Agrawal, whose portfolio is worth about Rs 2,000 crore, stayed put in
even as he increased his stake in TAAL Enterprises, a company that provides charter planes to businesses and individuals.
Among the stocks he exited, MSTC has almost doubled investor’s money by delivering 93 per cent return year to date. Agrawal had bought 1.42 per cent stake in MSTC in the March quarter and trimmed it to 1.28 per cent in the June quarter. It cannot be ascertained whether he still holds some shares in MSTC, as companies are only required to report shareholders holding 1 per cent stake or more.
Agrawal’s name was also missing in Sunshield Chemicals’ shareholders’ list. He was holding a stake in this specialty chemicals maker at least since the December quarter of 2015. Sunshield’s products find use in PVC stabilisers, inks, colours, coatings, textiles, agro-chemicals, plastics and rubber, among others.
Agrawal was holding 2.43 per cent stake in the company in the previous three quarters.
Mukul Agrawal entered Goldiam International in the September quarter with 6,25,000 shares, or 2.8 per cent stake, whose value as of Friday’s price stood at Rs 60 crore.
Agrawal made a killing in the recent debutant, Paras Defence. He held 9,04,286 shares, or 2.32 per cent stake, in Paras Defence as of September 30. This stock has surged 264 per cent since its listing on October 1 over its issue price of Rs 175.
In Neuland Laboratories, he kept his stake constant at 2.34 per cent. His holding in this stock was worth Rs 45 crore, publicly available data with Trendlyne suggests. Agrawal’s biggest five holdings Intellect Design Arena, Religare Enterprises, Dishman Carbogen Amcis and Gati are yet to disclose their quarterly shareholding patterns. Agrawal held 1.2-5.1 per cent stake in these companies in the June quarter, each stake worth between Rs 96 crore and Rs 157 crore as of Friday.
