Markets › Super Investors › RAJESH KUMAR AGARWAL
RA
RAJESH KUMAR AGARWAL
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹684 Cr
Today
+₹9.3 Cr +1.38%
Companies
4
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -3.6% NIFTY 50 -4.4%ahead of NIFTY by 0.8 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
404.8
Wtd ROE
6.6%
Holdings
4
By market cap
Large 0% Mid 56% Small 44%
Holdings · 4
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Century Plyboards (India) Ltd CENTURYPLY · Consumer Durables | 1.82% | ₹304.6 Cr | +3.69% | – | 62.2 | 11% |
| NACL INDUSTRIES NACLIND · Chemicals | 7.84% | ₹302.8 Cr | +0.03% | – | 844.5 | 1% |
| Star Cement Ltd STARCEMENT · Construction Materials | 0.87% | ₹75.2 Cr | -2.11% | – | 22.1 | 13% |
| Shyam Century Ferrous Ltd SHYAMCENT · Metals & Mining | 1.01% | ₹1.1 Cr | +1.02% | – | – | -6% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Century Plyboards (India) Ltd | 1.82 | 1.82 | 1.82 | 1.82 |
| NACL INDUSTRIES | 7.84 | 7.85 | 7.75 | 7.77 |
| Star Cement Ltd | 0.87 | 0.87 | 0.87 | 87.00 |
| Shyam Century Ferrous Ltd | 1.01 | 1.01 | 1.03 | 1.07 |
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.