Dolly Khanna's two micro-cap stocks give multibagger returns in defiance of the Bearish sentiments

Discussion in 'Portfolios Of Famous Investors' started by Arjun, Jun 22, 2022.

  1. Arjun

    Arjun Chief Executive Officer (CEO) Staff Member

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    Dolly Khanna's stocks are known to have a mind of their own. They are not concerned with what the rest of the market is doing but keep surging on their upward trajectory.

    Tinna Rubber, an unknown nano-cap with a market capitalisation of only Rs 272 crore is up a mind-boggling 414% on a YoY basis and 1072% over a period of five years.

    [​IMG]

    According to ZEE Business, the company is the largest integrated waste tyre recycler in India and among the global leaders in the manufacturing of recycled rubber materials, with manufacturing facilities spread across India. It converts waste tyres into medicine droppers, conveyor belts, roads, sports turf, gym tiles, rubber mats and new tyres. It has a huge list of clienteles including Mahindra, Tata, CEAT, ONGC, and MRF among others.

    The business is very profitable. The company’s profit during the March quarter jumped more than three times to Rs 4.7 crore as compared to 1.07 crore during the same quarter a year ago, while its revenue surged over 42 per cent to Rs 64 crore in the fourth quarter of fiscal 2021-22 as against Rs 45 crore in Q4FY21, as per ZEE.

    Dolly Khanna bought a treasure trove of 1.7 per cent in Tinna Rubber during the December 2021 quarter. She booked profit by selling around 0.1 per cent and currently holds 1.6 per cent, which amounts to 137,057 equity shares.

    The stock offers a dividend yield of 1.26%.

    Ajanta Soya is yet another gorgeous winner in Dolly Khanna's portfolio. This company is also a micro-cap with a market capitalisation o Rs. 395 crore. The company is a producer of Vanaspati and cooking oil and bakery ingredients such as biscuits, puffs, pastries etc. It has a dominant presence in the market with well-known brands such as Dhruv, Anchal, and PARV.

    Ajanta Soya is up 120% over the past 12 months.

    Dolly Khanna has increased her stake by 0.4% stake in Ajanta Soya in the March 2022 quarter. She holds 234,666 shares to the tune of 1.5% stake of the edible oil company.

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    The other promising stocks in Dolly Khanna's portfolio as of 31st March 2022 are the following:


    STOCK VALUE (RS CR) NOS OF SHARES

    Polyplex Corporation Ltd. 85.4 409,070

    Sharda opchem Ltd. 79.4 1,243,710

    Rain Industries Ltd. 51.8 3,430,925

    KCP Ltd. 50.0 4,771,855

    Butterfly Gandhimathi Appliances Ltd. 36.0 320,292

    Sandur Manganese & Iron Ores Ltd. 34.9 137,608

    Mangalore Chemicals & Fertilizers Ltd. 20.2 1,963,104

    Nitin Spinners Ltd. 19.9 993,016

    New Delhi Television Ltd. 14.8 832,228

    Rama Phosphates Ltd. 13.0 452,987

    Nahar Spinning Mills Ltd. 11.8 381,973

    NCL Industries Ltd. 11.6 722,917

    Pondy Oxides & Chemicals Ltd. 11.2 211,461

    RSWM Ltd. 10.9 307,325

    Southern Petrochemicals Industries Corporation Ltd. 9.7 2,103,000

    Prakash Pipes Ltd. 9.2 572,323

    Khaitan Chemicals & Fertilizers Ltd. 9.0 989,591

    Control Print Ltd. 7.3 173,207

    Talbros Automotive Components Ltd. 5.7 139,873

    Goa Carbons Ltd. 4.6 126,117

    Tinna Rubber and Infrastructure Ltd. 4.0 137,057

    Deepak Spinners Ltd. 2.2 101,781

    Indo Tech Transformers Ltd. 2.1 122,284

    Aries Agro Ltd. 2.0 174,058

    Ajanta Soya Ltd. 1.5 234,666

    Simran Farms Ltd. 0.98 77,135
     
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