Latest Sanjay Agarwal Portfolio and Holdings in 2026
Latest Sanjay Agarwal Stock Portfolio & Holdings (2026)
Sanjay Agarwal Portfolio Stock Screener
Sanjay Agarwal Portfolio Stock Screener: Analyse & Filter Indian Stocks on Tickertape
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@tickertapetickertapeShowing 1 - 9 of 9 results
| NameStocks (9)↓ | ↓Sub-SectorSub-Sector↓ | ↓Market CapMarket Cap↓ | ↓Close PriceClose Price↓ | ↓PE RatioPE Ratio↓ | ↓1D Return1D Return↓ | ↓1M Return1M Return↓ | ↓6M Return6M Return↓ | ↓1Y Return1Y Return↓ | ↓PB RatioPB Ratio↓ | ↓Return on EquityReturn on Equity↓ | ↓ROCEROCE↓ | ↓Dividend YieldDiv Yield↓ | ↓Debt to EquityDebt to Equity↓ | ↓Volatility vs NiftyVolatility vs Nifty↓ | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1. | Shyam Metalics and Energy LtdSHYAMMETL | Iron & SteelIron & Steel | 22,117.7722,117.77 | 794.95794.95 | 24.3624.36 | -1.36-1.36 | -7.67-7.67 | -15.91-15.91 | 4.834.83 | 1.961.96 | 8.418.41 | 11.8311.83 | 0.570.57 | 0.070.07 | 2.212.21 | |
| 2. | Lehar Footwears LtdLEHAR | FootwearFootwear | 412.45412.45 | 233.30233.30 | 37.8737.87 | 0.370.37 | 4.774.77 | -14.43-14.43 | 13.9213.92 | 3.673.67 | 10.2310.23 | 17.0917.09 | 0.210.21 | 0.580.58 | 3.183.18 | |
| 3. | Organic Recycling Systems LtdORGANICREC | Construction & EngineeringConstruction & Engineering | 201.76201.76 | 233.00233.00 | 12.8312.83 | -0.85-0.85 | -7.17-7.17 | -14.10-14.10 | -13.06-13.06 | 1.491.49 | 14.4914.49 | 9.629.62 | -- | 0.260.26 | 3.303.30 | |
| 4. | DRS Dilip Roadlines LtdDRSDILIP | LogisticsLogistics | 162.52162.52 | 107.90107.90 | 27.0427.04 | 0.000.00 | 96.1896.18 | 15.9015.90 | -4.39-4.39 | 4.794.79 | 19.4419.44 | 23.6223.62 | -- | 0.060.06 | 5.215.21 | |
| 5. | Prakash Woollen & Synthetic Mills LtdPWASML | TextilesTextiles | 23.7923.79 | 23.1923.19 | 18.8818.88 | -1.53-1.53 | -7.24-7.24 | -23.29-23.29 | -22.42-22.42 | 0.480.48 | 2.592.59 | 9.159.15 | -- | 0.860.86 | 3.403.40 | |
| 6. | DRS Cargo Movers LtdDRSCARGO | LogisticsLogistics | 16.4616.46 | 21.8521.85 | 137.13137.13 | 0.000.00 | -11.54-11.54 | -0.68-0.68 | -10.63-10.63 | 0.690.69 | 0.500.50 | 3.793.79 | -- | 0.880.88 | 10.3110.31 | |
| 7. | Classic Leasing & Finance LtdCLFL | Diversified FinancialsDiversified Financials | 14.4914.49 | 48.3048.30 | 30.8330.83 | 4.754.75 | 12.2012.20 | 29.3229.32 | 62.4662.46 | -3.12-3.12 | -- | 13.3113.31 | -- | -- | 3.943.94 | |
| 8. | Tamil Nadu Steel Tubes LtdTNSTLTU | Building Products - PipesBuilding Products - Pipes | 12.0412.04 | 23.5023.50 | 120.43120.43 | -4.97-4.97 | -40.04-40.04 | 23.6823.68 | 44.6244.62 | 1.271.27 | 1.051.05 | 3.203.20 | -- | 0.920.92 | 4.594.59 | |
| 9. | Worldwide Aluminium LtdWWALUM | Commodities TradingCommodities Trading | 5.595.59 | 17.0017.00 | 558.67558.67 | 0.000.00 | -1.28-1.28 | 2.532.53 | -34.87-34.87 | 0.910.91 | 0.160.16 | 0.160.16 | -- | 0.000.00 | 4.914.91 |
Selection criteria: The table contains publicly disclosed Sanjay Agarwal investment portfolio as on 13th February 2026. Stocks are sorted by market capitalisation, highest to lowest.
Sanjay Kumar Agarwal’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 Sanjay Kumar Agarwal:
- Open Market Movers
- Under Party, type Sanjay Kumar Agarwal
- Select the relevant Category and Transaction Type
The results show Sanjay Agarwal’s latest bulk and block deals. The platform also allows date filtering to review historical transactions and identify patterns over time.
Investor Profile – Sanjay Agarwal
Sanjay Agarwal participates in Indian equities with a preference for taking meaningful stakes that become visible in exchange disclosures. Market filings for 2025 indicate a compact portfolio where individual positions can materially influence total value.
- Name: Sanjay Agarwal
- Profession:Public market investor
- Experience: Active market participant for over a decade
- Total net worth (₹) ₹1,300+ cr (Based on latest publicly available shareholding disclosures; values change with market prices and filings.)
- Portfolio size: ₹1,070 – 10 active stocks.
- Known for: Concentrated bets, preference for industrial and mid-cap opportunities
His approach typically favours businesses where ownership levels cross reporting thresholds, allowing observers to track accumulation or reduction through quarterly data. Changes in percentage holding often provide early signals about conviction and portfolio direction.
Overview of Top Stocks in Sanjay Kumar Agarwal Portfolio
Classic Leasing & Finance Ltd
Classic Leasing & Finance Ltd is a non-banking finance company providing asset financing, mezzanine financing, acquisition financing, and structured credit solutions. Incorporated in 1984 and BSE-listed, the company serves clients across power, ports, telecom, retail, real estate, hospitality, and logistics sectors in India.
DRS Dilip Roadlines Ltd
DRS Dilip Roadlines Ltd provides logistics services, including surface transportation, packing and moving, and warehousing under the Agarwal Packers and Movers brand. Established in 2009 and NSE-listed, the company operates a fleet of 327+ owned trucks and serves pan-India customers with ISO 9001:2015 certification.
Lehar Footwears Ltd
Lehar Footwears Ltd manufactures and markets non-leather footwear including slippers, sandals, sports shoes, and school shoes under the LEHAR brand. Founded in 1994 and based in Jaipur, the ISO-certified company has an installed capacity of 75 lakh pairs annually and supplies to government contracts and retail markets.
Organic Recycling Systems Ltd
Organic Recycling Systems Ltd provides waste-to-energy solutions, including biogas plants, compressed biogas projects, and municipal solid waste processing using proprietary DRYADTM anaerobic digestion technology. Incorporated in 2008 and converted to a public company in 2022, the firm offers EPC services, laboratory services, and waste management solutions under the SATAT scheme, serving municipalities and industrial clients across India.
Shyam Metalics and Energy Ltd
Shyam Metalics and Energy Ltd is an integrated metal producer manufacturing long steel products, ferro alloys, pellets, sponge iron, TMT bars, and aluminium foil under the SEL Tiger brand. Founded in 1991 with plants in Odisha and West Bengal, the company has 11.60 MTPA installed capacity and exports to approximately 25 countries.
Sanjay Agarwal Portfolio Composition
Here are the 9 active stocks publicly held by Sanjay Agarwal as of February 2026:
| Company Name | June 2025 Holding (%) | Dec 2025 Holding (%) | Holding Value (₹ cr) |
|---|---|---|---|
| Worldwide Aluminium Ltd | 0.0 | 0.0 | 8.3 K |
| Prakash Woollen & Synthetic Mills Ltd | 0.51 | 0.51 | 0.13 |
| Lehar Footwears Ltd | 3.40 | 3.40 | 14.0 |
| Tamil Nadu Steel Tubes Ltd | 0.1 | 0.0 | 1.7 L |
| Classic Leasing & Finance Ltd | 1.3 | 0.0 | 16.4 L |
| Shyam Metalics and Energy Ltd | 0.0 | 0.0 | 2.7 |
| DRS Dilip Roadlines Ltd | 13.8 | Filing Due | 21.8 |
| Organic Recycling Systems Ltd | 1.1 | Filing Due | 2.3 |
| DRS Cargo Movers Ltd | 13.3 | Filing Due | 2.2 |
How to Invest in Sanjay Agarwal Portfolio Stocks?
Here's how you can invest in Sanjay Agarwal portfolio stocks using Tickertape -
- Create an account on the Tickertape or log in if you already have one.
- Open Sanjay Agarwal Portfolio Screener
- 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.
- 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 Sanjay Agarwal Net Worth?
Public shareholding disclosures for 2025 show that the value of Sanjay Agarwal’s holdings in listed companies runs crores, with estimates commonly placed at around ₹43.3 cr, depending on prevailing market prices.
Note: It is important to note that this Sanjay Agarwal net worth figure reflects only disclosed equity investments. Changes in stock prices, fresh transactions, or shifts in ownership can alter the valuation every quarter.
Sanjay Kumar Agarwal’s Investment Strategy
Promoter–Operator Perspective
Ownership With Accountability
Financial Discipline First
Build for Cycles, Not Phases
Institution Building
Learnings From Sanjay Kumar Agarwal Investments
Skin in the Game Matters
Compounding Comes From Structure
Patience Over Activity
Regulation Shapes Outcomes
Scale With Control
Receive real-time market alerts for timely decisions
Monitor your portfolio from the palm of your hands
Watchlist stocks and mutual funds to stay updated
Factors Affecting Stock Selection in Sanjay Agarwal Portfolio
Strength of the Balance Sheet
Efficiency of Returns
Quality of Leadership
Visibility of Growth
Regulatory Backdrop
Conclusion
Sanjay Agarwal builds exposure with an operator’s mindset, strong balance-sheet focus, and long-term orientation. His journey shows how ownership alignment, risk discipline, and institution building shape capital allocation across cycles.
However, suitability varies for every individual based on goals, time horizon, and risk capacity. Independent evaluation remains essential before taking exposure. Readers can study companies further using the Tickertape Stock Screener, which offers 200+ filters across financials, growth, and valuation data. Ownership shifts can also be tracked through Tickertape Market Movers.
Popular Stock Collections
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Frequently Asked Questions About the Sanjay Agarwal Portfolio
Who is Sanjay Agarwal?
Sanjay Agarwal is an Indian banker and entrepreneur best known for building a financial institution that evolved from a vehicle finance company into a scheduled small finance bank. Over decades, he has participated in capital markets both as a promoter and as an investor. Market participants often track his disclosures to understand ownership continuity, conviction, and long-term institutional development.Which are considered Sanjay Agarwal’s best picks?
The best picks in the Sanjay Agarwal portfolio are usually stocks where he holds meaningful ownership and stays invested over multiple quarters. A few notable companies from this list are:- Classic Leasing & Finance Ltd
- DRS Dilip Roadlines Ltd
- NDL Lehar Footwears Ltd
- Rich Universe Network Ltd
- Shyam Metalics and Energy Ltd
Disclaimer: This information is for educational purposes only and should not be considered investment advice.
Where can I check Sanjay Agarwal's latest portfolio?
You can track Sanjay Agarwal'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.Why do market participants track Sanjay Agarwal’s portfolio?
Investors follow portfolios where ownership is meaningful and visible in exchange filings. In such cases, percentage changes, pledges, or dilution trends can provide insights into promoter intent. Because Sanjay Agarwal holds large, reportable stakes, quarterly data helps observers measure conviction, capital allocation direction, and how exposure evolves with business growth.Is most of the Sanjay Agarwal net worth linked to financial services?
Public disclosures suggest that a substantial portion of reported wealth is connected to long-standing involvement in banking and lending businesses. As promoter stakes are large, movements in that sector often influence overall valuation significantly. However, observers should remember that private assets or unlisted interests may not appear in public data.Are promoter portfolios the same as diversified funds?
No. Promoter holdings often arise from founding or controlling businesses rather than diversified allocation. Objectives may include strategic control, regulatory alignment, or long-term institution building. This differs from pooled investment vehicles that optimise diversification.Do disclosures show when Sanjay Kumar Agarwal buys or sells?
Quarterly reports reveal the end position, not exact trade dates. Observers can see whether Sanjay Agarwal’s ownership increased or decreased during the period, but timing details usually require separate announcements.Disclaimer: The above information on the Sanjay Agarwal portfolio is for educational purposes only and should not be considered investment advice.
How is Sanjay Agarwal different from diversified fund managers?
Unlike pooled vehicles that must spread risk, Sanjay Kumar Agarwal’s holdings often arise from promoter participation and institution building. Objectives may extend beyond portfolio diversification.
