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Sanjay Gupta Investment Portfolio and Latest Shareholdings (2026)

Sanjay Gupta is a seasoned market participant known for building concentrated positions in select listed companies. As per the latest available disclosures for FY26, the Sajay Gupta portfolio reflects focused allocation across a limited number of stocks, with exposure tilted towards sectors such as manufacturing, financial services, and niche industrial businesses. His holdings, disclosed through quarterly shareholding filings, offer insight into conviction-led investing and evolving sector preferences within the Indian equity market.

Latest Sanjay Gupta Stock Portfolio & Holdings (2026)

Sanjay Gupta Portfolio Stock Screener

Sanjay Gupta Portfolio Stock Screener: Analyse & Filter Indian Stocks on Tickertape

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NameStocks (15)↓↓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.APL Apollo Tubes LtdAPLAPOLLOBuilding Products - PipesBuilding Products - Pipes58,245.2658,245.262,097.902,097.9076.9476.94-2.55-2.55-4.95-4.9523.7823.7846.2446.2413.8413.8419.3819.3822.0222.020.270.270.150.151.851.85
2.Jagran Prakashan LtdJAGRANPublishingPublishing1,376.881,376.8863.2663.2610.5210.52-0.19-0.19-7.58-7.58-11.60-11.60-10.76-10.760.660.666.156.157.227.229.489.480.090.091.721.72
3.Bizotic Commercial LtdBIZOTICTextilesTextiles942.99942.99978.00978.00219.81219.810.720.72-2.02-2.02132.06132.061,124.801,124.8016.2416.247.617.6111.4211.42--0.060.063.283.28
4.B C C Fuba India LtdBCCFUBAElectronic EquipmentsElectronic Equipments239.76239.76156.60156.6064.1164.11-6.26-6.26-3.66-3.66-10.95-10.9546.9746.9710.3510.3517.5517.5522.8422.84--0.520.524.214.21
5.AVG Logistics LtdAVGLogisticsLogistics201.74201.74133.98133.989.469.46-2.92-2.92-9.84-9.84-39.23-39.23-41.34-41.340.820.829.559.5515.6315.630.900.900.890.893.843.84
6.Plaza Wires LtdPLAZACABLEIndustrial MachineryIndustrial Machinery155.41155.4135.5235.5253.9653.96-1.88-1.88-11.20-11.20-36.74-36.74-37.57-37.571.271.272.382.385.425.42--0.210.212.882.88
7.Veer Global Infraconstruction LtdVGILConstruction & EngineeringConstruction & Engineering141.16141.1686.9086.9077.9977.990.580.58-7.86-7.86-33.66-33.66-35.63-35.634.104.105.405.407.057.05--0.490.495.195.19
8.BAMPSL Securities LtdBAMPSLDiversified FinancialsDiversified Financials66.2066.2019.4519.4548.6848.68-2.21-2.21-0.77-0.772.262.267.647.641.681.683.513.514.644.64--0.000.003.173.17
9.Krypton Industries LtdKRYPTONQTires & RubberTires & Rubber51.3751.3734.9534.95128.42128.42-2.94-2.94-1.00-1.00-37.11-37.11-31.84-31.841.671.671.281.2810.2710.272.862.860.710.713.343.34
10.Paragon Finance LtdPARAGONFConsumer FinanceConsumer Finance22.9322.9353.9553.9571.6571.6511.2411.243.773.77-1.89-1.8911.2411.240.760.761.071.071.731.73--0.020.026.466.46
11.Prakash Woollen & Synthetic Mills LtdPWASMLTextilesTextiles22.2822.2821.7221.7217.6917.69-6.34-6.34-9.20-9.20-26.70-26.70-18.80-18.800.450.452.592.599.159.15--0.860.863.343.34
12.Jackson Investments LtdJACKSONInvestment Banking & BrokerageInvestment Banking & Brokerage13.3713.370.460.46-15.37-15.370.000.00-2.13-2.13-8.00-8.00-31.34-31.340.490.49-3.14-3.14-3.19-3.19--0.000.004.254.25
13.Neil Industries LtdNEILDiversified FinancialsDiversified Financials12.7312.736.516.5110.5210.52-4.26-4.26-5.17-5.17-24.74-24.74-36.36-36.360.220.222.092.093.143.14--0.110.114.774.77
14.Kalpa Commercial LtdKALPACOMMETextilesTextiles10.0310.039.799.79-3.66-3.66-1.90-1.9013.9713.97-24.87-24.87265.30265.300.450.45-11.62-11.62-11.79-11.79--0.010.013.833.83
15.Sanco Industries LtdSANCOBuilding Products - PipesBuilding Products - Pipes2.942.942.252.25-7.55-7.553.693.69-15.41-15.41-1.32-1.32-25.99-25.99-0.50-0.50---19.50-19.50----4.284.28
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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 Sanjay Gupta investment portfolio as on 26th February 2026. Stocks are sorted by market capitalisation, highest to lowest.

Sanjay Gupta’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 Gupta:

  1. Open Market Movers
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  3. Select the relevant Category and Transaction Type

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

Investor Profile – Sanjay Gupta

Sanjay Gupta is an Indian equity investor whose name appears in public shareholding disclosures of several listed companies. His portfolio details become visible through quarterly filings submitted to the NSE when his holding in a company crosses 1%. These disclosures provide a transparent view of his conviction bets and portfolio concentration.

  1. Name: Sanjay Gupta
  2. Profession:Public market investor
  3. Total Sanjay Gupta net worth (₹): ₹109.7 cr (Estimates derived from latest publicly available shareholding valuations. Actual figures vary with market prices and subsequent filings.)
  4. Portfolio Size:15 stocks
  5. Known for: Concentrated holdings, mid- and small-cap exposure, long-term ownership

Gupta’s portfolio composition shows meaningful exposure in companies where his individual or related holdings represent double-digit ownership percentages, including Plaza Wires, AVG Logistics, and Sanco Industries, highlighting a preference for taking sizable strategic stakes.



Overview of Top Stocks in Sanjay Gupta Portfolio

Sanco Industries Ltd

Sanco Industries Ltd manufactures PVC pipes, wires, and cables along with LED lights and related products. Established in 1986 and ISO 9001:2015 certified, the Delhi-based company produces PVC conduit pipes, profiles, electrical wires and cables, PVC resin, copper wire rods, and insulation tapes for various industrial applications.

AVG Logistics Ltd

Jindal Poly Films Ltd is India's largest manufacturer of BOPET and BOPP films for flexible packaging. Part of the BC Jindal Group and established in 1985, the company produces packaging films, non-woven fabrics, and labels through subsidiaries, serving domestic and international markets.

Jagran Prakashan Ltd

Jagran Prakashan Ltd is India's largest Hindi newspaper publisher operating flagship daily Dainik Jagran alongside 10+ print titles and Radio City FM network. Incorporated in 1975 and dual-listed on BSE/NSE, the Kanpur-based media conglomerate publishes 300+ editions across 13 states with 84 million readers, also offering digital media, outdoor advertising, and event management services.

B C C Fuba India Ltd

B C C Fuba India Ltd manufactures professional-grade printed circuit boards including multilayer, double-sided, and single-sided PCBs. Established in 1985 as joint venture with German partners Fuba Hans Kolbe and DEG Bank, the BSE-listed, IATF 16949:2016 certified Himachal Pradesh-based company supplies automotive OEMs and power infrastructure sectors.

Krypton Industries Ltd

Krypton Industries Ltd manufactures puncture-proof polyurethane tubeless tyres for bicycles, wheelchairs, and trolleys alongside PU shoe soles and sandals under Softflex brand. Founded in 1990 and BSE-listed, the Kolkata-based company operates manufacturing facilities in Falta SEZ serving national and international markets with rehabilitation care products and mobility solutions.

Sanjay Gupta Portfolio Composition

Here are the 15 active stocks publicly held by Sanjay Gupta as of February 2026:

Stock Name Holding Value (In cr.) Shares Held Dec 2025 Change () Dec 2025 Holding () Sep 2025 Holding ()
Plaza Wires Ltd 60.3 15,874,480 0 36.3 36.3
AVG Logistics Ltd 32.7 2,216,700 -1.3 14.7 16.1
Veer Global Infraconstruction Ltd 3.5 414,378 0 2.6 2.6
Paragon Finance Ltd 3 596,591 0 14 14
B C C Fuba India Ltd 2.6 158,997 0 1 1
BAMPSL Securities Ltd 2 1,001,411 0 2.9 2.9
APL Apollo Tubes Ltd 1 4,535 - 0 0
Sanco Industries Ltd 0.759 3,314,696 4 25.3 21.3
Krypton Industries Ltd 0.738 203,768 0 1.4 1.4
Kalpa Commercial Ltd 0.371 350,000 0 3.4 3.4
Jackson Investments Ltd 0.338 7,350,000 0 2.5 2.5
Jagran Prakashan Ltd 0.337 53,000 0 0 0
Prakash Woollen & Synthetic Mills Ltd 0.296 121,479 0 1.2 1.2
Neil Industries Ltd 0.231 341,600 0 1.8 1.8
Bizotic Commercial Ltd 0.168 1,700 0 0 0

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What is the Sanjay Gupta Agarwal Net Worth?

Based on the latest quarterly shareholding disclosures for December 2025, the Sanjay Gupta net worth stands at approximately ₹109.7 cr, reflecting the total value of his disclosed shareholdings in listed companies where he holds >1% stake.


Note: This Sanjay Gupta net worth measure only captures the value of his disclosed public equity holdings; it does not include any unlisted investments, personal assets, cash, or other financial holdings that are not reported through exchange shareholding filings.

Sanjay Gupta's Investment Strategy

Promoter-Rooted, Business-First Investment Mindset

Sanjay Gupta's investment approach is shaped by his identity as a business builder, not just a stock picker. As the Chairman, Managing Director, and CEO of Sanco Industries Ltd, a PVC manufacturing company he co-founded through a partnership firm as far back as 1986, Gupta understands businesses from the inside. This operational grounding reflects in how he approaches external investments, where he looks for businesses with clear structural demand rather than speculative themes.

Concentrated Stake-Building in Chosen Companies

A defining feature of Gupta's portfolio is the size of his positions. He has held stakes as large as 34.72% in Apollo Pipes Ltd and over 30% in Sanco Industries Ltd, reflecting a promoter-style approach to investing. He does not take token positions. When he commits to a company, he builds a meaningful ownership stake, which reflects high conviction and long due diligence before entry.

Sector Focus on Manufacturing, Logistics, and Finance

Gupta's portfolio is anchored in sectors he understands well through his own business background. His disclosed holdings span structural steel tube manufacturing through APL Apollo Tubes, PVC pipe manufacturing through Apollo Pipes, logistics through AVG Logistics, and non-banking finance through CSL Finance and Jackson Investments. This sector concentration suggests he invests where he has an operational edge in evaluating business models.

Long-Term Holding Through Market Cycles

Gupta's portfolio history shows a clear preference for staying invested through turbulent periods. During the COVID-19 downturn of 2020, his portfolio recorded no new buys or sells. He held his positions quietly while markets collapsed and waited for recovery. This behaviour points to a long-term thesis-driven approach rather than opportunistic trading around market events.

Strategic Trimming Without Full Exits

While Gupta holds positions over extended periods, he does periodically adjust his stakes. He has reduced holdings in companies like AVG Logistics and Sanco Industries gradually across quarters rather than making sudden, full exits. This measured approach to position sizing suggests he monitors each holding's evolving risk-reward profile without abandoning his core investment thesis.

Low Public Profile, Research-Driven Decisions

Like Hitesh Ramji Javeri, Sanjay Gupta does not actively engage with financial media or make public commentary on markets. His investment decisions appear entirely research-driven and internally managed, with no attempt to build a public following or signal his moves. The portfolio evolves quietly through quarterly shareholding disclosures.

Learnings from the Sanjay Gupta Portfolio

Large Stakes Signal Deep Conviction

The most consistent learning from Gupta's portfolio is that conviction precedes position size. His holdings in Apollo Pipes and Sanco Industries at promoter-level stakes show that he enters businesses only after thorough evaluation, and backs his thesis with significant capital. This level of ownership is not accidental and reflects a deliberate approach to concentration over diversification.

Manufacturing and Infrastructure Are Long-Term Plays

Gupta's repeated preference for companies in steel tube manufacturing, PVC products, logistics, and infrastructure construction shows a belief in India's long-term physical growth story. Holdings like APL Apollo Tubes, which delivered over 796% returns from his entry point around 2019, validate the thesis that patient capital in manufacturing businesses can generate exceptional long-term returns.

Patience During Downturns Is a Competitive Advantage

His decision to make no portfolio changes during the COVID-19 crash of 2020 stands out. While most retail investors either panicked and sold or scrambled to buy, Gupta did neither. He held his existing positions and allowed the portfolio to recover. This discipline of doing nothing when markets are uncertain is a difficult but rewarding behaviour that his portfolio demonstrates clearly.

Promoter Insight Shapes External Investment Choices

Because Gupta himself runs a manufacturing business, his external investments tend to cluster around industries where he has sector-level knowledge. His investments in PVC pipes (Apollo Pipes) and steel tubes (APL Apollo Tubes) align with the broader building materials and infrastructure theme that his own company operates within. This crossover between his professional expertise and investment choices gives him an analytical edge over generalist investors.

Selective Portfolio With Disciplined Expansion

Despite being active in markets for many years, Gupta's publicly disclosed portfolio ranges between 15 and 21 stocks, indicating that he does not chase every opportunity. He adds positions selectively and trims gradually when needed. This restraint reflects a quality-over-quantity mindset that keeps the portfolio manageable and meaningful.

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Factors Affecting Stock Selection in the Sanjay Gupta Portfolio

Business Model Familiarity and Sector Knowledge

Gupta's most consistent stock selection filter appears to be sector familiarity. His external investments in manufacturing, logistics, and finance align closely with the industries he has operated in professionally. This suggests that understanding a business model deeply from the inside is a prerequisite for him before committing capital.

Long-Term Structural Demand Visibility

He gravitates toward companies that serve industries with durable, multi-decade demand. Steel tubes for construction, PVC pipes for plumbing and infrastructure, and logistics for supply chain movement are all sectors with built-in long-term demand tied to India's physical infrastructure growth. Stocks that sit within these structural tailwinds form the core of his portfolio.

Promoter-Level Stake as a Conviction Threshold

The stake size Gupta takes in a company appears to act as a filter in itself. Holdings at 30 to 35 per cent levels, as seen in Apollo Pipes and Sanco Industries, signal that he only enters when he is willing to hold as an active, long-term participant in the company's ownership. This filters out companies he views as secondary or short-term opportunities.

Stability of Business Operations

Gupta appears to favour companies with stable, predictable operations rather than early-stage, high-risk ventures. His portfolio leans toward established manufacturers and financial services companies rather than startups or highly speculative early-stage bets. This contrasts with investors like Hitesh Ramji Javeri who specifically seek out penny stocks.

Conclusion

Sanjay Gupta builds his portfolio through sector familiarity, promoter-level conviction, and a patient approach to long-term structural themes in manufacturing, logistics, and finance. His track record shows how deep business knowledge, disciplined position sizing, and the ability to stay invested through market cycles can generate meaningful returns over time. However, financial goals, risk appetite, and investment horizon vary for every individual.

Holding large, concentrated stakes in small and mid-cap companies carries its own set of liquidity and business risks that may not suit all investors. One should study each company's fundamentals independently before taking any exposure.

For deeper analysis, readers can explore stocks using the Tickertape Stock Screener, which provides 200+ filters across financials, growth metrics, and valuation parameters. Tracking ownership changes and institutional activity through Tickertape Market Movers can also help understand how stakes in companies across manufacturing and financial services evolve over time.

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Frequently Asked Questions About the Sanjay Gupta Portfolio

  1. Who is Sanjay Gupta the investor?

    Sanjay Gupta is a prominent Indian investor and businessman best known as the Chairman, Managing Director, and CEO of Sanco Industries Ltd, a PVC manufacturing company he co-founded in 1986. He has built a publicly disclosed investment portfolio spanning manufacturing, logistics, and finance.

  2. Which are considered Sanjay Gupta's best picks?

    The best picks in the Sanjay Gupta portfolio are usually stocks where she holds meaningful ownership and stays invested over multiple quarters. A few notable companies from this list are:
    1. Sanco Industries Ltd
    2. AVG Logistics Ltd
    3. Jagran Prakashan Ltd
    4. B C C Fuba India Ltd
    5. Krypton Industries Ltd

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

  3. Where can I check Sanjay Gupta's latest portfolio?

    You can track Sanjay Gupta'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 is Sanjay Gupta known for in the stock market?

    Sanjay Gupta is known for taking large, promoter-level stakes in small and mid-cap companies across manufacturing, logistics, and non-banking finance. He is recognised for his long-term, conviction-driven approach, patience during market downturns, and his ability to identify businesses with strong structural demand before they attract mainstream investor attention.

  5. Does Sanjay Gupta give public investment advice or interviews?

    No. Sanjay Gupta does not actively engage with financial media, give interviews about his investment strategy, or publicly share stock recommendations.

  6. What businesses does Sanjay Gupta run?

    Sanjay Gupta is the Chairman, Managing Director, and CEO of Sanco Industries Ltd, a PVC products manufacturer he co-founded through a partnership firm in 1986.

  7. What sectors does Sanjay Gupta prefer to invest in?

    Sanjay Gupta's portfolio is concentrated in manufacturing, logistics, non-banking finance, and infrastructure.

  8. What is Sanjay Gupta's investment strategy?

    Sanjay Gupta's strategy is built around sector familiarity, concentrated stake-building, and long-term holding. He invests in businesses he understands operationally, particularly in manufacturing, logistics, and finance. He takes large ownership positions reflecting high conviction and holds them through market cycles without frequent trading, allowing the underlying business growth to drive returns over time.

Disclaimer: This article is for informational purposes only. The content of the article, including securities/investment products mentioned, if any, should not in any manner be construed as investment advice, recommendation, offer, or solicitation to buy/hold/sell any securities/investment products. The securities quoted, if any, are for illustration only and are not recommendatory. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered financial advisor before investing.