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Hemendra Kothari Portfolio (2026)

Hemendra Kothari is best known as an institution builder rather than an active stock market operator. His presence in Indian equities comes from long standing ownership in a small set of businesses rather than frequent portfolio changes. This blog reviews his disclosed equity holdings, their contribution to his net worth, and what public filings show about a conservative and stability focused approach to market participation.

Latest Hemendra Kothari Stock Portfolio & Holdings (2026)

Hemendra Kothari Portfolio Stock Screener

Hemendra Kothari Portfolio Stock Screener: Analyse & Filter Indian Stocks on Tickertape

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NameStocks (3)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.Alkyl Amines Chemicals LtdALKYLAMINESpecialty ChemicalsSpecialty Chemicals7,627.627,627.621,484.301,484.3040.9940.99-0.48-0.48-4.68-4.68-26.66-26.66-8.15-8.155.445.4413.9413.9416.1716.170.670.670.000.002.522.52
2.Sonata Software LtdSONATSOFTWIT Services & ConsultingIT Services & Consulting7,515.127,515.12268.20268.2017.7017.70-1.01-1.01-12.47-12.47-25.13-25.13-29.89-29.894.414.4127.2927.2931.3931.391.631.630.300.303.453.45
3.EIH Associated Hotels LtdEIHAHOTELSHotels, Resorts & Cruise LinesHotels, Resorts & Cruise Lines2,034.972,034.97329.60329.6022.1622.16-1.30-1.301.381.38-12.77-12.77-1.76-1.763.793.7918.3818.3821.3121.311.051.050.010.012.182.18

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 Hemendra Kothari investment portfolio as on 4th February 2026. Stocks are sorted by market capitalisation, highest to lowest.

Hemendra Kothari’s Bulk and Block Deals in 2026

Bulk and block deals reflect large disclosed share transactions that occur outside the regular order book and can indicate significant buying or selling by major investors or institutional participants. These disclosures help explain sharp volume changes and provide visibility into shifts in ownership interest over time.


For Hemendra Kothari, monitoring bulk and block deals can offer additional context into how his public equity exposures have evolved (if and when he transacts in listed shares), and whether substantial positions have been adjusted during 2026.


To check Hemendra Kothari’s bulk and block deal activity for 2026 using a platform like Tickertape:


  1. Navigate to Market Movers.
  2. Select the Bulk & Block Deals category.
  3. In the Party filter, type Hemendra Kothari.
  4. Choose relevant Category and Transaction Type filters.
  5. Apply a date range for the 2026 period.

This will display all publicly reported bulk and block deals linked to Hemendra Kothari, helping you track large share transactions associated with his portfolio disclosures during the year.

Investor Profile: Hemendra Kothari

Hemendra Kothari is a seasoned Indian investment banker and capital market veteran with decades of experience across equity markets, investment banking, and asset management. He is best known as the founder of DSP Financial Consultants, a firm that later evolved into DSP BlackRock and is now known as DSP Mutual Fund. His work played a key role in shaping India’s institutional investment and mutual fund ecosystem.



  1. Name – Hemendra Kothari
  2. Age – 70s
  3. Spouse – Not publicly disclosed
  4. Total net worth (Rs.) – Not publicly disclosed
  5. Market role – Investment banking, asset management, capital markets
  6. Investment focus – Long-term institutional investing and capital market development

Hemendra Kothari’s investor profile reflects an institution-building, long-term market approach rather than active personal stock trading. His influence is most visible through the platforms he helped create, which continue to play a significant role in India’s financial markets.

Hemendra Kothari Portfolio: Stocks Overview

Alkyl Amines Chemicals Ltd

Alkyl Amines Chemicals Ltd. is a leading Indian manufacturer of aliphatic amines and speciality chemicals used across pharmaceuticals, agrochemicals, water treatment, and polymers. The company benefits from a diversified end-user base, long-term customer relationships, and strong process chemistry capabilities, making it closely linked to industrial and pharmaceutical demand cycles.

EIH Associated Hotels Ltd

EIH Associated Hotels Ltd. operates in the hospitality sector and is part of the Oberoi Group ecosystem. Its performance is tied to premium hotel operations, room occupancy trends, and tourism demand, with earnings influenced by domestic travel, business travel recovery, and operating leverage within the luxury hospitality segment.

Sonata Software Ltd

Sonata Software Ltd. is an IT services and solutions provider with a focus on digital transformation, cloud services, and enterprise technology platforms. The company derives revenues from global clients across retail, manufacturing, and technology sectors, positioning it within the broader enterprise IT spending and digital adoption cycle.

Hemendra Kothari Portfolio Composition

Hemendra Kothari’s publicly disclosed portfolio for 2026 includes the following companies:

"
Stock Name Holding Value (In cr.) Shares Held Dec 2025 Change (%) Dec 2025 Holding (%)
Sonata Software Ltd 807.4 25,599,986 0 9.13
Alkyl Amines Chemicals Ltd 94.4 603,860 0 1.18
EIH Associated Hotels Ltd 25.5 746,726 0 1.23
"

How to invest in Hemendra Kothari portfolio stocks?

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  1. Create an account on the Tickertape or log in if you already have one.
  2. Open Hemendra Kothari 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 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.
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Hemendra Kothari Net Worth Trend

Hemendra Kothari’s total publicly disclosed net worth stands at ₹910.53 cr, based on his listed equity holdings. The net worth trend remains relatively stable and is primarily driven by long-term positions rather than frequent portfolio churn. Movements in portfolio value largely track market price changes in his core holdings, with Sonata Software Ltd. accounting for a significant share of the disclosed value, followed by Alkyl Amines Chemicals Ltd. and EIH Associated Hotels Ltd.

Hemendra Kothari's Investment Strategy

Capital Preservation–First Approach

Hemendra Kothari prioritises capital protection by investing in companies that demonstrate operational stability and lower business risk over long periods.

Long-Term Participation Over Active Allocation

He maintains portfolio holdings with minimal turnover and focuses on sustained ownership rather than tactical rebalancing or short-term opportunities.

Selective Equity Exposure

He limits equity investments to a small number of companies with clear and proven business models, avoiding excessive exposure to speculative or high-volatility segments.

Learnings from the Hemendra Kothari Portfolio in 2026

Business Stability as the Core Principle

He prefers companies with predictable operations, steady demand, and a consistent execution track record across economic cycles.

Market Participation Without Excess Risk

He participates in equity markets in a measured manner and avoids excessive leverage, concentrated risk-taking, and momentum-driven exposure.

Governance and Institutional Credibility

He places strong emphasis on governance standards and institutional credibility, reflecting his background in building large financial platforms rather than pursuing opportunistic investments.

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Factors Affecting Stock Selection in the Hemendra Kothari Portfolio

Earnings Predictability

He selects companies that generate stable and recurring earnings, which helps reduce exposure to sharp profit volatility and cyclical swings.

Balance Sheet Strength

He favours businesses with financial resilience, conservative leverage, and disciplined capital allocation to support long-term capital preservation.

Established Market Position

He invests in companies that hold strong competitive positions and recognised standing within their industries.

Management Track Record

He evaluates leadership credibility and execution history, especially in sectors where operational discipline directly influences outcomes.

Long-Term Industry Relevance

He selects stocks based on their ability to remain relevant over extended periods rather than benefiting from temporary demand or short-term sector trends.

Conclusion

Hemendra Kothari’s portfolio reflects a conservative, institution-focused approach, with limited equity exposure concentrated in established, cash-generative businesses. Portfolio movements remain infrequent, and changes in net worth are largely driven by market valuations of long-held stocks rather than active trading. Overall, his disclosed investments highlight a preference for stability, governance, and long-term relevance over aggressive growth or tactical positioning.

To study stocks in greater depth, you can use the Tickertape Stock Screener, which offers 200+ filters to analyse companies across financials, valuation, ownership, and performance metrics, enabling structured, data-backed analysis.

Frequently Asked Questions About the Hemendra Kothari Portfolio

  1. Who is Hemendra Kothari?

    Hemendra Kothari is a veteran Indian investment banker who founded DSP Financial Consultants, which later evolved into DSP BlackRock and is now DSP Mutual Fund.

  2. What is Hemendra Kothari known for?

    He built one of India’s most respected institutional financial platforms and played a key role in developing investment banking and asset management in the country.

  3. What sectors does Hemendra Kothari invest in?

    His disclosed equity holdings show exposure to specialty chemicals, IT services, and hospitality, reflecting a focus on established, cash-generative businesses.

  4. What is Hemendra Kothari’s net worth in 2025?

    Public disclosures place his 2025 net worth at ₹910.53 cr., based on listed equity holdings.

  5. What is the key investment strategy of Hemendra Kothari?

    He follows a long-term, capital-preservation-led strategy, emphasising stable businesses and strong governance.