Mukul Agrawal portfolio: FY26 multibaggers and key moves

Why Mukul Agrawal’s holdings are back in focus

Ace investor Mukul Mahavir Agrawal’s portfolio has drawn attention again as multiple stocks he owns have delivered sharp moves over the past year and in FY26 so far. Disclosures across companies show him holding meaningful minority stakes, often in small and mid-cap names that can see high volatility. Alongside stock-specific triggers such as results, fundraising decisions, and corporate actions like splits, the market is also tracking where he is adding or trimming exposure. Recent reports put his portfolio size in the range of 70 plus stocks, with valuations running into thousands of crores. The latest headlines include PTC Industries’ board approvals, Arman Financial Services’ 52-week high move, and a fresh set of multibagger names led by Concord Control Systems and Osel Devices.

PTC Industries: volatility, results reaction, and board approvals

PTC Industries has remained volatile in the near term, with the share price down about 5% over the past week and also down on a year-to-date basis, as cited in the source text. The stock started June with a sharp spike, rallying 19.5% in intraday trade on 1 June after the company announced its March quarter results for FY2025-26 (FY26). Separately, the company was set to remain in focus on Monday, 29 June, after its board approved a series of fundraising and borrowing initiatives. While the article text does not provide the size or structure of those fundraising and borrowing actions, the combination of governance approvals and recent price swings is typically watched closely by traders and long-term investors.

Mukul Agrawal’s stake in PTC Industries

PTC Industries is part of Mukul Mahavir Agrawal’s disclosed portfolio. As per the shareholding pattern mentioned, Agrawal owns 1,60,000 shares, equivalent to a 1.07% stake in the company. That disclosure matters because it provides a measurable view of his exposure even when the stock is moving sharply in the near term. For investors tracking “ace investor” portfolios, such holdings often become a reference point alongside quarterly shareholding pattern updates.

Arman Financial Services: 52-week high and a notional gain

Arman Financial Services also featured in recent market chatter after the stock jumped nearly 6% on Monday, 11 May 2026, touching a fresh 52-week high. From a shareholding perspective, the text notes that Mukul Mahavir Agrawal holds a 3.80% stake, equivalent to 4,00,000 shares. The report adds that the stock gained around Rs 100 per share during the day, translating into an estimated notional gain of nearly Rs 4 crore on May 11 for Agrawal’s holding. This came despite a broader market sell-off, highlighting how stock-specific moves can diverge from index-level trends.

Snapshot: key disclosed stakes and corporate actions

The following table consolidates the specific, disclosed datapoints cited in the provided text.

Portfolio size: two reported snapshots

The text provides two separate snapshots of Agrawal’s broader equity holdings at different points. One report (in Hindi) states that by the March 2026 quarter he held about 75 stocks, with a total value of about Rs 6,919 crore. Another disclosure-based snapshot from ETMarkets’ analysis says he owned about 71 stocks with a combined value of roughly Rs 7,610 crore as of November 14, 2025, based on the September 2025 quarter shareholding data. These numbers are not directly comparable because they refer to different dates and may reflect both market price changes and portfolio churn. Still, they underline the scale of the portfolio and why periodic shareholding pattern updates can shift market attention to individual counters.

Biggest multibagger names cited: Concord, Osel, and others

Among the standout names, Concord Control Systems is described as the biggest multibagger in the last one year in the Hindi section, rising from Rs 832 to Rs 2,437, a gain of about 193%. As of March 2026, Agrawal’s stake is cited at 5.71%, with a value of about Rs 141 crore. Separately, the FY26 performance list in the text cites Concord Control Systems up 202% so far in FY26, moving from Rs 699 to Rs 2,115, with Agrawal holding 5.5% (as of Sep 2025 quarter) valued at about Rs 73 crore.

Osel Devices is also highlighted, up 180% so far in FY26, rising from Rs 242 to Rs 677. The text says Agrawal owned a 7.56% stake valued at approximately Rs 91 crore based on September 2025 quarter data, and that the stock was newly added to his portfolio during that quarter. In other cited one-year moves, Indian Metals and Ferro Alloys rose from Rs 652 to Rs 1,502, with Agrawal holding 1.07% valued at about Rs 86 crore. Infobeans Technologies moved from Rs 76 to Rs 168, delivering 120% returns, with Agrawal’s stake cited at 3.13% valued around Rs 51 crore.

Adds and trims: HCC, Sudeep Pharma, and Monolithisch

One report says Agrawal added two new stocks in the December 2025 quarter: Hindustan Construction Company and Sudeep Pharma. For HCC, he acquired a 1.68% stake amounting to 4.40 crore shares, based on shareholding pattern data from the BSE. In Sudeep Pharma, he picked up a 1.33% stake or about 15 lakh shares. The same text says he marginally reduced his stake in Monolithisch by 0.2% to 2.76%, based on National Stock Exchange data, and likely exited Stanley Lifestyles.

The broader performance context in the same report notes that despite pressure on smallcaps for most of 2025, his portfolio featured five multibagger names during the year. It also cites Zelio E-Mobility up around 180% since listing, with Agrawal holding a 2% stake in the company, which listed in October 2025 and saw its IPO subscribed 1.5 times.

Market impact: what investors are tracking from these disclosures

For stocks like PTC Industries, board decisions on fundraising and borrowing can be material because they may change the company’s capital structure and near-term financial flexibility, even though the provided text does not specify amounts. For Arman Financial Services, the 52-week high move and the cited Rs 100 per share jump show how quickly investor holdings can swing in value on a single day. In corporate actions like Ajmera Realty’s split, the record date and split ratio become key operational checkpoints for shareholders and brokers.

For portfolio watchers, the repeated appearance of names such as Concord, Osel, and ASM Technologies (where the text cites Agrawal holding a 10.7% stake valued at around Rs 496 crore) also signals which counters may see heightened interest around quarterly shareholding updates. Separately, the text mentions that he picked up more than 5 lakh shares worth Rs 100 crore in Tega Industries following the company’s latest fundraise, another example of how placement-related activity can bring a stock into focus.

Conclusion

The latest set of reports combines stock-specific triggers like PTC Industries’ board approvals and Arman Financial’s 52-week high with broader portfolio disclosures around Mukul Agrawal’s holdings. With multiple snapshots showing a 70 plus stock portfolio valued in the Rs 6,900 crore to Rs 7,600 crore range at different dates, investor attention is likely to remain tied to upcoming shareholding pattern releases and company announcements such as record dates, fundraising decisions, and quarterly results.