Business
Mukul Agrawal’s Q3 rejig: 10 stocks exit, 3 new stocks added
Mukul Agrawal’s Q3 rejig: 10 stocks exit, 3 new stocks added
About this update from Kddl Limited
Ace investor Mukul Agrawal and his wife undertook a major portfolio rejig during the December 2025 quarter, with their names disappearing from the shareholding pattern of 11 companies, three new stocks added, and increased exposure in four existing holdings.As of the December 2025 quarter, the couple held stakes in 64 stocks valued at around Rs 6,818 crore, compared with 72 stocks worth Rs 6,753 crore at the end of the September 2025 quarter.During the quarter, Agrawal added three new stocks to his portfolio. These include KDDL, where he acquired a 3.44 percent stake valued at about Rs 105 crore, followed by HCC and Sundeep Pharma, in which he purchased 1.68 percent and 1.33 percent stakes worth around Rs 84 crore and Rs 91 crore, respectively.The Agrawal family also increased holdings in four existing stocks — Autoriders International, NR Agarwal Industries, Nuvama Wealth Management and Vikran Engineering. In addition, the couple partially exited two stocks, including Infobeans Technologies and Pearl Global Industries.Meanwhile, their names disappeared from the shareholding pattern of 10 companies during the quarter. However, it is not known whether they have fully exited these stocks or if their stake fell below the one percent disclosure threshold.The stocks where their names were no longer visible include Dishman Carbogen Amcis, C2C Advanced Systems, Concord Control Systems, Osel Devices, Sahasra Electronic Solutions, Siyaram Recycling Industries, Solarium Green Energy, Stanley Lifestyles, Thejo Engineering and Unified Data-Tech Solutions.