Synopsis: Five small-cap stocks in ace investor Ashish Kacholia’s portfolio more than doubled their net profit in FY26, signalling strong earnings momentum across engineering and industrial names.
Ace investor Ashish Kacholia publicly holds 51 stocks with a net worth of over Rs. 3,051 crore as per the latest corporate shareholding filings. Among his portfolio companies, five stocks delivered over 100% growth in net profit in FY26 on a standalone basis, reflecting strong operational momentum across engineering, marine, chemicals, and industrial sectors.
Stocks in Ashish Kacholia’s Portfolio With Over 100% PAT Growth in FY26
Shaily Engineering Plastics
Shaily Engineering Plastics is a precision plastics manufacturer serving global markets across healthcare, lifestyle, and industrial segments. The company supplies components to marquee international clients and has built a reputation for quality-driven, export-oriented production over the decades.
On a standalone basis, Shaily Engineering reported revenue of Rs. 921 crore in FY26, up 24.8% from Rs. 738 crore in FY25. Operating profit jumped to Rs. 255 crore from Rs. 144 crore, up 77%, with margins expanding to 28% from 20%. Net profit more than doubled to Rs. 161 crore from Rs. 71 crore in FY25, a growth of 126.8%. Ashish Kacholia holds the stock with a portfolio value of Rs. 711.5 crore.
Knowledge Marine & Engineering Works
Knowledge Marine & Engineering Works is a Mumbai-based marine services company engaged in dredging support, hydrographic surveying, and inland waterway operations. It serves government and port sector clients, benefiting from rising infrastructure spending on India’s waterway and maritime network.
On a standalone basis, the company posted revenue of Rs. 225 crore in FY26, up 51% from Rs. 149 crore in FY25. Operating profit rose to Rs. 89 crore from Rs. 57 crore, up 56%, with margins holding at 39%. Net profit more than doubled to Rs. 78 crore from Rs. 35 crore in FY25, a growth of 122.9%. Ashish Kacholia’s holding in the company is valued at Rs. 134.8 crore.
V-Marc India
V-Marc India is an electrical wires and cables manufacturer catering to residential, commercial, and industrial segments. The company has steadily expanded its product portfolio and distribution reach across domestic markets, positioning itself in the fast-growing cables and wiring space.
On a standalone basis, V-Marc reported revenue of Rs. 1,797 crore in FY26, up 100.6% from Rs. 896 crore in FY25. Operating profit rose to Rs. 201 crore from Rs. 98 crore, up 105.1%, while net profit nearly tripled to Rs. 100 crore from Rs. 36 crore in FY25, a growth of 177.8%. Ashish Kacholia holds a stake in V-Marc valued at Rs. 92.2 crore.
Yasho Industries
Yasho Industries is a specialty chemicals manufacturer producing aroma chemicals, rubber chemicals, and lubricant additives. The company exports to global markets and has been scaling capacity to capture demand from international specialty chemical clients across multiple end-use industries.
On a standalone basis, Yasho Industries posted revenue of Rs. 817 crore in FY26, up 21.4% from Rs. 673 crore in FY25. Operating profit rose to Rs. 138 crore from Rs. 108 crore, up 27.8%, with margins at 17%. Net profit surged to Rs. 21 crore from Rs. 6 crore in FY25, a growth of 250%. Ashish Kacholia’s stake in the company is valued at Rs. 77 crore.
Concord Control Systems
Concord Control Systems is an engineering company involved in the design and manufacturing of railway signalling and control systems. The company caters to Indian Railways and related infrastructure projects, riding on the significant capital expenditure being directed towards rail modernisation in India.
On a standalone basis, Concord Control Systems reported revenue of Rs. 210 crore in FY26, up 183.8% from Rs. 74 crore in FY25. Operating profit rose to Rs. 58 crore from Rs. 17 crore, up 241.2%, with margins expanding to 28% from 23%. Net profit surged to Rs. 42 crore from Rs. 15 crore in FY25, a growth of 180%. Ashish Kacholia holds a stake in the company valued at Rs. 41.8 crore.
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