4 Stocks Where Mukul Agrawal Bought a Fresh Stake in Q3 FY25 – Should You Invest?
Mukul Agrawal, a well-known name among stock market investors, has once again reshuffled his portfolio, adding fresh stakes in multiple companies during the third quarter of FY25 (Q3 FY25). With a net worth exceeding ₹7,100 crore and holdings in 63 companies, Agrawal’s investment moves are closely tracked by market enthusiasts.
In Q3 FY25, he bought fresh stakes in four stocks—AYM Syntex Ltd, Bella Casa Fashion & Retail Ltd, Ajmera Realty, and Kirloskar Ferrous Industries Ltd. These companies belong to diverse sectors, including textiles, real estate, and industrial manufacturing, hinting at Agrawal’s confidence in their future growth potential.
Let’s take a closer look at these stocks, their financial performance, and why they might be worth watching.
1. AYM Syntex Ltd – A Strong Global Presence in Textile Industry
About the Company:
AYM Syntex is a leading Indian manufacturer and exporter of Bulk Continuous Filament (BCF) yarns, catering to domestic and international markets. The company produces a wide variety of yarns, including mono yarn, cabled yarn, air-covered yarn, FDY, and POY. It has a global footprint in over 55 countries, with exports contributing nearly 49% of its total revenue.
Market Performance & Investment Details:
- Market Capitalization: ₹1,367.71 crore
- Current Share Price: ₹233.80 (as of the latest trading session)
- Recent Price Change: 5% up compared to the previous session
- Mukul Agrawal’s Investment: Acquired 3.9% stake (23 lakh equity shares) in Q3 FY25
Why It Matters:
With strong demand for synthetic fibers and growing exports, AYM Syntex is well-positioned for long-term growth. The stock’s recent momentum also indicates positive investor sentiment.
2. Bella Casa Fashion & Retail Ltd – A Rising Star in Ethnic Wear & Home Furnishing
About the Company:
Bella Casa Fashion & Retail Ltd is an emerging leader in India’s home furnishing and ethnic wear segment. The company manufactures bedsheets and fashion apparel for both men and women. It boasts a strong retail presence with over 8,000 outlets and a production capacity of 2 crore pieces per year. With five manufacturing plants in Jaipur, Bella Casa has scaled its operations significantly.
Market Performance & Investment Details:
- Market Capitalization: ₹687.45 crore
- Current Share Price: ₹513.50
- Recent Price Change: 2% up compared to the previous session
- Mukul Agrawal’s Investment: Acquired 6.85% stake (9 lakh equity shares) in Q3 FY25
Why It Matters:
The Indian fashion and home furnishing sector is expanding rapidly, driven by increased consumer spending and e-commerce penetration. Bella Casa’s strategic expansion and rising retail presence make it a stock to watch.
3. Ajmera Realty – Strong Real Estate Play in Metro Cities
About the Company:
Ajmera Realty is a prominent real estate developer with a presence in Mumbai, Pune, Ahmedabad, and Bangalore. The company is known for its premium residential and commercial projects and has a track record of delivering high-quality infrastructure.
Market Performance & Investment Details:
- Mukul Agrawal’s Investment: Acquired 1.93% stake (7,59,493 shares) in Q3 FY25
Why It Matters:
The Indian real estate sector is witnessing a surge in demand, especially in metro cities where Ajmera Realty operates. With increasing urbanization and premium real estate demand, the company has strong growth potential.
4. Kirloskar Ferrous Industries Ltd – Powering Growth with Expansion Plans
About the Company:
A key player in the iron and steel industry, Kirloskar Ferrous Industries Ltd is a subsidiary of the prestigious Kirloskar Group. It manufactures pig iron and ferrous castings, supplying to automobile and engineering industries.
The company recently commissioned 35 MW of a planned 70 MW solar power plant and aims to expand this capacity to 100 MW by the end of FY25. This move aligns with India’s push toward sustainable and renewable energy solutions.
Market Performance & Investment Details:
- Market Capitalization: ₹9,129.35 crore
- Current Share Price: ₹554.70
- Recent Price Change: 2.5% down from the previous session
- Mukul Agrawal’s Investment: Acquired 1.22% stake (20 lakh equity shares) in Q3 FY25
Why It Matters:
With its diversification into renewable energy and strong demand for ferrous castings in the automobile sector, Kirloskar Ferrous Industries Ltd remains a solid investment pick.
Financial Overview – Key Ratios Comparison
To better understand the financial health of these companies, let’s look at some important financial ratios:
| Company | Market Cap (₹ Cr) | PE Ratio | PB Ratio | ROE (%) | Debt to Equity Ratio |
|---|---|---|---|---|---|
| AYM Syntex Ltd | 1,243 | 45.76 | — | — | — |
| Bella Casa Fashion & Retail Ltd | 687.45 | 52.92 | 5.05 | 13.4 | 0.495 |
| Ajmera Realty | — | — | — | — | — |
| Kirloskar Ferrous Industries Ltd | 9,129.35 | — | — | — | — |
Data sourced from Screener.in & India Infoline.
Should You Invest?
Mukul Agrawal’s investment strategy is widely respected, and his fresh stake in these companies signals confidence in their future growth. Here’s a quick breakdown:
- AYM Syntex Ltd: Strong global presence in synthetic fibers and exports.
- Bella Casa Fashion & Retail Ltd: Expanding retail footprint and rising demand for ethnic wear.
- Ajmera Realty: Benefiting from the booming real estate sector in metro cities.
- Kirloskar Ferrous Industries Ltd: Growth in industrial manufacturing and renewable energy initiatives.
While these stocks show strong potential, investors should conduct thorough research and consider their risk appetite before making any investment decisions.
Conclusion
Mukul Agrawal’s strategic investments in diverse sectors highlight his ability to spot emerging growth opportunities. His recent acquisitions reflect confidence in the textile, real estate, and industrial sectors, which are poised for growth in the coming years.
For investors looking to diversify their portfolio, these stocks could be worth tracking in 2024 and beyond.
💡 Pro Tip: Always keep an eye on quarterly results and industry trends before investing!
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Disclaimer: This blog post is for informational purposes only and should not be considered financial advice. Investors should conduct thorough research and consult with a qualified financial advisor before making any investment decisions.