Markets › Super Investors › Peanence Commercial Pvt Limited
PL
Peanence Commercial Pvt Limited
Corporate / BodyDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹498 Cr
Today
+₹5.3 Cr +1.07%
Companies
6
As of
03 Apr 2026
Returns vs NIFTY current basket, 1 year
This portfolio -12.3% NIFTY 50 -4.4%behind NIFTY by 7.9 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
94%
Wtd P/E
37.4
Wtd ROE
11.3%
Holdings
6
By market cap
Large 0% Mid 42% Small 58%
Bought / added last quarter
No additions last quarter.
Sold / trimmed last quarter
Parag Milk Foods Ltd-0.48pp
MARATHON NXTGEN REALT-0.19pp
JTL Industries Ltd-0.05pp
Holdings · 6
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Aditya Birla Lifestyle Brands Ltd ABLBL · Consumer Services | 1.05% | ₹128.4 Cr | +1.81% | – | 71.5 | 12% |
| Parag Milk Foods Ltd PARAGMILK · Fast Moving Consumer Goods | 4.17% | ₹121.4 Cr | -0.42% | ▼ -0.48pp | 21.5 | 12% |
| MARATHON NXTGEN REALT MARATHON · Realty | 2.97% | ₹81.7 Cr | +1.09% | ▼ -0.19pp | 13.3 | 12% |
| Aditya Birla Fashion and Retail Ltd ABFRL · Consumer Services | 1.05% | ₹78.6 Cr | +1.90% | ▼ -0.06pp | – | -13% |
| JTL Industries Ltd JTLIND · Capital Goods | 1.96% | ₹58.8 Cr | +2.00% | ▼ -0.05pp | 29.2 | 8% |
| Nimbus Projects Ltd NIMBSPROJ · Realty | 7.04% | ₹29.6 Cr | +0.00% | – | – | -32% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Aditya Birla Lifestyle Brands Ltd | 1.05 | 1.05 | 1.09 | · |
| Parag Milk Foods Ltd | 4.17 | 4.65 | 4.87 | 4.87 |
| MARATHON NXTGEN REALT | 2.97 | 3.16 | 1.05 | · |
| Aditya Birla Fashion and Retail Ltd | 1.05 | 1.11 | 1.12 | · |
| JTL Industries Ltd | 1.96 | 2.01 | 1.93 | · |
| Nimbus Projects Ltd | 7.04 | · | · | · |
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.