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5 stocks Warren Buffetts of India just added to their portfolios – Stock Insights News
As the month of April ends, companies are announcing quarterly results and their latest shareholding patterns . This makes it a time to sit down and take notes from the changes in some of the biggest portfolios in India. The portfolio’s of the Warren Buffetts of India.
You must have recently read about the 5 stocks the Warren Buffetts of India have recently sold. Let us switch the equation now and look at 5 stocks that have caught the attention of some of the Warren Buffetts of India.
What is it that has made these Warren Buffetts buy fresh stakes in these 5 stocks? Let us try and find out
Sahasra Electronic Solutions Ltd
Incorporated in February 2013, Sahasra Electronic Solutions Limited is an Electronic System Design and Manufacturing company that provides electronic system design and manufacturing.
With a market cap of Rs 928 cr, the company was listed in October 2024.
One of the biggest and most followed super investors of India, Mukul Agarwal, with a portfolio worth Rs 6,476 cr, just bough a 2.3% stake in the company worth Rs 21 cr.
The company reports half yearly financials, and the last one was in September 2024, when the sales were at Rs 41 cr while the FY24 number was Rs 101 cr. EBITDA (earnings before interest, taxes, depreciation, and amortisation) was Rs 36 cr for FY24 and up until September 2024, it was Rs 9 cr. Net profit was Rs 33 cr for FY24 and until September 2024, it was Rs 7 cr.
The share price of Sahasra on its listing in October 2024 was around Rs 565, and as on the closing of 24th April 2025, it is at Rs 371, which is over a 34% drop.
The company’s share is trading at a current PE of 28x while industry median is just around 50x. The industry median for 10 years is 46x.
Windsor Machines Ltd
Incorporated in 1963, Windsor Machines Ltd is in the business of manufacturing plastic processing machinery. Currently the market cap of Windsor is Rs 2,475 cr.
Madhusudan Kela, a very well known and widely followed Warren Buffett of India with a portfolio worth Rs 3,666 cr just bought a 7.7% stake in Windsor Machines with over Rs 211 cr.
The company’s sales have shown a flat growth between FY19 and FY24, from Rs 350 cr to Rs 354 cr. The EBITDA however has seen a compound jump of about 11% in 5 years. The net profits also seem like an area of concern. The company recorded losses of Rs 3 cr in FY19 and Rs 8 cr in FY24.
The share price of Windsor Machines was about Rs 11 in April 2020, and as on the closing for 24th April 2025, the price was at Rs 323, logging in a jump of 2,836%.
The company’s share is trading at a negative PE and is hence not available on screener.in. The current industry median however is 38x. The 10-year median PE for Windsor is 42x, while the industry median for the same period is a just 25x.
GHCL Ltd
GHCL Limited is the 2nd largest manufacturer of soda ash in India with a market share of 26%, a key raw material for the detergent and glass industries, as well as Sodium Bicarbonate (Baking Soda).
With a current market cap of Rs 5,949 cr, the company has clientele that includes Hindustan Unilever, P&G, Borosil Renewable, Saint Gobain, Patanjali, Hindustan Zinc, Piramal, etc.
Super investor Dolly Khanna, with a portfolio net worth of about Rs 550 cr, just bought a 1% stake in GHCL worth Rs 61 cr.
The company’s sales have grown at a compound rate of just 1% in the last 5 years and the EBITDA grew at a compound rate of 2.3% in the same period. The net profits however have seen a compound jump of 11% in last 5 years.
The share price of GHCL Ltd have seen a jump of 541% from Rs 97 in April 2020 to its current price of Rs 622 (as at closing on 24th April 2025).
The company’s share is currently trading at a PE of 10x, while the industry median is 29x. The 10-Year median PE for GHCL is 7x and the industry median for the same period is 23x.
Infinium Pharmachem Ltd
Incorporated in 2003, Infinium Pharmachem Ltd manufactures and sells Iodian based Pharmaceutical Intermediates.
With a market cap of Rs 486 cr, the company has a Foreign Joint Venture Subsidiary viz. Shanghai Tajilin Industrial in China. It does international trade of Chemicals, Pharmaceuticals and other products.
Ace Investor Ashish Kacholia just bought a 4.6% stake in the company worth Rs 22.4 cr.
The company’s sales have grown at a compound rate of just 24% in the last 3 years, while the EBITDA logged in a compound jump of about 112% in 3 years. The net profits have also seen a compound jump of 61% in the same period.
The share price of Infinium was around Rs 90 at listing in April 2023, which is now jumped to Rs 312 (as on closing of 24th April 2025), which is a jump of about 247%.
The company’s share is trading at a current PE of 51x, and industry median is also around 29x. The 10-year median PE for Infinium Pharmchem about 26x while the industry median for the same period is 22x.
Service Care Ltd
Incorporated in 2011, Service Care Ltd is in the business of workforce administration and management, including workspace management service.
With a current market cap of Rs 87 cr, the company specializes in providing WorkForce and WorkSpace Administration Services in various domains, including Integrated Facility Management, Business Services, staffing solutions, and payroll management, etc. for diverse clientele in Manufacturing, Engineering, IT, Government, Healthcare, etc.
Ajay Upadhayay, a well-known super investor and one of the Warren Buffetts of India bought a 3.4% stake in the company worth Rs 2.9cr.
The company’s sales have grown at a compound rate of 29% in the last 3 years, while the EBITDA has gone from Rs 3cr to Rs 4cr in the same period. The net profits however have seen a huge 167% compounded jump in just 3 years.
The share price of Service Care was about Rs 61 when listed in July 2023 and has jumped to its current price of Rs 65 (as on closing of 24th April 2025).
The company’s share is trading at a current PE of 17x, and industry median is around 28x. The 10-year median PE for Service Care Ltd about 15x while the industry median for the same period is 26x.
Follow the Buffetts?
While the financials for the 5 companies the Warren Buffetts of India have just added to their portfolios might all have different trajectories, the common factor amongst them is just one. They were able to grab the attention of some of the smartest investors in India.
What has triggered these buy decisions, is something only these super investors know. After all they have the knack to pick winners for years. And between them, they have a stock holding of thousands of crores.
To buy or to watch from the sidelines is the big question here. One that could only the answered individually. But it would be a great initiative to add these stocks to one’s portfolio to see how the latest picks of the Warren Buffetts of India fare in the short and long run.
Disclaimer
Note: We have relied on data from www.Screener.in and www.trendlyne.com throughout this article. Only in cases where the data was not available, have we used an alternate, but widely used and accepted source of information.
The purpose of this article is only to share interesting charts, data points and thought-provoking opinions. It is NOT a recommendation. If you wish to consider an investment, you are strongly advised to consult your advisor. This article is strictly for educative purposes only.
Suhel Khan has been a passionate follower of the markets for over a decade. During this period, He was an integral part of a leading Equity Research organisation based in Mumbai as the Head of Sales & Marketing. Presently, he is spending most of his time dissecting the investments and strategies of the Super Investors of India.
Disclosure: The writer and his dependents do not hold the stocks discussed in this article.
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