Best Mukul Agrawal Portfolio Stocks

Best Mukul Agrawal Portfolio Stocks: In every world there are celebrities who set the standard in their field. They are considered the best at what they do and all other beings want to mirror their personality and be as close as possible. For some people, this defines their celebrity. very.

Just as movies have famous actors, the financial world also has certain celebrities. These may be a few persistent investors who started small and have now amassed a lot of wealth, a result of owning only a small number of stocks while turning out to be multibaggers. Today we will learn about one of the famous celebrities. Ace investor. His name is Mukul Agrawal.

Who is Mukul Agrawal?

This ace investor began his career in the late 1990s. Mukul Agrawal currently serves as Director of Param Capital Research Pvt. Ltd, Permanent Technologies Pvt. Ltd, Mahavir Prasad Nevatia Educational Institute.

He is known in the market as an aggressive yet knowledgeable investor. He essentially acquires stakes in strong penny stocks and small cap stocks and holds them for the long term. As of September 30th^Day, in 2023, Mukul Agrawal’s portfolio had around 53 stocks with a net worth of around Rs. 4,500+ Cr.

Best Mukul Agrawal Portfolio Stocks

Now, let’s take a look at some of the best stocks held by this ace investor. We will find out more about these companies and find out how much stake Mukul Agrawal owns in these companies. Watch until the end to see the full list of Mukul Agrawal’s portfolio.

Best Mukul Agrawal Portfolio Stock #1 – BSE Ltd

It is better known as Bombay Stock Exchange. India’s first stock exchange Established in 1875. The exchange was formerly known as the Native Stock and Stock Brokers Association, founded by cotton merchants. Premchand Roychand.

BSE is also the world’s fastest exchange with a speed of 6 microseconds. There are 5,433 companies listed on the exchange with a market capitalization of $3.14 trillion as of March 31, 2023.

The company operates in four specific segments:

1. Trading and Clearing: BSE’s core business is providing trading services to equity, debt, derivatives, interest rate futures and spot markets.
2. distribution: The Exchange is also a distributor of mutual funds. We also provide book-building services for IPOs and sell bonds and insurance.
3. Services to businesses: BSE allows new companies to list and trade their shares in the public market. It also allows listing of bonds, debt securities and commercial paper.
4. Other services: The exchange also provides real-time data feeds to beneficiaries, index services, software and other educational services.

BSE earns up to 46% of its revenue from allowing trading of securities on its exchange. From services to corporate sectors, you earn an additional 30%. The third largest revenue contributor this year was BSE’s investments, growing 11.46% and 12.06% year-on-year.

An interesting fact to note is that the Exchange earned 4.07% by providing data services to other companies. The sector has seen a remarkable growth of 74.45% in one year.

BSE posted a profit of Rs. 954 Cr in FY23, up 10.47% from Rs. 864 Cr in FY 2022. Despite a significant increase in sales, net profit fell 16%. 245 Cr in FY22 to Rs. 206 Cr in FY22.

The decline in revenue was the result of a 26% increase in management fees due to a sharp increase in core settlement guarantee funds. Those costs increased by more than 89% in one year.

Mukul Agrawal owns 20 Lakh BSE shares worth about Rs. 465 Cr as of September 2023. He owns about 1.5% of BSE, which is his largest investment by market value.

Best Mukul Agrawal Portfolio Stock #2 – Karur Vysya Bank

Karur Vysya Bank is a small bank established in 1916 in Karur, Tamil Nadu. Founded by Srima Venkataramana Chettiar and Sri Arti Krishna Chettiar Supports farmers and merchants affected by World War I.

The bank started with a seed capital of only Rs. 100,000. It has survived and thrived, building a strong legacy that spans over 107 years. Currently, the bank serves more than 7.9 million customers through 799 branches located across the country.

Karur Vysya operates through four main lending segments:

1. Consumer Finance Department (CBD): This department is responsible for lending to retail consumers. They offer home loans, personal loans, checking accounts, and savings bank accounts.
2. Commercial banks: This department deals with MSME loans, mortgages and commercial real estate loans. It provides gold loans and other transactional banking services.
3. Agricultural Loans: The bank, which is a major agricultural lender, offers a variety of loans including crop loans, dairy loans, fishery and poultry loans.
4. Group of companies and institutions: This segment specializes in financing companies’ working capital and term loans and providing other liquidity management solutions.

The bank earned net interest income of 10 billion won. 3349 Cr in FY23, up 23% from Rs. 2,716 Cr in FY 2022. Net profit during this period soared from 500 billion won to 100 billion won. 673 Cr in FY22 to Rs. It increased by 64% to ₹1,106Cr in FY23.

According to a September 2023 filing, Mukul Agrawal owns 85 Lakh shares of the bank, equivalent to 1.1% stake in the bank.

Best Mukul Agrawal Portfolio Stock #3 – Raymond Ltd

In 1925, a small textile factory in Thane, Maharashtra, is where Raymond’s story begins. initially called raymond wool millThe company was started by Jacob Raymond.

After the company was founded, AJ Raymond and the Sassoon Family, a Baghdadi Jewish family, promoted the company. Control of the business was then handed over to the Singhania Family, who took over the brand in 1944.

Lala Kailashpat Singhania took over the business and since then the company and brand have remained synonymous with the Singhania Family. Raymond Ltd is now managed by Mr. Raymond Ltd, who acquired the company in 2000. It is headed by Gautam Singhania.

Raymond is a diversified group with most of its business interests located in the following areas: textile and cloth Field. Along with textiles, it has presence across various sectors such as; consumer care, real estate, and Engineering in domestic and international markets.

Raymond Ltd reported revenue for FY23 at Rs. 8,337 Cr, up 31.33% from Rs. 6,348 Cr in FY22. The net profit figure grew aggressively from Rs. 265 Cr in FY22 to Rs. 537 Cr in FY23, a growth of ~103% in one year.

Mukul Agrawal owns 10 Lakh shares, which is equivalent to about 1.5% stake in Raymond Ltd. He sold his 0.2% stake between June and September 2023.

Best Mukul Agrawal Portfolio Stock #4 – AEON Exchange (India)

Ion exchange is the best product Water and environmental management company. The company was created as a spin-off of the British Permutit Water Company. Ion Exchange became a fully Indian company in 1985 following a spin-off.

The company name comes from: Ion exchange resin, of which it was a major producer. Ion Exchange, part of the Permuit Water Company, pioneered the production of these resins in 1965.

Provides ion exchange wastewater treatment, Solid Waste Managementand Solutions that convert waste into energy. In 1978, the company (still the parent company) was the first to introduce the reverse osmosis concept to India.

The business can be divided into three specific segments:

1. Engineering: The sector awards engineering contracts to a variety of industries, particularly petroleum and refining, steel, infrastructure and chemicals. The company reportedly has a healthy backlog of two to three years in the segment.
2. chemistry: In this segment, the company sells ion exchange resins with applications in water treatment, chemical processing, pharmaceutical, food and beverage industries.
3. Consumer Products: In this segment, the company sells household water purification solutions such as water softeners, sand filters and low-cost water purifiers to rural areas.

Ion Exchange reported revenue of Rs. FY23 increased by 25.46% from Rs. 1619Cr in FY22. Net profit grew at a slightly slower pace at 20.58%, up from Rs. 162 Cr in FY22 to Rs. 195Cr in FY23.

Mukul Agrawal owns around 18 Lakh shares of the company, which is equivalent to 1.2% stake in the company. Ace Investors reported a 0.5% offload from the company.

Best Mukul Agrawal Portfolio Stock #5 – CEAT Ltd

Ceat Ltd., a famous brand synonymous with IPL. CEAT Strategic Timeout work out. brand Seat International The company began business in Turin, Italy in 1924 as a manufacturer of telephone and railway cables.

The company entered India in 1958 and established its headquarters in Mumbai. It was later acquired by RPG Group in 1982. Under the leadership of RP Goenka Group, the brand has grown to build a dealer network of 4500+ and CEAT exclusive network of 400+ dealers.

Additionally, the brand has established long-term partnerships with over 27 key partners, creating an international presence in over 110 countries. Ceat has six manufacturing plants across Maharashtra, Gujarat and Tamil Nadu. We have also established R&D centers in Hallol and Frankfurt, Gujarat, Germany.

The company earns 30% of its revenue from the trucks and buses segment and 26% from the two- and three-wheeler segment. Passenger cars alone account for 20% of sales, with the off-highway market accounting for 16% of sales.

Ceat Ltd reported revenue of Rs. 11,332 Cr, an increase of 20.88% from Rs. 9375 Cr in FY22. During the same period, net profit increased by 158% to 10 billion won. 71 Cr in FY22 to Rs. 182 Cr in FY 2023.

Mukul Agrawal has now held 5 Lakh shares of the company for a year, making him own 1.2% stake in the company.

List of stocks owned by Mukul Agrawal

The list below is a compilation of all stocks owned by Mukul Agrawal.

conclusion

Now we have reached the end of the article where we have learned about the best Mukul Agrawal portfolio stocks. We selected only the best stocks from his long list of 50+ holdings, and decided to ignore the losing companies.

If you look at the entire stock list, you’ll see that he’s not afraid to invest in small-cap and small-cap stocks that are currently losing money. We believe he has a strong case to support his investments.

However, please note that you should not blatantly copy someone else’s portfolio. Ace Investors sometimes make investment mistakes that can turn diamonds into dust. Investors must conduct thorough research and trust the companies in which they take a position.

So what are your favorite stocks on our list? Are there any other Ace Investors you follow? Please let us know in the comments below.

Written by Nasir Hussein

by utilizing stock screener, stock heatmap, Backtesting Portfolioand stock comparison The tools on the Trade Brains portal give investors access to comprehensive tools to identify the best stocks, stock mallrket newsBe aware and invest well.