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Dilipkumar Lakhi Portfolio and Holdings in 2026

Dilipkumar Lakhi is a Mumbai-based market participant known for building concentrated positions in listed companies that later drew wider institutional and retail attention. Exchange disclosures across cycles show a preference for meaningful ownership, steady holding patterns, and participation in businesses where operating performance can be tracked through public filings. His portfolio movements, stake changes, and sector tilts often become reference points for observers studying conviction-led investing in India.

Latest Dilipkumar Lakhi Stock Portfolio & Holdings (2026)

Dilipkumar Lakhi Portfolio Stock Screener

Dilipkumar Lakhi Portfolio Stock Screener: Analyse & Filter Indian Stocks on Tickertape

Showing 1 - 8 of 8 results

last updated at 6:30 AM IST 
NameStocks (8)Sub-SectorSub-SectorMarket CapMarket CapClose PriceClose PricePE RatioPE Ratio1D Return1D Return1M Return1M Return6M Return6M Return1Y Return1Y ReturnPB RatioPB RatioReturn on EquityReturn on EquityROCEROCEDividend YieldDiv YieldDebt to EquityDebt to EquityVolatility vs NiftyVolatility vs Nifty
1.Welspun Enterprises LtdWELENTConstruction & EngineeringConstruction & Engineering6,311.916,311.91461.35461.3519.5719.572.772.77-9.98-9.98-3.32-3.328.168.162.332.3312.4112.4115.9015.900.650.650.550.552.832.83
2.Welspun Specialty Solutions LtdWELSPLSOLIron & SteelIron & Steel2,319.142,319.1435.0035.00-567.03-567.032.792.79-15.47-15.477.077.0711.7511.755.095.09-1.44-1.448.728.72--0.000.003.373.37
3.Unitech LtdUNITECHReal EstateReal Estate1,219.201,219.204.664.66-0.47-0.47-0.21-0.21-19.66-19.66-31.57-31.57-32.95-32.95-0.15-0.15--4.514.51----3.683.68
4.NDL Ventures LtdNDLVENTUREReal EstateReal Estate395.34395.34117.41117.41658.90658.904.634.6326.3826.3835.9135.9135.7335.736.586.580.980.981.731.730.430.430.000.004.674.67
5.Avonmore Capital & Management Services LtdAVONMOREInvestment Banking & BrokerageInvestment Banking & Brokerage387.16387.1613.7213.7213.3513.35-1.01-1.01-9.14-9.14-36.33-36.33-21.56-21.560.800.806.616.619.079.07--0.040.043.423.42
6.Almondz Global Securities LtdALMONDZInvestment Banking & BrokerageInvestment Banking & Brokerage255.26255.2614.7014.7014.7414.743.453.45-0.34-0.34-30.63-30.63-34.96-34.961.061.067.517.517.087.08--0.220.224.114.11
7.Diligent Media Corporation LtdDNAMEDIAPublishingPublishing39.2039.203.333.332.882.880.910.91-8.52-8.52-35.96-35.96-36.21-36.210.200.207.337.337.567.56--0.000.004.074.07
8.Aro Granite Industries LtdAROGRANITEBuilding Products - GraniteBuilding Products - Granite37.3937.3924.4424.44-5.82-5.82-0.04-0.04-18.26-18.26-34.04-34.04-30.67-30.670.200.20-3.40-3.402.622.62--0.860.863.523.52

Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Stock Screener and is subject to real-time updates.

Selection criteria: The table contains publicly disclosed Dilipkumar Lakhi investment portfolio as on 13th February 2026. Stocks are sorted by market capitalisation, highest to lowest.

Dilipkumar Lakhi’s Bulk and Block Deals

Bulk and block deals improve market transparency and explain sharp changes in stock volumes. These disclosures help track where large investors deploy capital and which sectors attract or lose interest over time. Analysts often review such deals to understand portfolio shifts and changing market sentiment.


Here’s how you can find the latest bulk and block deals by Dilipkumar Lakhi:

  1. Open Market Movers
  2. Under Party, type Dilipkumar Lakhi
  3. Select the relevant Category and Transaction Type

The results show Dilipkumar Lakhi’s latest bulk and block deals. The platform also allows date filtering to review historical transactions and identify patterns over time.

Investor Profile – Dilipkumar Lakhi

Dilipkumar Lakhi built his market reputation through concentrated bets, patient holding periods, and visible participation in listed companies. Public shareholding data across years shows that he prefers meaningful stakes rather than widely diversified exposure. His moves often attract attention because they provide signals about conviction in specific businesses and sectors.

  1. Name: Dilipkumar Lakhi
  2. Profession:Public market investor
  3. Base: Mumbai, India
  4. Investment style: Concentrated, disclosure-visible stakes
  5. Estimated net worth (₹): ₹1,070 – ₹1,080 cr (approximate based on latest disclosed holdings)
  6. No. of portfolio companies: 8 active holdings
  7. Known for: Concentrated allocation, steady ownership patterns, focus on operating businesses

Observers track the Dilip Kumar Lakhi portfolio primarily through quarterly shareholding filings, where changes in percentage ownership indicate accumulation, reduction, or continuity. Unlike investors who comment frequently, Lakhi rarely offers public explanations. As a result, analysts interpret intent through numbers, stake sizes, and the types of companies he backs.

His approach reflects a preference for businesses where revenues, margins, and execution progress remain visible in public data. This transparency allows market participants to connect company performance with ownership trends over time.



Overview of Top Stocks in Dilipkumar Lakhi Portfolio

Almondz Global Securities Ltd

Almondz Global Securities Ltd is a financial services company established in 1994, offering equity broking, wealth management, depository services, and infrastructure advisory through NSE, BSE, and CDSL memberships. The company also operates eye-care hospitals through its subsidiary Skiffle Healthcare Services.

Aro Granite Industries Ltd

Aro Granite Industries Ltd manufactures and exports polished/flamed granite slabs, tiles, and engineered quartz stone from facilities in Hosur and Jaipur. The company processes over 100 granite shades sourced from India, Brazil, Norway, Finland, Africa, and Ukraine, exporting to approximately 50 countries.

NDL Ventures Ltd

Ventures Ltd is a Hinduja Group company currently focused on the real estate business. Formerly known as NXTDIGITAL Limited, the company demerged its digital media and communications business to Hinduja Global Solutions in 2023, retaining only its real estate operations.

Unitech Ltd

Unitech Ltd was established in 1971 as a soil engineering consultancy and expanded into real estate development with projects across residential, commercial, IT parks, and malls. The company is currently under government-appointed management following Supreme Court intervention to protect homebuyer interests.

Welspun Enterprises Ltd

Welspun Enterprises Ltd is an infrastructure developer specialising in roads, highways, water, and wastewater projects under various Public-Private Partnership models. The company also has ventures in oil & gas exploration through Adani Welspun Exploration and renewable energy through Welspun New Energy.

Dilipkumar Lakhi Portfolio Composition

Here are the 8 active stocks publicly held by Dilipkumar Lakhi as of February 2026:

Company Name June 2025 Holding (%) Dec 2025 Holding (%) Holding Value (₹ cr)
Almondz Global Securities Ltd 1.8 1.8 4.8
Aro Granite Industries Ltd 4.0 4.0 1.8
NDL Ventures Ltd 1.9 1.9 6.6
Unitech Ltd 4.4 4.4 63.4
Welspun Enterprises Ltd 5.5 5.4 368.8
Welspun Specialty Solutions Ltd 23.0 23.2 580.1
Avonmore Capital & Management Services Ltd 10.3 2.4 11.4
Diligent Media Corporation Ltd 1.1 1.1 43.6 L

How to Invest in Dilipkumar Lakhi Portfolio Stocks?

Here's how you can invest in Dilipkumar Lakhi portfolio stocks using Tickertape -

  1. Create an account on the Tickertape or log in if you already have one.
  2. Open Dilipkumar Lakhi Portfolio Screener
  3. Filter stocks based on 200+ parameters. Tickertape provides comprehensive data on each stock, including financials, performance metrics, future projections, red flags, and more. You can review this data to assess each company's financial health and potential in depth.
  4. Once you've decided on a stock, you can place a buy order through your brokerage account linked to Tickertape.

You can stay updated with each of your favourite stocks' alerts and announcements with Tickertape Alerts. Further, you can analyse your overall portfolio and potential red flags in it by connecting it to Tickertape. Check out the detailed analysis of your portfolio now!

What is the Net Worth of Dilipkumar Lakhi?

As of the latest publicly filed shareholding disclosures for the quarter ended 31st December 2025, Dilipkumar Lakhi’s publicly disclosed portfolio value, calculated from the market value of shares he holds above the SEBI reporting threshold, stands at approximately ₹1,074 – ₹1,080 cr. This figure reflects the combined market value of his 8 reported stock holdings, based on exchange shareholding data.

Dilipkumar Lakhi’s Investment Strategy

Concentrated Ownership Visible in Filings

Quarterly shareholding patterns of the Dilipkumar Lakhi stocks portfolio show that Dilipkumar Lakhi usually maintains a limited number of positions. Instead of spreading capital across many companies, he holds meaningful percentages in select names that cross disclosure thresholds.

Preference for Reportable Stakes

Most of his holdings stay above the 1% reporting mark. This keeps his participation transparent and allows market observers to track continuity or change through exchange updates.

Low Public Communication, High Numerical Visibility

He rarely provides interviews or forward commentary. As a result, percentage ownership, entry dates, and stake revisions become the main indicators used to interpret his activity.

Continuity Across Quarters

Several Dilipkumar Lakhi stocks appear repeatedly in disclosures across multiple periods in the Dilipkumar Lakhi stocks portfolio. The absence of frequent churn suggests that positions often remain for extended durations unless filings show otherwise.

Learnings From Dilipkumar Lakhi Investments

Numbers Become the Primary Signal

Because public commentary is limited, observers depend on shareholding percentages and market value changes to understand behaviour.

Size of Stake Reflects Conviction

When an investor consistently holds more than the disclosure threshold, the allocation naturally draws attention. Larger visible ownership often indicates stronger participation in that company.

Portfolio Size Makes Tracking Easier

With a smaller basket compared to diversified investors, each movement in price or ownership can materially influence total disclosed value.

Business Performance Connects With Ownership

Since these are listed operating companies, quarterly results, order flows, and margin trends help analysts correlate fundamentals with holding patterns.

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Factors Affecting Stock Selection in Dilipkumar Lakhi Portfolio

Avoidance of Popular Sectors

Stock selection deliberately excludes popular sectors like pharmaceuticals, private banks, and automobiles that dominate large-cap indices. This contrarian sector allocation focuses on finding opportunities in less competitive markets where fewer investors compete for returns. The strategy seeks alpha in overlooked spaces rather than crowded trades.

Small-Cap and Mid-Cap Focus

Selection criteria strongly favour small-cap and mid-cap companies with high growth potential over established large-caps. This market-cap preference accepts higher volatility and liquidity constraints in exchange for substantial appreciation potential as smaller companies grow and gain market recognition over time.

Undervaluation and Special Situations

Lakhi targets companies trading at significant discounts to intrinsic value, often due to temporary challenges or negative market sentiment. Stock selection emphasizes special situations where beaten-down valuations create asymmetric risk-reward opportunities. Examples include distressed real estate Dilipkumar Lakhi stocks and companies facing cyclical headwinds.

Sectoral Diversification Within Niche Markets

While avoiding mainstream sectors, the selection spans diverse niche markets including materials, media, speciality chemicals, and infrastructure. This approach balances concentration in less competitive sectors with diversification across different business models and end markets, reducing single-sector dependency while maintaining the niche focus.

Conclusion

Dilipkumar Lakhi’s publicly visible portfolio highlights concentration, continuity, and participation through meaningful stakes that appear in exchange disclosures. Because he maintains a limited communication footprint, market participants read intent through numbers such as percentage ownership, entry, reduction, or exit across quarters.

At the same time, every portfolio reflects individual capital, access, and risk capacity. What works for one participant may not automatically suit another, which makes independent evaluation essential before taking exposure to any company.

For deeper analysis, readers can study businesses using the Tickertape Stock Screener, which offers more than 200 filters across financials, growth indicators, ownership data, and valuation metrics. Ownership shifts can also be tracked through Tickertape Market Movers to see how shareholding patterns change over time.

Frequently Asked Questions About the Dilipkumar Lakhi Portfolio

  1. Who is Dilipkumar Lakhi?

    Dilipkumar Lakhi is a public market investor whose name appears in exchange shareholding disclosures when his ownership in a listed company crosses the reporting threshold.

  2. Which are considered Dilipkumar Lakhi’s best picks?

    The best picks in the Dilip Kumar Lakhi portfolio are usually Dilipkumar Lakhi stocks where she holds meaningful ownership and stays invested over multiple quarters. A few notable companies from this list are:
    1. Almondz Global Securities Ltd
    2. Aro Granite Industries Ltd
    3. NDL Ventures Ltd
    4. Unitech Ltd
    5. Welspun Enterprises Ltd

    Disclaimer: This information is for educational purposes only and should not be considered investment advice.

  3. Where can I check Dilipkumar Lakhi's latest portfolio?

    You can track Dilipkumar Lakhi's latest portfolio through quarterly shareholding data published by stock exchanges and market-tracking platforms. Investors can also track portfolio changes, bulk and block deals, and other major stock activity using tools like Tickertape Market Movers.

  4. What makes Dilipkumar Lakhi's investment approach unique?

    Lakhi's approach is unique in its focus on less competitive sectors and beaten-down stocks that mainstream investors avoid. Unlike prominent investors who favor pharmaceuticals and banks, he targets niche segments like lubricants, media, and printing ink, demonstrating a contrarian mindset.

  5. How many stocks does he currently hold?

    The latest filings for the December 2025 quarter indicate around 8 active Dilipkumar Lakhi holdings where his stake remains above the disclosure threshold. The number can change in future quarters depending on buying, selling, or dilution.

  6. Is there a Dilipkumar Lakhi portfolio list available?

    Yes, a Dilipkumar Lakhi portfolio list is publicly available through shareholding filings released every quarter. These filings show Dilipkumar Lakhi holdings, stake percentages, and changes over time. Investors can also track portfolio changes, bulk and block deals, and other major stock activity using tools like Tickertape Market Movers.

  7. Is Dilipkumar Lakhi a long-term investor?

    Many companies linked to Dilipkumar Lakhi appear across multiple filings, which can suggest continuity. However, without direct statements from Dilipkumar Lakhi, duration is inferred from data rather than confirmed intent.

    Disclaimer: The above information on Dilipkumar Lakhi portfolio is for educational purposes only and should not be considered investment advice.

  8. Can Dilipkumar Lakhi’s net worth change without transactions?Ω

    Yes. Even if Dilipkumar Lakhi does not buy or sell, fluctuations in stock prices can increase or decrease the marked-to-market value of his reported portfolio.