Synopsis: Ace investor Dolly Khanna’s top holdings delivered mixed Q4FY26 results. Chennai Petroleum, Sharda Cropchem, and Rain Industries reported strong earnings growth and improved profitability, while some portfolio stocks witnessed weaker performance during the quarter.
Ace investor Dolly Khanna’s portfolio spans a diverse mix of sectors, including oil refining, agrochemicals, specialty materials, steel, and alcoholic beverages. The latest Q4FY26 results provide insights into how these businesses navigated changing market conditions and industry-specific challenges.
During the quarter, most of her key holdings reported healthy revenue growth and stronger profitability, driven by improved operating performance. However, not all companies shared the same momentum, with a few facing pressure on earnings and margins, resulting in a mixed overall performance across the portfolio. According to the latest corporate shareholding disclosures, ace investor Dolly Khanna publicly holds 9 stocks with a portfolio value of approximately Rs. 511.1 crore.
Chennai Petroleum Corporation Ltd
Chennai Petroleum Corporation Ltd is one of India’s major petroleum refining companies and a subsidiary of Indian Oil Corporation. It operates large refineries that produce fuels such as petrol, diesel, aviation fuel, LPG, and petrochemical feedstocks.
With a market capitalisation of Rs. 16,923 cr, the shares of Chennai Petroleum Corporation Ltd closed at Rs. 1136.50 per share, down from its previous close of Rs. 1,140.60 per share. As of Q4FY26, ace investor Dolly Khanna holds a 1.30% stake in the company, valued at approximately Rs. 219.4 crore.
It reported a strong improvement in profitability during Q4FY26. Revenue declined marginally by 2% YoY to Rs. 16,817 crore from Rs. 17,249 crore in Q4FY25. However, EBITDA surged 159% YoY to Rs. 2,036 crore from Rs. 785 crore, while net profit jumped 203% YoY to Rs. 1,422 crore compared to Rs. 470 crore in the year-ago period. EPS also increased 203% to Rs. 95.48 from Rs. 31.56.
Sharda Cropchem Ltd
Sharda Cropchem Ltd is a global agrochemical and specialty products company focused on crop protection chemicals, seeds, and related agricultural products. Unlike many peers, it follows an asset-light business model by outsourcing manufacturing while concentrating on product registrations, marketing, and distribution across multiple countries.
With a market capitalisation of Rs. 8,336 cr, the shares of Sharda Cropchem Ltd closed at Rs. 924 per share, up from its previous close of Rs. 875.95 per share. As of Q4FY26, ace investor Dolly Khanna holds a 1.09% stake in the company, valued at approximately Rs. 90.6 crore.
It reported a strong performance in Q4FY26. Revenue increased 13% YoY to Rs. 2,065 crore from Rs. 1,829 crore in Q4FY25, while EBITDA surged 61% YoY to Rs. 487 crore from Rs. 303 crore. Net profit rose 56% YoY to Rs. 319 crore compared to Rs. 204 crore in the year-ago period, with EPS also increasing 57% to Rs. 35.32 from Rs. 22.56.
Rain Industries Ltd
Rain Industries Ltd is a multinational company engaged in carbon products, advanced materials, and cement manufacturing. It is one of the world’s leading producers of calcined petroleum coke and coal tar pitch, key raw materials used in aluminum and steel production.
With a market capitalisation of Rs. 6,595 cr, the shares of Rain Industries Ltd closed at Rs. 197.20 per share, up from its previous close of Rs. 194.70 per share. As of Q4FY26, ace investor Dolly Khanna holds a 1.05% stake in the company, valued at approximately Rs. 69.6 crore.
It reported a strong turnaround in Q4FY26. Revenue increased 20% YoY to Rs. 4,521 crore from Rs. 3,768 crore in Q4FY25, while EBITDA surged 83% YoY to Rs. 697 crore from Rs. 380 crore. The company posted a net profit of Rs. 158 crore compared to a net loss of Rs. 115 crore in the year-ago period, reflecting a significant improvement in profitability. EPS also improved to Rs. 3.61 from a loss per share of Rs. 4.09.
Prakash Industries Ltd
Prakash Industries Ltd is an integrated steel manufacturer with interests spanning sponge iron, steel products, ferro alloys, and power generation. The company operates across the steel value chain, which provides some degree of cost control and operational efficiency.
With a market capitalisation of Rs. 2,527 cr, the shares of Prakash Industries Ltd closed at Rs. 141.15 per share, up from its previous close of Rs. 136.05 per share. As of Q4FY26, ace investor Dolly Khanna holds a 2.26% stake in the company, valued at approximately Rs. 57.3 crore.
It reported steady growth in Q4FY26. Revenue increased 9% YoY to Rs. 920 crore from Rs. 845 crore in Q4FY25, while EBITDA rose 8% YoY to Rs. 143 crore from Rs. 132 crore. Net profit grew 3% YoY to Rs. 93.3 crore compared to Rs. 90.8 crore in the year-ago period, with EPS also increasing 3% to Rs. 5.21 from Rs. 5.07.
Som Distilleries & Breweries Ltd
Som Distilleries & Breweries Ltd is a manufacturer of beer, spirits, and other alcoholic beverages, primarily serving the Indian market. The company owns several popular regional brands and has expanded its distribution footprint across multiple states.
With a market capitalisation of Rs. 1,524 cr, the shares of Som Distilleries & Breweries Ltd closed at Rs. 77.30 per share, up from its previous close of Rs. 74.05 per share. As of Q4FY26, ace investor Dolly Khanna holds a 1.49% stake in the company, valued at approximately Rs. 23.9 crore.
It reported a weak performance in Q4FY26. Revenue declined 47% YoY to Rs. 181 crore from Rs. 339 crore in Q4FY25, while EBITDA slipped into a loss of Rs. 44.2 crore compared to a profit of Rs. 41.8 crore in the year-ago period. The company reported a net loss of Rs. 56.7 crore against a net profit of Rs. 23.7 crore in Q4FY25, and EPS fell to a loss of Rs. 2.67 from earnings of Rs. 1.10 per share.
Disclaimer: The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.
