{"id":560,"date":"2026-03-07T13:20:03","date_gmt":"2026-03-07T13:20:03","guid":{"rendered":"https:\/\/www.bullscreen.in\/news\/?p=560"},"modified":"2026-03-25T12:29:36","modified_gmt":"2026-03-25T12:29:36","slug":"mukul-agrawal-portfolio-multibagger-stocks-fy26-q3-additions","status":"publish","type":"post","link":"https:\/\/www.bullscreen.in\/news\/mukul-agrawal-portfolio-multibagger-stocks-fy26-q3-additions\/","title":{"rendered":"Mukul Agrawal Portfolio: 4 Multibagger Stocks in FY26, New Q3 Additions Revealed"},"content":{"rendered":"\n

India\u2019s stock market participants closely track the investment moves of seasoned investor Mukul Mahavir Agrawal, whose portfolio often highlights emerging opportunities across mid-cap and small-cap companies. Known for identifying high-growth businesses early, Agrawal\u2019s investments have once again caught the attention of market watchers in FY26.<\/p>\n\n\n\n

According to an analysis by ETMarkets based on shareholding data from the December 2025 quarter, Agrawal currently holds stakes in about 72 listed companies<\/strong>. The combined value of his portfolio stands at around \u20b96,160 crore as of March 6, 2026<\/strong>. However, the valuation has seen a modest dip compared to \u20b96,751 crore recorded in the March 2025 quarter<\/strong>, reflecting an 8% decline<\/strong> amid market volatility.<\/p>\n\n\n\n

Despite the drop in overall portfolio value, several stocks in his holdings have delivered strong gains this financial year. While more than half of his investments have posted negative returns so far in FY26, around 18 stocks have still managed to generate double-digit returns<\/strong>. Among them, nine stocks surged between 50% and 230%, including four that turned into multibaggers<\/strong>, delivering over 100% returns.<\/p>\n\n\n\n

Below is a closer look at the top performers in Agrawal\u2019s portfolio during FY26.<\/p>\n\n\n\n

<\/i><\/span>Four Multibagger Stocks from Mukul Agrawal\u2019s Portfolio <\/h2>
<\/div><\/div>\n\n\n\n

<\/i><\/span>Concord Control Systems <\/h3>
<\/div><\/div>\n\n\n\n

One of the biggest winners in the portfolio is Concord Control Systems<\/a>. The stock has delivered a massive rally of about 230% in FY26<\/strong>, climbing from \u20b9699 to \u20b92,311<\/strong>.<\/p>\n\n\n\n

As per the December 2025 shareholding data, Agrawal owns a 5.5% stake in the company<\/strong>, which is currently valued at around \u20b980 crore<\/strong>.<\/p>\n\n\n\n

The company is involved in manufacturing railway safety and control systems<\/strong>, including products used in train protection and signaling solutions. With India increasing investments in railway modernization and safety systems, companies operating in this space have been attracting strong investor interest.<\/p>\n\n\n\n

<\/i><\/span>Infobeans Technologies <\/h3>
<\/div><\/div>\n\n\n\n

IT services firm Infobeans Technologies<\/a> is another major outperformer in Agrawal\u2019s portfolio.<\/p>\n\n\n\n

The stock has gained about 112% in FY26<\/strong>, rising from \u20b973 to \u20b9155<\/strong>. Agrawal holds a 3.94% stake in the company<\/strong>, which is valued at approximately \u20b915 crore<\/strong>.<\/p>\n\n\n\n

Infobeans provides digital transformation, enterprise software development, and cloud solutions<\/strong> to global clients. The company primarily works with enterprises looking to modernize their IT systems and improve digital capabilities.<\/p>\n\n\n\n

<\/i><\/span>Osel Devices <\/h3>
<\/div><\/div>\n\n\n\n

Electronics manufacturing company Osel Devices<\/a> has also delivered strong returns to investors this year.<\/p>\n\n\n\n

The stock has jumped around 110% in FY26<\/strong>, moving from \u20b9242 to \u20b9509<\/strong>. Agrawal owns a 7.56% stake<\/strong>, currently valued at about \u20b968 crore<\/strong>.<\/p>\n\n\n\n

The company manufactures LED lighting products, electronics equipment, and display systems<\/strong>, catering to both commercial and government projects. The growing demand for energy-efficient lighting and electronics manufacturing in India has supported the stock\u2019s strong performance.<\/p>\n\n\n\n

<\/i><\/span>NR Agarwal Industries <\/h3>
<\/div><\/div>\n\n\n\n

Paper manufacturing company NR Agarwal Industries<\/a> has also turned into a multibagger in FY26.<\/p>\n\n\n\n

The stock has surged about 106%<\/strong>, climbing from \u20b9222 to \u20b9458<\/strong>. Agrawal holds a 2.06% stake in the company<\/strong>, valued at around \u20b916 crore<\/strong>.<\/p>\n\n\n\n

The company produces recycled paper products such as duplex boards and packaging boards<\/strong>, widely used in packaging for consumer goods, pharmaceuticals, and FMCG products.<\/p>\n\n\n\n

<\/i><\/span>Other Strong Performers in FY26 <\/h2>
<\/div><\/div>\n\n\n\n

Apart from the multibaggers, several other stocks in Agrawal\u2019s portfolio have also delivered impressive gains.<\/p>\n\n\n\n

<\/i><\/span>Indian Metals & Ferro Alloys <\/h3>
<\/div><\/div>\n\n\n\n

Indian Metals & Ferro Alloys<\/a> has risen 98% in FY26<\/strong>, moving from \u20b9610 to \u20b91,208<\/strong>.<\/p>\n\n\n\n

Agrawal holds a 1.11% stake<\/strong> in the company worth nearly \u20b972 crore<\/strong>. The company is one of India\u2019s leading producers of ferro alloys<\/strong>, which are essential raw materials used in steel manufacturing.<\/p>\n\n\n\n

<\/i><\/span>SIRCA Paints India <\/h3>
<\/div><\/div>\n\n\n\n

SIRCA Paints India<\/a> has gained around 87% this financial year<\/strong>, rising from \u20b9242 to \u20b9453<\/strong>.<\/p>\n\n\n\n

Agrawal owns a 2.52% stake<\/strong> in the company, valued at around \u20b965 crore<\/strong>. The company specializes in premium wood coatings, decorative paints, and industrial coatings<\/strong>, widely used in furniture and interior applications.<\/p>\n\n\n\n

<\/i><\/span>ASM Technologies <\/h3>
<\/div><\/div>\n\n\n\n

Engineering and technology services company ASM Technologies<\/a> has delivered 73% returns in FY26<\/strong>, with the stock climbing from \u20b91,274 to \u20b92,208<\/strong>.<\/p>\n\n\n\n

Agrawal has a 10.28% stake in the company<\/strong>, making it one of his largest positions. The holding is currently valued at about \u20b9331 crore<\/strong>.<\/p>\n\n\n\n

ASM Technologies provides engineering design services, product development, and digital engineering solutions<\/strong> to global clients across industries like automotive, aerospace, and manufacturing.<\/p>\n\n\n\n

<\/i><\/span>Tatva Chintan Pharma Chem <\/h3>
<\/div><\/div>\n\n\n\n

Specialty chemicals company Tatva Chintan Pharma Chem<\/a> has seen its stock rise 68% in FY26<\/strong>, from \u20b9679 to \u20b91,140<\/strong>.<\/p>\n\n\n\n

Agrawal owns a 2.14% stake<\/strong> worth around \u20b957 crore<\/strong>. The company manufactures structure-directing agents, phase transfer catalysts, and electrolyte salts<\/strong>, which are used in pharmaceuticals, chemicals, and battery technologies.<\/p>\n\n\n\n

<\/i><\/span>Hind Rectifiers <\/h3>
<\/div><\/div>\n\n\n\n

Power electronics company Hind Rectifiers<\/a> has delivered 55% gains this year<\/strong>, moving from \u20b9937 to \u20b91,453<\/strong>.<\/p>\n\n\n\n

Agrawal\u2019s 1.45% stake<\/strong> in the company is valued at about \u20b936 crore<\/strong>. The firm manufactures rectifiers, transformers, and power semiconductor equipment<\/strong>, used in railways, defense, and industrial power systems.<\/p>\n\n\n\n

<\/i><\/span>Yatharth Hospital & Trauma Care Services <\/h3>
<\/div><\/div>\n\n\n\n

Healthcare provider Yatharth Hospital & Trauma Care<\/a> Services has also performed strongly, with the stock rising 52% in FY26<\/strong>, from \u20b9425 to \u20b9647<\/strong>.<\/p>\n\n\n\n

Agrawal holds a 1.14% stake worth roughly \u20b971 crore<\/strong>. The company operates multi-specialty hospitals offering advanced medical care and trauma services<\/strong> across North India.<\/p>\n\n\n\n

<\/i><\/span>Zota Health Care <\/h3>
<\/div><\/div>\n\n\n\n

Pharmaceutical company Zota Health Care<\/a> has delivered 49% returns in FY26<\/strong>, rising from \u20b9805 to \u20b91,198<\/strong>.<\/p>\n\n\n\n

Agrawal\u2019s 7.45% stake<\/strong> in the company is valued at around \u20b9302 crore<\/strong>. Zota Healthcare<\/a> focuses on manufacturing and marketing pharmaceutical products<\/strong>, along with operating retail pharmacy chains<\/strong> across India.<\/p>\n\n\n\n

<\/i><\/span>Fresh Additions in the December 2025 Quarter <\/h2>
<\/div><\/div>\n\n\n\n

In the December 2025 quarter<\/strong>, Mukul Agrawal also made a few new additions to his portfolio, indicating his continued search for growth opportunities across sectors.<\/p>\n\n\n\n

The newly added stocks include:<\/p>\n\n\n\n

    \n
  • Allcargo Logistics<\/li>\n\n\n\n
  • Hindustan Construction Company<\/li>\n\n\n\n
  • SIRCA Paints India<\/li>\n\n\n\n
  • Sudeep Pharma<\/li>\n<\/ul>\n\n\n\n

    These additions span logistics, infrastructure, specialty chemicals, and paints<\/strong>, suggesting a diversified approach to capturing growth across multiple industries.<\/p>\n\n\n\n

    <\/i><\/span>What Investors Can Learn from Mukul Agrawal\u2019s Portfolio <\/h2>
    <\/div><\/div>\n\n\n\n

    Market experts often track portfolios of seasoned investors like Mukul Agrawal because they tend to identify high-potential mid-cap and small-cap businesses before they become widely popular<\/strong>.<\/p>\n\n\n\n

    The performance of several stocks in his portfolio during FY26 highlights a few key themes:<\/p>\n\n\n\n

      \n
    • Strong focus on niche sectors<\/strong>, including specialty chemicals, engineering services, and electronics manufacturing<\/li>\n\n\n\n
    • Preference for mid-cap and small-cap companies<\/strong> with scalable business models<\/li>\n\n\n\n
    • Long-term investment approach<\/strong>, allowing businesses time to grow and deliver returns<\/li>\n<\/ul>\n\n\n\n

      While not every investment in his portfolio has performed well this year, the presence of multiple multibaggers shows how a diversified portfolio can still generate strong returns.<\/p>\n","protected":false},"excerpt":{"rendered":"

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