Markets › Super Investors › USHA AGARWAL
UA
USHA AGARWAL
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹208 Cr
Today
+₹5.6 Cr +2.76%
Companies
5
As of
08 Apr 2026
Returns vs NIFTY current basket, 1 year
This portfolio -15.0% NIFTY 50 -4.4%behind NIFTY by 10.6 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
16.4
Wtd ROE
29.9%
Holdings
5
By market cap
Large 0% Mid 17% Small 83%
Bought / added last quarter
Emami Paper Mills Ltd+0.01pp
Sold / trimmed last quarter
Kanpur Plastipack Ltd0.17pp
Holdings · 5
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Crizac Ltd CRIZAC · Consumer Services | 3.00% | ₹114 Cr | +5.43% | – | 17.3 | 37% |
| Kanpur Plastipack Ltd KANPRPLA · Capital Goods | 13.43% | ₹59.4 Cr | -1.33% | ▼ 0.17pp | 11.2 | 17% |
| Emami Ltd EMAMILTD · Fast Moving Consumer Goods | 0.20% | ₹34.7 Cr | +1.54% | – | 22.3 | 28% |
| Emami Paper Mills Ltd EMAMIPAP · Forest Materials | 0.02% | ₹0.1 Cr | -0.97% | ▲ +0.01pp | 8.4 | 10% |
| Emami Realty Ltd EMAMIREAL · Realty | 0.01% | ₹0 Cr | +4.99% | – | – | – |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Crizac Ltd | 3.00 | 3.00 | 3.00 | 3.00 |
| Kanpur Plastipack Ltd | 13.43 | 13.82 | 13.82 | 14.10 |
| Emami Ltd | 0.20 | 0.20 | 0.20 | 20.00 |
| Emami Paper Mills Ltd | 0.02 | 0.01 | 0.01 | 1.00 |
| Emami Realty Ltd | 0.01 | 0.01 | 0.01 | 1.00 |
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.