Ashish Kacholia has built a diverse portfolio spread across sectors like hospitality, education, infrastructure, and manufacturing. He began his career with Prime Securities, later moving to Edelweiss, before starting his own broking venture, Lucky Securities, in 1995.
In 1999, he co-founded Hungama Digital alongside Rakesh Jhunjhunwala and gradually started focusing on his personal portfolio from 2003 onwards. According to the latest filings, Kacholia currently holds stakes in 49 listed companies, with his total portfolio value crossing Rs. 2,600 crores.
Here are three stocks in which Ashish Kacholia increased his stake in June 2025 to keep on your watchlist:
1.Tanfac Industries Limited
With a market cap of Rs. 4,394 crores, the stock moved down by nearly 1 percent on BSE, falling to Rs. 4,405 on Friday. Tanfac Industries Limited, a joint venture between Anupam Rasayan India Limited and the Tamil Nadu Industrial Development Corporation (TIDCO), is a leading manufacturer in the Indian chemical sector, being amongst the leading producers of Hydrofluoric Acid and its derivatives.
Ashish Kacholia holdings have grown to 1.65 percent in June 2025, up from 1.59 percent in March 2025. In Q1 FY26, Tanfac Industries has witnessed a growth of nearly 85 percent YoY in revenue from operations to Rs. 176 crores, accompanied by a net profit growth of around 73 percent YoY to Rs. 19 crores.
2. Aeroflex Industries Limited
With a market cap of Rs. 2,666 crores, the stock moved down by nearly 3 percent on BSE, falling to Rs. 206.2 on Friday. Aeroflex Industries Limited is engaged in the manufacturing of stainless steel flexible hose with braiding and without braiding, and assemblies.
Ashish Kacholia holdings have grown to 1.99 percent in June 2025, up from 1.92 percent in March 2025. In Q4 FY25, Aeroflex Industries has witnessed a growth of nearly 18 percent YoY in revenue from operations to Rs. 92 crores, accompanied by a net profit growth of around 10 percent YoY to Rs. 11 crores.
3. Agarwal Industrial Corporation Limited
With a market cap of Rs. 1,416.5 crores, the stock moved down by 1.1 percent on BSE, falling to Rs. 947 on Friday. Agarwal Industrial Corporation Limited is in the business activities of ancillary infrastructure, including manufacturing and trading of bitumen and allied products, logistics of bitumen and Liquefied Petroleum Gas (LPG), and energy generation through wind mills.
Ace investor Ashish Kacholia’s holdings have grown to 4.33 percent in June 2025, up from 4 percent in March 2025. In Q4 FY25, Agarwal Industrial Corp has witnessed a marginal growth of nearly 6 percent YoY in revenue from operations to Rs. 823 crores, while a decline in net profit by around 18 percent YoY to Rs. 31 crores.
Written by Shivani Singh
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