Mukul Agrawal, a prominent figure in the Indian investment landscape, is known for his aggressive investment approach and successful portfolio management. Agrawal’s investment philosophy emphasizes technology, innovation, and the importance of a strong team in a company’s success.
As per the latest shareholdings pattern, Mukul Agrawal publicly holds over 58 stocks with a net worth of around Rs. 5,047.87 crores.
Listed below are the stocks held by Mukul Agrawal which have a high order book:
Surya Roshni Ltd
With a market capitalization of Rs. 5,539 crores, the shares of the GI Pipes manufacturing company started Thursday’s trading session on a higher note at Rs. 504 compared to its previous close of Rs. 499. During the trading session, the shares hit a high of Rs. 509.90, gaining around 2 percent and are currently trading at Rs. 506 apiece.
Coming onto the company’s financial statement, the revenue increased marginally by 1.15 percent from Rs. 1,916 crores in the September quarter to Rs. 1,938 crores during the December quarter. In addition, the net profits zoomed by 18 percent from Rs. 76 crores to Rs. 90 crores during the same period.
Furthermore, the company has an order book of around Rs. 850 crores in hand for API, Exports and Actual Users, which provides good revenue visibility over the short to medium term. On the other hand, the company has an order book value of Rs. 600 crores for the Oil and Gas sector.
According to the BSE data, Ace Investor Mr Mukul Agrwal, entering the stock in September 2022, currently holds 15 lakh equity shares equivalent to a 1.38 percent stake in this company. The current holding value of his investment amounts to Rs. 76.7 crores.
Zen Technologies Ltd
With a market capitalization of Rs. 8,268 crores, the shares of the defence company started Thursday’s trading session on a higher note at Rs. 946.20 compared to its previous close of Rs. 934.20. Within a few minutes of opening bell, the shares clocked 5 percent upper circuit at Rs. 980.90 apiece.
Coming onto the company’s financial statement, the revenue zoomed by 53 percent from Rs. 53 crores in the September quarter to Rs. 98 crores during the December quarter. In addition, the net profits magnified by 88 percent from Rs. 17 crores to Rs. 32 crores during the same period.
As of December 2023, the drone manufacturing company has a total order book of Rs. 1,467.32 crores. This order book includes both domestic and export orders, with the domestic order book accounting for Rs. 997 crores and the export order book totalling Rs. 437 crores.
According to the BSE data, Ace Investor Mr Mukul Agrwal, entering the stock in December 2016, currently holds approx 11.26 lakh equity shares equivalent to a 1.34 percent stake in this company. The current holding value of his investment amounts to Rs. 100.2 crores.
Capacit’e Infraprojects Ltd
With a market capitalization of 2,276 crores, the shares of the infrastructure company started Thursday’s trading session on a flatter note at Rs. 270.40. During the trading session, the shares hit a high of Rs. 271.70, gaining around 1 percent and are currently trading at Rs. 269 apiece.
Coming onto the company’s financial statement, the revenue increased by 15 percent from Rs. 422 crores in the September quarter to Rs. 481 crores during the December quarter. In addition, the net profits zoomed by 50 percent from Rs. 20 crores to Rs. 30 crores during the same period.
As of December 2023, the company has a robust order book of Rs. 9,670 crores. This order book includes various projects such as commercial buildings, healthcare facilities, hospitals, medical colleges, police housing, and residential projects. Furthermore, Public sector orders account for 65 percent of the total order book, while private sector orders make up the remaining 26 percent.
According to the BSE data, Ace Investor Mr Mukul Agrwal, entering the stock in March 2023, currently holds 60 lakh equity shares equivalent to a 7.09 percent stake in this company. The current holding value of his investment amounts to Rs. 167.9 crores.
J Kumar Infraprojects Ltd
With a market capitalization of Rs.4,850 crores, the shares of the leading construction and infrastructure development company started Thursday’s trading session on a higher note at Rs. 648.45 compared to its previous close of Rs. 644.20. During the trading session, the shares hit a low of Rs. 639, making a loss of around 1 percent and are currently trading at Rs. 641 apiece.
Coming onto the company’s financial statement, the revenue increased by 11 percent from Rs. 1,104 crores in the September quarter to Rs. 1,219 crores during the December quarter. In addition, the net profits increased by 14 percent from Rs. 73 crores to Rs. 83 crores during the same period.
As of Q3FY24, J Kumar Infraprojects Ltd has an order book of Rs 16,447 crores and its breakup is as follows, 34 percent Elevated Corridors/Flyovers, 25 percent Roads and road Tunnels, 16 percent Elevated Metro, 13 percent Underground Metro, 7 percent water works, 5 percent Civil and others.
According to the BSE data, Ace Investor Mr Mukul Agrwal, entering the stock in December 2016, currently holds 20 lakh equity shares equivalent to a 2.64 percent stake in this company. The current holding value of his investment amounts to Rs. 123.5 crores.
Written By Vaibhav Patil
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