Mukul Agrawal Portfolio: Seven Likely Additions in Q2 FY27

Investor Mukul Mahavir Agrawal likely added seven stocks to his secondary-market portfolio during the July–September quarter of FY27, according to Economic Times Markets on October 20, citing shareholding data largely from the NSE. The reported holdings range from 1.2% in Apsis Aerocom to 5.64% in Recode Studios.

The account cites Trendlyne data showing publicly disclosed holdings in 77 stocks with a combined value of nearly ₹8,515 crore. That figure describes the reported equity portfolio, rather than a comprehensive measure of Agrawal’s personal wealth.

The additions are provisional: shareholding disclosures were still being released when the report appeared. The reported quarter-end positions do not, by themselves, establish the precise dates or prices of purchases.

The seven reported holdings

Tega Industries: Agrawal held 10 lakh shares, representing a 1.33% stake, according to the cited NSE data. His purchase price was not known. The stock had gained around 97% over three years, but was down more than 4% in 2026 so far and about 1% over one year.

Innomet Advanced Materials: The reported quarter-end holding was 2.26 lakh shares, or 1.69%. Its shares had risen around 160% in 2026 and 85% over one year. The company’s market capitalisation was approximately ₹379 crore.

Apsis Aerocom: Agrawal reportedly held 1.46 lakh shares, equivalent to 1.2%, at the end of Q2 FY27. Trendlyne data cited in the account valued that position at around ₹8.7 crore. The stock had climbed approximately 277% in 2026, while the company’s market capitalisation stood at about ₹729 crore.

Safety Controls Devices: The reported holding was 5.36 lakh shares, or 2.7%, at the quarter’s close. Its shares had posted a marginal rise in 2026, and its market capitalisation was around ₹156 crore.

Recode Studios: Agrawal held a reported 6 lakh shares, amounting to 5.64%—the largest percentage stake among the seven names. The stock had advanced around 88% in 2026, and the company’s market capitalisation was approximately ₹447 crore.

Poojaa Precision Engg: The reported quarter-end position was 10.21 lakh shares, or 5.12%. The stock had gained around 76% in 2026, with the company valued at approximately ₹1,727 crore by market capitalisation.

Anawil Wire Engineering: Agrawal reportedly held 7.8 lakh shares, representing 3.1%, at the end of the quarter. Its shares had risen about 16% in 2026, and its market capitalisation was around ₹1,015 crore.

Stock gains are not the investor’s returns

The price changes and market values above are the report’s October 20 snapshot, not live quotations. Calendar-year stock gains should not be treated as Agrawal’s investment returns: without purchase dates and acquisition costs, those returns cannot be calculated from these disclosures.

The list describes reported ownership, not a recommendation to buy the shares. Further filings could change the picture of his Q2 portfolio.