Nemish is an ace investor of India. He started investing in 1984 by co-founding ENAM Holdings. His investment strategy includes the company’s ROCE should not be less than 9%, the company has planned future growth, sound management, and discounted entry price. These are the shares held by Nemish S Shah as per the information available by the exchanges. For some companies the latest quarter results might not be available as they may file it later on.
Nemish Shah is a believer in the merits of a concentrated portfolio with big bets in a few stocks. His portfolio is worth Rs 2944 Cr of which one stock alone, Lakshmi Machine Works, is worth Rs 1862 Cr. His holding in Asahi Glass is worth Rs 653 Cr.
Nemish Shah likes to buy big stakes in small cos. His latest investment is 7.17% of Hi-Tech Gears worth ₹118 Cr. Promoters hold 56%. FF M-Cap is ₹725 Cr. Co has 5 plants across World & sells auto comps to global marquee clients like Benz, JCB, Bosch. No Mutual Funds hold stock
| Company | % holding | Value (Rs Cr) |
| Lakshmi Machine Works | 10.26 | 1862.22 |
| Asahi India Glass | 4.57 | 653.56 |
| E.I.D. – Parry (India) | 1.17 | 128.95 |
| The Hi-Tech Gears | 7.17 | 118.08 |
| Bannari Amman Sugars | 2.59 | 83.83 |
| Vascon Engineers | 3.97 | 61.44 |
| Investment & Precision Castings | 10.00 | 31.97 |
| Zodiac Clothing Company | 1.56 | 4.76 |
| Total | 2944.81 |
(L-R: Durgesh Shah, Radhakrisha Damani, Arvind Kothari & Nimesh Shah)
(FLAME University President Nemish Shah and Governing Body Member Krutarth Shah had the honor of meeting Hon’ble President Smt. Droupadi Murmu)
Nemish Shah, a financial wizard who has had an incredible journey in the stock market.
Did you know that his investment decisions consistently defy expectations and yield extraordinary results?
As per the latest corporate shareholdings filed, Nemish Shah publicly holds 6 stocks with a net worth of over Rs. 2,223.3 Cr. So, how does he do it? Let’s find out,
Against the Tide: Nemish Shah has a knack for defying conventional wisdom and making bold investment choices. For example, during the 2008 global financial crisis, he invested in distressed assets like Suzlon Energy’s debt. Despite skepticism, his conviction paid off handsomely.
Long-Term Vision: He is patient and aims long term with his investments. One instance was his early investment in Asian Paints, which faced initial market fluctuations. However, he held onto his shares, and today, Asian Paints has become a remarkable success story.
Unconventional Opportunities: Shah has an exceptional ability to identify unconventional opportunities. For example his investment in real estate during a challenging period for the sector. Anticipating a rebound, he strategically invested in prime properties, which eventually soared in value.
Nemish Shah’s financial success is due to a combination of his bold decision-making, long-term vision, and the ability to seize unconventional opportunities.
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