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The Indian Investor @Anvith_ on x 19.5K followers
Created: 2025-07-23 05:21:06 UTC
Fresh Q1 FY26 stock picks by ace investor Mukul Agrawal 🧵👇🏻
🔍 A quiet operator, Mukul Agrawal’s moves often hint at sectoral tailwinds, upcoming rerating, or deep value bets.
Let’s decode his latest picks ⬇️
1️⃣ Tatva Chintan Pharma Chem | Stake: XXXX% ➡️ Speciality chemicals player in phase transfer catalysts & SDA – key for EV, pharma, and electronics. ➡️ Capacity ramp-up and margin recovery underway post demand normalization.
2️⃣ Wendt (India) | Stake: XXX% ➡️ A niche abrasives & super abrasives player, Wendt is a precision play on industrial capex & manufacturing upgrades. ➡️ Strong RoCE business with MNC parent (Carborundum + Wendt GmbH).
3️⃣ Monolithisch India | Stake: XXX% ➡️ Recent SME-to-mainboard mover, operates in minerals & trading – possible proxy to infra cycle. ➡️ Quiet momentum in volumes, possible earnings breakout play.
4️⃣ Jammu & Kashmir Bank | Stake: XXXX% ➡️ Deep value PSU bank with improving asset quality & steady NIMs. ➡️ Regional credit growth + turnaround narrative in play.
5️⃣ Yatharth Hospital & Trauma Care | Stake: XXXX% ➡️ Emerging hospital chain in North India. Recent IPO, scalable infra, high ARPOB potential. ➡️ Expanding capacity with focus on Tier X cities.
6️⃣ Sarda Energy & Minerals | Stake: XXXX% ➡️ Captive iron ore + ferro alloy integrated play. ➡️ Strong balance sheet, high dividend yield, and export upside if ferro alloy cycle revives.
🚫 No Recommendation.
XXXXX engagements
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