Companies held by ace investor Ashish Kacholia reported mixed results for the March quarter, with strong performances from Shaily Engineering Plastics, Knowledge Marine & Engineering Works, and Jain Resource Recycling, while Beta Drugs and Safari Industries posted relatively steady numbers.
According to the latest shareholding disclosures, Kacholia holds stakes in 51 companies, with his portfolio valued at more than Rs 3,077.2 crore.
Shaily Engineering Plastics Sees Profit Jump
Shaily Engineering Plastics Ltd, which manufactures precision plastic components for industries including pharmaceuticals and consumer goods, delivered strong growth in Q4FY26.
Financial performance:
- Revenue rose 10% YoY to Rs 224 crore
- EBITDA increased 31% to Rs 62.8 crore
- Net profit climbed 65% to Rs 48.7 crore
- EPS rose to Rs 10.59 from Rs 6.43
The company has a market capitalisation of Rs 14,521 crore.
As of Q4FY26, Kacholia held:
- 3.22% directly
- 1.99% through Suryavanshi Commotrade Pvt Ltd
His combined stake stood at about 5.2%, valued at around Rs 756.2 crore.
Beta Drugs Reports Stable Quarter
Beta Drugs Ltd, which focuses on oncology and critical care formulations, reported largely flat earnings.
Q4FY26 performance:
- Revenue stood at Rs 94 crore, compared with Rs 93.8 crore a year ago
- EBITDA rose 2% to Rs 17.7 crore
- Net profit remained almost unchanged at Rs 9.05 crore
- EPS stood at Rs 8.93
The company’s market capitalisation stood at Rs 1,556 crore.
Kacholia’s holdings included:
- 5.76% direct stake
- 6.71% through Suryavanshi Commotrade Pvt Ltd
His total holding was about 12.5%, valued at nearly Rs 194 crore.
Jain Resource Recycling Delivers Strong Expansion
Jain Resource Recycling Ltd, which recycles non-ferrous metals such as lead, copper and aluminium, reported strong growth during the quarter.
Key numbers:
- Revenue surged 76% YoY to Rs 3,105 crore
- EBITDA rose 18% to Rs 110 crore
- Net profit increased 26% to Rs 66 crore
- EPS rose to Rs 1.91 from Rs 1.62
The company had a market capitalisation of Rs 12,833 crore.
Kacholia, through Bengal Finance and Investment Pvt Ltd and Suryavanshi Commotrade Pvt Ltd, held a combined 2.27% stake, worth about Rs 144.7 crore.
Safari Industries Posts Mixed Results
Safari Industries (India) Ltd, a maker of luggage and travel accessories, reported higher revenue but flat profit growth.
For Q4FY26:
- Revenue rose 12% to Rs 473 crore
- EBITDA increased 2% to Rs 61.8 crore
- Net profit stood at Rs 37.5 crore
- EPS remained at Rs 7.65
The company’s market capitalisation stood at Rs 7,762 crore.
Kacholia held a 1.84% stake, valued at around Rs 141.9 crore.
Knowledge Marine Posts Sharp Rise In Profit
Knowledge Marine & Engineering Works Ltd, which provides dredging and marine engineering services, reported strong earnings growth.
Q4FY26 numbers showed:
- Revenue increasing 42% to Rs 67.6 crore
- EBITDA rising 11% to Rs 18.6 crore
- Net profit jumping 124% to Rs 23.5 crore
- EPS more than doubling to Rs 10.72
The company had a market capitalisation of Rs 4,784 crore.
Kacholia owned a 2.89% stake in the company, valued at approximately Rs 138.2 crore.
Performance Across Holdings Remained Mixed
Among the five companies, Shaily Engineering Plastics, Knowledge Marine & Engineering Works, and Jain Resource Recycling reported strong growth in earnings.
Beta Drugs posted largely stable numbers, while Safari Industries saw revenue growth but limited improvement in profitability.
TL;DR
Several companies held by Ashish Kacholia reported mixed March-quarter results. Shaily Engineering, Knowledge Marine and Jain Resource Recycling posted strong growth, while Beta Drugs and Safari Industries delivered relatively stable earnings.
AI summary
- Ashish Kacholia’s portfolio is valued at over Rs 3,077.2 crore.
- Shaily Engineering reported a 65% rise in quarterly profit.
- Knowledge Marine’s net profit jumped 124% year-on-year.
- Jain Resource Recycling posted 76% revenue growth.
- Beta Drugs and Safari Industries reported largely flat earnings.
