MANAKSTEEL · Metals & Mining | 19.51% | ₹87.6 Cr | +2.88% | – | 11.3 | 13% |
| Century Plyboards (India) Ltd CENTURYPLY · Consumer Durables | 0.36% | ₹60.1 Cr | +3.69% | – | 62.2 | 11% |
| Star Cement Ltd STARCEMENT · Construction Materials | 0.32% | ₹27.6 Cr | -2.11% | – | 22.1 | 13% |
| Manaksia Ltd MANAKSIA · Capital Goods | 2.85% | ₹11.2 Cr | +4.24% | – | 7.4 | 8% |
| Shyam Century Ferrous Ltd SHYAMCENT · Metals & Mining | 0.45% | ₹0.5 Cr | +1.02% | – | – | -6% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Manaksia Steels Ltd | 19.51 | 19.51 | 19.51 | 19.51 |
| Century Plyboards (India) Ltd | 0.36 | 0.36 | 0.36 | 36.00 |
| Star Cement Ltd | 0.32 | 0.32 | 0.32 | 32.00 |
| Manaksia Ltd | 2.85 | 2.85 | 2.85 | 2.85 |
| Shyam Century Ferrous Ltd | 0.45 | 0.45 | 0.45 | 45.00 |
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.