5 Stocks the Warren Buffetts of India Just Added to Their Portfolios
The Warren Buffetts of India—super investors like Mukul Agarwal, Madhusudan Kela, Dolly Khanna, Ashish Kacholia, and Ajay Upadhyay—have reshuffled their portfolios, and it’s time for investors to pay attention.
- Their moves often serve as market indicators,
- offering clues about emerging opportunities.
As April draws to a close, companies are releasing quarterly results and latest shareholding patterns, making it the perfect time to study these portfolio changes.
- Notably, while the financial health of these 5 companies varies,
- the common factor remains their appeal to some of India’s sharpest minds.
Let’s dive into the 5 fresh picks that have caught the eye of these seasoned investors.
Sahasra Electronic Solutions Ltd
Sahasra Electronic Solutions, founded in February 2013, is an Electronic System Design and Manufacturing company catering to specialized tech solutions.
- The company has a market cap of Rs 928 crore and got listed in October 2024.
Mukul Agarwal, managing a portfolio worth Rs 6,476 crore, recently acquired a 2.3% stake worth Rs 21 crore.
- Sales for FY24 stood at Rs 101 crore, with EBITDA at Rs 36 crore, and
- Net profit reaching Rs 33 crore.
Despite its promise, Sahasra’s stock has seen a 34% decline, slipping from Rs 565 at listing to Rs 371 now.
- The stock trades at a PE ratio of 28x, compared to an industry median of 50x over the last decade.
Windsor Machines Ltd
Windsor Machines, incorporated in 1963, manufactures plastic processing machinery and holds a market cap of Rs 2,475 crore.
- It has been a niche but crucial player in industrial manufacturing.
Madhusudan Kela, overseeing a portfolio of Rs 3,666 crore, invested Rs 211 crore for a 7.7% stake in the firm.
- While sales growth has been flat, EBITDA grew at an 11% CAGR over 5 years.
- Net profits remain concerning, moving deeper into losses from Rs 3 crore in FY19 to Rs 8 crore in FY24.
Yet, Windsor’s stock price journey has been remarkable, jumping from Rs 11 in April 2020 to Rs 323 now, a 2,836% surge.
- The stock currently shows a negative PE, with the industry median at 38x.
GHCL Ltd
GHCL Limited is India’s second-largest manufacturer of soda ash, vital for industries like detergents and glass.
- Its current market cap stands at Rs 5,949 crore.
Dolly Khanna, a legendary investor with a Rs 550 crore portfolio, recently purchased a 1% stake worth Rs 61 crore.
- Over the last 5 years, sales grew at just 1% CAGR,
- EBITDA at 2.3% CAGR,
- while net profits rose impressively at 11% CAGR.
From April 2020, GHCL’s share price jumped by 541%, moving from Rs 97 to Rs 622.
- It currently trades at a PE of 10x, much lower than the industry median of 29x.
Infinium Pharmachem Ltd
Founded in 2003, Infinium Pharmachem specializes in iodine-based pharmaceutical intermediates and operates internationally through a subsidiary in China.
- The company’s market cap is Rs 486 crore.
Ashish Kacholia, a well-known small-cap investor, bought a 4.6% stake worth Rs 22.4 crore.
- Over the last 3 years, sales grew at 24% CAGR,
- EBITDA soared by 112% CAGR,
- while net profits climbed by 61% CAGR.
Infinium’s stock price leaped from Rs 90 at listing in April 2023 to Rs 312 today, marking a 247% rise.
- The stock trades at a PE of 51x, compared to an industry median of 29x.
Service Care Ltd
Service Care Ltd, established in 2011, focuses on workforce and workspace administration services for diverse sectors, including manufacturing, IT, and healthcare.
- It has a market cap of Rs 87 crore.
Ajay Upadhyay, a sharp-eyed super investor, secured a 3.4% stake valued at Rs 2.9 crore.
- Over the last 3 years, sales grew at 29% CAGR,
- EBITDA showed a modest rise from Rs 3 crore to Rs 4 crore,
- and net profits exploded by 167% CAGR.
Listed in July 2023, Service Care’s stock has modestly increased from Rs 61 to Rs 65 as of April 2025.
- The company trades at a PE of 17x, while the industry median stands around 28x.
Should You Follow the Buffetts?
Though the financial profiles of these 5 companies vary significantly, the common thread is clear—they’ve captured the interest of India’s finest investing minds.
- Whether you choose to buy or watch from the sidelines, studying these picks offers valuable insights.
These super investors, collectively managing portfolios worth thousands of crores, have consistently demonstrated an ability to spot multibaggers early.
- Adding these stocks to your watchlist could be a smart move to mirror their strategic instincts.