5 Stocks in which Mukul Agrawal bought fresh stake in Q1 FY26; Do you hold any?

Introduction

Mukul Agrawal, a seasoned market participant, actively manages a diverse portfolio across sectors. He publicly holds 64 stocks with a total net worth exceeding ₹7,391 crore, reflecting a broad investment strategy.

In Q1 FY26, Agrawal bought fresh stakes in five companies. Tracking these purchases provides insights into his portfolio expansion and potential market movements, highlighting stocks gaining attention from an experienced investor.

Valor Estate

On August 14, 2025, Valor Estate Ltd (DBREALTY) opened at ₹177.35, up 1.61% from its previous close of ₹177.35. The stock reached a high of ₹183.90 and a low of ₹177.35. By 4:01 PM, it traded at ₹180.20, with a market cap of ₹9,716.46 crore.

In the June quarter, Mukul Agrawal bought a 1.2% stake in Valor Estate Ltd, now holding ₹117.6 crore, 6,500,000 shares.

Valor Estate Ltd (NSE: DBREALTY), incorporated in 2007, is engaged in real estate development. The company manages 513 acres, focusing on residential and commercial projects primarily in and around Mumbai.

Jammu and Kashmir Bank

On August 14, 2025, Jammu & Kashmir Bank Ltd opened at ₹104.05, up 0.39% from its previous close of ₹103.75. The stock reached a high of ₹105.00 and a low of ₹103.50. By 4:00 PM, it traded at ₹104.15, with a market cap of ₹11,468.82 crore.

In the June quarter, Mukul Agrawal acquired a 1.3% stake in Jammu & Kashmir Bank, now holding ₹145.6 crore, 14,000,000 shares.

Jammu and Kashmir Bank Ltd (NSE: J&KBANK) is a publicly held bank in India, offering retail, corporate, and treasury services. It leads SLBC/UTLBC committees across 12 districts in Jammu & Kashmir.

Sarda Energy

On August 14, 2025, Sarda Energy & Minerals Ltd (SARDAEN) opened at ₹558.30, down 0.65% from its previous close of ₹557.50. The stock reached a high of ₹565.50 and a low of ₹548.30. By 4:00 PM, it traded at ₹553.90, with a market cap of ₹19,518.40 crore.

In the June quarter, Mukul Agrawal bought a 1.1% stake in Sarda Energy & Minerals, now holding ₹221.7 crore, 4,000,000 shares.

Sarda Energy & Minerals Ltd (NSE: SARDAEN), incorporated in 1973, is the flagship of Sarda Group. It produces steel, ferro alloys, and power, specializing in long steel products like billets, wire rods, and iron pellets.

Wendt

On August 14, 2025, Wendt (India) Ltd (WENDT) opened at ₹9,999.95, down 1.75% from its previous close of ₹10,020.10. The stock reached a high of ₹10,000.00 and a low of ₹9,806.15. By 4:00 PM, it traded at ₹9,844.55, with a market cap of ₹1,968.91 crore.

In the June quarter, Mukul Agrawal acquired a 2.5% stake in Wendt India, now holding ₹49.3 crore, 50,000 shares.

Wendt India Ltd (NSE: WENDT) manufactures super abrasives, machining tools, and precision components. Serving automobile, aerospace, defense, and engineering sectors, it is a joint venture between 3M (Wendt GmbH) and Carborundum Universal.

Tatva Chintan Pharma

On August 14, 2025, Tatva Chintan Pharma Chem Ltd (TATVA) opened at ₹1,068.60, down 2.03% from its previous close of ₹1,068.15. The stock reached a high of ₹1,068.60 and a low of ₹1,040.50. By 4:00 PM, it traded at ₹1,046.45, with a market cap of ₹2,447.86 crore.

In the June quarter, Mukul Agrawal bought a 1.3% stake in Tatva Chintan Pharma, now holding ₹31.3 crore, 300,000 shares.

Tatva Chintan Pharma Chem Ltd (NSE: TATVA), incorporated in 1996, manufactures specialty chemicals, including structure directing agents, phase transfer catalysts, electrolyte salts, and pharmaceutical and agrochemical intermediates, serving diverse industrial and scientific applications.

Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time. The securities quoted are exemplary and are not recommendatory.

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