Anil Kumar Goel Portfolio, Net Worth, Strategy and More
Anil Kumar Goel is an influential Dalal Street investor known for strategically investing in diverse sugar, textiles, and energy sectors. As of 2024, his net worth is approximately over Rs. 2,161.5 cr., showing significant growth from previous years, which stood at Rs. 567.21 cr. in 2015. Goel’s portfolio continues to capture the attention of retail investors, many of whom seek to learn from his success. This article explores Goel’s investment strategy, top holdings, sector-wise investments, and net worth trends.
| symbol | Company | ticker | slug | Sector | Market Price | 52W High | 52W Low | Market Cap (Cr.) | PE Ratio | Industry PE | PB Ratio | Div. Yield (%) | ROE (%) | 1YReturns | 3YReturns | 5YReturns | Market Cap Label | Industry Group | Industry | Sub Industry | percentageChange |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMARJ | Amarjothi Spinning Mills Ltd | AMARJOTHI | /stocks/amarjothi-spinning-mills-AMARJ | Textiles | 189.65 | 264.80 | 152.70 | 128.01 | 15.65 | 38.00 | 0.66 | 1.16 | 4.37 | 0.66 | -4.27 | 170.93 | Smallcap | Consumer Durables & Apparel | Textiles, Apparel & Luxury Goods | Textiles | -1.29 |
| AUS | Austin Engineering Company Ltd | AUSTENG | /stocks/austin-engineering-company-AUS | Industrial Machinery | 175.80 | 267.80 | 167.25 | 61.14 | 16.66 | 45.34 | 1.01 | 0.00 | 6.22 | -19.39 | 145.02 | 277.25 | Smallcap | Capital Goods | Machinery | Industrial Machinery & Supplies & Components | 0.11 |
| AVAD | Avadh Sugar & Energy Ltd | AVADHSUGAR | /stocks/avadh-sugar-and-energy-AVAD | Sugar | 476.90 | 830.50 | 472.50 | 954.68 | 7.45 | 50.66 | 0.93 | 2.10 | 13.35 | -25.37 | -11.66 | 53.62 | Smallcap | Food, Beverage & Tobacco | Food Products | Packaged Foods & Meats | -4.67 |
| CRAY | Crayons Advertising Ltd | CRAYONS | /stocks/crayons-advertising-CRAY | Advertising | 94.85 | 259.00 | 90.15 | 231.72 | 13.20 | -129.89 | 2.15 | 0.00 | 0.00 | -61.71 | 0.37 | 0.37 | Smallcap | Media & Entertainment | Media | Advertising | 3.32 |
| DAMS | Dhampur Sugar Mills Ltd | DHAMPURSUG | /stocks/dhampur-sugar-mills-DAMS | Sugar | 146.36 | 271.20 | 145.60 | 957.01 | 7.12 | 50.66 | 0.87 | 0.00 | 12.53 | -45.29 | -57.29 | -37.63 | Smallcap | Food, Beverage & Tobacco | Food Products | Packaged Foods & Meats | -3.63 |
| DBO | Dhampur Bio Organics Ltd | DBOL | /stocks/dhampur-bio-organics-DBO | Sugar | 107.16 | 163.93 | 104.93 | 711.41 | 15.30 | 50.66 | 0.70 | 2.33 | 4.65 | -28.56 | -36.25 | -36.25 | Smallcap | Food, Beverage & Tobacco | Food Products | Packaged Foods & Meats | -4.27 |
| DCML | Dcm Ltd | DCM | /stocks/dcm-DCML | Conglomerates | 100.43 | 132.65 | 66.70 | 187.58 | 36.00 | 45.34 | 9.03 | 0.00 | 29.16 | 15.97 | -25.83 | 317.59 | Smallcap | Capital Goods | Industrial Conglomerates | Industrial Conglomerates | -1.09 |
| DCMN | DCM Nouvelle Ltd | DCMNVL | /stocks/dcm-nouvelle-DCMN | Textiles | 192.18 | 297.80 | 167.20 | 358.95 | -110.11 | 38.00 | 1.11 | 0.00 | -1.00 | 3.77 | -48.64 | 495.91 | Smallcap | Consumer Durables & Apparel | Textiles, Apparel & Luxury Goods | Textiles | -1.65 |
| DHUT | Dhunseri Tea & Industries Ltd | DTIL | /stocks/dhunseri-tea-and-industries-DHUT | Tea & Coffee | 247.10 | 314.00 | 174.90 | 259.64 | -1.84 | 50.66 | 0.50 | 0.00 | -23.15 | 4.50 | -21.59 | 100.49 | Smallcap | Food, Beverage & Tobacco | Beverages | Packaged Foods & Meats | -4.55 |
| DLMI | Dalmia Bharat Sugar and Industries Ltd | DALMIASUG | /stocks/dalmia-bharat-sugar-and-industries-DLMI | Sugar | 348.10 | 585.00 | 338.05 | 2,817.50 | 10.34 | 50.66 | 0.96 | 1.44 | 9.67 | -13.44 | -18.73 | 181.18 | Smallcap | Food, Beverage & Tobacco | Food Products | Packaged Foods & Meats | -4.15 |
| DWAR | Dwarikesh Sugar Industries Ltd | DWARKESH | /stocks/dwarikesh-sugar-industries-DWAR | Sugar | 49.79 | 88.50 | 49.29 | 922.62 | 11.05 | 50.66 | 1.12 | 0.00 | 10.70 | -42.31 | -43.68 | 24.79 | Smallcap | Food, Beverage & Tobacco | Food Products | Packaged Foods & Meats | -2.17 |
| GANES | Ganesh Benzoplast Ltd | GANESHBE | /stocks/ganesh-benzoplast-GANES | Specialty Chemicals | 130.59 | 217.05 | 126.80 | 940.11 | 15.30 | 28.32 | 1.85 | 0.00 | 14.15 | -17.84 | 28.34 | 38.26 | Smallcap | Materials | Chemicals | Specialty Chemicals | -3.30 |
| GKC | G K Consultants Ltd | GKCONS | /stocks/g-k-consultants-GKC | Diversified Financials | 16.60 | 25.80 | 7.05 | 8.82 | 62.98 | 16.79 | 1.27 | 0.00 | 2.03 | 74.00 | 89.71 | 180.41 | Smallcap | Financial Services | Diversified Financial Services | Investment Banking & Brokerage | 5.00 |
| INDS | Indsil Hydro Power and Manganese Ltd | INDSILHYD | /stocks/indsil-hydro-power-and-manganese-INDS | Metals - Iron | 44.72 | 73.95 | 40.80 | 124.28 | -12.49 | 28.32 | 1.08 | 0.00 | -8.26 | -33.66 | -42.52 | 55.55 | Smallcap | Materials | Metals & Mining | Steel | -2.73 |
| KBNK | Karnataka Bank Ltd | KTKBANK | /stocks/karnataka-bank-KBNK | Private Banks | 197.41 | 286.55 | 192.00 | 7,460.01 | 5.71 | 16.79 | 0.69 | 2.78 | 13.71 | -27.56 | 203.71 | 188.82 | Smallcap | Banks | Banks | Diversified Banks | -2.14 |
| KGD | K G Denim Ltd | KGDENIM | /stocks/k-g-denim-KGD | Textiles | 23.20 | 41.90 | 22.60 | 59.48 | -2.32 | 38.00 | 3.15 | 0.00 | -83.43 | -39.57 | -63.75 | 1.53 | Smallcap | Consumer Durables & Apparel | Textiles, Apparel & Luxury Goods | Textiles | 0.22 |
| KRBL | KRBL Ltd | KRBL | /stocks/krbl-KRBL | Packaged Foods & Meats | 280.90 | 386.20 | 258.15 | 6,429.52 | 10.79 | 50.66 | 1.32 | 1.42 | 12.48 | -26.23 | 10.55 | 1.28 | Smallcap | Food, Beverage & Tobacco | Food Products | Packaged Foods & Meats | -1.62 |
| LGB | LG Balakrishnan & Bros Ltd | LGBBROSLTD | /stocks/lg-balakrishnan-and-bros-LGB | Industrial Machinery | 1,244.90 | 1,574.80 | 1,102.00 | 3,970.29 | 14.63 | 45.34 | 2.42 | 1.42 | 18.02 | -8.54 | 78.25 | 280.47 | Smallcap | Capital Goods | Machinery | Industrial Machinery & Supplies & Components | -2.88 |
| MAJ | Majestic Auto Ltd | MAJESAUT | /stocks/majestic-auto-MAJ | Auto Parts | 417.40 | 476.00 | 258.10 | 433.99 | 13.56 | 38.00 | 0.69 | 3.59 | 6.06 | 56.80 | 201.92 | 211.14 | Smallcap | Real Estate Management & Development | Auto Components | Real Estate Operating Companies | -4.17 |
| MGAD | Magadh Sugar & Energy Ltd | MAGADSUGAR | /stocks/magadh-sugar-and-energy-MGAD | Sugar | 587.40 | 1,010.00 | 522.00 | 827.74 | 7.11 | 50.66 | 1.11 | 2.55 | 16.81 | -9.16 | 100.31 | 372.95 | Smallcap | Food, Beverage & Tobacco | Food Products | Packaged Foods & Meats | -3.81 |
| NAHA | Nahar Capital and Financial Services Ltd | NAHARCAP | /stocks/nahar-capital-and-financial-services-NAHA | Asset Management | 294.45 | 383.50 | 263.50 | 493.09 | 41.93 | 16.79 | 0.32 | 0.51 | 0.77 | -5.81 | -29.07 | 280.92 | Smallcap | Financial Services | Capital Markets | Asset Management & Custody Banks | -2.19 |
| NAHR | Nahar Poly Films Ltd | NAHARPOLY | /stocks/nahar-poly-films-NAHR | Textiles | 235.05 | 372.00 | 167.30 | 577.94 | 101.75 | 38.00 | 0.72 | 0.43 | 0.72 | 4.40 | -25.78 | 492.81 | Smallcap | Materials | Textiles, Apparel & Luxury Goods | Commodity Chemicals | -1.00 |
| NHRS | Nahar Spinning Mills Ltd | NAHARSPING | /stocks/nahar-spinning-mills-NHRS | Textiles | 238.15 | 384.50 | 225.00 | 858.90 | -16.81 | 38.00 | 0.58 | 0.42 | -3.37 | -15.68 | -61.44 | 413.81 | Smallcap | Consumer Durables & Apparel | Textiles, Apparel & Luxury Goods | Textiles | -3.44 |
| OMAX | Omaxe Ltd | OMAXE | /stocks/omaxe-OMAX | Real Estate | 92.93 | 162.45 | 78.30 | 1,699.69 | -4.22 | 61.92 | 2.81 | 0.00 | -49.85 | -3.55 | 1.01 | -40.20 | Smallcap | Real Estate Management & Development | Real Estate | Real Estate Development | -2.56 |
| ORIA | Oriana Power Ltd | ORIANA | /stocks/oriana-power-ORIA | Construction & Engineering | 2,132.90 | 2,984.00 | 510.20 | 4,333.87 | 79.75 | 45.34 | 29.15 | 0.00 | 60.22 | 268.69 | 572.63 | 572.63 | Smallcap | Capital Goods | Construction & Engineering | Construction & Engineering | -6.77 |
Disclaimer: Please note that the above table is for educational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Stock Screener and is subject to real-time updates.
Note: The data in the list of Anil Kumar Goel stocks is dynamic and subject to real-time changes. This data is derived from Tickertape Stock Screener.
🚀 Pro Tip: You can use Tickertape’s Stock Screener to research and evaluate stocks with over 200+ filters and parameters.
Who is Anil Kumar Goel?
Anil Kumar Goel is a renowned Indian investor focusing on undervalued small and mid-cap stocks. He began his career managing his family’s steel business, which helped him develop a strong foundation in business and finance. Leveraging this experience, Goel entered the stock market and built a diversified portfolio across sectors like textiles, energy, sugar and chemicals.
His disciplined, research-driven approach and long-term vision have made him a respected name in India’s investment community. Goel’s ability to identify high-growth potential stocks highlights his expertise in navigating market opportunities.
Latest Anil Kumar Goel Portfolio
As of September 2024, Anil Kumar Goel’s latest Indian portfolio held the following stocks:
Disclaimer: Please note that the above table is for educational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Stock Screener and is subject to real-time updates.
Overview of the Top Holdings in Anil Kumar Goel Portfolio
These are the top 10 stocks in Anil Kumar Goel Portfolio. The stocks were sorted according to their latest holding value as of September 2024:
Triveni Engineering & Industries Ltd
Triveni Engineering operates in the sugar and engineering sectors. It is one of the largest sugar manufacturers in India and has a growing presence in renewable energy. Anil Kumar Goel holds a stake valued at Rs. 398.2 cr. in this company, making it a significant holding in his portfolio.
Dhampur Bio Organics Ltd
Dhampur Bio Organics focuses on integrated sugar production and renewable energy. Known for its innovative practices in bio-energy, it contributes to sustainable solutions in India. Anil Kumar Goel’s stake in the company of Rs. 108.9 cr. underscores his preference for the sugar sector.
Vardhman Holdings Ltd
Vardhman Holdings is primarily an investment firm, a part of the Vardhman Group with diversified interests. It holds stakes in the textile sector and manages a significant investment portfolio. Anil Kumar Goel’s holding in this company is valued at Rs. 105.8 cr.
KRBL Ltd
KRBL Ltd is the world’s largest basmati rice exporter and a key player in India’s agri-business sector. The company benefits from strong brand equity and global demand for Indian rice. Anil Kumar Goel’s investment highlights the agricultural sector’s potential, though exact holding value needs verification. Anil Kumar Goel’s holding in this company is valued at Rs. 304.1 cr.
Dalmia Bharat Sugar and Industries Ltd
Dalmia Bharat Sugar has a diverse portfolio, focusing on sugar production and renewable energy. The company is recognised for its efficiency in integrating ethanol production and power generation. Anil Kumar Goel holds a stake of Rs. 227.9 cr. reflecting his interest in renewable energy and sugar.
TCPL Packaging Ltd
TCPL Packaging is a leading manufacturer of printed cartons and flexible packaging, catering to industries like FMCG and pharmaceuticals. Known for its innovation and sustainability efforts, the company has established a strong market presence. Goel’s 9.1% stake, amounting to Rs. 265.9 cr, underlines his interest in businesses that serve diverse, high-demand sectors.
Karnataka Bank Ltd
Karnataka Bank is a prominent private sector bank providing a wide range of financial services. It has an extensive network across India and focuses on customer-centric innovation. Anil Kumar Goel’s investment includes shares worth Rs. 96.3 cr., representing a 1.2% stake. This investment signifies his positive outlook on the bank’s ability to navigate the competitive financial sector.
Oriana Power Ltd
Oriana Power operates in the renewable energy space, specialising in solar power solutions for industrial and commercial clients. The company focuses on energy efficiency and sustainability. Anil Kumar Goel’s investment includes shares worth Rs. 91.9 cr., representing a 2.1% stake. his investment demonstrates his commitment to renewable energy, a growing sector in India.
Avadh Sugar & Energy Ltd
Avadh Sugar is a key player in sugar manufacturing and ethanol production, benefitting from its strategic location in sugarcane-rich areas. Goel holds shares valued at Rs. 84.5 cr., equating to a 6.8% stake. This investment aligns with Anil Kumar Goel latest portfolio’s broader focus on sugar and energy companies
Nahar Spinning Mills Ltd
Nahar Spinning Mills operates in the textile industry, focusing on spinning, weaving, and fabric processing. The company is part of the larger Nahar Group and caters to both domestic and international markets. Goel’s 7.0% stake, worth Rs. 68.2 cr., reflects his trust in the textile sector’s resilience and export potential.
Anil Kumar Goel Portfolio: Sector-Wise Investments
Goel’s portfolio reflects a diversified approach, though a significant portion is concentrated in a few key industries. Here is a sector-wise breakdown of his investments:
- Sugar Industry: Anil Kumar Goel is often called the “Sugar Baron” due to his substantial investments in sugar manufacturing companies like Uttam Sugar Mills and Dalmia Bharat Sugar and Industries. This sector forms the largest portion of Anil Kumar Goel stocks portfolio, highlighting his confidence in its growth potential. In August 2024, Goel minted around Rs. 103 cr. from his 6 sugar stocks during a trading session.
- Textiles: The textile sector constitutes a major part of Anil Kumar Goel funds, with holdings in companies such as Amarjothi Spinning Mills and Nahar Spinning Mills. These investments align with his preference for businesses with a long-term growth trajectory.
- Chemicals and Petrochemicals: Companies like Panama Petrochem play a key role in this segment, showcasing his interest in specialty chemicals and industrial applications.
- Financial Services: Investments in firms like Nahar Capital & Financial Services reflect his strategy to include financial instruments in his portfolio for diversification.
- Paper and Packaging: Goel’s portfolio includes investments in firms like Star Paper Mills, aligning with his focus on sectors with consistent demand.
- Others: This includes smaller allocations to sectors such as renewable energy and engineering, which further diversify his portfolio.
Sector-Wise Investment Chart
The following pie chart visually represents the sector-wise allocation of Anil Kumar Goel’s portfolio, highlighting his strategic focus on sugar and textiles while maintaining a diverse mix of other industries.
- Sugar Industry: 32%
- Textiles: 25%
- Chemicals and Petrochemicals: 15%
- Financial Services: 12%
- Paper and Packaging: 9%
- Others: 7%
Anil Kumar Goel’s Net Worth Trend
Anil Kumar Goel’s net worth has shown significant growth over the years, reflecting his astute investment strategies. His portfolio, heavily focused on sugar and textile stocks, has grown from Rs. 567 cr. in December 2015 to approximately Rs. 2,179.17 cr. as of September 2024. This sharp rise highlights his ability to identify promising sectors and adapt his investments accordingly.
Post-2020, the impact of the pandemic triggered fluctuations, but Goel managed to achieve consistent growth. For instance, his net worth rose dramatically from Rs. 701 cr. in March 2021 to Rs. 1,411 cr. by June 2021. These gains were driven by a recovery in mid-cap and small-cap stocks, sectors where he holds substantial stakes.
Throughout his investment journey, Goel has maintained a disciplined approach by holding onto promising stocks while exiting underperforming ones. His portfolio adjustments, especially in sugar and industrial segments, have contributed to his sustained financial growth.
Investment Strategy of Anil Kumar Goel
Focus on Undervalued Companies
Anil Kumar Goel primarily targets small and mid-cap stocks that are undervalued but exhibit strong potential for growth. He capitalises on market inefficiencies, often entering positions during market downturns or in sectors experiencing temporary challenges. This contrarian approach allows him to acquire Anil Kumar Goel shares at favourable prices.
Sectoral Specialisation
Goel invests heavily in industries where he has significant expertise, such as sugar, textiles, and power. His deep knowledge of these sectors helps him identify trends, evaluate business prospects, and make informed decisions that maximise returns.
Concentrated Portfolio Approach
His portfolio is carefully structured, with about 80% of his total Anil Kumar Goel investments concentrated in 20 high-conviction companies. The remaining portion is diversified across 70–80 smaller holdings to explore new opportunities and manage risks. This balance between concentration and diversification reflects his strategic thinking.
Long-Term Perspective
Goel adopts a patient, long-term approach, often holding investments through market cycles. He believes in the power of compounding and allows time to unlock value in his chosen companies, particularly those with robust fundamentals and growth potential.
Focus on Promoter Quality
He extensively evaluates the quality of company promoters, prioritising businesses with strong leadership, good corporate governance, and transparent capital allocation practices. Companies with consistent dividend payouts and a history of shareholder-friendly policies also attract his attention.
Self-Reliant Research
An advocate of independent analysis, Goel advises against relying on borrowed conviction. He encourages investors to conduct thorough research, understand the companies they invest in, and build confidence in their decisions.
Learnings from Anil Kumar Goel Portfolio
A detailed analysis of Anil Kumar Goel’s portfolio reveals several key investment strategies and principles that are grounded in technical and fundamental analysis. These lessons can be applied by investors looking to enhance their investment approach:
Sectoral Cyclicality and Timing
Goel’s significant investments in the sugar sector illustrate his understanding of cyclical industries. Sectors like sugar exhibit periodic fluctuations in profitability due to global supply-demand imbalances and regulatory changes. Goel times his investments to enter during downturns, when valuations are depressed, and exits as cyclical peaks approach, optimising his returns. Investors can learn to track sectoral cycles using metrics such as price-to-earnings (P/E) ratios and commodity price trends.
Valuation-Based Selection
Goel consistently invests in companies with low price-to-earnings (P/E) and price-to-book (P/B) ratios, which signal undervaluation. His focus on metrics such as enterprise value to EBITDA (EV/EBITDA) and a company’s intrinsic value ensures he identifies businesses with potential upside. This approach stresses the importance of comparing stock valuations to industry averages and historical benchmarks.
Strong Financial Metrics
Companies in Goel’s portfolio often show robust financial health, demonstrated by consistent profitability, manageable debt-to-equity ratios, and high return on equity (ROE). For instance, his holdings like Triveni Engineering and KRBL Ltd. maintain steady cash flows and solid balance sheets, enabling resilience in challenging market conditions. Investors can monitor similar metrics for sustainable long-term growth.
Promoter Quality and Governance
Goel places great emphasis on the quality of promoters and corporate governance. Anil Kumar Goel investments lean toward companies with transparent financial reporting, ethical management, and clear capital allocation policies. For instance, many companies in his portfolio have a strong dividend history, reflecting shareholder-friendly practices. Investors can scrutinise promoter pledges, insider buying patterns, and governance practices as part of their research.
To Wrap It Up…
Anil Kumar Goel’s investment journey showcases the value of disciplined research, sectoral expertise, and a long-term approach. His emphasis on undervalued stocks, financial health, and market cycles offers practical insights for investors. By analysing his portfolio, one can learn the importance of patience, conviction, and strategic diversification in achieving consistent returns.
Frequently Asked Questions About Anil Kumar Goel Portfolio
Anil Kumar Goel primarily invests in cyclical sectors like sugar, textiles, and packaging. Approximately 32% of his portfolio is allocated to the sugar sector, reflecting his focus on industries with potential for significant cyclical returns. He also holds investments in financial services, power, and consumer goods sectors, balancing his portfolio with growth-oriented and defensive industries.
As of the latest available data, Anil Kumar Goel’s net worth is approximately Rs. 2,179.17 cr. This value fluctuates based on market performance and changes in his portfolio holdings.
Anil Kumar Goel follows a deep value investing approach, focusing on undervalued stocks with solid fundamentals. He identifies opportunities in small and mid-cap companies and invests in cyclical sectors with potential for long-term growth. His strategy also emphasises promoter quality, financial strength, and a phased approach to buying and selling.
Yes, retail investors can invest in publicly listed companies from Anil Kumar Goel portfolio. However, it’s essential to conduct independent research, as replicating his portfolio without understanding the rationale behind his investments may not align with your risk tolerance or financial goals.
Yes, Anil Kumar Goel is considered a highly successful investor in India. His track record of identifying undervalued opportunities, particularly in cyclical industries, has earned him significant returns and a strong reputation in the stock market. His disciplined and strategic approach serves as a model for many aspiring investors.
