Synopsis: Mukul Agrawal increased his stake in Laxmi India Finance and Lux Industries during Q1FY27, reflecting his continued confidence in these businesses. The move highlights his interest in companies with growth potential, strong market positioning, and opportunities for long-term value creation
Ace investor Mukul Agrawal continues to make notable moves in his stock portfolio, closely tracked by market participants. According to the latest corporate shareholding disclosures, Agrawal publicly holds 72 stocks with a combined net worth of over Rs. 7,393.4 crore, reflecting his strong presence in the Indian equity market.
In the first quarter of FY27, the veteran investor increased his stake in select companies, signaling his continued confidence in their growth prospects. Here are two stocks where Mukul Agrawal raised his holdings during Q1FY27. Here are the stocks to look out for
Laxmi India Finance Ltd
Laxmi Finance Ltd is an Indian financial services company engaged in providing loans and financial solutions to individuals and businesses. The company focuses on credit facilities, lending services, and customer-oriented financial products. It aims to support economic growth by offering accessible financing options and maintaining strong relationships with its customers.
Mukul Agrawal increased his holding in Laxmi Finance from 3.8% in March 2026 to 4.6% in June 2026, reflecting an increase of 0.8 percentage points during the quarter. This indicates a rise in his stake and continued confidence in the company’s growth prospects.
He holds 24,00,000 shares worth approximately Rs. 30.8 crore, representing around 4.6% ownership. The holding change reflects increased investor confidence and a stronger position in the company.
Financials & Others
The company’s revenue rose by 25 percent from Rs. 74 crores in March 2025 to Rs. 93 crores in March 2026. Meanwhile, Net profit rose from Rs. 15 crores to Rs. 21 crores in the same period.
The company has delivered strong financial performance, with a ROCE of 12.7% and ROE of 13.8%, indicating efficient utilization of capital and healthy returns for shareholders. A PEG ratio of 0.26 suggests the stock may be attractively valued relative to its earnings growth potential.
The company has demonstrated robust growth, with profits increasing at a 36.5% CAGR over the last five years. This consistent earnings expansion highlights improving business performance and strong operational execution.
Lux Industries Ltd
Lux Industries Ltd is one of India’s leading innerwear and apparel manufacturers. Established in 1957, the company produces a wide range of products, including innerwear, thermal wear, and casual clothing, under popular brands. It has a strong market presence, an extensive distribution network, and focuses on quality, innovation, and customer satisfaction.
Mukul Agrawal increased his holding in Laxmi Finance from 1.5% in March 2026 to 1.6% in June 2026, reflecting an increase of 0.1 percentage points during the quarter. This indicates a rise in his stake and continued confidence in the company’s growth prospects.
He holds 465,246 shares worth approximately Rs. 58.0 crore, representing around 1.6% ownership. The holding change reflects increased investor confidence and a stronger position in the company.
Financials & Others
The company’s revenue rose by 7.58 percent from Rs. 819 crores in March 2025 to Rs. 881 crores in March 2026. Meanwhile, Net profit declined from Rs. 48 crores to Rs. 40 crores in the same period.
The company has a ROCE of 7.84% and ROE of 5.90%, indicating moderate efficiency in generating returns from capital employed and shareholders’ equity. With a debt-to-equity ratio of 0.32, the company maintains a relatively low debt level, reflecting a balanced capital structure and manageable financial leverage.
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