Dolly Khanna Latest Portfolio 2018 (Updated November 2018)

Dolly Khanna latest portfolio 2017

Dolly Khanna Latest Portfolio 2018

This article can be regarded as Dolly Khanna blog because it will report the latest portfolio of Dolly Khanna and Rajiv Khanna.

The portfolio position given in this Blog is as of 30th September 2018 (after reporting by companies in November 2018) is as follows.

The portfolio includes stock bought in September 2018.

This Blog will update the portfolio on a regular basis for the benefit of her many fans who want full details of her latest multibagger buys and sales.



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Stock NameCMP (Rs)% ChangeP/E RatioNos of sharesValue of portfolio% of Portfolio
Butterfly Gandhimati2704.3748.441,78,895₹4,83,01,6500.90%
IFB Agro Industries5961.0919.51,26,902₹7,56,33,5921.41%
IG Petro458.10.2823.442,21,871₹10,16,39,1051.89%
Manappuram Finance86.95.2110.2790,10,360₹78,30,00,28414.56%
Muthoot Capital857.53.0915.151,95,692₹16,78,05,8903.12%
Nilkamal Ltd1603.83.09#N/A2,68,705₹43,09,49,0798.01%
NR Agrawal501.33.09#N/A2,01,544₹10,10,34,0071.88%
NOCIL1672.7439.5432,76,040₹54,70,98,68010.17%
Prakash Industries112.30.724.874,00,000₹4,49,20,0000.84%
Radico Khaitan401.50.0167.2916,02,204₹64,32,84,90611.96%
Rain Industries188.51.975.7794,43,702₹178,01,37,82733.09%
RSWM205.53.0327.233,68,536₹7,57,34,1481.41%
Ruchira Papers144.550.178.493,57,388₹5,16,60,4350.96%
Selan Exploration212.60.1710.593,63,600₹7,73,01,3601.44%
Shreyans Industries1720.57.0995,767₹1,64,71,9240.31%
Srikalahasthi Pipes193.74.26.955,09,036₹9,86,00,2731.83%
Sterling Tools3651.7444.544,12,231₹15,04,64,3152.80%
Tata Metaliks651.45-0.579.532,84,714₹18,54,76,9353.45%
TOTAL NET WORTH₹537,95,14,411100.00%




Stocks in which Dolly Khanna reduced her holding:

(i) Manappuram Finance,

(ii) RSWM,

(iii) Srikalahasthi Pipes,

(iv) Sterling Tools and

(v) Tata Metaliks

Stocks in which Dolly Khanna increased her holding:

(i) IFB Agro Industries,

(ii) Muthoot Capital,

(iii) Nocil,

(iv) Radico Khaitan,

(v) Rain Industries,

(vi) Ruchira Papers, and

(vii) Selan Exploration Technology Ltd.

Stocks Dolly Khanna appears to have sold or reduced her holding below 1%:

(i) PPAP Automotives,

(ii) Som Distilleries,

(iii) LT Foods,

(iv) Associated Alcohols;

(v) Asian Granito,

(vi) Thirumalai Chemicals

Net Worth

Dolly Khanna’s net worth stands at Rs. 538 crore as of the date of this article (9th November 2018).

However, this net worth is computed by taking into account only the shares in which the holding exceeds 1%.

If the shares in which the holding is less than 1% are also included, Dolly Khanna’s net worth may exceed Rs. 800 crore.

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Discussions on stocks held by Dolly Khanna in her portfolio (high-conviction picks)

(i) Rain Industries:

Rain Industries Limited, one of the leading producers of cement in South India was incorporated on 15th March 1974 under the name and style of Tadpatri Cements Limited. RCL is engaged in the manufacture and sale of Cement (under the brand ‘Priya Cement’) and Calcined Petroleum Coke (CPC) along with generation of Electricity. At present, Rain owns and operates 3 cement plants with a combined capacity of 3.2mn mtpa, 8 CPC plants with a capacity of 2.5mn mtpa. It has a number of impressive expansion plans on the anvil.

(ii) Shreyans Industries:

Shreyans Industries was promoted by Vardhaman Spinning and General Mills in 1979 to set up a 30-tpd paper project. A second-hand paper making machine from Belgium was imported for the purpose. Gradually, the operations of the company at its paper division at Ahmedgarh were expanded and modernised at regular intervals to the present capacity of about 70-tpd. The company also set up a cotton spinning unit with an installed capacity of 25,000 spindles. It has the status of an Export House.

(iii) Tata Metaliks Ltd

Tata Metaliks Ltd has gradually transformed itself from a loss making and heavily indebted pure commodity company manufacturing only pig iron to a financially sound, cost efficient and fast growing niche product player with value added production of DI pipes. DI segment is growing rapidly and offers substantially higher value added proposition with attractive returns and payback potential.

Tata Metaliks Ltd has left behind its past mistakes of expanding its pig iron business geographically and burning its hands in the last downturn. The company has since evolved and invested in (i) forward integration into value added DI pipes and steadily ramping up its production to become profitable in both businesses, (ii) shutting down its unviable pig iron unit (Redi plant) on the Goa-Maharashtra border, iii) investing in operating efficiency projects continuously to drive significant cost savings, iv) generating positive as well as growing earnings over the last three years and turning its net worth from negative to positive territory, and v) generating free cash flows to bring down debt from astronomical levels to more manageable levels. By implementing above actions over the last three to four years, Tata Metaliks Ltd has remarkably turned around its profitability and return ratios and geared itself for an exciting growth journey over the next decade.

Why Dolly Khanna bought Manappuram Finance

Manappuram Finance Ltd (BSE: 531213) or MAFIL is a non-banking financial company (NBFCs) situated in Valapad, Thrissur, Kerala state. Manappuram has over 3200+ branches across 25 states, a staff strength of over 15,000+ people.

The company was founded in 1949 by late V.C.Padmanabhan in Thrissur District. The company commenced its operations at Valapad, mainly with money lending activity on a very modest scale. The group’s flagship company, MAGFIL, was established in 1992 in the wake of economic reforms launched by the Government of India. Manappuram’s origins go back to 1949 when it was founded in Valapad (a coastal village in the Thrissur District of Kerala) by the late V.C. Padmanabhan, father of Nandakumar. Its activity was mainly pawn broking and money lending carried out on a modest scale.

Soon after it commenced its operations, Manappuram Finance Limited gathered several “firsts” to its credit. The company was the First NBFC in Kerala to receive a Certificate of Registration issued by the RBI. It was the first Kerala based NBFC to get a Credit Rating in 1995 of “MA” (current rating MA+) from ICRA, recognising the company’s ability to make timely repayments of the principal and interest under its then existing public deposits programme. Manappuram Finance was one of the very first NBFCs from Kerala to go for a Public Issue of its shares in 1995. In fact, the company has been consistently making profits and consistently paying dividends from the very first full year of operations.

The company was also the first NBFC from Kerala to issue bonus shares in the ratio of 1:1 in 2007 and then, repeat the feat twice, in 2010 and in 2011 (making it three such instances in five years). Moreover, in 2007, Manappuram Finance Ltd became the first Kerala based NBFC to receive foreign Investment from FIIs, and also get the highest short term credit rating of A1+ from ICRA. In 2010, it became the very first Kerala-based company to offer ESOPs (Employee Stock Option Plan) to its middle and senior management functionaries. In April 2011, it became only the second listed company from Kerala to have its shares traded in the “A-Group” at the Bombay stock exchange.

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Comments (25)

  1. VENU

    ABOUT MCLEODRUSS

    Reply
  2. AMINUDDIN

    WHAT IS YEARLY RETURN DOLLY KHANNA GETS ON HER SHARE HOLDINGS

    Reply
  3. Rakesh

    Which is latest stock bought by madam dolly Khanna, can we still buy butterfly ghandimati appliances.

    Reply
  4. Santosh

    Tata Metaliks – Change in her portfolio is confusing in your article. At one place, it is mentioned as decrease in holding, while in another place, it is mentioned she bought. Please clarify.

    Reply
    1. michael (Post author)

      The confusion arose because the data relating to Dolly Khanna’s purchase in the March quarter and the reduction in the subsequent quarter was shown on the same page. Now, a separator has been added to hide the archived information relating to earlier periods.

      Reply
  5. AFS

    When will you publish the latest updates on holdings of Dolly Khanna

    Reply
    1. michael (Post author)

      The latest updated data is now published.

      Reply
  6. bhawani singh

    any new buying of Dolly khanna

    Reply
    1. michael (Post author)

      She has bought Butterfly Gandhimathi and Prakash Industries in the December 2017 quarter. She has also significantly increased her holding in Rain Industries.

      Reply
  7. Ajeeth

    Looks this list is not accurate. No info about their holding on Rain Industries. Please check and add.

    Reply
    1. michael (Post author)

      The portfolio details have been updated now

      Reply
  8. Parshuram Prasad

    Really outstanding great.

    Reply
  9. Labhesh

    What about rain ind are they holding

    Reply
    1. michael (Post author)

      Yes. It has been updated in the holdings.

      Reply
  10. Subbarao

    He holds Viska Industries just verified in the annual report. Why is it not provided here ?

    Reply
    1. Subbarao

      I mean Visaka Industries(VISAKAIND) (Sorry for the typo)

      Reply
      1. michael (Post author)

        This is correct. Dolly Khanna holds 115,968 shares of Visaka Industries as of 31st March 2017 as per the Annual Report. The holding percentage is less than 1% and so it is not reported as of 30th June 2017.

        Reply
  11. Baiju

    Anything to buy here on ? Or wait for some correction?

    Reply
    1. michael (Post author)

      It is difficult to time the market. If you are convinced of the fundamentals, it is better to buy slowly on a SIP basis.

      Reply
  12. Anupama

    Pls mention price range

    Reply
  13. Anil Goel

    Please do not share misleading info here….Dolly Khanna in fact increased stake in NOCIL by 20000 shares.

    Reply
    1. michael (Post author)

      You are correct. There was a typographical error which has now been corrected.

      Reply
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  15. SHYJO JOSE

    Pls mention the rate at which she entered into Manappuram

    Reply
    1. michael (Post author)

      The rate of purchase is not known. Only the number of shares held is known.

      Reply

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