Madhusudan Kela portfolio shows 7 CY26 gainers up to 135%
A June quarter disclosure shows Madhusudan Kela held 19 stocks with a total portfolio value of about Rs 2,665 crore as of August 14, 2026. Seven holdings rose up to 135% in CY26, while five fell 15-30%.
Key takeaways
- Madhusudan Kela publicly disclosed stakes in about 19 stocks in June 2026, with a total portfolio value around Rs 2,665 crore as of August 14.
- Seven holdings rose in CY26, with gains ranging from 10% to 135%.
- Five holdings declined in CY26, by 15% to 30%.
What Happened
An investor profile published by ETMarkets.com analyzes Madhusudan Kela’s disclosed holdings. The June 2026 quarter data indicate he publicly disclosed stakes in about 19 stocks, with the aggregate value estimated at roughly Rs 2,665 crore as of August 14. The report notes that the data covers only positions where his stake exceeded 1% and may not represent his entire portfolio. In CY26 to date, seven stocks in his holdings delivered gains ranging from 10% to 135%, while five stocks declined between 15% and 30% during the same period.
Highlighted examples include specific stocks and associated metrics as of June 2026: Rashi Peripherals rose 133% in CY26, with Kela holding 1.76% valued at about Rs 97 crore; SG Finserve gained 61% with a 1.44% stake valued at around Rs 63 crore; Indiabulls increased 57% with a 2.21% stake worth nearly Rs 139 crore; Kopran rose 27% with a 1.72% stake worth about Rs 16 crore; Sangam (India) gained 21% with a 4.86% stake valued around Rs 146 crore; Subam Papers up 18% with a 7.02% stake worth about Rs 42 crore; Windsor Machines up 12% with a 6.40% stake valued at approximately Rs 197 crore; Bombay Dyeing fell 14% having a 1.52% stake worth around Rs 36 crore; Emkay Global Financial Services down 16% with a 1.06% stake around Rs 7 crore; IRIS RegTech Solutions down 21% with a 5.21% stake valued around Rs 26 crore; Unicommerce eSolutions down 28% with a 1.48% stake around Rs 14 crore; Repro India down 29% with a 3.31% stake around Rs 16 crore.
These stock-specific figures are cited as part of ETMarkets’ review of the disclosed positions and their performance for calendar year 2026 up to the mid-year data cut.
Why It Matters
The article illustrates how a high-profile investor’s disclosed holdings can move in tandem with market sentiment and sectoral trends, reflecting portfolio risk exposure and the dispersion of returns across holdings in a single investor’s tracking. The contrast between double-digit gains in several names and declines in others highlights that even prominent investors face mixed outcomes within a 12-month window.
Background
The report analyzes publicly disclosed stake data for Madhusudan Kela from the June 2026 quarter, focusing on positions where stake size exceeds 1%. The total estimated portfolio value is reported as of August 14, 2026, with the caveat that the data may not capture the entirety of his holdings.
Key Facts
- Number of stocks with disclosed stakes: about 19
- Total portfolio value (as of Aug 14, 2026): Rs 2,665 crore
- Time frame for gains: calendar year 2026 up to the mid-2026 data
- Number of CY26 gainers in the list: 7
- Gains among those 7: 10% to 135%
- Number of laggards in CY26: 5
- Declines among laggards: 15% to 30%
- Examples and stake snapshots (illustrative, as of June 2026):
- Rashi Peripherals: gain 133%; Kela stake 1.76%; value ~Rs 97 crore
- SG Finserve: gain 61%; stake 1.44%; value ~Rs 63 crore
- Indiabulls: gain 57%; stake 2.21%; value ~Rs 139 crore
- Kopran: gain 27%; stake 1.72%; value ~Rs 16 crore
- Sangam (India): gain 21%; stake 4.86%; value ~Rs 146 crore
- Subam Papers: gain 18%; stake 7.02%; value ~Rs 42 crore
- Windsor Machines: gain 12%; stake 6.40%; value ~Rs 197 crore
- Bombay Dyeing: decline 14%; stake 1.52%; value ~ Rs 36 crore
- Emkay Global: decline 16%; stake 1.06%; value ~Rs 7 crore
- IRIS RegTech: decline 21%; stake 5.21%; value ~Rs 26 crore
- Unicommerce eSolutions: decline 28%; stake 1.48%; value ~Rs 14 crore
- Repro India: decline 29%; stake 3.31%; value ~Rs 16 crore
What Happens Next
The source material does not outline future actions or scheduled changes tied to these holdings beyond the June 2026 disclosure. No explicit next steps are documented in the provided material.
Sources reviewed
Project Chintan independently synthesized and analyzed information cross-checked across the sources listed above.
