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Latest Haresh Keswani Portfolio and Shareholdings

Haresh Keswani appears in public shareholding disclosures with a reported equity portfolio valued at ₹469.66 cr. His holdings span operating manufacturers as well as investment-led entities across industrial and materials-linked segments. Because several positions carry meaningful weight, quarterly filings make allocation changes, continuity, and concentration patterns easy to observe. This article examines what those disclosures reveal about his strategy, recurring themes, and stock-selection behaviour.

Latest Haresh Keswani Stock Portfolio & Holdings (2026)

Haresh Keswani Portfolio Stock Screener

Haresh Keswani Portfolio Stock Screener: Analyse & Filter Indian Stocks on Tickertape

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NameStocks (2)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.Kama Holdings LtdKAMAHOLDConglomeratesConglomerates8,602.688,602.682,636.502,636.5013.6213.62-1.65-1.65-2.48-2.48-9.79-9.796.626.620.640.644.894.899.849.841.261.260.350.352.172.17
2.Nalwa Sons Investments LtdNSILAsset ManagementAsset Management3,043.433,043.435,963.005,963.0065.1665.160.630.632.192.19-10.59-10.5921.2621.260.180.180.320.320.340.34--0.000.002.732.73

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 Haresh Keswani investment portfolio as on 10th February 2026. Stocks are sorted by market capitalisation, highest to lowest.

Haresh Keswani’s Bulk and Block Deals

Bulk and block deals help explain sharp changes in trading volumes and ownership concentration. These disclosures allow observers to track how large shareholders enter or exit positions and whether participation increases or reduces over time. Analysts frequently use this information to map patterns in activity rather than rely on commentary.


Here’s how you can locate the latest transactions linked to Haresh Keswani:

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

The output displays reported transactions associated with his name. Date filters can further help compare activity across different quarters and highlight shifts in participation.

Investor Profile – Haresh Keswani

Haresh Keswani is an individual equity investor whose name features in the shareholding disclosures of multiple listed Indian companies. His presence becomes visible through quarterly filings, which allow market participants to observe allocation size, continuity, and shifts in ownership percentages.

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He does not typically communicate a formal investment framework in public. As a result, analysts interpret his approach by studying patterns in stake changes, sector exposure, and the mix of companies where he maintains participation.

  1. Name: Haresh Keswani
  2. Profession: Equity investor
  3. Market visibility: Identified through quarterly shareholding disclosures
  4. Portfolio nature: Spread across select listed companies
  5. Public communication: Limited, with inference based on filings
  6. Tracking method: Ownership percentages and transaction updates

Haresh Keswani’s portfolio offers observers a data-led view rather than narrative guidance. Each reporting cycle provides fresh inputs on whether positions expand, reduce, or remain stable, helping trackers understand participation trends over time.

Top Stocks in Haresh Keswani Portfolio (2026)

Kama Holdings

Kama Holdings functions primarily as an investment holding company. A significant portion of its value comes from its ownership in operating businesses, particularly in chemicals and industrial materials. Because it does not run large independent operations of its own, its financial outcomes often track dividend income, profitability, and valuation movements of the companies it holds.

Nalwa Sons Investments

Nalwa Sons Investments operates as an investment vehicle with substantial interests in industrial and metal businesses. Its performance therefore, depends less on standalone operations and more on how its investee companies perform in areas such as steel demand, pricing, and capacity utilisation.

Deccan Cements

Deccan Cements manufactures and markets cement to the construction and infrastructure segments. The company operates production units that supply regional markets, where demand typically links to housing activity, public works, and contractor spending. Input costs such as fuel and logistics also play an important role in its operating profile.

Uflex

Uflex produces flexible packaging materials and films used across food, beverage, pharmaceutical, and FMCG supply chains. The company operates manufacturing facilities in multiple geographies and connects raw material processing with end-user packaging requirements in both domestic and export markets.

Polyplex Corporation

Polyplex Corporation manufactures polyester films that serve packaging, electrical insulation, and industrial applications. The company runs integrated production facilities and participates in global supply chains, where demand often responds to trends in consumer packaging and manufacturing activity.

Haresh Keswani Portfolio Composition

Here are the active stocks publicly held by Haresh Keswani as of February 2026:

Stock Name Holding Value (in Cr.) Shares Held Dec 2025 Change (%) Dec 2025 Holding (%) Sep 2025 Holding (%)
Kama Holdings Ltd 382.2 1,441,467 0 4.50% 4.50%
Nalwa Sons Investments Ltd 73.7 121,448 0 2.40% 2.40%

How to Invest in Haresh Keswani Portfolio Stocks?

Here's how you can invest in Haresh Keswani portfolio stocks using Tickertape -

  1. Create an account on the Tickertape or log in if you already have one.
  2. Open Haresh Keswani 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 Haresh Keswani?

Haresh Keswani’s total disclosed equity net worth stands at ₹469.66 cr, calculated using the latest shareholding information and prevailing market prices of the companies where he appears as a shareholder. Because prices fluctuate daily and ownership updates arrive each quarter, this number can change in future disclosures.

Haresh Keswani's Investment Strategy

Established operators

A significant part of the portfolio sits in companies with functioning plants, supply chains, and identifiable product lines. These businesses release periodic data on output, dispatches, capacity use, and margins. Such information allows observers to connect ownership with measurable operating developments rather than abstract themes.

Noticeable ownership

In several names, the stake size is large enough to feature prominently in shareholder lists. Because of this, even a small change in percentage becomes easy to detect and can signal whether participation strengthens or tapers.

Industrial and materials exposure

Many holdings tie back to areas such as cement, packaging films, or related industrial inputs. These sectors usually react to construction demand, infrastructure spending, export trends, and raw material pricing. Observers therefore watch macro and commodity variables alongside company results.

Blend of direct and indirect exposure

The portfolio includes both operating companies and investment or holding entities. In such cases, part of the valuation conversation shifts to the performance of subsidiaries and underlying investments, not just the parent balance sheet.

Continuity across periods

Certain companies appear repeatedly in multiple quarters. This pattern creates an impression of sustained participation rather than frequent rotation.

Learnings from the Haresh Keswani Portfolio in 2026

Large weights amplify impact

When a portfolio distributes capital across a limited set of companies, individual price movements influence total net worth more visibly. A sharp move in even one major position can change overall valuation, which makes concentration an important lens for observers.

External cycles shape outcomes

Businesses tied to cement, packaging materials, or industrial demand often respond to construction activity, infrastructure execution, and trade flows. Because of this, watchers frequently compare macro indicators with company-level performance while interpreting ownership.

Two levels of tracking necessary

Where holding companies appear, understanding exposure may require examining both the listed vehicle and the underlying businesses it owns. Changes in subsidiary earnings or valuations can indirectly influence how the parent company gets viewed.

Quarterly filings for behavioural history

Repeated disclosures create a chronological trail. Over time, observers can see whether stakes gradually increase, remain constant for years, or reduce during certain environments.

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Factors Affecting Stock Selection in the Haresh Keswani Portfolio

Link with economic momentum

Industrial and material companies often expand or contract in response to broader economic throughput. When construction accelerates or manufacturing output rises, these sectors receive greater analytical attention. This linkage may influence why such names recur in the portfolio.

Importance of fixed assets

Manufacturing operations depend on plants, equipment, and logistics networks. Announcements around capacity expansion, modernisation, or utilisation can therefore become critical reference points for investors monitoring progress.

Influence of underlying holdings

Investment companies introduce an additional variable. Observers attempt to estimate the worth of subsidiaries or equity stakes because those assets may represent a large part of valuation.

Visibility of participation

When ownership levels are high relative to public shareholding, an investor’s name becomes prominent in tables. This prominence makes continuity or change easier to interpret.

Structured information flow

Listed companies must publish results, governance disclosures, and regulatory updates. This rhythm of communication provides the raw material analysts use to evaluate whether the investment thesis appears intact from quarter to quarter.

Conclusion

Haresh Keswani’s portfolio highlights participation in asset-intensive businesses and companies connected to broader industrial activity. Concentrated allocations make movements in a few stocks influential, while the mix of operating firms and holding entities introduces multiple layers of exposure.

Observers typically rely on structured disclosure data to follow how these positions evolve, comparing percentage ownership and value shifts across reporting cycles.

Frequently Asked Questions About the Haresh Keswani Portfolio

  1. Who is Haresh Keswani?

    Haresh Keswani is an Indian equity investor. He appears in the shareholding patterns of several listed companies, and market participants follow his positions through quarterly disclosures.

  2. What is Haresh Keswani's investment philosophy?

    He maintains exposure in selected companies across multiple reporting periods. His filings show continuity in holdings, which observers associate with patience instead of frequent trading.

  3. What is Haresh Keswani's stock investment strategy?

    He builds noticeable stakes in a limited number of companies. This structure makes allocation changes easy to detect and places strong influence on a few core positions.

  4. What types of stocks does Haresh Keswani invest in?

    He invests largely in manufacturing, materials, packaging, and investment-oriented businesses. These sectors usually connect to infrastructure demand, production cycles, and asset utilisation.

  5. What is the background of Haresh Keswani?

    Public records describe him mainly through exchange filings. Analysts therefore study ownership percentages and quarter-on-quarter changes to understand his market participation.