Synopsis: Ace investor Mukul Agrawal’s key holdings delivered a strong Q4FY26 performance, led by Neuland Laboratories, PTC Industries, and others, which reported robust revenue and profit growth, reflecting strong business momentum.
India’s leading investors often build diversified portfolios across high-growth sectors such as pharmaceuticals, alcoholic beverages, engineering services, wealth management, and aerospace & defence manufacturing.
These sectors continue to benefit from structural growth drivers including rising healthcare demand, premium consumption trends, increasing digital transformation, financialization of savings, and government-led manufacturing initiatives.
Several companies from these sectors reported strong Q4FY26 results, delivering robust growth in revenue and profitability. A review of these holdings provides insights into how businesses across diverse industries are performing amid evolving market opportunities and economic trends.
Ace investor Mukul Agrawal’s portfolio value increased by 29.8% to Rs. 7,412.23 crore. His latest investment move was in Capacit’e Infraprojects Ltd, where he raised his stake by 0.53%, reflecting confidence in the company’s growth potential.
Neuland Laboratories Ltd
Neuland Laboratories is a leading pharmaceutical company specialising in Active Pharmaceutical Ingredients (APIs) and custom manufacturing services for global drug innovators. The company has built strong expertise in complex chemistry and serves regulated markets such as the US and Europe.
With a market capitalisation of Rs. 21,791 cr, the shares of Neuland Laboratories Ltd were trading at Rs. 16985 per share, up from its previous close of Rs. 16,812.90 per share. As of Q4FY26, ace investor Mukul Agrawal holds a 3.12% stake in the company, valued at approximately Rs. 676 crore.
It reported an exceptional performance in Q4FY26. Revenue surged 136% YoY to Rs. 776 crore from Rs. 328 crore in Q4FY25, while EBITDA jumped 502% YoY to Rs. 307 crore from Rs. 51.1 crore. Net profit soared 665% YoY to Rs. 213 crore compared to Rs. 27.8 crore in the year-ago period, with EPS also rising 665% to Rs. 165.76 from Rs. 21.68.
Radico Khaitan Ltd
Radico Khaitan is one of India’s largest alcoholic beverage companies and owns popular brands such as Magic Moments, Rampur Indian Single Malt, and Royal Ranthambore. The company is benefiting from the premiumisation trend in the Indian liquor market, where consumers are increasingly shifting toward higher-priced spirits.
With a market capitalisation of Rs. 46,353 cr, the shares of Radico Khaitan Ltd were trading at Rs. 3461 per share, down from its previous close of Rs. 3,490.60 per share. As of Q4FY26, ace investor Mukul Agrawal holds a 1.05% stake in the company, valued at approximately Rs. 498 crore.
It delivered a strong performance in Q4FY26. Revenue increased 15% YoY to Rs. 1,504 crore from Rs. 1,304 crore in Q4FY25, while EBITDA surged 60% YoY to Rs. 284 crore from Rs. 178 crore. Net profit rose 95% YoY to Rs. 179 crore compared to Rs. 92.1 crore in the year-ago period, with EPS also climbing 95% to Rs. 13.40 from Rs. 6.88.
ASM Technologies Ltd
ASM Technologies provides engineering services, digital transformation solutions, and product development support to global clients. The company has been expanding its capabilities in areas such as semiconductor engineering, embedded systems, AI, and Industry 4.0 technologies.
With a market capitalisation of Rs. 4,577 cr, the shares of ASM Technologies Ltd were trading at Rs. 3138 per share, down from its previous close of Rs. 3,241.85 per share. As of Q4FY26, ace investor Mukul Agrawal holds a 10.28% stake in the company, valued at approximately Rs. 466.5 crore.
It reported steady growth in Q4FY26. Revenue increased 17% YoY to Rs. 135 crore from Rs. 115 crore in Q4FY25. However, EBITDA declined marginally by 2% YoY to Rs. 25 crore from Rs. 25.4 crore. Net profit rose 9% YoY to Rs. 16.8 crore compared to Rs. 15.4 crore in the year-ago period, while EPS declined 11% to Rs. 11.49 from Rs. 12.93.
Nuvama Wealth Management Ltd
Nuvama Wealth Management is one of India’s leading wealth management and capital market firms, serving high-net-worth and ultra-high-net-worth clients. The company benefits from the rising financialisation of savings, increasing equity participation, and rapid wealth creation in India.
With a market capitalisation of Rs. 28,108 cr, the shares of Nuvama Wealth Management Ltd were trading at Rs. 1542.30 per share, down from its previous close of Rs. 1,574.90 per share. As of Q4FY26, ace investor Mukul Agrawal holds a 1.37% stake in the company, valued at approximately Rs. 389 crore.
It reported steady growth in Q4FY26. Revenue increased 13% YoY to Rs. 1,269 crore from Rs. 1,120 crore in Q4FY25, while EBITDA rose 9% YoY to Rs. 629 crore from Rs. 575 crore. Net profit grew 5% YoY to Rs. 269 crore compared to Rs. 255 crore in the year-ago period, with EPS increasing 4% to Rs. 14.79 from Rs. 14.20.
PTC Industries Ltd
PTC Industries manufactures high-precision metal components and castings for critical sectors including aerospace, defence, power, and engineering. Through its advanced manufacturing capabilities and titanium casting expertise, the company is emerging as an important supplier to global aerospace and defence supply chains.
With a market capitalisation of Rs. 27,608 cr, the shares of PTC Industries Ltd were trading at Rs. 18414.65 per share, down from its previous close of Rs. 18,532.70 per share. As of Q4FY26, ace investor Mukul Agrawal holds a 1.07% stake in the company, valued at approximately Rs. 302.4 crore.
It delivered robust growth in Q4FY26. Revenue surged 84% YoY to Rs. 225 crore from Rs. 122 crore in Q4FY25, while EBITDA jumped 153% YoY to Rs. 72.6 crore from Rs. 28.7 crore. Net profit increased 143% YoY to Rs. 59.9 crore compared to Rs. 24.6 crore in the year-ago period, with EPS rising 144% to Rs. 39.96 from Rs. 16.40.
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