Anil Kumar Goel
Goel Portfolio
Chennai-based seasoned value investor with deep conviction in cyclical turnarounds, sugar, paper, and capital goods.
Tracked Net Worth₹110.9 Cr
Active Stocks
2
Investment Strategy: Deep value, cyclical turnaround buying at bottom of cycle, low P/E and price-to-book bargains.
Sector Allocation
Building Materials₹75.6 Cr
68.1%
Commodities & Agri₹35.34 Cr
31.9%
Portfolio Holdings
Companies where Anil Kumar Goel holds 1.00% or more as of 2026-Q2
Stylam Industries Ltd
STYLAMINDBuilding Materials
Steady
CMP
₹3,301.2-0.28%
Holding Stake1.35%
Holding Value₹75.6 Cr
Shares2,29,000
Dhampur Sugar Mills Ltd
DHAMPURSUGCommodities & Agri
Steady
CMP
₹163.9-1.46%
Holding Stake3.25%
Holding Value₹35.34 Cr
Shares21,56,000
| Company | Sector | Status | CMP (₹) | Holding % | Shares | Value (₹ Cr) | Action |
|---|---|---|---|---|---|---|---|
| Stylam Industries LtdSTYLAMIND | Building Materials | Active | ₹3,301.20-0.28% | 1.35% | 2,29,000 | ₹75.6 Cr | Analysis |
| Dhampur Sugar Mills LtdDHAMPURSUG | Commodities & Agri | Active | ₹163.90-1.46% | 3.25% | 21,56,000 | ₹35.34 Cr | Analysis |
Recent Portfolio Activity
BOUGHT NEW
Stylam Industries Ltd (STYLAMIND)
Reported new position (1.35%) in Stylam Industries Ltd for 2026-Q2.
+1.35%2026-Q2
BOUGHT NEW
Dhampur Sugar Mills Ltd (DHAMPURSUG)
Reported new position (3.25%) in Dhampur Sugar Mills Ltd for 2026-Q2.
+3.25%2026-Q2