Dolly Khanna, whose portfolio boasts of 17 stocks and is worth Rs 534 crore made significant changes in her portfolio in the March 31 ended quarter. She added two new smallcap stocks viz. GHCL and Polyplex Corporation and increased stakes in 7 others. Here’s what she did with these counters:
Khanna bought 1.03% stake in GHCL, a Noida-based company which manufactures industrial soda and soda ash. Mcap of GHCL is Rs 5,985 crore.
The ace investors purchased 1.16% stake in Polyplex Corporation in the January-March quarter. It manufactures polyester film for packaging, electrical and various industrial applications. Mcap of Polyplex is Rs 3,961.10.
Som Distilleries: Khanna increased her stake in the company by 102 bps to 2.41% in the January-March quarter versus 1.39% in the October-December quarter. The company's market capitalisation on BSE is Rs 2,484 crore.
Prakash Industries: She increased her stake in this counter to 2.07% as on March 31, 2025, up from 1.28% in the December quarter. It is a 79 bps QoQ uptick. The market capitalisation of the company on BSE is Rs 3,009 crore.
20 Microns: The ace investor increased her stakes by 43 bps in this industrial minerals and speciality chemicals company bringing it to 1.71 at the end of March quarter versus 1.28% in the October-December quarter. The Mcap of 20 Microns is Rs 768.72 crore.
Mangalore Chemicals & Fertilizers: Khanna raised her holding in this scrip in the March quarter to 2.18% from Rs 1.75% in the quarter ago. The market cap of this stock is at Rs 2,359 crore.
Prakash Pipes: In Prakash Pipes, her stake increased by 37 bps to 4.08% in Q4FY25 versus 3.71% in Q3FY25. The market cap of this stock is currently at Rs 1,031 crore.
Stove Kraft: In Stove Kraft, Khanna’s stake went up to 1.31% in the quarter under review versus 1.07% in the December ended quarter. The market cap is at Rs 2,217 crore on the BSE.
KCP Sugar: Dolly Khanna’s holding in KCP Sugar & Industries Corporation went up by 1.85 bps in January-March period versus 1.75% in the October-December quarter. Its market capitalisation is at Rs 418.39 crore.