Good evening :)

Latest Vanaja Sundar Iyer Portfolio and Shareholdings

There are a few recognised Indian equity investors who avoid heavy exposure to popular sectors such as information technology or pharmaceuticals. Instead, they prefer areas linked to domestic consumption and real-economy activity. Vanaja Sundar Iyer is one such participant. Her shareholding disclosures show participation in companies connected with industrial demand and local economic growth. Here, we take a closer look at her publicly disclosed portfolio, which includes 18 active stocks out of 28 reported holdings, and examine patterns behind her investment strategy.

Latest Vanaja Sundar Iyer Stock Portfolio & Holdings (2026)

Vanaja Sundar Iyer Portfolio Stock Screener

Vanaja Sundar Iyer Portfolio Stock Screener: Analyse & Filter Indian Stocks on Tickertape

Showing 1 - 14 of 14 results

last updated at 6:30 AM IST 
NameStocks (14)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.Acutaas Chemicals LtdACUTAASBiotechnologyBiotechnology17,889.6617,889.662,158.802,158.80112.71112.71-1.20-1.2030.0630.0653.9853.9894.4994.4913.5513.5515.8515.8516.5116.510.070.070.010.013.283.28
2.SML Mahindra LimitedSMLMAHTrucks & BusesTrucks & Buses7,269.697,269.694,780.504,780.5059.7559.75-4.84-4.8430.0530.0511.0811.08344.31344.3119.0019.0036.4136.4136.4336.430.360.360.850.854.844.84
3.Aurionpro Solutions LtdAURIONPROIT Services & ConsultingIT Services & Consulting4,774.044,774.04888.70888.7025.6425.642.782.78-2.60-2.60-30.80-30.80-32.69-32.693.173.1715.1715.1714.7514.750.390.390.020.023.813.81
4.Tanfac Industries LtdTANFACINDDiversified ChemicalsDiversified Chemicals4,140.924,140.924,161.054,161.0546.9746.970.230.238.718.71-15.98-15.9827.3527.3513.2713.2732.5132.5138.7638.760.220.220.130.133.643.64
5.Indraprastha Medical Corporation LtdINDRAMEDCOHospitals & Diagnostic CentresHospitals & Diagnostic Centres3,682.503,682.50402.05402.0522.8722.870.090.0912.2712.27-10.53-10.535.005.006.176.1729.9729.9733.0833.081.121.120.050.053.693.69
6.Belding India LtdSYNTHFOMetals - AluminiumMetals - Aluminium2,514.112,514.111,783.601,783.6010,056.4310,056.432.722.726.486.48299.19299.19531.14531.14401.61401.614.074.076.296.29--0.000.004.214.21
7.Insolation Energy LtdINARenewable EnergyRenewable Energy2,210.042,210.04100.35100.3517.5117.510.050.05-0.39-0.39-55.04-55.04-62.12-62.123.583.5834.8034.8025.1725.170.100.100.180.184.444.44
8.TCC Concept LtdTCCReal EstateReal Estate2,075.552,075.55447.10447.1049.3149.31-2.48-2.4812.3412.34-10.57-10.57-0.88-0.882.902.909.289.287.537.53--0.060.063.743.74
9.Xpro India LtdXPROINDIAPlastic ProductsPlastic Products2,070.912,070.91902.40902.4054.5154.512.272.27-8.94-8.94-18.31-18.31-14.97-14.973.393.396.496.496.746.740.220.220.440.443.133.13
10.Solarworld Energy Solutions LtdSOLARWORLDRenewable EnergyRenewable Energy1,716.291,716.29195.06195.0622.2822.28-1.49-1.49-20.38-20.38-39.70-39.70-39.70-39.705.555.5540.2740.2730.1530.15--0.370.373.623.62
11.Bajaj Healthcare LtdBAJAJHCAREPharmaceuticalsPharmaceuticals1,047.931,047.93329.65329.6526.5426.54-0.65-0.65-5.45-5.45-23.86-23.86-46.45-46.452.252.2510.6110.6112.5912.590.300.300.480.483.213.21
12.TechEra Engineering (India) LtdTECHERAAerospace & Defense EquipmentsAerospace & Defense Equipments315.05315.05190.90190.9094.0594.050.100.10-1.60-1.60-2.73-2.7326.6326.636.326.3210.1710.1710.7910.79--0.410.414.594.59
13.Royal India Corporation LtdROYALINDCommodity ChemicalsCommodity Chemicals38.3438.343.093.093.543.54-4.92-4.92-51.57-51.57-51.94-51.94-75.75-75.750.490.4938.9438.948.638.63--1.311.314.424.42
14.Twentyfirst Century Management Services Ltd21STCENMGMInvestment Banking & BrokerageInvestment Banking & Brokerage38.3138.3136.3436.343.103.10-0.41-0.41-6.82-6.82-32.50-32.50-48.09-48.090.750.7523.6723.6738.1038.10--0.000.002.012.01

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 Vanaja Sundar Iyer investment portfolio as on 10th February 2026. Stocks are sorted by market capitalisation, highest to lowest.

Vanaja Sundar Iyer’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 Vanaja Sundar Iyer:

  1. Open Market Movers
  2. Under Party, type Vanaja Sundar Iyer
  3. Select the relevant Category and Transaction Type

The results show Vanaja Sundar Iyer bulk deals and block deals. The platform also allows date filtering to review historical transactions and identify patterns over time.

Vanaja Sundar Iyer Investor Profile

Vanaja Sundar Iyer's portfolio stands out for its wide spread across industries connected to domestic demand, manufacturing activity, and traditional economic segments rather than concentrated exposure to crowded technology themes.

  1. Name: Vanaja Sundar Iyer
  2. Profession: Equity investor
  3. Market experience: Not publicly documented; visible through multiple years of filings
  4. Estimated net worth (₹): ~₹1,198.40 cr. (varies by quarter)
  5. No. of portfolio companies:18 active stocks from 28 disclosed holdings
  6. Primary focus: Diversified exposure across industrial, automotive, and domestic-economy businesses

Her holdings frequently reflect a preference for companies linked to internal consumption, engineering capability, and asset-backed operations. The sector mix differs from investors who rely heavily on IT or pharmaceutical majors.

Top Stocks in Vanaja Sundar Iyer Portfolio (2026)

Neuland Laboratories Ltd

Neuland Laboratories Ltd operates in the pharmaceutical sector with a focus on active pharmaceutical ingredients and contract manufacturing. The company serves global markets and works with innovators and generic players across therapeutic categories.

Acutaas Chemicals Ltd

Acutaas Chemicals Ltd manufactures speciality chemicals used in industries such as pharmaceuticals, agrochemicals, and performance materials. Its operations depend on process capability, product development, and relationships with industrial customers.

SML Mahindra Ltd

SML Isuzu Ltd produces light and medium commercial vehicles, including trucks and buses. Demand for its products is linked to transport activity, infrastructure spending, and replacement cycles in fleet operations.

Synthiko Foils Ltd

Synthiko Foils Ltd is engaged in packaging materials, particularly aluminium foil products used by pharmaceutical and FMCG companies. The business aligns with healthcare consumption and packaged goods demand.

Aurionpro Solutions Ltd

Aurionpro Solutions Ltd provides technology solutions across banking, mobility, payments, and government services. The company works with enterprises looking to digitise operations and improve transaction infrastructure.

Vanaja Sundar Iyer Portfolio Composition

Here are the 18 active stocks publicly held by Mukul Agrawal as per recent filings in December 2025:

Stock Name Holding Value (In ₹ Cr.) Shares Held Dec 2025 Change (%) Dec 2025 Holding (%) Sep 2025 Holding (%)
Acutaas Chemicals Ltd 200.1 Cr 950,000 0 1.20% 1.20%
SML Isuzu Ltd 124.5 Cr 255,286 0.4 1.80% 1.40%
Synthiko Foils Ltd 79.9 Cr 389,971 New 2.70% -
Indraprastha Medical Corporation Ltd 75.7 Cr 1,840,681 0.1 2.00% 2.00%
Aurionpro Solutions Ltd 73.8 Cr 776,734 0 1.40% 1.40%
Tanfac Industries Ltd 56.3 Cr 131,399 0.1 1.30% 1.30%
Insolation Energy Ltd 47.5 Cr 3,973,000 Filing Awaited - 1.80%
Solarworld Energy Solutions Ltd 27.1 Cr 1,325,341 0 1.50% 1.50%
TCC Concept Ltd 21.7 Cr 493,752 -0.5 1.00% 1.60%
Xpro India Ltd 21.2 Cr 240,000 0 1.00% 1.00%
Bajaj Healthcare Ltd 20.2 Cr 575,498 -0.4 1.80% 2.20%
TechEra Engineering (India) Ltd 9.6 Cr 468,800 1.8 2.80% 1.00%
Twentyfirst Century Management Services Ltd 3.0 Cr 820,000 0 7.80% 7.80%
Royal India Corporation Ltd 1.1 Cr 2,530,982 -0.4 2.20% 2.60%

How to Invest in Vanaja Sundar Iyer Portfolio Stocks?

Here's how you can invest in Vanaja Sundar Iyer portfolio stocks using Tickertape -

  1. Create an account on the Tickertape or log in if you already have one.
  2. Open Vanaja Sundar Iyer 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!

Vanaja Sundar Iyer Net Worth

Vanaja Sundar Iyer’s publicly disclosed equity portfolio based on shareholding data filed with Indian stock exchanges is estimated to be around ₹1,198.40 cr.. This figure reflects the aggregate value of her listed stock holdings at prevailing market prices and may vary with quarterly filings and price movements.

Vanaja Sundar Iyer Investments In Unlisted Shares

While Vanaja Sundar Iyer is followed for her listed equity holdings, available private-market data also shows participation in early-stage and growth companies, such as:

  1. Rays Power Infra: She has participated in this solar engineering and EPC player involved in utility-scale renewable projects. The exposure connects with India's energy transition and domestic infrastructure build-out.
  2. QpiAI: This company develops integrated solutions in quantum computing and artificial intelligence. The investment indicates interest in deep-technology capabilities that could influence future computing and analytics infrastructure.
  3. Belectriq: Belectriq focuses on EV charging and clean mobility infrastructure. Participation here aligns with electrification themes and the gradual shift toward sustainable transport ecosystems.
  4. Solarworld Energy Solutions: The company operates across solar EPC, module manufacturing, and energy storage. The allocation again reflects exposure to renewable energy capacity expansion.

Vanaja Sundar Iyer's Investment Strategy

Diversification Across Sectors

Vanaja Sundar Iyer avoids concentrating her portfolio in a few popular sectors such as IT or pharma. She spreads investments across a wide range of industries, including manufacturing, automotive, industrials, chemicals, and real estate-linked businesses. This broader spread helps her limit dependence on any single sector’s performance.

Focus on Real-Economy Exposure

Her portfolio shows a clear preference for companies tied to domestic demand and internal consumption trends, such as consumer industrials, engineering goods, and diversified manufacturing. These areas often benefit from broader economic activity and underlying demand cycles within India.

Contrarian Stock Selection

She invests in sectors that mainstream investor portfolios often under-represent, such as automobiles and real estate, alongside traditional manufacturing and consumer businesses. This contrarian stance lets her tap opportunities beyond commonly owned groupings.

Long-Term Visibility and Wide Valuation Range

Her holdings include both well-established names and niche companies where performance may increase with time. She shows patience and conviction in business models where prospects can convert into performance over longer horizons.

Regular Portfolio Review

Vanaja’s shareholding pattern changes across quarters, such as small increases in Tanfac Industries or reductions in other names. It suggests that she reviews allocations periodically based on valuation shifts, results, and business updates.

Learnings from the Vanaja Sundar Iyer Portfolio in 2026

Diversification Mitigates Concentration Risk

Vanaja Sundar Iyer’s portfolio spreads across many industries instead of clustering in a few popular sectors like IT or pharma. This approach helps cushion the portfolio against downturns in any single industry and leverages growth across the broader economy.

Real-Economy Focus Pays Off

Her significant holdings in manufacturing, automotive, consumer industrials, and chemicals indicate an emphasis on internal consumption and real-economy businesses. Such sectors typically ride on sustained demand from consumers and industry rather than short-term market speculation.

Contrarian Picks Can Unearth Value

Investing in sectors that are not crowded by mainstream institutional interest reflects a contrarian mindset. This can uncover undervalued opportunities that become rewarding when trends shift or earnings improve.

Patience Across Business Cycles

Many of her holdings remain across multiple quarterly disclosures, suggesting long-term conviction. Instead of frequent trading, she appears to let operating performance and demand fundamentals unfold over time.

Balanced Allocation to Manage Volatility

The presence of both established industrial names and niche stocks creates a balance between stability and growth potential. This helps manage volatility while allowing gains from sectors that may outperform over longer horizons.

Install the Tickertape app and enjoy a more hands-on investing experience
  • portfolio-iconReceive real-time market alerts for timely decisions
  • portfolio-iconMonitor your portfolio from the palm of your hands
  • portfolio-iconWatchlist stocks and mutual funds to stay updated

Factors Affecting Stock Selection in the Vanaja Sundar Iyer Portfolio

Diversification Priority

Vanaja Sundar Iyer spreads capital across multiple industries instead of concentrating in a few dominant sectors. This approach reduces dependence on a single trend and allows participation in different parts of the economy.

Preference for Domestic Themes

Her holdings frequently align with companies benefiting from internal consumption, industrial demand, and infrastructure activity. Businesses connected to India’s economic expansion appear more regularly than export-driven technology models.

Comfort With Under-Owned Segments

The portfolio shows participation in areas that are sometimes less crowded compared to mainstream investor favourites. This indicates openness to opportunities outside consensus positions.

Mix of Established and Emerging Businesses

Some allocations sit in well-known operating companies, while others appear in smaller or niche players. This blend balances operational stability with potential for growth or re-rating.

Visible Business Models

Many companies she owns operate in manufacturing, mobility, packaging, or engineering. Tangible operations, order visibility, and product demand make performance easier to track.

Periodic Rebalancing

Quarterly filings show that stake sizes may change. Additions or reductions suggest monitoring of valuations and evolving business performance rather than completely static ownership.

Conclusion

Vanaja Sundar Iyer builds exposure through diversification, domestic-economy themes, and participation in sectors that may not always be market favourites. Her portfolio shows how spreading risk while tracking business progress across industries can influence long-term outcomes.

For deeper analysis of her stocks, investors can use the Tickertape Stock Screener, which provides 200+ filters to assess fundamentals, valuations, and financial strength. Market participants can also follow ownership activity through Tickertape Market Movers to keep track of her block and bulk deals

Frequently Asked Questions About the Vanaja Sundar Iyer Portfolio

  1. Who is Vanaja Sundar Iyer?

    Vanaja Sundar Iyer is an Indian equity investor whose holdings become visible through periodic exchange shareholding disclosures. Market participants follow her allocations to understand diversification patterns and sector preferences.

  2. What is Vanaja Sundar Iyer's net worth?

    Based on publicly disclosed listed shareholdings and prevailing market prices, her portfolio value is estimated at around ₹1,198.40 cr. The number may change with stock price movements and updated filings.

  3. How many stocks are in Vanaja Sundar Iyer's portfolio?

    Recent disclosures indicate 8 active stocks from 28 reported holdings. The count can vary depending on reporting thresholds and quarterly updates.

    Disclaimer: The above information is based on publicly available information and may change with subsequent disclosures.

  4. Where can I find the complete stock list of Vanaja Sundar Iyer?

    The complete list of Vanaja Sundar Iyer's holdings can be tracked through exchange-released shareholding disclosures. Investors can also keep a track of her block and bulk deals using Tickertape Market Movers.

  5. What is the investment philosophy of Vanaja Sundar Iyer?

    Her portfolio construction reflects an emphasis on diversification across sectors, with participation in businesses linked to domestic demand, manufacturing activity, and real-economy growth, rather than heavy dependence on crowded themes.

  6. How often is Vanaja Sundar Iyer's portfolio updated?

    The portfolio is updated every quarter in line with the latest shareholding data companies submit to stock exchanges, so investors can track changes as new disclosures appear.