By BullScreen Editorial Team 
Ace investor Mukul Agrawal’s latest portfolio moves are drawing fresh attention as investors scan microcap opportunities with strong growth potential and attractive valuations. According to the latest shareholding disclosures, Mukul Agrawal Portfolio currently includes 74 publicly listed stocks with a combined net worth of more than Rs. 7,833.4 crore, making his stock picks closely watched in the market.
A key metric often tracked by investors is the PEG ratio, which compares a stock’s valuation with its expected earnings growth. A PEG ratio below 1 is generally seen as a sign of undervaluation. Recent additions in the Mukul Agrawal Portfolio highlight four microcap stocks that fit this filter.
True Colors Ltd, a Surat-based digital textile printing solutions provider, has emerged as one of the standout picks. The company has a market capitalization of Rs. 409.14 crore and gained 2.69% in the latest session. Mukul Agrawal holds a 1.6% stake, while its PEG ratio stands at 0.13. The stock also posted strong return ratios, with ROCE at 25.2% and ROE at 25.7%.
E to E Transportation Infrastructure Ltd, focused on railway infrastructure solutions, has a market value of Rs. 483.21 crore. Shares slipped 2.4%, but the company remains in focus due to Mukul Agrawal’s 13.9% stake and a PEG ratio of 0.98. Its ROCE and ROE stood at 14.8% and 10.4%, respectively.
Brandman Retail Ltd, active in lifestyle and athleisure retail, reported one of the lowest PEG ratios at 0.05. The stock ended 1.16% lower, while the company’s profitability remained strong with ROCE of 36.8% and ROE of 29.5%. Mukul Agrawal holds a 4% stake in the company.
Yaap Digital Ltd, a digital marketing and technology services firm, gained 3.7% in the latest trading session. The company has a market capitalization of Rs. 380.56 crore, with Mukul Agrawal owning 1.4%. Its PEG ratio of 0.29, along with ROCE of 30.9% and ROE of 28.2%, has put it on investor radar.
Market participants tracking the Mukul Agrawal Portfolio are closely watching these microcap stocks, as low PEG ratios combined with strong profitability often signal potential growth opportunities in the small-cap segment.
| Stock Name | Market Cap | Mukul Agrawal Stake | PEG Ratio | Key Financials |
|---|---|---|---|---|
| True Colors Ltd | ₹409.14 Cr | 1.6% | 0.13 | ROCE: 25.2%, ROE: 25.7% |
| E to E Transportation Infrastructure Ltd | ₹483.21 Cr | 13.9% | 0.98 | ROCE: 14.8%, ROE: 10.4% |
| Brandman Retail Ltd | ₹313.77 Cr | 4.0% | 0.05 | ROCE: 36.8%, ROE: 29.5% |
| Yaap Digital Ltd | ₹380.56 Cr | 1.4% | 0.29 | ROCE: 30.9%, ROE: 28.2% |