Dolly Khanna Portfolio, Stock Picks, Latest News

Dolly Khanna and her alter ego Rajiv Khanna are one the most successful investors on the stock exchange. The couple highly regarded for their ability to pick multibagger stocks

Dolly Khanna latest portfolio

The latest portfolio and shareholding is as follows:

Company No of Shares (in Lakhs) Rs Crore
Nilkamal 3.52 42
Nandan Denim 5.58 7
Emkay Global Financial Services 2.72 2
Asian Granito India 2.78 6
RSWM 4.24 18
Nitin Spinners 5.60 4
Heritage Foods 2.65 17
NOCIL 21.81 12
Dai-Ichi Karkaria 0.87 4
Liberty Shoes 2.83 5
Thirumalai Chemicals 1.32 4
IFB Agro Industries 1.34 5
PPAP Automotive 1.49 2.29
Sterling Tools 0.83 5.15

Dolly Khanna’s Latest Pick

The latest stock picks are Sterling Tools and PPAP Automotives.

rajiv-khanna

Sterling Tools is a manufacturer of fasteners. It enjoys an operating margin of 14%, a net margin of 6.17%, a ROE of 19.48 and a ROCE of 20.30. Sterling Tools is trading at a PE of 15x while Sundaram Fasteners is quoting at a PE of 32.86.

PPAP Automotives is a leading manufacturer of Automotive Sealing Systems, Interior and Exterior Injection parts in India. It has state of the art manufacturing facilities located at Noida (UP), Greater Noida (UP), Chennai (Tamil Nadu) and Pathredi (Rajasthan). All the plants are TS 16949, ISO 14001 and OHSAS 18001 certified. PPAP has technical partnership with Tokai Group for Automotive Sealing System (Plastic) and Toolings, a JV with Tokai Group for Automotive Sealing System (EPDM Rubber and TPV) and with the Ichimiya Group for Injection Molded Products. PPAP manufactures over 500 different products and targets to achieve zero failure ppm in Quality and delivery performance.

Dolly Khanna’s Portfolio movements and latest sales

Dolly Khanna has reduced her holdings in Asian Granito, Heritage Foods, Nilkamal Ltd and RS Software Ltd.

Profile and investment background

The couple are self made investors. Rajiv Khanna is a chemical engineer from IIT Madras. He was employed in research activities in various local companies. The couple started a company called “Kwality Milk Foods” which manufactured ice cream. This Company was sold in 1995 to Hindustan Unilever.

The investing journey of the couple started after 1995 when they began to invest the funds received by them from Hindustan Lever.

Youtube Videos

“Wealth Wizard” by Forbes India

The couple have been named wealth wizards by Forbes India in 2015.

Investment philosophy

The couple follows the Peter Lynch philosophy of investing by buying only those stocks that they know and understand well. They also insist on understanding how companies and businesses are run. They have a sense of what businesses will run and what will not.

Some examples of the couple implementing the Peter Lynch principle of buy what you know:

(i) Purchase of Unitech stock because he bought a flat from Unitech. The couple made 300x gain from Unitech in five years.

(ii) Purchase of Carnation Nutra stock because the couple used Nutralite butter for breakfast. The stock was later acquired by Zydus Wellness and became a multibagger stock.

(iii) Purchase of Manjushree Technopack because of requirement of bottle manufacturers for the milk business.

Dolly Khanna’s strategy to find multibagger stocks:

(i) Find stocks with high RoE, low debt, good management and track record of growth and profitability;

(ii) Adopt a buy and hold strategy;

(iii) Buy a stock only if you are prepared to buy the entire Company.

Email Contact Information

The email address is available. The postal address is not available.

Twitter & Facebook Contact information

Neither of the two are on twitter or on facebook at present.

Comments (7)

  1. durlabh

    all the reports here are interesting. in fact, i am a great fan of dolly khanna and porinju valiyath

    Reply
  2. V K SARAWAGI

    In kolkta, 24, Hemant Basu Sarani , Kolkata – 700001 – Ca in practice since last 36 years

    Reply
  3. Zafar sultan

    Great idea and inspiration give more cue in future

    Reply
  4. Sudhir Agarwal

    May I know your suggestions on Vikas Eco Tech ?

    Reply
  5. Ketan

    Suggestions to Prakash industries

    Reply
  6. G singh

    Suggestions on siyaram silk mill ltd

    Reply
  7. Manoj

    What tgt about singer india Ltd.

    Reply

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