Markets › Super Investors › SIDDHARTH IYER
SI
SIDDHARTH IYER
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹434 Cr
Today
−₹3 Cr -0.68%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +28.4% NIFTY 50 -4.4%ahead of NIFTY by 32.8 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
54.1
Wtd ROE
20.2%
Holdings
3
By market cap
Large 84% Mid 0% Small 16%
Bought / added last quarter
KDDL Ltd+0.02pp
Sold / trimmed last quarter
NEULANDLAB-0.19pp
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| NEULANDLAB NEULANDLAB · Healthcare | 1.67% | ₹364.9 Cr | -0.83% | ▼ -0.19pp | 60.1 | 21% |
| KDDL Ltd KDDL · Consumer Durables | 1.36% | ₹47.8 Cr | -0.28% | ▲ +0.02pp | 26.0 | 14% |
| Solarworld Energy Solutions Ltd SOLARWORLD · Construction | 1.31% | ₹21.2 Cr | +1.09% | – | 13.4 | 14% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| NEULANDLAB | 1.67 | 1.86 | 1.74 | 1.62 |
| KDDL Ltd | 1.36 | 1.34 | 1.63 | 1.88 |
| Solarworld Energy Solutions Ltd | 1.31 | 1.31 | 1.31 | · |
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.