[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![Anvith_ Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2414532469.png) The Indian Investor [@Anvith_](/creator/twitter/Anvith_) on x 19.2K 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.

![](https://pbs.twimg.com/media/GwhLV0qbEAMC-z2.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947889689987608782/c:line.svg)

**Related Topics**
[$0981hk](/topic/$0981hk)
[ace](/topic/ace)
[investment](/topic/investment)

[Post Link](https://x.com/Anvith_/status/1947889689987608782)