Mukul Agrawal's Portfolio: 9 Stocks Surge Over 50% in CY26, Plus a New Q1 Addition

Prominent investor Mukul Mahavir Agrawal's portfolio continues to attract significant attention in financial circles. A Mumbai-based individual investor known for his focus on small and mid-cap companies, Agrawal is among the most tracked non-institutional names in India's equity markets, where his holdings are publicly disclosed once they exceed 1% in a listed company. According to ETMarkets' analysis of his holdings, Agrawal currently owns approximately 72 stocks with a combined value of roughly Rs 7,720 crore as of August 7, 2026, based on shareholding data for the June 2026 quarter. This marks a 12% increase from the Rs 6,915 crore portfolio value recorded in the December 2025 quarter.

So far in CY26, more than half of his portfolio has delivered positive returns, with around 24 stocks posting double-digit gains. Nine of these have surged between 50% and 75%. Additionally, one new stock was added to his portfolio during the June quarter.

(Data Source: ACE Equity, Trendlyne)

Top Performers

Apollo Pipes has delivered a stellar 76% gain in CY26, climbing from Rs 294.15 to Rs 517.35. As of the June 2026 quarter, Agrawal held a 3.41% stake, currently worth around Rs 78 crore.

Hind Rectifiers has been on a strong upward trajectory, surging 74% in CY26 from Rs 755.65 to Rs 1,314.10. Agrawal held a 1.45% stake as of the June 2026 quarter, valued at approximately Rs 66 crore.

KRN Heat Exchanger and Refrigeration has jumped 67% in CY26, rising sharply from Rs 727.10 to Rs 1,210.70. As of June 2026, Agrawal owned a 1.53% stake, currently valued at around Rs 121 crore.

Sudeep Pharma has gained 59% in CY26, advancing from Rs 602.45 to Rs 958.05. Agrawal held a 1.33% stake as of the June 2026 quarter, worth nearly Rs 144 crore.

The Jammu & Kashmir Bank has rallied 59% in CY26, moving from Rs 100.30 to Rs 159.20. As of the June 2026 quarter, Agrawal held a 1.50% stake, valued at approximately Rs 263 crore.

KDDL has surged 56% in CY26, climbing from Rs 2,469.70 to Rs 3,844.45. Agrawal held a 3.44% stake as of June 2026, with the investment currently worth around Rs 163 crore.

TAAL Tech has delivered a 51% gain in CY26, rising from Rs 2,973.15 to Rs 4,485.15. Agrawal's 8.92% stake was valued at approximately Rs 125 crore as of the June 2026 quarter.

Indo Count Industries has climbed 51% in CY26, rising from Rs 282.40 to Rs 425.65. As of June 2026, Agrawal held a 1.51% stake, currently valued at around Rs 128 crore.

Neuland Laboratories has gained 50% in CY26, surging from Rs 15,190.25 to Rs 22,843.55. Agrawal held a 3.12% stake as of the June 2026 quarter, valued at a substantial Rs 914 crore.

Other Notable Gainers

ASM Technologies has risen 47% in CY26, moving from Rs 3,280.30 to Rs 4,833.20. Agrawal held a 10.28% stake as of June 2026, making his holding worth around Rs 725 crore.

West Coast Paper Mills has delivered a 45% gain in CY26, advancing from Rs 412.30 to Rs 599.45. As of the June 2026 quarter, Agrawal owned a 1.44% stake, valued at approximately Rs 57 crore.

MPS has rallied 44% in CY26, rising from Rs 2,033.35 to Rs 2,930.45. Agrawal held a 4.46% stake as of the June 2026 quarter, with the investment currently worth around Rs 223 crore.

AYM Syntex has climbed 38% in CY26, moving from Rs 178.95 to Rs 247.15. As of June 2026, Agrawal held a 3.92% stake, valued at approximately Rs 57 crore.

New Portfolio Addition

Arisinfra Solutions emerged as a new addition to Agrawal's portfolio in the June 2026 quarter, with the investor holding a 1.6% stake in the company. The holding was valued at approximately Rs 17 crore.

Across the portfolio, Agrawal's largest individual holding by value—Neuland Laboratories at Rs 914 crore—reflects his pattern of concentrated bets in pharmaceutical ingredient manufacturing, while his stakes in engineering and technology-driven businesses such as TAAL Tech and ASM Technologies underscore a diversified approach spanning multiple sectors.

Source: Economic Times Markets