Ashish Kacholia’s Latest Portfolio 2024: Investment Insights & Learnings

In the world of Indian investments, few names stand out like that of Ashish Kacholia. With an uncanny ability to spot hidden gems in the stock market, Kacholia has earned a reputation as a visionary investor. In this comprehensive blog, we will explore Ashish Kacholia’s investment strategies and take a close look at the stocks that make up his 2022 portfolio.

Table of Contents

1. Who is Ashish Kacholia?
2. List of Stocks in Ashish Kacholia’s Latest Portfolio
3. Top Holdings in Ashish Kacholia’s 2022 Portfolio
4. Overview of Key Stocks in Ashish Kacholia’s Portfolio4.1. Safari Industries (India) Ltd 4.2. NIIT Ltd 4.3. PCBL Ltd 4.4. Fineotex Chemical Ltd 4.5. Ami Organics Ltd 4.6. Gravita India Ltd 4.7. Garware Hi-Tech Films Ltd 4.8. Yasho Industries Ltd 4.9. Shaily Engineering Plastics Ltd 4.10. SJS Enterprises Ltd 4.11. La Opala RG Ltd 4.12. Ador Welding Ltd
5. Ashish Kacholia’s Multibagger Stocks
6. Sector-Wise Investments in Ashish Kacholia’s Portfolio
7. Stocks Traded by Ashish Kacholia in 2023
8. Stocks Added to Ashish Kacholia’s Portfolio List in FY22
9. Stocks Downsized in Ashish Kacholia’s Portfolio List in FY22
10. Ashish Kacholia’s Net Worth Trend
11. Investment Strategy of Ashish Kacholia’s Portfolio
12. Learnings From Ashish Kacholia’s Portfolio

Who is Ashish Kacholia?

Born and raised in Mumbai, India, Ashish Kacholia is a prominent Indian investor and fund manager known for his expertise in small-cap and mid-cap companies. Over the years, he has earned the nickname “Big Whale” for his remarkable investment strategies. Kacholia began his career at Prime Securities, later joining Edelweiss before establishing Lucky Securities in 1995. In 2003, he ventured into building his own portfolio, which included early investments in companies like Atul Auto, Eicher Motors, and Mayur Uniquoters, all of which yielded substantial returns. His investment philosophy revolves around identifying businesses with strong fundamentals, competitive advantages, and robust growth potential, leading to his diverse portfolio across various sectors.

List of Stocks in Ashish Kacholia’s Latest Portfolio

Ashish Kacholia’s portfolio includes a wide range of stocks, reflecting his ability to identify undervalued opportunities with significant growth potential. As of the latest filings, his portfolio encompasses 42 stocks, with a total net worth exceeding ₹2,025.5 Crores.

Latest News:

1. Brand Concepts: BULK DEAL – 4th december 2023
   Ashish Kacholia bought 1L shares at INR 658/share, aggregating to INR 6.6 Cr. RBA Finance Ltd. bought 94k shares at the same price, aggregating to INR 6.2 Cr. Tanam Investment Services sold 2L shares at the same price, aggregating to INR 13.2 Cr.

Table: List of Stocks in Ashish Kacholia’s Latest Portfolio

Top Holdings in Ashish Kacholia’s 2022 Portfolio

Among the diverse holdings in Ashish Kacholia’s portfolio, some stocks stand out as his top picks.

Table: Top Holdings in Ashish Kacholia’s 2022 Portfolio

Overview of Key Stocks in Ashish Kacholia’s Portfolio

Ashish Kacholia’s portfolio is characterized by a diverse range of stocks across various sectors. Let’s delve into some key holdings:

1. Safari Industries (India) Ltd
   • Description: Leading manufacturer of home textiles, including bed linen, towels, and rugs.
   • Growth Potential: Positioned to benefit from the growing demand for home textiles in India and abroad.
2. NIIT Ltd
   • Description: Prominent provider of IT education and training services, offering a wide range of courses.
   • Growth Potential: Strong presence in India, expanding operations across Asia, Africa, and the Middle East.
3. PCBL Ltd (Printed Circuit Boards Ltd)
   • Description: Leading manufacturer of printed circuit boards (PCBs) used in various electronic products.
   • Growth Potential: Diverse applications in computers, mobile phones, and medical devices.
4. Fineotex Chemical Ltd
   • Description: Leading manufacturer of specialty chemicals, serving industries like textiles, plastics, and pharmaceuticals.
   • Growth Potential: Broad applications across multiple sectors.
5. Ami Organics Ltd
   • Description: Leading manufacturer of fine chemicals used in pharmaceuticals, cosmetics, and agrochemicals.
   • Growth Potential: Serving both domestic and international markets.
6. Gravita India Ltd
   • Description: Leading manufacturer of packaging films with applications in food, beverage, and pharmaceutical industries.
   • Growth Potential: Sustainable packaging solutions in high demand.
7. Garware Hi-Tech Films Ltd
   • Description: Leading manufacturer of specialty films used in various industries, including solar, electronics, and automotive.
   • Growth Potential: Wide range of applications in growing sectors.
8. Yasho Industries Ltd
   • Description: Leading manufacturer of precision engineering components for aerospace, defense, and medical devices.
   • Growth Potential: High demand in critical industries.
9. Shaily Engineering Plastics Ltd
   • Description: Leading manufacturer of engineering plastics with applications in automotive, electrical, and construction sectors.
   • Growth Potential: Wide industrial usage.
10. SJS Enterprises Ltd
    • Description: Leading manufacturer of stainless steel tubes and pipes for industries like food, beverage, and chemical.
    • Growth Potential: High demand in various sectors.
11. La Opala RG Ltd
    • Description: Leading manufacturer of art glass with applications in decorative items, lighting, and tableware.
    • Growth Potential: Versatile product applications.
12. Ador Welding Ltd
    • Description: Leading manufacturer of welding consumables with applications in construction, manufacturing, and oil & gas industries.
    • Growth Potential: Wide industrial usage.

Ashish Kacholia’s Multibagger Stocks

Ashish Kacholia is renowned for his ability to identify multibagger stocks. Some notable multibagger stocks in his portfolio include:

• Balu Forge Industries: A forging company benefiting from increased demand in the automotive and construction industries, generating a 127% return.
• DU Digital Global: A leading digital marketing agency experiencing strong growth, delivering a 120% return since the last year.
• Hindware Home Innovation: A home improvement company capitalizing on the demand for home renovations, resulting in an 80% return since the last year.
• Goldiam International: A jewelry retailer with strong sales growth, providing a 60% return since the last year.
• Raghav Productivity Enhancers: A productivity software company experiencing increased demand for its products, delivering a return of over 40% since the last year.
• Knowledge Marine & Engineering Works: A marine engineering company benefiting from rising demand in shipbuilding and ship repair services, providing a return of over 20%.
• D-link India: A networking equipment company with strong growth in the Indian market, resulting in a return of over 60%.
• Venus Pipes and Tubes: A pipes and tubes manufacturer meeting strong demand in the infrastructure sector, contributing to a 140% return, nearly 1.5 times the investment.
• Gravita India: A sustainable packaging company contributing over 25% of Ashish Kacholia’s portfolio.

Ashish Kacholia’s Sector-Wise Investment

Ashish Kacholia’s portfolio exhibits investments across various sectors. Here’s a breakdown of his sector-wise investments:

• Hospitality: Investments in hotel chains, resorts, and restaurants, capitalizing on the growth potential of the tourism industry and increasing demand for quality hospitality services in India.
• Education: Investments in the education sector, focusing on skill development, vocational training, and educational technology.
• Infrastructure: Investments in infrastructure-related companies, including construction, real estate, transportation, and utilities, aligning with the government’s focus on improving physical infrastructure.
• Manufacturing: Investments in manufacturing companies spanning automobiles, consumer goods, chemicals, and engineering.

Stocks Traded by Ashish Kacholia in 2023

Ashish Kacholia significantly expanded his portfolio during the March quarter of 2023, diversifying his investments to capitalize on emerging opportunities and maximize returns.

Stocks Added to Ashish Kacholia’s Portfolio List in FY22

Ashish Kacholia increased his stake in several companies during the past year. Some notable additions to his portfolio include:

• Virtuoso Optoelectronics Ltd: A manufacturer of optical components serving various applications, such as telecommunications, medical devices, and defense.
• DU Digital Global Ltd: A digital marketing agency offering services like SEO, PPC advertising, and social media marketing.
• Inflame Appliances Ltd: A leading manufacturer of kitchen appliances.
• Garware Hi-Tech Films Ltd: A manufacturer of specialty films used in solar, electronics, and automotive industries.
• Aditya Vision Ltd: A manufacturer of optical lenses.
• Knowledge Marine & Engineering Works Ltd: A marine engineering company providing services like ship repair and maintenance and offshore construction.
• Fineotex Chemical Ltd: A manufacturer of specialty chemicals serving industries like textiles, plastics, and pharmaceuticals.

Stocks Downsized in Ashish Kacholia’s Portfolio List in FY22

Ashish Kacholia reduced his stake in several companies from his portfolio in FY22. Some notable reductions include:

• Safari Industries Ltd: A leading luggage and travel accessories company in India.
• Xpro India: A diversified company engaged in the manufacturing of industrial products.
• Raghav Productivity Enhancers Ltd: A specialty chemicals company focused on manufacturing and distributing performance-enhancing chemicals.
• Genesys International Corporation Ltd: A geospatial technology company specializing in mapping, surveying, and spatial data solutions.
• Stove Kraft Ltd: A kitchen solutions provider known for its flagship brand “Pigeon.”

Ashish Kacholia’s Net-Worth Trend

Ashish Kacholia’s net worth has shown significant growth over the years. Starting at ₹401.5 crore in 2015, his portfolio has experienced substantial expansion, reaching ₹1,551.91 crore by 2022. It is anticipated to further increase, with the value of his 35 stocks expected to reach ₹1,948.7 crore by March 2023, reflecting an impressive 50.8% increase.

Investment Strategy of Ashish Kacholia’s Portfolio

Ashish Kacholia’s investment strategy is characterized by a meticulous approach to identifying undervalued companies with substantial growth potential. He follows a value investing philosophy, influenced by the principles of renowned investor Warren Buffett. Key aspects of his investment strategy include:

• Focus on Undervalued Companies: Identifying undervalued companies with strong growth potential through thorough research and analysis.
• Emphasis on Competitive Advantages: Preferring companies with competitive advantages, such as unique technologies or strong brand recognition.
• Importance of Quality Management: Recognizing the crucial role of management in a company’s success and evaluating their competence and track record.
• Long-Term Investment Perspective: Adopting a long-term investment approach by focusing on a company’s fundamentals and growth prospects rather than short-term market fluctuations.

Learnings From Ashish Kacholia’s Portfolio

Ashish Kacholia’s portfolio offers valuable learnings for investors:

• Focus on Undervalued Companies: Emphasize the significance of identifying undervalued companies with strong growth potential.
• Emphasize Competitive Advantages: Recognize the importance of companies with competitive advantages.
• Importance of Quality Management: Evaluate the competence and track record of a company’s management.
• Long-Term Investment Perspective: Consider adopting a long-term investment approach focused on fundamentals and growth prospects.

In conclusion, Ashish Kacholia’s portfolio provides valuable insights and emphasizes the importance of patience, discipline, and a thorough understanding of a company’s fundamentals for successful investing.