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Smart Money Bets: 3 Indian Investors' Latest Moves
3 Jul
Summary
- Three top investors made fresh bets in the March 2026 quarter.
- The investments span railway infrastructure, real estate, and lending.
- Each investor's strategy reflects distinct market plays: order book, turnaround, and recovery.
In the March 2026 quarter, leading investors Mukul Agrawal, Madhusudan Kela, and Ashish Dhawan made significant new investments, offering insights into their strategies.
Mukul Agrawal acquired a nearly 14% stake in E2E Transportation Infrastructure, a newly listed railway engineering firm, signaling a bet on the order book and infrastructure growth. Despite recent stock price dips and SME board listing risks, the company shows impressive growth metrics.
Madhusudan Kela invested approximately Rs 56 crore in Indiabulls Ltd, a company recently restructured to focus on real estate and financial services. After a significant rally post-restructuring, the upcoming June filings will assess its property pipeline conversion.
Ashish Dhawan made his largest fresh purchase in IIFL Finance, a diversified lender recovering from a previous gold loan ban. Trading at a discount to peers despite profit recovery, this represents a bet on a business regaining market trust.
These distinct investment approaches—order book, restructuring, and recovery—highlight varied paths to potential returns. Investors will closely watch the June 2026 filings for signs of deepening conviction or fading interest in these companies.
