Sanjay Kumar Agarwal Portfolio, Latest Holdings, Net Worth & moreLast Updated Date: Jan 31, 2023
Sanjay Kumar Agarwal Portfolio is one of the bigshots in the industry. However, the last few quarters have turned out to be rough on the portfolio.
And, the result of it all is huge deterioration of the portfolio’s net worth. And, a lot of that has to do with the owner’s decisions.
Nonetheless, we’re not going to discuss about it in this article. In fact, we’ll not even discuss anything in particular about the owner.
On the contrary, we will focus on the present condition of the portfolio. We will even focus on the portfolio’s past journey.
We will elaborate the portfolio’s formulation. And, we’ll do this on the basis of the reports for Jun 2022. We’ll explain all the investments of the portfolio for Jun 2022.
Also We’ll explain the top 3 investments for the years 2020, 2021 and 2022. And, we’ll do so with proper details.
We’ll then move on to explaining the portfolio’s net worth. And, at last we’ll tell you about the journey it’s been through in the last 5 years.
About Sanjay Kumar Agarwal
We took a deep dive into Sanjay Kumar Agarwal latest portfolio. Ans, there were many revelations that we found out. And, the biggest of them all was about the portfolio’s net worth. The portfolio has been on a downslide since the last 6 quarters.
This makes up for more than a year. And, this is the biggest reason for the portfolio’s downfall. Anyway, there were some more things that we found out. For instance, the portfolio has major investments across 7 major companies.
The portfolio tends to invest in mid cap companies. And, it is a multi-bagger on the whole. However, most of its investments are rather concentrated in one particular company.
This shows the portfolio’s inclination or bias towards the management of the company.
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Sanjay Kumar Agarwal Latest Portfolio & Holdings
As of June 2022, Sanjay Kumar Agarwal’s Latest portfolio holds a total of 8 stocks, collectively making a net worth of over Rs 34.9 crore.
We found it fairly impressive as the investor doesn’t make any new investment or re-invest in any of its existing stock.
But one stock that could be a source of anxiety to the investor is Sastasundar Ventures Ltd. Investor’s total portfolio’s 95% is invested in this particular stock.
Sanjay Kumar Agarwal holds 931,100 shares of the company that are valued at around Rs 31.7 crores.
However, the investor can be seen slowly reducing his position in the company, which can be called a smart move by S.K. Agarwal.
The next big stock in the investor’s portfolio is Lehar Footwears Ltd. Investor holds 350,722 shares of Lehar Footwears Ltd, acquiring him 2.6% stake ownership in the company.
But rather than reducing the position, the investor is slowly picking up more interest in the stock.
Investment in Sastasundar Venture Ltd
The portfolio made an announcement of an acquisition. This was commenced during Jun 2022. The name of the company is Sastasundar Venture Ltd.
The portfolio got itself the ownership for 931100 shares of the company. The shares were each valued worth 291.75 INR. And, this made the complete lot worth 27.97 Cr.
The shares even came with a guarantee for the company’s ownership claim. We’re referring to their cumulative claim of 89.99%.
Holdings in Lehar Footwear Ltd
The next big investment was commenced for a unique sector. The name of the company is Lehar Footwear Ltd. The portfolio managed to acquire a total of 350722 shares of the company.
This particular holding was valued worth 5.54% of the company’s total turnover. The holding even possessed a cumulative worth of 1.60 Cr.
That being said, you must understand that the unit share price of the company was registered worth 48.00 INR.
Holdings in Shyam Metalics Ltd
Above all good assets, the most notable we found inside Sanjay Kumar’s portfolio was Shyam Metalics Ltd.
Even though the investor isn’t maintaining any great position in the company, his 96.5 lakh investment in Shyam Metalics Ltd indicates that the investor is watching something interesting within the stock.
Presently investor is holding 31,580 shares of the company. But we believe that soon the asset is about to become the third biggest holding once the investor distributes 95% of his investment held by Sastasundar Ventures Ltd for now.
Shyam Metalics Ltd is an India-based metal-producing company founded in 1991. The company is quite famous for its products, namely irons pellets, sponge iron, steel billets, TMT, structural products, wire rods, and ferroalloys.
And most notably, it is publically listed, and a single share of the company currently costs around Rs 300. The company is currently creating a great BUY zone by falling 35% low over the past few years.
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Sanjay Kumar Agarwal Portfolio in 2021
As expected, Sanjay Kumar Agarwal’s Portfolio in 2021 saws a reduction in Sastasundar Ventures Ltd. The investor reduces to a 0.3% position in the stock by June 2021.
Similarly, this leaves Sanjay with only 3.4% stake ownership in the company. Earlier, his stakeholding in the company was at 3.7%. Worldwide Aluminum Ltd can also be seen disappearing from the investor’s portfolio entirely.
The investor is currently holding mere 500 shares of the company. Lehar Footwear Ltd is, however, the only asset we saw in the investor’s portfolio to be attracting 0.1% investment gradually.
Earlier the investor was in the stock for a 2.1% position, but after his recent investment, now he accounts for 2.6% ownership in the company.
Lehar Footwear Ltd has years of history in catering to the dynamic requirements of the footwear industry. Since its inception in 1994, the company has been producing and supplying a wide variety of footwear.
It discloses the ever-popular image of the company in both the stock and general market. But it’s worth noting that the company is representing penny stock in the stock market, stopping investors from finding the ideal entry-level first.
During this year, the investor held 7 stocks with a net worth of over Rs 56.1 crore.
Sanjay Kumar Agarwal Portfolio in 2020
The year 2020 was the beginning of a golden year for Sanjay Kumar Agarwal because the portfolio’s net worth began to shoot up by the mid of 2021.
However, the start of the year went a bit horrific, but in the end, holdings generated groundbreaking returns for the investor.
But it wasn’t luck but Sanjay Kumar Agarwal’s savvy mindset that led the investor to wait and watch the market movements. The investor doesn’t make any big change in his holdings this year owing to the market clash with the global crisis of 2020.
Still, the investor’s decision to reduce his position in Sastasundar Ventures Ltd was enduring. In 2020, the investor reduced 0.1% of his position in the company.
Assets that were not working for the investor almost erased from the portfolio entirely. Namely, Worldwide Aluminium Ltd and Gokul Solutions Ltd; the investor is now maintaining a position below 1% in each of these assets.
In 2020, the investor’s portfolio showed 6 assets with a net worth of over Rs 16.3 crores.
Sanjay Kumar Agarwal Portfolio in 2019
Sanjay Kumar Agarwal Portfolio 2019 enlisted a total of 13 investments across the year. The highest of them were directed towards IIFL Finance Ltd. The portfolio managed to retain all the shares from previous quarter.
In fact, it even added on a bunch of new shares to the holding. The holding of this company was made up of 62,16,528 shares. The shares were all uniformly priced. And, the price deemed fir for each of these shares was worth 121.85 INR.
The cumulative value of the holding as formed by the shares was worth 75.7 Cr. The holding value was even held equivalent worth 1.95% of the company.
This was all recorded during Mar 2019. The second most valued investment in Mar 2019 was for Gayatri Projects Ltd.
More on Sanjay Kumar Agarwal Portfolio 2019
The portfolio was in charge of 61,79,355 shares. The shares were all valued cumulatively worth 67.4 Cr. However, the units share price of the company was accumulated worth 109.1 INR. The holding even held an equivalent value of 3.30% of the company’s total turnover.
The third company within this line was commenced in favor of Strides Pharma Science Ltd. The portfolio retained all of the shares from this holding. And, we’re referring to the action as compared to the previous videos. Anyway, the holding was inclusive of 15,60,032 shares.
The unit share value of this company in Mar 2019 was deemed worth 357.05 INR. And, that made the overall holding value worth 55.7 Cr. The shares even possessed the equivalence of 1.74% worth of the company’s total stakes.
Sanjay Kumar Agarwal Portfolio in 2018
The research into Sanjay Kumar Agarwal portfolio 2018 registered 14 investments. All of these investments were made in favor of different companies with different managements. In fact, these companies even hailed from different sectors altogether.
The highest investment was made in favor of IIFL Finance Ltd. This company’s holding within the portfolio was quite lavish. It contained a total of 61,71,528 shares. The value of each of these shares was deemed worth 121.85 INR.
And, this made the value of the overall holding worth 75.2 Cr. The shares were even responsible to grant the portfolio a certain ownership claim. We’re referring to a claim over 1.93% of the company. There were no changes within this holding even during Dec 2018.
And, we’re talking in terms of the shares held, their individual value and cumulative value. The next big investment during Mar 2018 was consumed by Sequent Scientific Ltd. The portfolio had a total of 71,22,210 shares of this company. The shares were valued worth 85 INR each.
This made the value of the overall holding worth 60.5 Cr. It was even equivalent to 2.92% of the company’s total stakes. The shares were even retained from the previous quarter. However, this decision never backfired on the portfolio.
More on Sanjay Kumar Agarwal Portfolio 2018
In fact, the overall price of the shares did not possess any sort of positive or negative gains on the portfolio on the whole. Even this holding held all the former values of Mar 2018. Gayatri Projects Ltd was the company that was at the third position within the portfolio.
And, we’re referring to the duration of Mar 2018 quarter. The portfolio retained these shares from the previous quarter. And, they were retained with a negative gain of 0.15 INR per unit. The holding was made up of 51,79,355 shares of the company.
The shares were each valued worth 109.1 INR. And, formed the cumulative worth of the holding as 56.5 Cr. They even formed the overall equivalence of the holding worth 2.77% of the company’s total stakes. The unit share price of this company dropped drastically.
The drop was worth 56.2 INR per unit. Thus, the new holding still had 51,79,355 shares. However, it was valued worth 15.5 L only in Dec 2018.
Sanjay Kumar Agarwal Portfolio in 2017
Sanjay Kumar Agarwal portfolio 2017 exhibited 12 investments round the year. The top most investment was however, commenced in Mar 2017. This was made in favor of IIFL Finance Ltd. The investment was to ensure the retention of this company’s holding.
The holding was deemed to have had 61,71,528 shares. The shares were each valued worth 121.85 INR each. The overall value of the holding was however, deemed as 75.2 CR. This was in addition to the holding’s stake equivalence. We’re referring to the ownership claim over 1.94% of the company.
The portfolio witnessed an upsurge worth 0.35 INR per unit in Dec 2017. This made the unit price of the shares worth 122.2 INR. Thus, the overall value of the holding was raised to 75.4 Cr. All the remaining values of the holding remained intact.
And, all of the shares were retained by the portfolio. Sequent Scientific Ltd held the second place within the portfolio in Mar 2017. The holding of this company was made up of 71,22,210 shares. These shares were all valued worth 85 INR per unit.
The shares formed the cumulative value of the holding as well. This was deemed worth 60.5 Cr. This was even equivalent to 2.92% of the company’s overall stakes. This company received a negative gain worth 0.3 INR per unit. The portfolio retained all of the shares within the holding nonetheless.
More on Sanjay Kumar Agarwal Portfolio 2017
The new value of the holding was deemed worth 60.3 Cr. However, the ownership of the portfolio within the company was retained as earlier. This all occurred during Dec 2017. The third company in this list was Gayatri Projects Ltd. This holding comprised of a total of 51,79,355 shares.
The shares formulated the cumulative value of the holding as well. This was deemed worth 56.5 Cr. However, the unit share value of the company was deemed worth 109.1 INR. The holding was even worth 2.92% of the company’s total stakes.
And, that’s why the shares were all retained even without any profit or loss from the last known quarter. Even the shares of this company had a negative gain worth 0.4 INR per unit. This made the cumulative value of the holding deteriorate to 56.3 Cr.
The portfolio’s claim over the company stakes remained all the same. This happened because the portfolio retained all the shares in Dec 2017.
What is Sanjay Kumar Agarwal’s Net Worth?
|Sanjay Kumar Agarwal Net Worth|
Sanjay Kumar Agarwal’s net worth had a fluctuating journey throughout. And, we’re referring to a time frame of 3 years. It started off in June 2019 with a net worth of 15.7 Cr. The net worth has reached up to 56.07 cr.
Last year, in 2021, the portfolio net worth took a high spine from rs. 15.03 cr. in March 2021 to Rs. 36.06 cr. in June 2021 reflecting a growth of 139%.
Further, the value decreased to Rs. 34.32 cr. in september and in the end of the year, it gained 63% and was valued at Rs. 56.07 cr. which is the highest value attained by the portfolio.
The year 2020 started off at R. 8.54 cr. in March and ended at Rs. 16.35 cr. for the last quarter. The year was good for the portfolio and it continued to rise with each quarter.
In June 2019, the portfolio reflected a high growth of 1098% in Apr-June quarter and was valued at Rs. 15.7. Thereafter, it declined by 12% in September and further by 23% in December 2019 and the year ended at Rs. 10.54 cr.
Sanjay Kumar Agarwal Portfolio – Conclusion
The portfolio of Sanjay Kumar Agarwal is an example of how not to over-trust brands. This is the very basic reason for the portfolio’s down fall. And, all the investors should learn from this.
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