Synopsis:
Ace investor Mukul Agrawal has made a significant mark in India’s investment landscape with his carefully selected stock picks. One of his key investments is in BSE Ltd., where his stake alone is valued at more than Rs. 1,000 crore. This highlights not only his confidence in the company’s fundamentals but also the potential of BSE Ltd. as a long-term growth story.
This company facilitates a market for trading in equity, currencies, debt instruments, derivatives, and mutual funds are widely recognized for its robust fundamentals and resilient business model.
Mukul Agrawal’s stake, valued at Rs. 1,000 crore, underscores his strong conviction in the company’s growth trajectory. He reduced his stake to 1.2% in June 2025 from 1.5% a year earlier. With a total of 48 lakh shares valued at Rs. 1,069 cr in total, this holding remains the most valuable in his portfolio.
With market capitalization of Rs. 90,062 cr, the shares of BSE Ltd are currently trading at Rs. 2,210.70 per share, from its previous closing of Rs. 2,215.60 per share. With diversified revenue streams from listings, transaction fees, and data services, BSE Ltd. demonstrates consistent financial performance and stability, even amid market fluctuations.
Agrawal’s significant investment serves as a strong endorsement for investors seeking fundamentally solid stocks with long-term potential. This holding not only reflects his trust in BSE Ltd.’s leadership and strategy but also positions the stock as a noteworthy candidate for those following ace investors’ portfolios.
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About the company
BSE Ltd. (Bombay Stock Exchange) is one of India’s oldest and most prestigious stock exchanges, established in 1875. It provides a platform for trading equities, derivatives, mutual funds, and other financial instruments.
Known for its robust technology infrastructure and transparent operations, BSE plays a key role in India’s capital markets. The company generates revenue from listing fees, transaction charges, and market data services, making it a fundamentally strong and stable business in the financial sector.
For Q1FY26, the company reported strong YoY growth across key financial metrics. Sales rose by 59% to Rs. 958 crore, up from Rs. 602 crore in Q1FY25 and Rs. 847 crore in Q4FY25. EBIDT more than doubled, increasing 122% to Rs. 626 crore compared to Rs. 282 crore in June 2024 and Rs. 484 crore in the last quarter .
Net profit also saw a significant jump of 100%, reaching Rs. 538 crore, up from Rs. 264 crore in Q1FY25 and Rs. 494 crore in March 2025. Consequently, EPS surged 103% to Rs. 13.28, compared with Rs. 6.53 in June 2024 and Rs. 12.17 in Q4FY25, reflecting robust operational and financial performance.
As of March 2025, the shareholding pattern of BSE Ltd shows that Foreign Institutional Investors (FIIs) hold 16.78%, Domestic Institutional Investors (DIIs) hold 12.33%, and the public holds 48.78%, with the remaining shares held by other stakeholders.
Written by Manideep Appana
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