Markets › Super Investors › SANJAY AGARWAL
SA
SANJAY AGARWAL
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹15,115 Cr
Today
+₹273.3 Cr +1.84%
Companies
5
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +23.6% NIFTY 50 -4.4%ahead of NIFTY by 28.0 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
33.5
Wtd ROE
13.8%
Holdings
5
By market cap
Large 80% Mid 15% Small 5%
Holdings · 5
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| AU Small Finance Bank Ltd AUBANK · Banking | 15.66% | ₹12,112.9 Cr | +1.78% | – | 29.3 | 14% |
| Century Plyboards (India) Ltd CENTURYPLY · Consumer Durables | 11.22% | ₹1,873.2 Cr | +3.69% | – | 62.2 | 11% |
| Sirca Paints India Ltd SIRCA · Consumer Durables | 31.27% | ₹745.6 Cr | +0.39% | – | 36.7 | 16% |
| Star Cement Ltd STARCEMENT · Construction Materials | 4.36% | ₹377.1 Cr | -2.11% | – | 22.1 | 13% |
| Shyam Century Ferrous Ltd SHYAMCENT · Metals & Mining | 6.37% | ₹6.7 Cr | +1.02% | – | – | -6% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| AU Small Finance Bank Ltd | 15.66 | 15.68 | 15.71 | 15.73 |
| Century Plyboards (India) Ltd | 11.22 | 11.22 | 11.22 | 11.22 |
| Sirca Paints India Ltd | 31.27 | 31.27 | 31.27 | 32.41 |
| Star Cement Ltd | 4.36 | 4.36 | 4.36 | 4.36 |
| Shyam Century Ferrous Ltd | 6.37 | 6.37 | 6.37 | 6.37 |
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.