Introduction:
Ashish Kacholia, fondly called the ‘Big Whale’, prefers staying away from media glare, letting his stock picks speak. In Q1 FY26, he increased his stake in three portfolio companies.
With over ₹2,814.6 crore invested across 49 stocks, Kacholia’s portfolio spans hospitality, education, infra, and manufacturing. He began building it in 2003 after founding Lucky Securities and co-founding Hungama Digital.
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Agarwal Industrial Corporation
On July 18, 2025, Agarwal Industrial Corporation Ltd opened at ₹934.30, unchanged from its previous close. The stock hit a high of ₹934.30 and a low of ₹926.00. By 4:00 PM, it traded at ₹928.05, down 0.67%, with a market cap of ₹1,388.16 crore.
In Q1 FY26, Ashish Kacholia increased his stake in Agarwal Industrial Corporation by 0.3%. He now holds 4.3% in the company, comprising 647,977 shares valued at approximately ₹60.3 crore.
Agarwal Industrial Corporation Ltd (NSE: AGARIND) operates in petrochemicals, focusing on bitumen products, LPG logistics, and energy generation through wind mills, along with manufacturing and trading activities across related segments.
Tanfac Industries
On July 18, 2025, Tanfac Industries Ltd opened at ₹4,890.05, slightly up from its previous close of ₹4,881.65. The stock touched a high of ₹4,950.00 and a low of ₹4,757.00. By 4:00 PM, it traded at ₹4,796.60, down 1.74%, with a market cap of ₹4,784.61 crore.
During Q1 FY26, Ashish Kacholia marginally increased his holding in Tanfac Industries by 0.1%. His total stake now stands at 1.7%, amounting to 164,584 shares worth approximately ₹78.9 crore.
Tanfac Industries Ltd (BSE: 506854), incorporated in 1972, is a leading producer of hydrofluoric acid and its derivatives, manufacturing a wide range of inorganic fluorine-based specialty chemicals for various industrial applications.
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Aeroflex Industries
On July 18, 2025, Aeroflex Industries Ltd opened at ₹212.25, up from its previous close of ₹211.35. The stock reached a high of ₹219.40 and a low of ₹210.60. By 4:00 PM, it traded at ₹214.40, marking a 1.44% gain, with a market cap of ₹2,772.63 crore.
In Q1 FY26, Ashish Kacholia slightly raised his stake in Aeroflex Industries by 0.1%. He now holds 2% of the company, totaling 2,578,928 shares valued at approximately ₹55.3 crore.
Aeroflex Industries Ltd (NSE: AEROFLEX), incorporated in 1993 and part of Sat Industries, manufactures eco-friendly stainless steel metallic flexible flow solutions, offering over 2,700 SKUs for controlled flow applications across industries.
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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time. The securities quoted are exemplary and are not recommendatory.
