Markets › Super Investors › Stel Holdings Limited
SL
Stel Holdings Limited
Corporate / BodyDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹1,616 Cr
Today
+₹36.8 Cr +2.33%
Companies
11
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -16.3% NIFTY 50 -4.4%behind NIFTY by 11.9 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
89%
Wtd P/E
129.5
Wtd ROE
12.3%
Holdings
11
By market cap
Large 26% Mid 59% Small 15%
Sold / trimmed last quarter
No trims last quarter.
Holdings · 11
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| CEAT CEATLTD · Automobile and Auto Components | 3.74% | ₹523.1 Cr | +3.63% | ▲ +0.08pp | 20.1 | 15% |
| CESC Ltd CESC · Power | 1.88% | ₹421.4 Cr | +0.51% | – | 13.9 | 13% |
| KEC International Ltd KEC · Construction | 1.88% | ₹257 Cr | +1.65% | – | 22.5 | 11% |
| PCBL Chemical Ltd PCBL · Chemicals | 1.04% | ₹124.4 Cr | +4.43% | – | 60.2 | 5% |
| RPG Life Sciences Ltd RPGLIFE · Healthcare | 3.18% | ₹120.7 Cr | +3.65% | – | 33.0 | 20% |
| RPSG Ventures Ltd RPSGVENT · Services | 3.30% | ₹96.9 Cr | +1.81% | – | 1770.3 | 0% |
| Saregama India Ltd SAREGAMA · Media, Entertainment & Publication | 0.44% | ₹39.4 Cr | +1.48% | ▲ +0.18pp | 43.4 | 13% |
| Spencers Retail Ltd SPENCERS · Consumer Services | 4.88% | ₹16.2 Cr | +0.71% | – | – | – |
| Summit Securities Ltd SUMMITSEC · Financial Services | 0.64% | ₹10.7 Cr | +2.51% | – | 16.0 | 1% |
| ZENSAR TECHNOLOGIES ZENSARTECH · Information Technology | 0.06% | ₹6.5 Cr | -0.42% | ▲ +0.01pp | 13.2 | 18% |
| Digidrive Distributors Ltd DIGIDRIVE · Consumer Services | 0.00% | ₹0 Cr | +3.45% | – | – | 3% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| CEAT | 3.74 | 3.66 | 3.66 | 3.66 | · |
| CESC Ltd | 1.88 | 1.88 | 1.88 | 1.88 | · |
| KEC International Ltd | 1.88 | 1.88 | 1.88 | 1.88 | · |
| PCBL Chemical Ltd | 1.04 | 1.04 | 0.77 | 77.00 | 77.00 |
| RPG Life Sciences Ltd | 3.18 | 3.18 | 3.18 | 3.18 | · |
| RPSG Ventures Ltd | 3.30 | 3.30 | 3.30 | · | · |
| Saregama India Ltd | 0.44 | 0.26 | 0.26 | 26.00 | · |
| Spencers Retail Ltd | 4.88 | 4.88 | 4.88 | 4.88 | · |
| Summit Securities Ltd | 0.64 | 0.64 | 0.64 | 64.00 | · |
| ZENSAR TECHNOLOGIES | 0.06 | 0.05 | 0.05 | 5.00 | · |
| Digidrive Distributors Ltd | 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.