2 SME Stocks in Focus After Ashish Kacholia Sells Entire Stake in the Company

Synopsis: Managing a portfolio worth of Rs 2,349 crore, Ace investor Ashish Kacholia has completely exited two SME stocks. He offshored stakes of up to 4.8 percent through bulk deals to a single private entity.

Ashish Kacholia, who is widely known as the Big Whale of the Indian stock market, is a veteran value investor known for his uncanny ability to identify high-growth small and mid-cap “hidden gems.” Co-founding Hungama Digital and later establishing Lucky Securities, he has built a reputation for high-conviction and long-term bets.

His diversified portfolio currently features 50 stocks with a total net worth of Rs 2,349 Cr. His largest holdings include Shaily Engineering at Rs 569 Cr, Jain Resource Recycling at Rs 168 Cr, and Safari Industries valued at Rs 144 Cr. Lately, this valuable portfolio has gone through a reshuffling as the ace investor has completely exited his position in the following 2 SME stocks. 

Cosmic CRF Ltd

Cosmic CRF Limited is a leading Indian manufacturer specializing in cold-rolled formed, or CRF steel sections and engineering solutions. The company primarily serves the railway, infrastructure, and automotive sectors. Recognized as an approved vendor for RDSO, it plays a critical role in India’s railway modernization by supplying high-precision wagon components.

In the latest half, Cosmic CRF saw a YoY revenue growth of 80.32 percent, going from Rs 168.59 Cr in H1FY25 to Rs 304.00 Cr in H1FY26. While the YoY Net Profits growth is at 31.11 percent, going from Rs 18.33 Cr in H1FY25 to Rs 24.03 Cr in H1FY26.

Ashish Kacholia has fully exited his 3.37 percent stake or 3.09 lakh shares in the company by selling it to Suryavanshi Commotrade, this news came out yesterday and the stock surged by more than 7 percent in yesterday’s trading session.

According to available records the ace investor had entered this investment Q4FY24 with 5.34 lakh shares and had 6.52 percent of the company, since then, the stock price has fallen by 27 percent from Rs 935 to the current Rs 685, and currently has a market cap of more than Rs 600 Cr.

BEW Engineering Ltd

BEW Engineering Ltd is a precision engineering company engaged in manufacturing critical components and equipment for industries like oil & gas, power, and heavy engineering. The company focuses on high-quality fabrication, machining, and project execution, serving both domestic and export markets with customized engineering solutions and strong client relationships.

In the latest half, the company saw a YoY revenue growth of 71 percent, going from Rs 51 Cr in H1FY25 to Rs 87 Cr in H1FY26. While the YoY Net Profits growth was nil, as Rs 6 Cr profit was made by the company in both H1FY25 and H1FY26.

Ace investor Ashish Kacholia has fully exited his 4.8 percent stake or 6.3 lakh shares in the company by selling it to Suryavanshi Commotrade. As per records, he had entered in Q3FY24 with 1.4 lakh shares (4.3 percent stake). Since then, the stock has declined 76 percent from Rs 350 to Rs 82, with a current market cap of over Rs 100 crore.

Though there has been a movement of shares from Ashish Kacholia to Suryavanshi Commotrade, it is important to note that Suryavanshi Commotrade is a private company where the ace investor is a director, therefore making this more like a transaction where an investor tries to reallocate their shares under the entity which is held by them in order to consolidate holdings, enhance tax efficiency, and streamline long-term estate planning.

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