Bharat Jayantilal Patel Portfolio, Holdings, Net Worth & more
Bharat Jayantilal Patel is regarded as one of the most eminent equity investors in the stock market of India. He has been widely appreciated and respected by the members of the capital market fraternity and his analysis and investment ideas are followed by many in general.
He has been a pioneer in the market with an intensive knowledge of the markets and has been associated with various premier companies where he took the charge of their share allocation as a broker.
Bharat Jayantilal Patel has been witnessing exponential growth in his net worth since then and now he has net worth of Rs. 65.92 crores at present from all his investments.
In this article, we will discuss the various stocks he holds in his portfolio and how and when he added them in his portfolio and how he has been handling his portfolio in the last three years.
This article will give the details analysis of his portfolio and his stock-picking skills and ideas of investment.
Apart from the portfolio and the shares in it, we will also give you the idea of how he accumulated his wealth and a brief idea about his net worth over the last five years.
So, let us start with the brief introduction of Mr. Bharat Jayantilal Patel and then get into the details of Bharat Jayantilal Patel Portfolio.
About Bharat Jayantilal Patel
Bharat Jayantilal Patel is one of the most eminent and highly experienced stock market players who are in the industry for more than three decades now and has been trading and investing in various companies with a successful track record.
His innovative trading ideologies and the techniques are well appreciated by most of his peers in the industry that is in the capital market fraternity.
Bharat Jayantilal Patel started investing and started his own brokerage house when he was in his twenties and since then he has been serving many big business houses in accumulating a capital from the stock market by providing brokerage house services.
He has not only increased his net worth exponentially over the years via various investments and his business but also made his stockbroking house, one of the most reputed in the market and also elevated its market share.
Bharat Jayantilal Patel has been serving as the Chairman of Rubfila International Ltd. and for the last ten years, he has been managing his own investments mainly and has been successful in appreciating the value of his investments significantly which will discuss through the Bharat Jayantilal Patel Latest Portfolio.
He is also associated with other companies as Director and mentor and guide investors and traders about investment as well.
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Bharat Jayantilal Patel Latest Portfolio & Holdings
Bharat Jayantilal Patel Latest Portfolio has 8eight stocks from the different industry though mainly from the manufacturing sector and others from the textile sector and electronics.
We will discuss these stocks in detail, about the percentage of stake held by the investor in each of these eight companies and the investment value and other details so that you can get a clear insight of Portfolio of Bharat Jayantilal Patel.
Investment in Rubfila International
The first stock is of Rubfila International where he is the chairperson at present. He holds 14.18% of the stakes of this company which is into rubber related business and the current market price of the shares of this firm is Rs. 36.85.
The number of shares that are held by Bharat Jayantilal Patel is close to 6694406 shares and that makes the total investment in this firm worth Rs. 24.7 crores.
There have been no changes in the shareholding in this stock in the June quarter of 2019.
Holdings in Mafatlal Industries Ltd
The next share that is there in the portfolio of Bharat Jayantilal Patel is of Mafatlal Industries Ltd. He has been holding 4.27% of the stakes of this firm and the present valuation of the investment stands at Rs. 4.6 crores as per the current market price of Rs. 77 and the investor has 594219 shares of the firm.
This shareholding has also not been altered in the past one quarter.
Investment in Nagpur Power & Industries Ltd
The third stock as per the percentage of stake hold by Bharat Jayantilal Patel in the company is of Nagpur Power & Industries Ltd. Here the investor has 3.21% of the stakes and that accounts for the 420139 shares of the company.
The company’s shares are trading at Rs. 24 at present and that makes the investment in this company worth Rs. 1 crore. The investor has not increased or decreased his shareholding in this stock in the last quarter – June 2019.
Holdings in Transpek Industry Ltd
The next up is the shares of Transpek Industry Ltd. where the investor has invested in 169528 shares of the company which is 3.04% of the stakes of the company.
The investor is having an investment of Rs. 21.4 crores from this stock individually as per the current market price of the share which is at Rs. 1261. He has not changed the shareholding for this share as well in the June quarter.
Investment in Integra Garments And Textiles Ltd
The fifth share that he has in his portfolio is of Integra Garments And Textiles Ltd. He has one stock from this industry as he is most inclined to the manufacturing industry mostly.
So, he has 1.68% of the stakes of this textile company and the current price of the shares of this company is Rs. 0.2 which makes his investment worth Rs. 1.2 lakhs only.
This is the least on his list as per the investment value however he holds 612029 shares of the firm.
Holdings in Hathway Bhawani Cabletel & Datacom Ltd
Then comes the Hathway Bhawani Cabletel & Datacom Ltd. whose shares are trading at Rs. 4.68 and the investor holds 135004 shares of the company which is 1.67% of the company’s stake.
The Hathway is a well-known cable connection provider in the country that you might have known and the investor has an investment of Rs. 6.3 lakhs in this business.
The investor seems satisfied with his investment in this stock and he is neither bullish nor bearish about it as he didn’t change his shareholding in this stock in the June quarter.
Investment in Centum Electronics Ltd
The next stock is of Centum Electronics Ltd. and the shares of this firm are trading at Rs. 428 and the investor has invested in 167924 shares of the company.
The investor has 1.30% of the stakes of this firm and the present valuation of the investment stands at Rs. 7.2 crores.
Holdings in Texmaco Infrastructure & Holdings Ltd
The last but not the least is the stocks of Texmaco Infrastructure & Holdings Ltd. whose shares are at Rs. 47.85 at present.
The number of shares held by Bharat Jayantilal Patel is 1538689 and the stakeholding percentage is 1.21% after 0.16% deduction from the previous quarter. His current investment value from this stock is Rs. 7.4 crores.
Bharat Jayantilal Patel Portfolio in 2019
The Bharat Jayantilal Patel Portfolio 2019 is a portfolio of manufacturing and industrial product stocks as he holds most of them only in his portfolio.
There are stocks of Rubfila International which is a firm operating in the rubber sector, then there are shares of Nagpur Power & Industries, Transpek Industries, and Centum Electronics and others.
In the June 2019 quarter he had eight stocks in his portfolio that we have already discussed in the above section. The highest investment has been from the Rubfila International only for both the quarters of 2019 – June and March 2019 quarters.
In both the quarters, the investment in these stocks worth Rs. 24.7 crores. After this there is investment in the shares of Transpek Industry where the investor has Rs. 21.4 crores in both the quarters of the year that has ended. He has not changed his shareholding much in this quarter and not at all for these two shares.
The two shares that were added to the portfolio of Bharat Jayantilal Patel were of Hathway Bhawani Cabletel & Datacom Ltd. and that was done in the March quarter.
The investment was of Rs. 6.3 lakhs in the 135004 shares of the company whose current market price of the shares is Rs. 4.68.
More on Bharat Jayantilal Patel Portfolio 2019
Another share that was added to the portfolio of the investor was of Centum Electronics and he invested Rs. 7.2 crores in 1.3% stakes of the company at that time only and then made no changes to it in this June 2019 quarter.
The value of an investment in Texmaco Infrastructure & Holdings Ltd. was Rs. 8.3 crore in the March quarter and as the investor reduced his stake in this share by 0.16%, the investment value also reduced and the current value of the investment in this share stands at Rs. 7.4 crores.
Bharat Jayantilal Patel Portfolio in 2018
The Bharat Jayantilal Patel Portfolio 2018 depicts his choices of stocks which is again inclined towards the manufacturing and industrial products generating businesses apart from a few other stocks in the portfolio.
He had Rubfila in the portfolio in 2018 as well where he had the same investment throughout the year. The highest investment was also in this stock only which is Rs. 24.7 crores throughout the year.
Apart from that, he made investments in some of the new companies this year which he holds in the latest portfolio as well.
The new stocks he added to the portfolio of 2018 was of Texmaco Infrastructure & Holdings Ltd. where he invested Rs. 8.4 crores in 1.37% of the stakes in the December 2018 quarter and in the June 2018 quarter he invested Rs. 21.5 crores in the Transpek Industry and bought 3.04% of the stakes of the company.
In the September 2018 quarter, he reduced his shareholding below 1% of the stakes in two companies that are of Texmaco and Centum Electronics.
In the March quarter, he did the same with the Transpek Industry when the share was trading at Rs. 1270.
More on Bharat Jayantilal Patel Portfolio 2018
There was another share in the portfolio of Bharat Jayantilal Patel in the year 2018 and that was of Leena Consultancy Ltd. where he had investment worth Rs. 98.2 thousand in 7500 shares of the company which is equivalent to 3.13% of the stakes of the company in the September quarter.
However, he dropped this stock from his portfolio in the December quarter of 2018.
Bharat Jayantilal Patel Portfolio in 2017
According to the Bharat Jayantilal Patel Portfolio 2017, the highest investment this year was in the shares of Transpek Industry at the beginning of the year when the investment worth Rs. 30.9 crores in the March 2017 quarter.
Then the investor reduced his stake in this company below 1% and thus the investment value is not available for that June 2017 quarter.
However, he again increased his stake in this share and bought 4.38% of the stake in total in the September 2017 quarter and his investment in this share stood at Rs. 31.1 crores at that time which was the highest investment.
Then in the December quarter he reduced 0.41% of the stakes and then the investment value was Rs. 28.1 crore.
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Apart from the Transpac, the investment in Texmaco was also high at except for the September quarter when the investor reduced the stakes in this company below 1%, all the other quarters had Rs. 14 crores of the worth from this share in the portfolio of Bharat Jayantilal Patel.
In 2017, the stakes in Rubfila was also higher than what the investor holds now.
Then Bharat Jayantilal Patel had held more than 15% of the stakes of this company which reduced in the later years however, it is due to share allocation and share splitting as his investment in the shares worth Rs. 3407 crores remain the same through all these three years we discussed.
What is Bharat Jayantilal Patel’s Net Worth?
|Bharat Jayantilal Patel Net Worth|
In the year 2015, the net worth of Bharat Jayantilal Patel was Rs. 86.01 crores which dipped by 16% in the March 2016 quarter and then gained 8% in the June 2016 quarter and stood at Rs. 75.63 crores.
In the 2016 September quarter, there was no increase or decrease in the portfolio’s worth. In the December 2016 quarter, he had a massive gain and his net worth increased to Rs. 113.79 crores with a 49% gain.
Then in the 2017 March quarter, it again fell by 23% and the net worth then was Rs. 87.45 crores. In the September 2017 quarter it again rose significantly by 48% and then he had a net worth of Rs. 142.22 crores.
In the year 2018, the net worth first dropped by 35% in the March quarter then increased by 13% and then again dropped by 36% and finally in the December quarter with an 8% increase, the net worth stood at Rs. 71.19 crores.
This year, there was 7% increase in the March quarter however it dipped double that (13%) in the June quarter and at present the net worth is Rs. 65.92 crores.
Bharat Jayantilal Patel Portfolio – Conclusion
The Portfolio of Bharat Jayantilal Patel is a bog of industrial and manufacturing stocks with a few from other industries but related to the manufacturing industry only.
He is the Chairman of the rubber industry giant Rubfila, his inclination towards the industrial products and the businesses related to that.
He is regarded for his rare stock-picking skills and also appreciated for the kind of passion he has for investments and businesses.
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