October 1, 2025
Little Champs Portfolio of small and mid-cap stocks
Saurabh Mukherjea has advised that the Specialty Chemicals sector is today where the Pharma & Tech sectors were decades ago i.e. at the cusp of rapid growth and that we should grab stocks from the sector without any delay. He has added a top-quality small-cap stock to his portfolio to ride the boom
Saurabh Mukherjea has advised that the Specialty Chemicals sector is today where the Pharma & Tech sectors were decades ago i.e. at the cusp of rapid growth and that we should grab stocks from the sector without any delay. He has added a top-quality small-cap stock to his portfolio to ride the boom




Investors & traders suffer huge losses in market meltdown

It is no secret that all the locals of Dalal Street, which includes investors and punters like Mukeshbhai, Jigneshbhai and me, are in a bad shape owing to the sudden and dramatic change in the trend of the markets.

We have suffered colossal losses and there has been a severe dent in our confidence levels.

Hum jeeke kya karenge, jab dil hi toot gaya,” Mukeshbhai sobbed, shedding copious tears, while Mandakini consoled him.

Even expert traders were bamboozled by the sudden change and suffered mega losses.

Mitesh Patel, the trader who became famous for revealing the secret mantra of Nita Ambani (see Trader Discovers Nita Ambani’s Secret Mantra, Rakes In Fortune From Stocks), fairly disclosed that he had suffered a crippling loss of 1.9 crore.

This happened because he was over-confident and did not place a stop loss.

Yet another expert trader named Manu Bhatia, who had once earned a record profit of Rs. 1.23 crore and created a sensation on Dalal Street (see Trader Makes Rs. 1.23 Crore (In 10 Days) & Explains How We Can Also Make Such Gains), reported a loss of Rs. 84 lakh.

Took some High Risk bets this expiry which clearly backfired,” he revealed in a somber tone.

Other expert and novice traders also had similar tales of woe to report.

In the wake of the numerous fiascos across Dalal Street, some experts reminded that we should never omit to place a stop loss if we want to save our accounts from blowing up.





…. I invest Rs. 20 crore every day

However, while other investors and traders are bemoaning their fate at the steep plunge in the stock markets, Saurabh Mukherjea is rubbing his hands with glee.

He recollected the fateful day of 12th March 2020 when the stock markets had tripped the lower circuit and trading was halted.

On March 12 or 13, 2020, I was on one of your shows and I remember running out to speak to my colleagues about how much we wanted to buy when the market went gap down,” he said.

He also revealed that over the last 12 months, Marcellus has invested around Rs 20 crore to work incrementally every day which aggregates a mammoth Rs 4,000-4,500 crore.

We are not going to lose too much sleep about day-to-day market volatility,” he said in a firm tone.

Tech stocks like TCS and LTTS have to be in everyone’s portfolio

Some Pundits believe that the Tech sector is “defensive” and will not be able to deliver hefty returns.

Saurabh slammed them.

There is this bizarre notion in many parts of the Indian market which sees IT as a defensive sector. I never quite understood how in the age of technology, Indian IT services can be a defensive sector?,” he said in a fiery manner.

He explained that the Indian Tech sector is the “world’s cloud kitchen“, implying that it is an essential ingredient in global businesses which cannot be ignored.

Accenture’s blazing result last week will be a good precursor to the Indian heavyweights posting further jumps in their order books,” he stated.

Saurabh revealed that Tata Consultancy Services (TCS) and L&T Technology Services, both blue-chip behemoths, are his favourite stocks.

He described L&T Technology Services as a “rare Indian IT company” which is specifically a play on technology going into capital goods and machinery.

There is a significant upside in IT over the next two to three years,” he opined.



Fine Organics is a small-cap hidden gem stock

Saurabh opined that the Indian specialty chemicals has real potential and that it is today where the Indian pharma sector stood in the mid 90s on the cusp of a golden 20-year run or where Indian IT services stood in the early 90s.

He pointed out that Fine Organics, a small-cap company with a market capitalisation of Rs. 6900 core is one of his favourite specialty chemical stocks.

A company that we researched diligently over the last couple of years and then built a significant position over the last 12 months is called Fine Organics,” he said.

He also pointed out that the products of the Company have wide application in day-to-day life.

Your bread or biscuits this morning are highly likely to have contained fine organic emulsifiers and there are antifungal agents. It is a market leader in this. Majority of India’s emulsifiers and antifungal agents in baked products come from Fine Organics“, he stated.

He also pointed out that Fine Organics’ market cap is around a billion dollars and that its return on capital employed is about 35%. There are also high barriers to entry.

Fine Organics has a marquee clientele consisting of leading Indian FMCG and global companies. There has been consistent reinvesting back in the business. I think 20-25% earnings compounding over a long time should be feasible for Fine Organics and therefore we have built a substantial position in the small caps and specialty chemicals companies,” he added.









3 thoughts on “Saurabh Mukherjea Adds Top-Quality Small-Cap Specialty Chemical Stock To Portfolio

  1. L&T technology services is a great compounder with Niche service offerings. A must have stock in everyone’s portfolio

  2. this site is not getting updated i hope whoever is managing this site are ok and healthy.
    Best wishes Jhakas_Chokro

  3. Volatility in the stock market is understandable and I think that it should really be understood. I do agree that many stocks have dropped because of the pandemic and that is quite sad. Still, there are those who see a huge potential in investing whenever the prices are low. people can be that strategic at times. It amazes me and I have learned from that.

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