Anil Kumar Goel is a notable Indian investor famous for his value-based investment strategy. He is successful in the Indian stock market due focus on a diversified portfolio, especially in small and mid-cap companies. Anil Kumar Goel portfolio consists of 35 stocks with a net worth of over ₹ 1,893.4 Cr.
Investment Strategy
Anil Kumar Goel's investment strategy is a classic example of value investing. He identifies undervalued companies with strong fundamentals, potential for long-term growth, and good management. Here's a closer look at his investment philosophy.
Focus on Fundamentals & Undervalued Stocks
Goel emphasizes the importance of investing in companies with strong fundamental attributes such as healthy balance sheets, consistent revenue growth, and profitability. He looks for businesses with a sustainable competitive advantage, leading to long-term success.
Anil Kumar Goel tries to find undervalued stocks. This means looking for opportunities where the current stock price does not reflect the company's intrinsic value based on its earnings, growth potential, and other financial metrics.
Long-term Investment Perspective & Diversification
Goel believes in patience and a long-term perspective on investments. He is willing to hold onto his investments for many years which allows the companies to grow and their stock value to increase. This approach requires a deep understanding of the companies' potential and the conviction to stay invested despite market volatility.
Also, he believes in the importance of diversification. Anil Kumar Goel portfolio covers various sectors which helps mitigate risk. However, he does not diversify for the sake of it and each investment is carefully selected based on its merits.
Risk Management & Investing in Businesses, Not Stocks
Goel's approach includes a strong emphasis on risk management. He evaluates the downside risk carefully before investing and is mindful of the factors that could impact his investments negatively.
Also, Anil views his investments as buying a piece of a business rather than just a stock. This very perspective encourages a deeper understanding of the business which includes its operations, market position, and growth strategies.
Anil Kumar Goel Portfolio
Anil Kumar Goel's total net worth in his investment portfolio is approximately ₹1,893.4 crores. This figure reflects his investments in various companies and sectors which showcase his success and expertise in the stock market through value investing. As of March 2024, Anil Kumar Goel has investments in 39 companies out of which 35 are active.
Goel's sector-wise holdings are diversified across various industries including sugar and energy, textiles, engineering, and chemicals. He has significant investments in the sugar industry. Additionally, Goel has investments in the textile sector and the engineering field as well. This diverse portfolio covers various sectors which indicates his strategic approach to investing in different industries to mitigate risks and capitalize on growth opportunities. His successful investments and achievements in the stock market made him a superstar investor.
Notable Holdings
Here is a list of key holdings in Anil Kumar Goel portfolio:
Uttam Sugar Mills Ltd.
Uttam Sugar Mills Ltd. is an India-based company engaged in producing and processing sugar, along with related by-products. It operates through various segments including sugar, cogeneration, distillery, and others. The company focuses on efficient manufacturing processes and sustainable practices. Anil Kumar Goel's investment in Uttam Sugar Mills Ltd. is substantial, with a value of 110.9 Cr for 2,871,000 shares.
His stake increased slightly over time. It currently stands at 7.5% which demonstrates a growing confidence in the company and its growth potential.
Dalmia Bharat Sugar and Industries Ltd.
Dalmia Bharat Sugar and Industries Ltd. is a leading sugar manufacturing company in India. It specializes in the production of sugar, as well as in the generation of renewable energy. Anil Kumar Goel invested 212.6 Cr in Dalmia Bharat Sugar and Industries Limited and holds 5,175,000 shares.
His stake in the company is steady at 6.4% which shows a consistent belief in the company's value and potential.
KRBL Ltd.
KRBL Ltd. is recognized as the world's largest rice miller and Basmati rice exporter. The company's flagship brand, India Gate Basmati Rice, is a market leader known for its quality and purity. KRBL's operations cover the entire rice production process, from seed development to farming, milling, and marketing.
Anil Kumar Goel's investment in KRBL Ltd. stands at 350.9 Cr for 9,743,000 shares. His stake in the company is currently at 4.3%.
Amarjothi Spinning Mills Ltd.
Amarjothi Spinning Mills Ltd. manufactures yarn that specializes in the production of melange yarn used in the textile industry. The company's product range includes a variety of dyed and blended yarns which cater to both domestic and international markets and emphasize quality and innovation in their offerings.
Anil Kumar Goel's investment in Amarjothi Spinning Mills Ltd. is valued at 8.1 Cr for 457,000 shares. His stake in the company is at 6.8% which indicates a stable interest in this textile manufacturer.
Nahar Capital & Financial Services Ltd.
Nahar Capital & Financial Services Ltd. is a part of the Nahar Group. It is involved in the business of investment and financial services. The company's activities include investments in stocks, mutual funds, and other financial instruments that focus on generating returns through diverse investment strategies.
Anil Kumar Goel's investment in Nahar Capital & Financial Services Ltd. amounts to 13.1 Cr with a holding of 408,000 shares. His stake in the company is consistently at 2.4% which shows a stable investment interest in this company.
Panama Petrochem Ltd.
Panama Petrochem Ltd. specializes in manufacturing and distributing a wide range of specialty petrochemicals and lubricants that serve various industrial sectors globally.
Anil Kumar Goel's investment in Panama Petrochem Ltd. stands at 23.9 Cr for 760,000 shares. His stake slightly decreased to 1.4% which shows a minor adjustment in his investment position.
Final Words
Anil Kumar Goel is often referred to as the "Sugar Baron" and is a superstar investor due to his expertise and success in investing in sugar stocks. His ability to identify promising opportunities in the sugar sector, along with his strategic focus on small and micro-scale firms, distinguishes him as one of India's most influential investors. Goel's investment philosophy has contributed to his reputation in the financial markets.