Markets › Super Investors › Tobacco Manufacturers (India) Limited
TL
Tobacco Manufacturers (India) Limited
FII / ForeignDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹66,604 Cr
Today
+₹687.9 Cr +1.04%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -27.7% NIFTY 50 -4.4%behind NIFTY by 23.3 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
17.9
Wtd ROE
28.8%
Holdings
3
By market cap
Large 99% Mid 0% Small 1%
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| ITC Ltd ITC · Fast Moving Consumer Goods | 17.79% | ₹64,158.4 Cr | +0.98% | – | 17.2 | 29% |
| ITC Hotels Ltd ITCHOTELS · Consumer Services | 6.28% | ₹2,079.6 Cr | +3.23% | – | 40.3 | 7% |
| VST Industries Ltd VSTIND · Fast Moving Consumer Goods | 8.28% | ₹365.6 Cr | +0.04% | – | 15.1 | 21% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| ITC Ltd | 17.79 | 17.79 | 17.79 | 17.81 |
| ITC Hotels Ltd | 6.28 | 6.28 | 12.20 | 12.21 |
| VST Industries Ltd | 8.28 | 8.28 | 8.28 | 8.28 |
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.