Markets › Super Investors › Sofreal Mercantrade Pvt Ltd
SL
Sofreal Mercantrade Pvt Ltd
Corporate / BodyDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹283 Cr
Today
+₹0.1 Cr +0.04%
Companies
6
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -46.5% NIFTY 50 -4.4%behind NIFTY by 42.1 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
15.1
Wtd ROE
16.9%
Holdings
6
By market cap
Large 0% Mid 96% Small 4%
Bought / added last quarter
STEL Holdings Ltd+0.16pp
Sold / trimmed last quarter
No trims last quarter.
Holdings · 6
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| ZENSAR TECHNOLOGIES ZENSARTECH · Information Technology | 2.64% | ₹270.7 Cr | -0.42% | – | 13.2 | 18% |
| STEL Holdings Ltd STEL · Financial Services | 1.09% | ₹12.4 Cr | +11.28% | ▲ +0.16pp | 56.6 | 1% |
| CEAT CEATLTD · Automobile and Auto Components | 0.00% | ₹0 Cr | +3.63% | – | 20.1 | 15% |
| RPG Life Sciences Ltd RPGLIFE · Healthcare | 0.00% | ₹0 Cr | +3.65% | – | 33.0 | 20% |
| KEC International Ltd KEC · Construction | 0.00% | ₹0 Cr | +1.65% | – | 22.5 | 11% |
| HARRISON MALAYALAM HARRMALAYA · Capital Goods | 0.00% | ₹0 Cr | -2.02% | – | 13.1 | 18% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| ZENSAR TECHNOLOGIES | 2.64 | 2.64 | 2.64 | 2.64 |
| STEL Holdings Ltd | 1.09 | 0.93 | 0.68 | 0.00 |
| CEAT | 0.00 | 0.00 | 0.00 | 0.00 |
| RPG Life Sciences Ltd | 0.00 | 0.00 | 0.00 | 0.00 |
| KEC International Ltd | 0.00 | 0.00 | 0.00 | 0.00 |
| HARRISON MALAYALAM | 0.00 | 0.00 | 0.00 | 0.00 |
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.