One outstanding determine in India’s funding panorama is Mukul Agrawal, recognized for persistently drawing consideration to his funding decisions. Let’s take a better take a look at him earlier than revealing his newest inventory decide.
Who’s Mukul Agrawal?
Mukul Agrawal is a well known investor in India, particularly acknowledged for his microcap and smallcap alternatives. His investing fashion combines cautious evaluation with a disciplined method, sustaining separate portfolios for investing and buying and selling.
On this article, we concentrate on a inventory by which he just lately acquired a stake.
Which inventory did Mukul Agrawal purchase and why?
Mukul Agrawal has picked up a stake in Kilitch Medication India.
As of the tip of the September 2025 quarter, he held 1.3% of the corporate, valued at roughly ₹90 million, comprising 235,000 shares. Whereas the exact rationale behind his buy shouldn’t be publicly recognized, a number of components could clarify his choice.
Enhancing monetary efficiency
Kilitch Medication India reported good monetary outcomes for Q1FY26 (April-June). Internet gross sales surged to ₹431 million from ₹335 million, a development of practically 29% year-on-year. Internet revenue jumped dramatically, 2,200%, from ₹1 million to ₹23 million YoY.
These bettering financials could have influenced Mukul Agrawal’s choice to accumulate a stake.
Enlargement
The corporate is establishing a greenfield undertaking in Pen, Maharashtra, with a complete funding of ₹1,600 million. The primary section is almost full.
The undertaking is being designed to satisfy USFDA GMP, EU Customary Pointers, WHO, and different regulatory requirements, enabling phase-wise manufacturing of nutraceuticals, injectables, ophthalmics, and OSD merchandise.
With elevated capability, the corporate goals to satisfy rising demand in each current and new markets worldwide, anticipating business manufacturing by FY26.
This enlargement could have been one other issue behind Agrawal’s stake buy.
What subsequent for Kilitch Medication India?
Kilitch Medication India is poised for development by means of expanded manufacturing capabilities, strengthened backward integration, and dedication to high quality.
Its various product portfolio and emphasis on course of optimization, analysis, and useful resource effectivity have helped the corporate set up a powerful presence throughout Africa, Asia, the CIS, and Latin America.
The corporate has additionally reported a powerful set of quarterly numbers. The enlargement and integration are anticipated to spice up revenues and enhance margins going ahead.
Kilitch Medication India has a diversified branded gross sales in Asia and Africa of formulations together with effervescent granules, dry syrups and oral powders.
The corporate can also be increasing quickly within the African continent. It has a big cephalosporin plant in East Africa having facility to provide cephalosporin in numerous dosage types like tablets, capsules, injectable, and dry powders for suspensions and syrups.
Kilitch Medication India is positioned effectively for development by means of geographic diversification, product specialisation, manufacturing scale, and regulatory developments, with anticipated enlargement in income and profitability over the approaching years.
Share efficiency
Previously 5 days, shares of Kilitch Medication India have risen to ₹378 from ₹352. Over the previous month, the inventory is up 7%, and previously yr, it has gained 20%.
The 52-week excessive was ₹490 on 15 July 2025, and the 52-week low was ₹265.6 on 7 April 2025.
Kilitch Medication India manufactures, markets, and exports a variety of pharmaceutical formulations throughout tablets, capsules, liquid orals, ointments, lotions, and injectables. Its choices span gastroenterology, anti-inflammatory, anti-malaria, diagnostics, uterine stimulants, and veterinary merchandise.
Traders ought to consider the corporate’s fundamentals, company governance, and valuations as key concerns earlier than making any funding choice.
Disclaimer: This text is for info functions solely. It’s not a inventory advice and shouldn’t be handled as such.
This text is syndicated from Equitymaster.com
