Man Infraconstruction has rallied 332 per cent in the last one year. Jhunjhunwala has been keeping his stake constant at 1.21 per cent since December 2015.
NCC has rallied 159 per cent in the last one year. Rakesh Jhunjhunwala’s wife Rekha held 12.84 per cent stake in this firm as of September 30, the same as last quarter.
Jhunjhunwala’s stake in Orient Cement did not change since March 2016. The Big Bull held 1.22 per cent stake in the company as of September 30, as per publicly available data with Ace Equity.
Wockhardt has gained 57 per cent in the last one year. The seasoned investor has been maintaining a 2.26 per cent stake in this drugmaker since the December quarter.
Meanwhile, the duo together held 8.2 per cent in Agro Tech Foods as of September 30, the same as June and March quarters. This scrip is up 44 per cent in the last one year, underperforming Sensex’s 49.7 per cent return during the same period.
Jhunjhunwalas stake in the five stocks was worth Rs 1,040 crore as of Thursday’s trade, as per data publicly available with Trendlyne.
A median estimate of 15 analysts suggests a potential 36.51 per cent upside over the next 12 months. Orient Cement’s target suggests a 9 per cent upside while Agro Tech’s suggest 7 per cent potential upside. Not many brokerages cover Man Infraconstruction and Wockardt.
Meanwhile, Jhunjhunwala was seen selling stake in Lupin while entering Nalco and Canara Bank during the quarter quarter gone by, initial data suggests. His portfolio value stood at Rs 25,393 crore as of Thursday compared with Rs 22,137 crore as of Septemebr 30, Trendlyne data showed.
