Ace investor Mukul Mahavir Agrawal is known for his investment strategy, which has generated multibagger returns from several stocks. He publicly holds 77 stocks with a net worth of nearly Rs 8,515 crore, according to Trendlyne data. Here are 7 stocks he likely added to his secondary market portfolio during the second quarter of FY27. With shareholding disclosures still being released, further changes to his portfolio cannot be ruled out.
Tega Industries
Mukul Agarwal held 10 lakh shares or 1.33% stake in Tega Industries, according to data on NSE. The exact price at which he bought the shares is yet to be known. Tega Industries shares have jumped around 97% in three years but fell over 4% in 2026 so far and 1% in a year.Also read | Why did stock market crash on Monday?
Innomet Advanced Materials
Mukul Agarwal held 2.26 lakh shares or 1.69% stake in Innomet Advanced Materials at the end of the second quarter of FY27, according to data on NSE. Innomet Advanced Materials shares have jumped around 160% in 2026 so far and 85% in one year. The company has a market capitalisation of around Rs 379 crore.
Apsis Aerocom
Mukul Agarwal held 1.46 lakh shares or 1.2% stake in Apsis Aerocom at the end of the second quarter of FY27, according to data on NSE. The total value of his holding in the company stands at around Rs 8.7 crore, according to data on Trendlyne. Apsis Aerocom shares have jumped around 277% in 2026 so far. The company has a market capitalisation of around Rs 729 crore.
Safety Controls Devices
Mukul Agarwal held 5.36 lakh shares or 2.7% stake in Safety Controls Devices at the end of the second quarter of FY27, according to data. Safety Controls Devices shares have marginally risen in 2026 so far. The company has a market capitalisation of around Rs 156 crore.Also read | PSU bank stocks soar up to 8%, but HDFC, Axis and other private lenders fall up to 5% after Q2 results. Why the sharp divide?
Recode Studios
Mukul Agarwal held 6 lakh shares or 5.64% stake in Recode Studios at the end of the second quarter of FY27, according to data on NSE. Recode Studios shares have jumped around 88% in 2026 so far. The company has a market capitalisation of around Rs 447 crore.
Poojaa Precision Engg
Mukul Agarwal held 10.21 lakh shares or 5.12% stake in Poojaa Precision Engg at the end of the second quarter of FY27, according to data on NSE. Poojaa Precision Engg shares have jumped around 76% in 2026 so far. The company has a market capitalisation of around Rs 1,727 crore.
Anawil Wire and Engineering
Mukul Agarwal held 7.8 lakh shares or 3.1% stake in Anawil Wire Engineering at the end of the second quarter of FY27, according to data on NSE. Anawil Wire Engineering shares have jumped around 16% in 2026 so far. The company has a market capitalisation of around Rs 1,015 crore.Disclaimer: This article has been written by Debaroti Adhikary, who is not a SEBI-registered Research Analyst or an Investment Adviser. Debaroti Adhikary and his/her ‘relative(s)’ (as defined under Section 2(77) of the Companies Act, 2013) do not hold any financial interest in the companies mentioned in this article as of the date of publication. The views/recommendations mentioned in this article, wherever applicable, are those of the respective SEBI-registered Research Analyst/brokerage and have been reproduced/reported with due attribution. They should not be construed as the views or recommendations of The Economic Times Digital or the journalist. Readers are advised to consider the original research report and make their investment decisions based on their own assessment. Brokerage disclaimers here.
