Synopsis: Ashish Kacholia’s portfolio showed mixed Q4FY26 performance, with strong growth in Shaily Engineering and Knowledge Marine, steady performance in Beta Drugs, while Safari Industries reported muted earnings and Jain Resource Recycling delivered robust expansion.
Ashish Kacholia’s Portfolio companies from sectors including precision engineering plastics, pharmaceuticals, recycling and metals, marine engineering services, and luggage manufacturing reported their Q4FY26 performance. The overall sectoral mix reflects exposure to both domestic consumption-driven industries and export-oriented industrial businesses.
The results showed a varied trend, with some sectors like recycling and marine services delivering strong growth, while pharmaceuticals and consumer-focused businesses reported relatively stable or mixed performance during the quarter. As per the latest corporate shareholding disclosures, investor Ashish Kacholia currently holds 51 stocks with a total portfolio value exceeding Rs. 3,077.2 crore.
Shaily Engineering Plastics Ltd
Shaily Engineering Plastics Ltd is an Indian company engaged in designing and manufacturing high-precision plastic components and products. It serves sectors like pharmaceuticals, consumer goods, packaging, and engineering, with a focus on injection-moulded plastic solutions and contract manufacturing for global brands.
With a market capitalisation of Rs. 14,521 cr, the shares of Shaily Engineering Plastics Ltd closed at Rs. 3160 per share, up from its previous close of Rs. 3,073.50 per share. As of Q4FY26, ace investor Ashish Kacholia holds a 3.22% stake in the company, while an additional 1.99% is held through Suryavanshi Commotrade Private Limited, taking his total holding to about 5.2%, valued at approximately Rs. 756.2 crore.
It reported steady performance in Q4FY26. Revenue grew 10% YoY to Rs. 224 crore from Rs. 203 crore in Q4FY25, while EBITDA rose 31% YoY to Rs. 62.8 crore from Rs. 47.9 crore. Net profit surged 65% YoY to Rs. 48.7 crore compared to Rs. 29.5 crore in the year-ago period, with EPS also increasing 65% to Rs. 10.59 from Rs. 6.43.
Beta Drugs Ltd
Beta Drugs Ltd is a pharmaceutical company involved in the development, manufacturing, and export of formulations, particularly in oncology and critical care segments. The company supplies both domestic and international markets, with a focus on high-quality generic medicines and regulated market approvals.
With a market capitalisation of Rs. 1,556 cr, the shares of Beta Drugs Ltd closed at Rs. 1,535 per share, up from its previous close of Rs. 1,430.10 per share. As of Q4FY26, ace investor Ashish Kacholia holds a 5.76% stake in the company, while an additional 6.71% is held through Suryavanshi Commotrade Private Limited, taking his total holding to about 12.5%, valued at approximately Rs. 194 crore.
It reported largely stable performance in Q4FY26. Revenue remained flat at Rs. 94.0 crore compared to Rs. 93.8 crore in Q4FY25, while EBITDA rose marginally by 2% YoY to Rs. 17.7 crore from Rs. 17.4 crore. Net profit stood flat at Rs. 9.05 crore from Rs. 9.03 crore, EPS stayed broadly unchanged at Rs. 8.93 versus Rs. 8.95.
Jain Resource Recycling Ltd
Jain Resource Recycling Ltd operates in the recycling and resource recovery space, primarily dealing with non-ferrous metals such as lead, copper, and aluminium. The company focuses on sustainable metal recycling, helping convert industrial waste into reusable raw materials for manufacturing industries.
With a market capitalisation of Rs. 12,833 cr, the shares of Jain Resource Recycling Ltd closed at Rs. 371.90 per share, up from its previous close of Rs. 339.75 per share. As of Q4FY26, ace investor Ashish Kacholia, through his firm Bengal Finance and Investment Pvt Ltd and Suryavanshi Commotrade Private Limited, together holds a 2.27% stake in the company, valued at approximately Rs. 144.7 crore.
It reported strong growth in Q4FY26. Revenue surged 76% YoY to Rs. 3,105 crore from Rs. 1,760 crore in Q4FY25, while EBITDA rose 18% YoY to Rs. 110 crore from Rs. 93.4 crore. Net profit increased 26% YoY to Rs. 66 crore compared to Rs. 52.5 crore in the year-ago period, with EPS rising 18% to Rs. 1.91 from Rs. 1.62.
Safari Industries (India) Ltd
Safari Industries (India) Ltd is a well-known luggage and travel accessories company in India. It manufactures suitcases, backpacks, and travel gear, and has a strong retail presence across India, catering to both budget and premium travel segments.
With a market capitalisation of Rs. 7,762 cr, the shares of Safari Industries (India) Ltd closed at Rs. 2161.60 per share, up from its previous close of Rs. 2,130 per share. As of Q4FY26, ace investor Ashish Kacholia holds a 1.84% stake in the company, valued at approximately Rs. 141.9 crore.
It reported a mixed performance in Q4FY26. Revenue increased 12% YoY to Rs. 473 crore from Rs. 421 crore in Q4FY25, while EBITDA rose marginally by 2% YoY to Rs. 61.8 crore from Rs. 60.8 crore. Net profit remained largely flat at Rs. 37.5 crore compared to Rs. 37.6 crore in the year-ago period, with EPS also broadly unchanged at Rs. 7.65 versus Rs. 7.69.
Knowledge Marine & Engineering Works Ltd
Knowledge Marine & Engineering Works Ltd provides marine engineering and dredging services, including maintenance of ports, waterways, and coastal infrastructure. It also operates vessels and offers services to government and private clients in the maritime sector.
With a market capitalisation of Rs. 4,784 cr, the shares of Knowledge Marine & Engineering Works Ltd closed at Rs. 1957.20 per share, up from its previous close of Rs. 1,880.60 per share. As of Q4FY26, ace investor Ashish Kacholia holds a 2.89% stake in the company, valued at approximately Rs. 138.2 crore.
It delivered a strong performance in Q4FY26. Revenue increased 42% YoY to Rs. 67.6 crore from Rs. 47.5 crore in Q4FY25, while EBITDA rose 11% YoY to Rs. 18.6 crore from Rs. 16.7 crore. Net profit surged 124% YoY to Rs. 23.5 crore compared to Rs. 10.5 crore in the year-ago period, with EPS more than doubling to Rs. 10.72 from Rs. 5.04.
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