Final Up to date on Dec 26, 2024 by Vanessa Sequeira
Inventory market pundits say you solely want a pen, paper, and a decided thoughts to become profitable on the bourses. And, in relation to thoughts, Anil Kumar Goel absolutely wins! He’s certainly one of India’s prime buyers, with a web value of Rs. 2,246.53 cr. However how does he get his arms on the longer term multi-bagger and make his riches? On this article, we’ll delve deeper into Anil Kumar Goel’s portfolio and analyse his funding type.
Investor Profile – Anil Kumar Goel
Anil Kumar Goel is a seasoned Dalal Road investor enamoured with small and micro-scale enterprise shares.
| Investor identify | Anil Kumar Goel |
| Fatherland | Amritsar, Punjab |
| Age | 63 |
| Partner identify | Seema Goel |
| Complete web value (Rs.) | Rs. 2,246.53 cr. |
| No. of portfolio firms | 40 |
| Main holding (%) | Dhampur Bio Organics Ltd, South Paper Mills and TCPL Packaging |
His first foray into the retail inventory market occurred within the early Nineties. He entered the market within the Nineties and examined it for the primary time in 1991-1992 when it fell. Anil Goel deposited Rs. 50 lakhs in September 1992, however the market collapsed additional in 1993, and his household needed him to depart, however he insisted on staying. However when the market picked up, that’s when Anil Goel portfolio spiked within the inventory market.
Anil Kumar Goel Portfolio (2024)
Anil Kumar Goel has a web value of two,246.53 cr. and invests closely in sugar, industrial, and textile industries. So, let’s have a deeper understanding of his portfolio and picks!
| Inventory Identify | Holding worth (Rs.) | No. of shares held | Sept 2024 Holding % |
| Triveni Engineering and Industries Ltd | 464.9 Cr | 9,855,000 | 4.50% |
| KRBL Ltd | 300.6 Cr | 9,747,000 | 4.30% |
| TCPL Packaging Ltd | 268.6 Cr | 826,000 | 9.10% |
| Dalmia Bharat Sugar and Industries Ltd | 208.9 Cr | 5,166,000 | 6.40% |
| Oriana Energy Ltd | 107.5 Cr | 404,950 | 2.10% |
| Vardhman Holdings Ltd | 103.6 Cr | 215,000 | 6.70% |
| Dhampur Bio Organics Ltd | 103.1 Cr | 8,458,000 | 12.70% |
| Karnataka Financial institution Ltd | 96.2 Cr | 4,450,000 | 1.20% |
| Avadh Sugar & Vitality Ltd | 76.7 Cr | 1,368,000 | 6.80% |
| Nahar Spinning Mills Ltd | 75.3 Cr | 2,520,000 | 7.00% |
| Sportking India Ltd | 63.6 Cr | 5,410,000 | 4.30% |
| Uttam Sugar Mills Ltd | 58.9 Cr | 2,180,000 | 5.70% |
| LG Balakrishnan & Bros Ltd | 52.2 Cr | 396,000 | 1.20% |
| Magadh Sugar & Vitality Ltd | 40.8 Cr | 596,000 | 4.20% |
| Ganesh Benzoplast Ltd | 34.3 Cr | 2,384,554 | 3.30% |
| Sarla Efficiency Fibers Ltd | 30.0 Cr | 2,350,000 | 2.80% |
| Panama Petrochem Ltd | 29.7 Cr | 730,000 | 1.20% |
| Precot Ltd | 26.2 Cr | 423,000 | 3.50% |
| South India Paper Mills Ltd | 18.6 Cr | 1,702,000 | 9.10% |
| Nahar Capital and Monetary Companies Ltd | 13.9 Cr | 409,000 | 2.40% |
| Amarjothi Spinning Mills Ltd | 9.6 Cr | 423,000 | 6.30% |
| DCM Nouvelle Ltd | 9.5 Cr | 432,000 | 2.30% |
| Nahar Poly Movies Ltd | 8.5 Cr | 279,000 | 1.10% |
| Dhunseri Tea & Industries Ltd | 8.2 Cr | 295,000 | 2.80% |
| DCM Ltd | 4.8 Cr | 411,000 | 2.20% |
| Star Paper Mills Ltd | 4.1 Cr | 180,000 | 1.20% |
| Indsil Hydro Energy and Manganese Ltd | 3.7 Cr | 720,000 | 2.60% |
| Crayons Promoting | 2.8 Cr | 270,000 | 1.10% |
| Okay G Denim Ltd | 1.3 Cr | 490,000 | 1.90% |
| Samtex Fashions Ltd | 95.7 L | 3,200,000 | 4.30% |
| Sri Lakshmi Saraswathi Textiles (Arni) Ltd | 79.1 L | 184,100 | 5.50% |
| Omaxe Ltd | 24.1 L | 21,000 | 0.00% |
| GK Consultants | 6.0 L | 30,000 | 0.60% |
| Dhampur Sugar Mills Ltd | – | – | – |
| Vardhman Particular Steels Ltd | – | – | – |
| Austin Engineering Firm Ltd | – | – | – |
| Dwarikesh Sugar Industries Ltd | – | – | – |
| GRP Ltd | – | – | – |
| Majestic Auto Ltd | – | – | – |
| Salasar Techno Engineering Ltd | – | – | – |
| Sanghvi Movers Ltd | – | – | – |
| Transpact Enterprises Ltd | – | – | – |
Anil Kumar Goel Portfolio Evaluation
Anil Kumar Goel is well-known for his regular strategy to investing. He’s keen on sugar and industrial shares, which is mirrored in his portfolio. For this quarter, he ventured deeper into these industries and added three extra firms to his portfolio whereas shopping for extra shares of DCM Ltd.
| Inventory Identify | Holding worth (Rs.) | No. of shares held | Sept 2024 Change | Sept 2024 Holding % |
| Karnataka Financial institution Ltd | 96.2 Cr | 4,450,000 | New | 1.20% |
| Sarla Efficiency Fibers Ltd | 30.0 Cr | 2,350,000 | New | 2.80% |
| Nahar Poly Movies Ltd | 8.5 Cr | 279,000 | New | 1.10% |
Anil Kumar Goel Sector Sensible Holdings
- Dominance of the Sugar Sector (21%)
The sugar sector kinds the cornerstone of his portfolio. This heavy allocation suggests a robust conviction within the sector’s development potential. With cyclical tailwinds, rising ethanol mixing mandates, and international sugar value developments, the sector holds vital upside potential. Mr. Goel probably sees a multi-year structural alternative in sugar, positioning himself for long-term positive aspects.
- Robust Wager on Textiles (A number of Segments)
Mixed, textiles in varied sub-segments (Spinning – Cotton Blended, Processing, Denim, Hosiery, Readymade Attire, and Artificial Blended) type a considerable portion of the portfolio. Publicity to varied textile sub-categories highlights his perception in India’s manufacturing prowess and export potential, significantly with beneficial authorities insurance policies (PLI schemes) and rising international demand for Indian textiles.
- Reasonable Allocation to Defensive & Cyclical Sectors
Sectors like Finance – Investments (6%), Chemical substances (6%), and Paper (6%) replicate a balanced strategy. Investments in finance might signify confidence in India’s monetary providers sector, given its regular development, improved credit score high quality, and powerful market participation. Goel’s publicity to the chemical and paper sectors faucets into India’s rising exports and powerful home demand. Speciality chemical compounds, particularly, are rising as a development driver amid China+1 alternatives.
- Low Publicity to Diversified Sectors (3%)
- Actual Property, Metal, Auto Ancillaries, and Meals Processing: These sectors are cyclical in nature and will act as supplementary holdings to hedge towards broader market developments.
- Plantations (Tea & Espresso): This area of interest allocation highlights Goel’s opportunistic strategy to commodity-based sectors pushed by value upcycles.
- Restricted Monetary Sector Publicity (Banks & Finance – Common)
Regardless of India’s sturdy banking sector, Goel has minimal publicity to non-public banks and common finance shares. This means a choice for non-mainstream alternatives (equivalent to Investments) over large-cap banks, aligning along with his contrarian strategy.
Anil Kumar Goel’s Internet Price in 2024
Anil Kumar Goel’s web value has moved sharply throughout the previous couple of years, particularly post-Covid lockdown. The portfolio that first valued at Rs. 567.21 cr. in December 2015 is Rs. 2,246.53 in September 2024. Anil Goel’s web value pattern during the last eight years appears like this:
Anil Kumar Goel Bulk And Block Offers in 2024
Bulk and block offers allow transparency and clarify why inventory volumes have elevated or dropped. The disclosure of bulk and block transactions can help in figuring out which industries are gaining and dropping reputation with purchasers. It additionally influences future funding choices made by particular person buyers. Utilizing Tickertape’s Inventory Offers software, you’ll be able to determine and analyse bulk and block offers for a specific interval of an investor. Listed here are the majority offers of Anil Kumar Goel in 2024.
| Shares | Date | Class | Transaction Kind | Amount | Worth Traded (₹) | Holdings change(%) | Common Commerce Worth(₹) |
| Samtex Fashions Ltd | 2024-08-27 | Bulk | promote | 4,00,000 | 14,32,000 | 0.54 | 3.58 |
| IGC Industries Ltd | 2024-08-07 | Bulk | purchase | 7,281 | 2,64,227 | 0.33 | 36.29 |
| IGC Industries Ltd | 2024-08-07 | Bulk | promote | 18,712 | 7,10,869 | 0.84 | 37.99 |
| IGC Industries Ltd | 2024-07-31 | Bulk | purchase | 14,400 | 4,95,216 | 0.64 | 34.39 |
| Dhampur Sugar Mills Ltd | 2024-06-19 | Bulk | promote | 3,50,000 | 8,50,57,000 | 0.53 | 243.02 |
| Dwarikesh Sugar Industries Ltd | 2024-06-13 | Bulk | promote | 12,90,000 | 9,88,91,400 | 0.69 | 76.66 |
| Dhampur Sugar Mills Ltd | 2024-06-13 | Bulk | promote | 5,97,439 | 14,81,05,128 | 0.90 | 247.9 |
| GRP Ltd | 2024-05-21 | Bulk | promote | 9,000 | 8,27,29,890 | 0.68 | 9192.21 |
| Dwarikesh Sugar Industries Ltd | 2024-03-11 | Bulk | promote | 14,39,384 | 12,04,18,865 | 0.76 | 83.66 |
Conclusion
Anil Kumar Goel is named the “Sugar Baron” on Dalal Road on account of his efficacy for sugar shares. His sturdy eye for small and micro-scale companies units him aside as certainly one of India’s most influential buyers. You can even control the market through the use of Tickertape’s Inventory Screener to remain up-to-date on market developments and select prime shares so as to add to your funding portfolio!
FAQs About Anil Kumar Goel
Who’s Anil Kumar Goel?
Anil Kumar Goel is a extremely regarded Indian investor identified for his sharp give attention to worth investing, particularly within the small-cap and mid-cap segments. He has earned a status for figuring out hidden gems in sectors equivalent to FMCG, sugar, and textiles.
What’s the web value of Anil Kumar Goel?
Anil Kumar Goel’s web value, primarily based on his publicly disclosed holdings in Indian equities, is estimated to be round Rs. 2,500 cr. This determine varies relying on inventory market fluctuations and modifications in his portfolio composition.
What’s Anil Kumar Goel’s funding philosophy?
Anil Goel’s funding philosophy revolves round worth investing, concentrating on essentially sturdy firms with development potential. He focuses on companies that function in area of interest sectors, possess environment friendly administration, and provide sturdy money circulate, usually holding investments for the long run to capitalise on compounding returns.
That are the highest shares in Anil Kumar Goel portfolio?
The highest shares in Anil Goel portfolio embody names like KRBL, TCPL Packaging, and Dhampur Sugar Mills. These shares showcase his choice for industries like FMCG, packaging, and sugar, the place he identifies undervalued alternatives with development potential.
Methods to spend money on Anil Kumar Goel portfolio shares?
To spend money on shares just like these in Anil Kumar Goel portfolio, monitor his public filings, equivalent to shareholding disclosures, and analyse the basics of the businesses he invests in. Conduct your individual analysis and seek the advice of with a monetary advisor earlier than buying these shares by way of your brokerage account.
Content material Strategist at Tickertape
As an funding fanatic, I’ve dabbled in early-stage startups, mutual funds, gold, shares, smallcases, and actual property to determine which belongings generate the very best ROI. At Tickertape, I’m devoted to presenting my studying and offering insightful solutions to assist my readers make sound funding determination.
