Ashish Kacholia portfolio: Ace investor adds 3 new stocks, trims stake in 13 companies in Q2
Indian markets moved higher in a quarterly results development for Q2FY27.
· ET Stocks, Economic Times Markets
Ace investor Ashish Kacholia reshuffled his Rs 3,000 crore portfolio in Q2FY27, adding three stocks, increasing stakes in two companies and trimming holdings in 13 others. The changes include new bets on ESDS Software Solutions, Ardee Industries and Credent Connect N Care, while Fineotex Chemicals and Brand Concepts may have been exited.
Key facts
- Period
- Q2FY27
The analysis
Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
Market context
- Sectors in the story: Chemicals.
Chemicals
1M -10.6% · 3M -14.2%
Sector moves are the average of the stocks we track in each sector.
In this story
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