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Sanjeev Vinodchandra Parekh Portfolio (2026)

Sanjeev Vinodchandra Parekh is an Indian equity investor whose publicly disclosed portfolio spans 5 stocks worth ₹88.2 cr as of December 2025. His holdings are concentrated across packaging, ceramics, automotive components, and textiles, with AGI Greenpac accounting for over half his disclosed portfolio value. His net worth history reflects a strong growth phase peaking near ₹175-200 cr before a series of corrections brought valuations to their current level. This blog breaks down his portfolio composition, investment strategy, and the key factors that appear to drive his stock selection decisions.

Latest Sanjeev Vinodchandra Parekh Stock Portfolio & Holdings (2026)

Sanjeev Vinodchandra Parekh Portfolio Stock Screener

Sanjeev Vinodchandra Parekh Portfolio Stock Screener: Analyse & Filter Indian Stocks on Tickertape

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last updated at 6:30 PM IST 
NameStocks (4)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.AGI Greenpac LtdAGIPackagingPackaging3,246.843,246.84499.10499.1010.0710.07-0.55-0.55-12.67-12.67-39.70-39.70-29.78-29.781.551.55--18.5818.581.391.390.260.262.712.71
2.Somany Ceramics LtdSOMANYCERABuilding Products - CeramicsBuilding Products - Ceramics1,556.231,556.23378.30378.3025.9125.91-0.30-0.30-7.39-7.39-21.15-21.15-11.06-11.061.811.817.087.0812.2512.250.790.790.400.402.792.79
3.Talbros Automotive Components LtdTALBROAUTOAuto PartsAuto Parts1,450.921,450.92236.55236.5515.3715.370.640.64-13.87-13.87-22.81-22.81-8.37-8.372.292.2916.1416.1419.5119.510.300.300.150.153.043.04
4.Sambandam Spinning Mills LtdSAMBANDAMTextilesTextiles38.4938.4990.5090.50-5.24-5.240.280.28-12.14-12.14-25.85-25.85-32.64-32.640.450.45-8.28-8.281.501.50--1.391.394.334.33

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 Sanjeev Parekh investment portfolio as of 6th March 2026. Stocks are sorted by market capitalisation, from highest to lowest.

Sanjeev Vinodchandra Parekh’s Bulk and Block Deals

Bulk and block deals reveal significant buy or sell transactions that large investors make outside of regular market trading. Tracking these deals helps you understand when investors like Sanjeev Parekh are making meaningful moves in a stock.

To check Sanjeev Vinodchandra Parekh's bulk and block deals, follow these steps:

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  • Monitoring these transactions regularly can give you an early signal when Sanjeev Vinodchandra Parekh is entering or exiting a position, often before the broader market takes notice.

    Investor Profile – Sanjeev Vinodchandra Parekh

    Sanjeev Parekh's publicly disclosed portfolio reflects a focused approach to investing in mid-cap and small-cap businesses across manufacturing, packaging, and industrial sectors. As of December 2025, he holds 5 stocks with a combined disclosed value of ₹88.2 cr.

    1. Name: Sanjeev Vinodchandra Parekh
    2. Portfolio net worth: Over ₹88.2 cr as per December 2025 filings
    3. No. of portfolio companies: 5 active stocks
    4. Primary sectors: Packaging, ceramics, automotive components, and textiles

    All five of his current holdings have remained unchanged across June, September, and December 2025, with zero change in stake percentage during this period. This points to a patient, low-churn approach where positions are held steadily rather than actively traded.

    His portfolio spans businesses that serve domestic consumption and industrial demand, from glass packaging and ceramic tiles to automotive components and spinning mills, reflecting a preference for asset-backed manufacturing companies with established market positions in their respective segments.



    Top Stocks in Sanjeev Vinodchandra Parekh Portfolio (2026)

    AGI Greenpac Ltd

    AGI Greenpac manufactures glass packaging solutions including bottles and containers for pharmaceuticals, food, beverages, and liquor industries. The company is one of India's leading glass container manufacturers, benefiting from steady domestic demand for sustainable and premium packaging across consumer and healthcare sectors.

    Kandagiri Spinning Mills

    Kandagiri Spinning Mills is a Tamil Nadu-based textile company engaged in spinning cotton and synthetic yarn for domestic and export markets. The company operates in the mid-scale spinning segment, serving downstream fabric manufacturers and garment exporters who depend on consistent yarn quality and supply.

    Sambandam Spinning Mills

    Sambandam Spinning Mills manufactures cotton yarn and serves textile manufacturers across domestic and international markets. Based in Tamil Nadu, the company operates in the spinning segment and benefits from India's position as a major cotton producer, supplying yarn to weaving and knitting industries.

    Somany Ceramics Ltd

    Somany Ceramics manufactures ceramic and vitrified tiles, sanitaryware, and bath fittings for residential and commercial construction markets. The company operates through a wide distribution network across India and benefits from rising urbanisation, increasing home improvement spending, and sustained activity in the real estate and construction sectors.

    Talbros Automotive

    Talbros Automotive manufactures gaskets, forgings, and heat shields for passenger vehicles, commercial vehicles, and two-wheelers. The company supplies critical engine and chassis components to leading OEMs and benefits from India's growing automotive production volumes and increasing demand for localised auto components.

    Sanjeev Vinodchandra Parekh Portfolio Composition

    Here are the 5 active stocks publicly held by Sanjeev Parekh as of March 2026:

    Stock Name Holding Value (In cr.) Shares Held Dec 2025 Change (%) Dec 2025 Holding (%) Sep 2025 Holding (%)
    AGI Greenpac Ltd 49.7 974,723 0 1.5 1.5
    Somany Ceramics Ltd 23.1 636,578 0 1.6 1.6
    Talbros Automotive Components Ltd 16.8 713,405 0 1.2 1.2
    Sambandam Spinning Mills Ltd 1.1 118,896 0 2.8 2.8
    Kandagiri Spinning Millis Ltd 30.6 L 71,713 0 1.9 1.9

    How to Invest in Sanjeev Vinodchandra Parekh Portfolio Stocks?

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    Sanjeev Vinodchandra Parekh Net Worth

    Sanjeev Parekh's publicly disclosed stock portfolio is worth ₹88.2 cr as of December 2025, based on his declared shareholdings across 5 listed companies. His largest holding is AGI Greenpac at ₹47.7 cr, accounting for over 54% of his total disclosed portfolio value. Sanjeev Vinodchandra Parekh’s net worth history reflects a strong growth phase, with his portfolio surging 117.76% in one period before climbing further with gains of 29.82% and 13.52%, pushing his portfolio close to the ₹175-200 cr range at its peak. A subsequent series of corrections, including declines of 32.01% and 26.43% have brought his disclosed portfolio to its current level of ₹88.2 cr.

    Sanjeev Vinodchandra Parekh Investment Strategy

    Focused Portfolio

    Sanjeev Parekh maintains a very compact portfolio with only 5 disclosed stocks. This suggests a preference for concentration rather than wide diversification. One holding stands out clearly. AGI Greenpac contributes more than half of the portfolio value.

    Manufacturing and Industrial Focus

    Every company in his portfolio belongs to a manufacturing segment. These include glass packaging, ceramics, automotive components, and textiles. Such businesses rely on production facilities and tangible assets. They also depend largely on steady domestic demand rather than speculative growth themes.

    Low Portfolio Activity

    Stake levels in all five companies remained unchanged in the June, September, and December 2025 filings. No additions or reductions appeared during this period. This indicates a stable holding pattern where positions stay in place for extended periods.

    Exposure to Domestic Consumption

    The businesses he holds connect directly to everyday economic activity in India. Packaging supports food and beverage companies. Ceramic tiles link to housing construction. Automotive components feed into vehicle production. These sectors move with domestic consumption and manufacturing demand.

    Holding Through Corrections

    His portfolio value once approached the ₹175 to ₹200 cr range. It later declined to ₹88.2 cr after a series of corrections. Despite the drop, his holdings stayed the same. This suggests continued exposure to the same companies through changing market conditions.

    Learnings from the Portfolio of Sanjeev Vinodchandra Parekh

    Concentration Instead of Broad Diversification

    A portfolio with only five companies shows a concentrated structure. Investors sometimes follow this model when they prefer to track a small set of businesses closely rather than spread capital across many holdings.

    Manufacturing as a Long Cycle Theme

    Glass packaging, ceramics, automotive components, and textiles all belong to traditional industrial sectors. These industries usually expand gradually alongside broader economic activity and manufacturing growth.

    Limited Trading Activity

    Across three consecutive quarters, the disclosed holdings did not change. A portfolio can remain static for long periods when the investor chooses to avoid frequent buying and selling.

    Market Cycles Affect Portfolio Value

    The portfolio value moved from nearly ₹175 to ₹200 cr at its peak to ₹88.2 cr later. Such fluctuations show how market cycles influence valuations even when the underlying holdings remain unchanged.

    Familiar Industry Segments

    All the companies operate in established manufacturing industries. Investing within familiar sectors can make it easier to follow operational developments and industry trends.

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    Factors Affecting Stock Selection in the Sanjeev Vinodchandra Parekh Portfolio

    Preference for Asset Backed Companies

    The companies in the portfolio operate physical manufacturing facilities. Examples include glass plants, tile factories, spinning mills, and auto component plants. These businesses rely on production capacity and infrastructure.

    Exposure to Domestic Demand

    Each company serves industries within India. Packaging companies supply food and beverage producers. Ceramic tiles connect to housing construction. Automotive components support vehicle manufacturers.

    Mid Cap and Small Cap Segment

    Most holdings fall within the mid cap and small cap range. Companies in these segments often gain wider attention as they expand operations and increase earnings.

    Established Businesses

    Companies such as AGI Greenpac and Somany Ceramics already operate with recognised brands and distribution networks. Their presence within established industry segments gives them a defined market position.

    Stable Industry Demand

    Packaging, ceramics, textiles, and automotive components typically show steady demand patterns. These sectors supply products used regularly in consumer and industrial markets.

    Conclusion

    Sanjeev Parekh's portfolio reflects a quiet, disciplined approach to equity investing. Five stocks, zero changes across three consecutive quarters, and a clear preference for asset-backed manufacturing businesses show him as an investor who values conviction and patience over activity. His portfolio journey, from a peak near ₹175-200 cr to the current ₹88.2 cr, is a reminder that even steady, well-constructed portfolios go through prolonged correction phases.

    That said, replicating his portfolio without understanding the underlying businesses and their risk profiles is not advisable. Every investor has a unique financial situation, risk appetite, and investment horizon. If you want to explore stocks with similar characteristics, the Tickertape Stock Screener lets you filter companies by sector, market cap, financial ratios, and other parameters to build a watchlist suited to your own investment framework.

    Frequently Asked Questions About the Sanjeev Vinodchandra Parekh Portfolio

    1. Who is Sanjeev Vinodchandra Parekh?

      Sanjeev Parekh holds a focused portfolio of 5 stocks worth ₹88.2 cr as of December 2025, concentrated in manufacturing and industrial businesses across packaging, ceramics, automotive components, and textiles.

    2. What is Sanjeev Vinodchandra Parekh's net worth?

      Sanjeev Parekh's publicly disclosed stock portfolio is worth ₹88.2 cr as of December 2025. This figure only reflects his traceable equity holdings reported to stock exchanges and does not account for any unlisted investments, real estate, or other financial assets he may hold.

    3. What is Sanjeev Vinodchandra Parekh's investment strategy?

      Sanjeev Parekh follows a focused, low-churn investment strategy concentrated in asset-backed manufacturing businesses. He holds a small number of stocks across domestic consumption-driven sectors and maintains identical stake percentages across multiple quarters, reflecting a patient, buy-and-hold approach rather than active trading.

    4. Which sectors does Sanjeev Vinodchandra Parekh invest in?

      His portfolio spans glass packaging, ceramics and tiles, automotive components, and textiles. All five holdings serve India's domestic market and benefit from structural tailwinds including urbanisation, rising consumption, growing automotive production, and increasing demand for quality packaging across food, beverage, and healthcare sectors.

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

    5. Where can I track Sanjeev Vinodchandra Parekh's portfolio?

      You can track Sanjeev Parekh's latest shareholdings and portfolio changes on Tickertape Stock Screener and can also explore stocks with similar characteristics to his holdings.