Markets › Super Investors › SURESH KUMAR AGARWAL
SA
SURESH KUMAR AGARWAL
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹287 Cr
Today
+₹10.5 Cr +3.81%
Companies
7
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +30.0% NIFTY 50 -4.4%ahead of NIFTY by 34.4 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
99%
Wtd P/E
37.0
Wtd ROE
11.9%
Holdings
7
By market cap
Large 0% Mid 0% Small 100%
Bought / added last quarter
No additions last quarter.
Sold / trimmed last quarter
MAN INDUSTRIES (I)-0.05pp
Holdings · 7
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| MAN INDUSTRIES (I) MANINDS · Capital Goods | 2.99% | ₹128.7 Cr | +4.96% | ▼ -0.05pp | 25.2 | 9% |
| Stove Kraft Ltd STOVEKRAFT · Consumer Durables | 2.81% | ₹61.4 Cr | +0.55% | – | 52.0 | 9% |
| Fineotex Chemical Ltd FCL · Chemicals | 1.20% | ₹58.1 Cr | +5.95% | – | 38.7 | 15% |
| Advait Energy Transitions Ltd ADVAIT · Capital Goods | 1.08% | ₹27.6 Cr | +1.27% | – | 45.2 | 24% |
| Thomas Scott (India) Ltd THOMASCOTT · Textiles | 2.10% | ₹8.4 Cr | +6.47% | – | 20.8 | 16% |
| Brand Concepts Ltd BCONCEPTS · Consumer Services | 1.16% | ₹2.6 Cr | +0.06% | – | 193.7 | 1% |
| Kalyani Commercials Limited KALYANI | 1.92% | ₹0.3 Cr | +0.00% | – | – | – |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| MAN INDUSTRIES (I) | 2.99 | 3.04 | 3.04 | · |
| Stove Kraft Ltd | 2.81 | 2.81 | 2.81 | 2.81 |
| Fineotex Chemical Ltd | 1.20 | 1.21 | 1.22 | 1.22 |
| Advait Energy Transitions Ltd | 1.08 | 1.08 | · | · |
| Thomas Scott (India) Ltd | 2.10 | 2.10 | 2.10 | 2.10 |
| Brand Concepts Ltd | 1.16 | 1.16 | 1.16 | 1.16 |
| Kalyani Commercials Limited | 1.92 | 1.92 | 1.92 | 1.92 |
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.