Ashish Kacholia's Portfolio: 4 Stocks That Returned Over 100% in 6 Months

Daily Market Updates Super Traders & Investors
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Ashish Kacholia, a renowned investor with an impressive track record, has four stocks in his portfolio that have delivered returns of over 100% in the past six months.

  • Garware Hi-Tech Films Limited (184%)
  • TARC Limited (141%)
  • Repro India Limited (105.8%)
  • Safari Industries Limited (102.5%)

Among these stocks, six stocks from his portfolio have generated returns of over 50% during the same period.

  • Gravita India
  • Shaily Engineering Plastics
  • SJS Enterprises
  • Knowledge Marine and Engineering
  • Aditya Vision
  • Raghav Productivity Enhancer

Here’s all you need to learn from this man:

  • Invest in small and mid-sized companies.
  • Conduct your own research and don’t blindly follow others.
  • Be patient and hold your investments for the long term.

To know more in detail about these stocks and the investment strategy of Ashish Kacholia, please check out the article.

Disclaimer: This is not financial advice. Please do your own research or consult an expert before making any investment decisions.

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Agarwal Industrial Corporation Limited shares surged 4.92% to hit a fresh 52-week high of Rs 1,098.20 on the BSE today. Today, the stock opened at Rs 1029.55, with a high and low of Rs 1098.55 and Rs 1012.35 respectively. The stock ended the trading session at Rs 1070.00, up by 4.92%.

Agarwal Industrial Corporation Limited is primarily engaged in the business activities of manufacturing and trading of Petrochemicals (Bitumen and Bituminous Products), logistics of bitumen and liquefied Petroleum Gas and energy generation through Wind Mills.

In addition to manufacturing and trading bituminous products, Agarwal Industrial Corporation provides its customers with an integrated transportation solution. The company also transports LPG cylinders, generates power through windmills, and charters ships.

Ace investor Ashish Kacholia owns a 3.93% stake in the company. Ashish Kacholia has increased stake his stake from 2.49% in September 2022 to 3.93 in June 2023.

In the recent quarter Q1FY24, the company generated revenue of Rs 628.76 crore, reflecting a growth of 8.26% compared to the previous year. The operating profit for Q1FY24 stood at Rs 42.11 crore, marking a significant increase of 16.99% on a YoY basis. The company’s net profit after tax (PAT) saw a significant jump, reaching Rs 27.57 crore, with a growth of 17.52% on a YoY basis.

The stock is trading at a PE of 16.7x. The company has a ROCE of 23.6% and an ROE of 26.2% with a market capitalisation of Rs 1,601 crore.

In the last 6 months, the shares of the company have given more than 65% returns, and on a YTD basis, the stock has given about 80% returns.

The stock has shown impressive growth and investors should keep a close eye on this stock.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet, and is subject to changes. Please consult an expert before making related decisions.

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As the stock now commands a price of Rs 185.90 per share, as per 9th october 2023, representing a gain of Rs 18.89 per share or 11.31%. His total portfolio gain from this stock now stands at an impressive Rs 1,17,64,692.

It’s not just the Indian benchmark indices that are having a stellar Tuesday; Saakshi Medtech and Panels, a small and medium-sized enterprise (SME) stock, is also making waves. The company made its debut on the NSE SME on October 3, 2023, at an impressive Rs 146 per share, sporting a remarkable premium of 50.5% above its issue price of Rs 97.

When Saakshi Medtech’s initial public offering (IPO) hit the market, it had a price band ranging from Rs 92 to Rs 97 per equity share, each with a face value of Rs 10. The IPO’s lot size was set at 1200 equity shares, with multiples of 1200 equity shares thereafter. The response from investors was overwhelming, with the IPO being subscribed a whopping 91.65 times, and the retail investors’ category witnessing a subscription rate of 75.88 times.

What adds to the excitement on this Tuesday is the news of Ashish Kacholia, a renowned investor, acquiring a significant stake in this recently listed SME gem. Kacholia purchased 6,22,800 shares of Saakshi Medtech and Panels at a price of Rs 167.01 per share, aggregating to a substantial investment of Rs 10,40,13,828.

Today, Saakshi Medtech’s shares experienced a remarkable journey, being locked in a 5% upper circuit to reach Rs 185.90 per share. Notably, the stock also achieved a new 52-week high at the same price point. Kacholia’s astute investment decision has paid off handsomely, as the stock now commands a price of Rs 185.90 per share, representing a gain of Rs 18.89 per share or 11.31%. His total portfolio gain from this stock now stands at an impressive Rs 1,17,64,692.

As this SME stock continues to captivate investors’ attention, it’s worth keeping an eye on the unfolding story of Saakshi Medtech’s growth and performance in the market.

Disclaimer: This post is only for educational purpose, please do your own research and consult an expert before making related decisions.

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Ashish Kacholia Gains Rs 2.10 Crore from SME Stock DU Digital Global in a Single Trading Session

Ashish Kacholia-backed DU Digital Global Ltd. sees about 5% surge. With a robust business model and expansion plans, it’s an SME stock to keep on the radar.

Amidst the noise of the stock market, there’s a hidden gem that’s quietly making waves without garnering major headlines. On Wednesday, this stock hit an upper circuit of 5%, reaching Rs 71.45. It’s not your typical high-profile stock—it’s part of the SME (Small and Medium Enterprises) category. The company in question is DU Digital Global Ltd.

Who Is DU Digital Global Ltd.?

DU Digital Global Ltd. specializes in providing administrative services for visa processing, passport management, identity verification, and other citizen services. They also offer company formation services in the UAE, as well as immigration, residency, and citizenship programs. With a global footprint, DU Digital has processed over 5 million applications since its inception and has plans to expand to over 100 centers across India in the next two years.

Stock Performance

The stock of Du Digital Global hit a 52-week high of Rs 90.45 in February, but then retreated to Rs 61. However, it’s been regaining momentum, recently hitting its upper circuit limit. This signifies renewed investor confidence, possibly fueled by DU Digital’s growth prospects and ambitious expansion plans.

Ashish Kacholia’s Investment

One reason for the recent buzz around DU Digital is the significant stake held by ace investor Ashish Kacholia. According to the latest shareholding pattern, Kacholia holds 63,80,000 shares, which translates to a 9.15% stake in the company. Promoters hold 55.50% of the company’s shares as of March 2024, suggesting a high level of insider commitment.

Kacholia’s 9.15% stake in DU Digital gained him a considerable sum on Wednesday alone—approximately Rs 2,10,54,000—thanks to the stock’s 5% increase (Rs 3.30 * 63,80,000).

The stock has shown solid growth in recent months, with gains of about 27.41% over the last three months and a YTD increase of just over 20%. These numbers, along with the company’s ambitious plans, hint at strong potential for further growth.

Conclusion: Keep an Eye on DU Digital

While it might not be a household name yet, DU Digital Global Ltd. is worth watching. With significant backing from both promoters and notable investors, this could be a stock to keep on your radar.

Disclaimer: This post has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet and is subject to changes. Please consult an expert before making related decisions.