Mukul Agrawal: Star investor on shopping spree with six fresh buys in September quarter
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Mukul Agrawal's picks
Veteran investor Mukul Agrawal made fresh entries in six companies during the September 2025 quarter, signalling renewed interest in industrials, electronics, and green energy themes.
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IFB Industries - Holding value: Rs 90.8 crore | Shares held: 5 lakh
Agrawal picked up a new stake in home appliance maker IFB Industries, known for its washing machines and kitchen solutions. The move highlights his preference for consumer durables with steady earnings visibility.
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N R Agarwal Industries - Holding value: Rs 15.8 crore | Shares held: 3.4 lakh
He also entered N R Agarwal Industries, a paper and packaging manufacturer. The bet aligns with rising domestic demand for packaging materials amid e-commerce growth.
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Protean eGov Technologies - Holding value: Rs 52.1 crore | Shares held: 6 lakh
Agrawal added Protean eGov Tech, formerly NSDL e-Governance Infrastructure, which provides digital infrastructure for government services. The stock offers long-term potential as India accelerates its digital public infrastructure rollout.
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Osel Devices - Holding value: Rs 80 crore | Shares held: 13.38 lakh
His largest new addition was Osel Devices, a medical equipment and consumables company. The high-value investment underscores his bullish view on India’s expanding healthcare technology sector.
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Solarium Green Energy - Holding value: Rs 19.8 crore | Shares held: 6 lakh
Agrawal entered Solarium Green Energy, a renewable energy solutions provider. The addition fits his broader trend of taking early positions in clean-tech and green energy firms.
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Zelio eMobility - Holding value: Rs 10.2 crore | Shares held: 4.24 lakh
The investor also bought into Zelio eMobility, an emerging player in electric two-wheelers. The move signals growing conviction in India’s EV transition story.