Mukul Agrawal’s winning picks: 4 stocks turn multibaggers in FY26; fresh Q3 additions revealed
By Ritesh Presswala, ETMarkets.com |
1/13
Portfolio Watch
Prominent investor Mukul Mahavir Agrawal’s portfolio continues to draw significant attention in financial circles. According to ETMarkets’ analysis of his holdings, Agrawal currently owns about 72 stocks with a combined value of roughly Rs 6,160 crore as of March 6, 2026, based on shareholding data from the December 2025 quarter. This reflects a slight decline of 8% from the Rs 6,751 crore valuation recorded in the March 2025 quarter.
So far in FY26, over half of his portfolio has posted negative returns, while around 18 stocks have delivered double-digit gains. Nine of these have surged between 50% and 230%, including four that became multibaggers. We also highlight four new additions to his portfolio in the December ’25 quarter. (Data source: ACE Equity, Trendlyne)
So far in FY26, over half of his portfolio has posted negative returns, while around 18 stocks have delivered double-digit gains. Nine of these have surged between 50% and 230%, including four that became multibaggers. We also highlight four new additions to his portfolio in the December ’25 quarter. (Data source: ACE Equity, Trendlyne)
2/13
Concord Control Systems
The stock has surged 230% in FY26 so far, rising from Rs 699 to Rs 2,311. As of the December 2025 quarter, Mukul Agrawal held a 5.5% stake, currently valued at around Rs 80 crore.
3/13
Infobeans Technologies
The stock has gained 112% in FY26 so far, climbing from Rs 73 to Rs 155. As of the December 2025 quarter, Mukul Agrawal held a 3.94% stake, currently valued at about Rs 15 crore.
Amazon Top Deals
POWERED BY

Crompton Ozone 75 Litres Desert Air Cooler for home | Large & Easy Clean Ice Chamber | 4-Way Air Deflection | High Density Honeycomb Pads | Everlast Pump | Auto Fill| 3 Year Brand Warranty
₹9,798Buy Now43%
OFF

LG 32 L Convection Microwave Oven (MC3286BRUM, Black, 360° Motorised Rotisserie for Bar-be-queing, 301 Auto Cook Menu, Stainless steel cavity, Indian Cuisine, Tandoor Se, Steam Clean & Diet Fry)
₹19,340Buy Now19%
OFF
4/13
Osel Devices
The stock has jumped 110% in FY26 so far, moving from Rs 242 to Rs 509. As of the December 2025 quarter, Mukul Agrawal held a 7.56% stake, currently valued at roughly Rs 68 crore.
5/13
NR Agarwal Industries
The stock has risen 106% in FY26 so far, increasing from Rs 222 to Rs 458. As of the December 2025 quarter, Mukul Agrawal held a 2.06% stake, currently valued at about Rs 16 crore.
6/13
Indian Metals & Ferro Alloys
The stock has advanced 98% in FY26 so far, climbing from Rs 610 to Rs 1,208. As of the December 2025 quarter, Mukul Agrawal held a 1.11% stake, currently valued at nearly Rs 72 crore.
7/13
SIRCA Paints India
The stock has rallied 87% in FY26 so far, rising from Rs 242 to Rs 453. As of the December 2025 quarter, Mukul Agrawal held a 2.52% stake, currently valued at around Rs 65 crore.
8/13
ASM Technologies
The stock has climbed 73% in FY26 so far, moving from Rs 1,274 to Rs 2,208. As of the December 2025 quarter, Mukul Agrawal held a 10.28% stake, currently valued at about Rs 331 crore.
9/13
Tatva Chintan Pharma Chem
The stock has increased 68% in FY26 so far, rising from Rs 679 to Rs 1,140. As of the December 2025 quarter, Mukul Agrawal held a 2.14% stake, currently valued at around Rs 57 crore.
10/13
Hind Rectifiers
The stock has gained 55% in FY26 so far, climbing from Rs 937 to Rs 1,453. As of the December 2025 quarter, Mukul Agrawal held a 1.45% stake, currently valued at about Rs 36 crore.
11/13
Yatharth Hospital & Trauma Care Services
The stock has risen 52% in FY26 so far, increasing from Rs 425 to Rs 647. As of the December 2025 quarter, Mukul Agrawal held a 1.14% stake, currently valued at around Rs 71 crore.
12/13
Zota Health Care
The stock has advanced 49% in FY26 so far, moving from Rs 805 to Rs 1,198. As of the December 2025 quarter, Mukul Agrawal held a 7.45% stake, currently valued at about Rs 302 crore.
13/13
Fresh Q3 additions
In the December 2025 quarter, Mukul Agrawal added Allcargo Logistics, Hindustan Construction Company, SIRCA Paints India, and Sudeep Pharma to his portfolio.
READ MORE:
mukul agrawal portfolio stocks |mukul agrawal multibagger stocks |mukul agrawal latest holdings |mukul agrawal portfolio 2026 |stocks held by mukul agrawal |mukul agrawal new stock picks |concord control systems multibagger |sirca paints india stock news |investor mukul agrawal portfolio analysis |multibagger stocks fy26