Latest Anil Kumar Goel Shareholdings and Portfolio in 2026
Anil Kumar Goel is an Indian investor known for his publicly disclosed stock holdings across sectors such as sugar, textiles, financial services, and manufacturing. His portfolio reflects a focused approach, with visible exposure to cyclical businesses, especially sugar and allied segments. As of mid-2026, Anil Kumar Goel’s publicly disclosed net worth is approximately ₹1,595.7 cr, underscoring the scale of his reported equity portfolio.
Latest Anil Kumar Goel Portfolio 2026
As of March 2026, Anil Kumar Goel’s portfolio includes the following stocks:
| Stock Name | Holding Value | Shares Held | Dec 2025 Change % | Dec 2025 Holding % | Sep 2025 Holding % |
|---|---|---|---|---|---|
| Triveni Engineering and Industries Ltd | 345.30 | 10,107,000 | 0 | 4.60 | 4.60 |
| KRBL Ltd | 286.50 | 10,197,000 | 0 | 4.50 | 4.50 |
| TCPL Packaging Ltd | 198.90 | 824,000 | 0 | 9.10 | 9.10 |
| Dalmia Bharat Sugar and Industries Ltd | 163.40 | 5,436,000 | 0 | 6.70 | 6.70 |
| Karnataka Bank Ltd | 133.00 | 5,700,000 | 0 | 1.50 | 1.50 |
| Dhampur Bio Organics Ltd | 82.80 | 8,458,000 | 0 | 12.70 | 12.70 |
| Oriana Power Ltd | 70.20 | 403,600 | Filing Awaited | - | 2.00 |
| LG Balakrishnan & Bros Ltd | 70.00 | 399,000 | 0 | 1.30 | 1.30 |
| Sportking India Ltd | 69.40 | 5,960,000 | 0 | 4.70 | 4.70 |
| Vardhman Holdings Ltd | 68.10 | 216,000 | 0 | 6.80 | 6.80 |
| Avadh Sugar & Energy Ltd | 60.20 | 1,411,000 | 0 | 7.10 | 7.10 |
| Nahar Spinning Mills Ltd | 52.00 | 2,538,000 | 0 | 7.00 | 7.00 |
| Uttam Sugar Mills Ltd | 45.30 | 2,220,000 | 0 | 5.80 | 5.80 |
| Sarla Performance Fibers Ltd | 28.70 | 3,500,000 | 0 | 4.20 | 4.20 |
| Magadh Sugar & Energy Ltd | 27.40 | 625,000 | 0 | 4.40 | 4.40 |
| Sanghvi Movers Ltd | 21.30 | 867,000 | New | 1.00 | - |
| Precot Ltd | 20.90 | 423,000 | 0 | 3.50 | 3.50 |
| Ganesh Benzoplast Ltd | 19.90 | 2,579,000 | 0 | 3.60 | 3.50 |
| Panama Petrochem Ltd | 19.20 | 730,000 | 0.2 | 1.20 | 1.00 |
| South India Paper Mills Ltd | 15.30 | 1,702,000 | 0 | 9.10 | 9.10 |
| Nahar Capital and Financial Services Ltd | 9.30 | 419,000 | 0 | 2.50 | 2.50 |
| Amarjothi Spinning Mills Ltd | 7.70 | 581,000 | 0 | 8.60 | 8.60 |
| Kamat Hotels (India) Ltd | 7.10 | 396,000 | 0 | 1.30 | 1.30 |
| Nahar Poly Films Ltd | 6.90 | 288,000 | 0 | 1.20 | 1.20 |
| DCM Nouvelle Ltd | 4.90 | 444,000 | 0 | 2.40 | 2.30 |
| Indsil Hydro Power and Manganese Ltd | 4.30 | 1,170,000 | 0 | 4.20 | 4.20 |
| Dhunseri Tea & Industries Ltd | 3.80 | 293,000 | 0 | 2.80 | 2.80 |
| Ecoplast Ltd | 3.20 | 64,000 | 0 | 1.90 | 1.90 |
| DCM Ltd | 2.50 | 410,000 | 0 | 2.20 | 2.20 |
| Star Paper Mills Ltd | 2.40 | 180,000 | 0 | 1.20 | 1.20 |
| Crayons Advertising Ltd | 0.89 | 270,000 | Filing Awaited | - | 1.10 |
| K G Denim Ltd | 0.71 | 490,000 | 0 | 1.90 | 1.90 |
| Sri Lakshmi Saraswathi Textiles (Arni) Ltd | 0.47 | 184,100 | 0 | 5.50 | 5.50 |
| Samtex Fashions Ltd | 0.42 | 3,200,000 | 0 | 4.30 | 4.30 |
| G K Consultants Ltd | 0.03 | 30,000 | 0 | 0.30 | 0.30 |
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.
Who is Anil Kumar Goel?
Anil Kumar Goel is an Indian investor who focuses on undervalued small and mid-cap stocks. He started his career by managing his family’s steel business, which gave him a strong foundation in business and finance. He then entered the stock market and built a diversified portfolio across sectors such as textiles, energy, sugar, and chemicals.
His disciplined research-based approach and long-term vision have made him a well-known name in the Indian investment community. Goel’s ability to spot high-growth stocks is a testament to his skill in navigating market opportunities.
Overview of the Top Holdings in Anil Kumar Goel Portfolio
These are the top stocks in Anil Goel’s portfolio for 2026.
Triveni Engineering and Industries Ltd
Triveni Engineering & Industries is an Indian industrial company with operations in sugar, ethanol, and engineering. It is also active in power transmission equipment and water treatment solutions. The business has exposure to both agro-linked demand and industrial manufacturing activity in India.
KRBL
KRBL Ltd is a leading Indian food company best known for its basmati rice business under the India Gate brand. The company operates across rice processing, branding, and exports, giving it strong exposure to both domestic consumption and international food demand.
TCPL Packaging Ltd
TCPL Packaging Ltd is an Indian packaging company that manufactures folding cartons, flexible packaging, and printed blanks. It serves industries such as food, beverages, tobacco, and consumer goods. The business is linked to demand from branded products and organised manufacturing activity.
Dalmia Bharat Sugar and Industries Ltd
Dalmia Bharat Sugar and Industries operates in the sugar, ethanol, and power generation sectors. Its business is influenced by domestic sugar production, government policy, and ethanol blending trends. The company also has exposure to renewable energy through its cogeneration and distillery operations.
Karnataka Bank Ltd
Karnataka Bank is a private sector bank in India offering retail, corporate, and digital banking services. Its business includes deposits, loans, and other financial services. The bank’s performance is linked to credit growth, asset quality, deposit trends, and broader economic activity.
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 Anil Kumar Goel’s portfolio sector-wise breakdown of his investments:
- Sugar, Ethanol & Bioenergy: This is the largest sector in Anil Kumar Goel’s portfolio. Holdings such as Triveni Engineering, Dalmia Bharat Sugar, Dhampur Bio Organics, Avadh Sugar & Energy, Uttam Sugar Mills, and Magadh Sugar & Energy show strong exposure to sugar production, ethanol, and related agro-based businesses.
- Textiles & Fibres: Another key sector in the portfolio. Sportking, Nahar Spinning Mills, and Sarla Performance Fibres reflect exposure to yarn, spinning, and fibre-based manufacturing, linking the portfolio to both domestic demand and textile exports.
- Financial Services: Karnataka Bank and Vardhman Holdings represent the financial segment. This provides the portfolio with exposure to banking activities and financial holding businesses.
- Food & Consumer Staples: KRBL adds exposure to the staples segment through its basmati rice business. This connects the portfolio to both consumer demand and export-driven food sales.
- Packaging: TCPL Packaging represents the packaging sector. Its business is linked to the demand for consumer goods, food, and industrial packaging.
- Others: The rest of the portfolio includes Oriana Power and LG Balakrishnan. These companies add exposure to renewable energy, power solutions, and auto-component manufacturing.
Anil Goel Net Worth Trend
As of the latest available data, Anil Kumar Goel’s publicly disclosed portfolio net worth stands at ₹1,595.7 cr. This value reflects the market value of his reported stock holdings and can change over time due to share price movements, portfolio additions, stake reductions, or exits across quarters.
Stocks Added to Anil Kumar Goel’s Stocks List in FY26
The companies in Anil Kumar Goel’s portfolio which are added in 2026 are:
- Crayons Advertising Ltd: Anil Kumar Goel initiated a 1.11% stake, indicating exposure to the advertising and marketing services segment.
- KRBL Ltd: He added a 0.22% stake, reflecting incremental exposure to the basmati rice and food processing business.
Stocks Sold From Anil Kumar Goel’s Stocks List in FY25
The companies in Anil Kumar Goel’s portfolio which are sold in 2025 are:
- LG Balakrishnan & Bros Ltd: Over FY25, Goel marginally reduced his holding in LG Balakrishnan & Bros Ltd from 1.27% in June 2024 to 1.25% in June 2025.
- Samtex Fashions Ltd: Anil Kumar Goel also decreased his stake in Samtex Fashions Ltd from 5.11% in June 2024 to 4.30% by June 2025.
Anil Kumar Goel Investment Strategy
Goel’s disciplined framework: Knowledge, Conviction, P&L (Patience and Luck), T&D (Timely Deployment), serves as the foundation for all investment decisions :
| Letter | Principle |
| K | Deep understanding of the business and its drivers |
| C | Strong conviction in chosen industries |
| P&L | Patience through market cycles; capitalise on luck |
| T&D | Deploy capital at opportune moments to maximise gains |
Moreover, here is Anil Kumar Goel’s investment strategy:
- Focus on Undervalued Companies: Anil Kumar Goel targets undervalued small-cap and mid-cap stocks with strong growth potential. He often buys during market downturns or in temporarily troubled sectors, allowing him to acquire shares at favourable prices.
- Sector Expertise: He focuses on industries he knows well, such as sugar, textiles, and power, drawing on his expertise to spot trends, assess business potential, and make profitable decisions.
- Concentrated Portfolio: About 80% of his investments are in 20 high-conviction companies, while the rest is spread across 70–80 smaller holdings to explore opportunities and reduce risk.
- Long-Term Investing: He holds investments through market cycles, relying on the power of compounding and the long-term value of fundamentally strong businesses.
- Promoter Quality: He looks for companies with strong leadership, good governance, transparent capital allocation, and a record of shareholder-friendly practices, such as consistent dividends.
- Independent Research: He insists on doing his own analysis, avoiding reliance on others’ opinions, and building conviction through thorough research and understanding.
Learnings from Anil Kumar Goel Portfolio
Anil Kumar Goel’s portfolio analysis reveals several key investment lessons that are grounded in technical and fundamental analysis. These are:
- Sector Cyclicality & Timing: Goel invests heavily in cyclical sectors like sugar, whose profits fluctuate due to supply-and-demand shifts and regulatory changes. He buys during downturns when prices are low and sells near peaks to maximise returns. Investors can track cycles using P/E ratios and commodity price trends.
- Valuation-Based Selection: He focuses on stocks with low P/E and P/B ratios, as well as favourable EV/EBITDA and intrinsic value, aiming to buy undervalued companies. Comparing these valuations to industry averages and historical data helps spot opportunities.
- Strong Financial Metrics: Anil Kumar Goel’s portfolio stock picks often show steady profits, low debt-to-equity, and high ROE. Examples like Triveni Engineering and KRBL maintain solid cash flows and healthy balance sheets, helping them weather tough markets.
- Promoter Quality & Governance: He prefers companies with ethical management, transparent reporting, and clear use of capital. Many pay regular dividends, showing shareholder focus. Investors should check promoter pledges, insider trading patterns, and governance quality.
To Wrap It Up…
Anil Kumar Goel’s journey from a steel-trading scion to one of India’s most respected value investors underscores the power of sector expertise, disciplined capital allocation, and patience. His “KCPLTD” framework offers a replicable blueprint for investors seeking to uncover undervalued opportunities and generate outsized long-term returns.
Frequently Asked Questions About Anil Kumar Goel Portfolio
Anil Kumar Goel is an Indian investor known for publicly disclosed equity holdings across sectors, including sugar, textiles, financial services, and manufacturing. His portfolio is tracked through quarterly shareholding filings, and it typically reflects a diversified approach with exposure to both cyclical and consumption-linked businesses.
Anil Kumar Goel’s portfolio is dominant in cyclical sectors like sugar, textiles, and packaging. Most of his investments are in the sugar sector. Anil Kumar Goel’s portfolio of energy stocks also includes financials, power, and consumer goods, making it a mix of growth and defensive stocks.
Anil Kumar Goel’s net worth is around ₹1,595.7 cr as per the latest data. The figure keeps changing due to market fluctuations and the impact of Anil Kumar Goel’s bulk portfolio deals on his overall holdings.
Anil Kumar Goel follows a value investing strategy. He looks for undervalued stocks with strong fundamentals. Anil Kumar Goel’s portfolio includes small-cap stocks, with an investment focus on companies in cyclical sectors, promoter quality, and financials.
Stocks held by Anil Kumar Goel are available in the secondary market, often appearing in Anil Kumar Goel’s portfolio block deals when institutional investors make significant transactions.
Disclaimer: This is for informational purposes only and not investment advice. The presence of stocks in Anil Goel’s portfolio or block deals does not indicate suitability. Please do your own research or consult a SEBI-registered Investment Advisor.
Anil Kumar Goel is a well-known investor in India, recognised for spotting undervalued opportunities, particularly in cyclical sectors. The Anil Kumar Goel portfolio of mid-cap stocks reflects his focus on growth and value investments.
Disclaimer: This is for informational purposes only and not a recommendation. An investor’s past track record or portfolio does not guarantee future performance. Please do your own research or consult a SEBI-registered Investment Advisor.
