Tracking shifts in stakes by seasoned investors reveals market sentiment and potential sector trends. Reduced holdings may signal reassessment of growth prospects or industry risks, prompting investors to re-evaluate their strategies carefully. Such moves often reflect broader changes in the operating landscape, affecting investor confidence and sector dynamics
1. Brand Concepts
Brand Concepts is an Indian company that makes stylish bags, backpacks, travel bags, and fashion items like wallets and belts. Started in 2007 and now based in Indore, it focuses on teaming up with big global names such as Tommy Hilfiger and United Colors of Benetton to bring trendy accessories to people in India and other countries.
Brand Concepts Limited’s stock, with a market capitalisation of Rs. 426 crores fell to Rs. 331.20, hitting a low of up to 4.2 percent from its previous closing price of Rs. 345.75.
Ashish Kacholia lowered his stake in Brand Concepts to 1.45 percent in September 2025 from 1.6 percent in June2025, selling a small number of shares. He now holds 179,838 shares worth Rs. 6.3 crore, a slight decrease from June.
The company reported revenue of Rs. 71.69 crore in Q1FY26, down 0.87 percent sequentially from Rs. 72.32 crore in Q4FY25 and declining 6.79 percent year-on-year from Rs. 76.91 crore in Q1FY25, indicating a slowdown in sales momentum.
Profit declined sharply to a loss of Rs. 2.72 crore in Q1FY26 compared to a profit of Rs. 1.56 crore in Q4FY25 and Rs. 1.79 crore in Q1FY25. This represents a steep QoQ and YoY fall due to weaker operational performance and margin pressure.
2. Dhabriya Polywood
Dhabriya Polywood is a Jaipur-based firm that creates useful plastic building items from uPVC and PVC materials, like window and door frames, wall panels, ceiling sheets, and even modular furniture. Founded in 1992 under the Polywood name, it has grown to offer over 200 colours and styles for homes and offices, finishing thousands of projects across India.
Dhabriya Polywood Limited’s stock, with a market capitalisation of Rs. 435 crores fell to Rs. 392, hitting a low of up to 4.23 percent from its previous closing price of Rs. 409.55.
For Dhabriya Polywood, his holding dropped to 5.8 percent in September 2025 from 6.7 percent previously. He now owns 626,347 shares with a value of Rs. 25.4 crore, showing more significant reduction this quarter.
The company posted revenue of Rs. 62.09 crore in Q1FY26, up 5.79 percent year-on-year from Rs. 58.69 crore in Q1FY25 but down 2.17 percent sequentially from Rs. 63.47 crore in Q4FY25, reflecting a mixed sales trend.
Net profit rose to Rs. 6.54 crore in Q1FY26, registering a robust 40.65 percent YoY growth from Rs. 4.65 crore and a 21.79 percent QoQ increase from Rs. 5.37 crore, driven by improved margins and operational efficiency.
Also read: Chemical stock in focus as Prabhudas Lilladher expects 69% QoQ net profit jump in Q2 FY26
3. Jyoti Structures
Jyoti Structures is a Mumbai company expert in building the backbone for electricity networks, handling full projects from planning to setup for high-voltage power lines, substations, and distribution systems. Going strong since the 1980s with factories in places like Nashik, it makes tall towers for transmission and telecom, serving clients in India and spots like Africa, Asia, and Europe.
Jyoti Structures Limited’s stock, with a market capitalisation of Rs. 1,743 crores rose to Rs. 14.84, hitting a high of up to 3.55 percent from its previous closing price of Rs. 14.33.
In Jyoti Structures, Ashish Kacholia’s stake fell below 1percent for the first time in September 2025. No shareholding value or quantity is reported, indicating a substantial decrease from his earlier position.
The company recorded revenue of Rs. 156 crore in Q1FY26, up 77.27 percent year-on-year from Rs. 88 crore, though down 5.45 percent sequentially from Rs. 165 crore in Q4FY25, indicating strong annual growth but a slight quarterly dip.
Net profit stood at Rs. 11 crore in Q1FY26, rising 120 percent YoY from Rs. 5 crore but slipping 8.33 percent QoQ from Rs. 12 crore. Despite the minor sequential decline, profitability showed significant improvement over the previous year.
Written By Fazal Ul Vahab CH
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