Narayana Murthy Equity Portfolio and Holdings as of 2025
Narayana Murthy’s 2025 portfolio centres on his 1.51 cr Infosys shares (0.41%), while the Murthy family holds 3.1% of promoter stock. Investors study his holdings to understand founder alignment, governance standards, and dividend discipline that shaped Indian IT. This article will discuss the Narayan Murthy portfolio as of 2025, his net worth trend, sector-wise allocations and a Narayana Murthy portfolio analysis.
Top Holdings in the Narayana Murthy Equity Portfolio as of 2025
As per the corporate Narayana Murthy public shareholdings declared as of 30th June 2025, here are the Narayana Murthy public equity investments and the Narayana Murthy private equity investments in the Narayana Murthy investment portfolio:
| Stock Name | Holding % | Holding Value (Rs. in cr.) |
|---|---|---|
| Apex Frozen Foods Ltd | 28.54 | 210.6 |
| Arunjyoti Bio Ventures Ltd | 19.25 | 21.3 |
| Infosys Ltd | 0.41 | 2,218.4 |
| Sarla Performance Fibers Ltd | 1.01 | 9.1 |
| Virgo Polymers (India) Ltd | 0.01 | - |
| VSF Projects Ltd | - | - |
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 Narayana Murthy?
N. R. Narayana Murthy is the founder and Chairman Emeritus of Infosys, widely credited with professionalising India’s IT services industry through transparent governance and the global delivery model. An engineer-turned-entrepreneur, he built Infosys from a small start-up in 1981 into a globally respected technology firm.
Key Highlights About Narayana Murthy
- Early life & education: Born 20 August 1946 in Sidlaghatta, Karnataka; BE (NIE, Mysuru) and MTech (IIT Kanpur).
- Early career: Chief Systems Programmer at IIM Ahmedabad; later worked at Patni Computer Systems.
- Infosys journey: Co-founded Infosys in 1981; served as CEO (1981–2002), Chairman (2002–2011), returned as Executive Chairman in 2013 for a brief stabilisation period; now Chairman Emeritus.
- Contributions: Championed the global delivery model, rigorous disclosure standards, and employee stock ownership, shaping benchmarks for Indian corporates.
- Philanthropy & institutions: Through Infosys Foundation and Infosys Science Foundation (Infosys Prize), supported education, healthcare, and research; family office Catamaran Ventures backs public and private businesses.
- Honours: Recipient of India’s Padma Shri and Padma Vibhushan, along with international decorations; has served on several global boards and trusts.
Overview of the Top Narayana Murthy Stock Holdings 2025
- Apex Frozen Foods Ltd: India-based seafood exporter, primarily processing shrimp for global markets. Focuses on quality and cold-chain logistics, serving Europe, the USA, and Asia with B2B frozen seafood products.
- Arunjyoti Bio Ventures Ltd: Food-processing company operating as a co-packer for packaged foods. Listed on BSE’s SME platform, it caters to domestic and niche international clients with small-batch production.
- Infosys Ltd: Global IT services and consulting firm. Offers software, cloud, and digital transformation solutions. Operates in 59 countries with over 320,000 employees and a diversified client base.
- Sarla Performance Fibers Ltd: Manufacturer of polyester and nylon yarns for textiles. Also generates renewable energy through wind power. Serves domestic and export markets with value-added fibre products.
- Virgo Polymers (India) Ltd: Produces polypropylene woven sacks and packaging materials. Focuses on industrial, agricultural, and FMCG segments. Operates primarily from Tamil Nadu, serving pan-India markets.
- VSF Projects Ltd: Engineering and construction company. Executes projects in irrigation, industrial, roads, and water supply. Provides turnkey solutions across public and private sector infrastructure projects in India.
Sector-Wise Allocations in the Narayana Murthy Portfolio
Here is a breakdown of the Narayana Murthy investment sectors:
- Information Technology: Core allocation in Infosys Ltd signals founder alignment, strong cash flows, global delivery scale, and a steady dividend track record, hallmarks that shaped Indian IT governance and disclosure standards.
- Seafood & Agri Exports: Exposure in Apex Frozen Foods Ltd reflects export-led growth from processed shrimp (vannamei/monodon), currency-linked realisations, and compliance-heavy supply chains built around cold-chain logistics.
- Packaged Foods / Contract Manufacturing: Position in Arunjyoti Bio Ventures Ltd points to asset-light co-packing, flexible small-batch runs, and domestic consumption niches with B2B relationships across packaged foods.
- Technical Textiles & Fibres: Holding in Sarla Performance Fibers Ltd indicates speciality polyester/nylon yarns, value-added processing (texturing/twisting/dyeing), and blended domestic–export demand tied to apparel and home textiles.
- Industrial Packaging Materials: Stake in Virgo Polymers (India) Ltd maps to polypropylene woven sacks for agri, cement, and FMCG end-markets, an industrial B2B cash-cycle with capacity utilisation as a key driver.
- Engineering & Infrastructure: Presence in VSF Projects Ltd in the Narayana Murthy equity portfolio 2025 suggests turnkey EPC capabilities across irrigation, water supply, industrial facilities, roads, and solar/thermal projects, execution pipelines and order books drive outcomes.
Narayana Murthy Net Worth Trend
N. R. Narayana Murthy’s estimated net worth rose from ₹34,728.52 cr as of 2022 to ₹37,435.50 cr as of 2023 and roughly ₹45,000 cr as of 2024, before easing to about ₹38,250 cr by 20th August 2025. The arc largely mirrors Infosys’s market value and dividend payouts, while private holdings via Catamaran move the needle far less and only intermittently with funding rounds or valuation resets.
Stocks Bought by Narayana Murthy
Narayana Murthy increased his holding in Sarla Performance Fibers Ltd by 1.1% in 2025:
Investment Strategy of Narayana Murthy
Here are a few aspects of the Narayana Murthy investment strategy:
- Founder alignment: He retains a significant promoter stake in Infosys, signalling long-term commitment and alignment with other shareholders in the Narayana Murthy equity investments.
- Governance first: He prioritises transparent reporting, independent boards, and strong audits in the Narayana Murthy investment sstrategy; governance quality acts as a primary screen.
- Quality and cash flows: He focuses on businesses with durable advantages, high ROCE, low leverage, and predictable free cash flow.
- Long-term horizon: He builds positions to hold for years, accepts interim volatility, and tracks execution and client stickiness.
- Capital discipline: He prefers measured acquisitions, conservative balance sheets, and clear capital-return policies.
- Ownership culture: He supports broad-based employee ownership and meritocracy to align incentives and retention with value creation.
- Global orientation: He favours models with export revenue and diversified currency exposure via distributed delivery.
- Diversification via Catamaran: Through the Narayana Murthy Catamaran Ventures investments, he adds minority stakes across technology, manufacturing, and consumer platforms, supplying patient capital and operating guidance.
Learnings from the Narayana Murthy Portfolio
Here are a few learnings investors can take back from the Narayana Murthy investment philosophy
- Core concentration: A significant stake in Infosys in the Narayana Murthy equity portfolio highlights his long-term conviction but also concentrates exposure to one company and the IT sector’s performance.
- Governance as a filter: He prioritises transparent disclosures in the Narayana Murthy equity portfolio, independent boards, and audit rigour, placing governance quality ahead of valuations.
- Cash-flow discipline: The Narayana Murthy equity portfolio focuses on businesses that generate consistent free cash flow and reward shareholders through dividends or buybacks.
- Selective diversification: Through Catamaran Ventures, he invests in listed and private company Narayana Murthy investments across technology, manufacturing, and consumer sectors, adding growth options to the Narayana Murthy investment portfolio 2025 without diluting core exposure.
- Talent and ownership culture: He promotes broad-based employee ownership and meritocratic rewards to drive retention and sustain delivery quality.
- Verification matters: He relies on statutory filings to validate Narayana Murthy stock holdings, avoiding assumptions based on common-name overlaps in public data.
To Wrap It Up
N. R. Narayana Murthy’s 2025 portfolio underscores a steady, long-horizon approach. A concentrated Infosys stake anchors wealth and dividends, while Catamaran Ventures supplies measured diversification across a few listed names and private Narayana Murthy portfolio companies. The pattern highlights governance, cash generation, conservative balance sheets, and repeatable execution.
Frequently Asked Questions About the Narayana Murthy Portfolio
His direct, listed exposure centres on Infosys. As of June 2025, he holds roughly 1.51 cr shares (0.41%) via the promoter group.
Catamaran Ventures is the Murthy family office. It adds selectively listed stakes (typically small) and private Infosys co-founder investments across technology, manufacturing, and consumer businesses.
The Narayana Murthy equity portfolio remains heavily concentrated in Infosys. Smaller, satellite positions are held in listed mid-caps and private companies through Catamaran, adding diversification but not at the same scale.
Infosys earns globally, creating an implicit hedge through multi-currency revenues. Catamaran also holds overseas assets, adding non-rupee exposure alongside India-focused Narayana Murthy stock holdings.
Yes. Buybacks, stock splits, and new issuances can shift percentage ownership depending on participation. Absolute share count and proportionate tendering determine the final effect.
