3 Stocks in which Mukul Agrawal increased his stake in Q4 FY26; Do you hold any?

Synopsis: Ace investor Mukul Agrawal increased stakes in Capacit’e Infraprojects, HCC, and West Coast Paper Mills Limited in Q4 FY26, signaling confidence in infrastructure and paper sector growth.

Ace investor Mukul Agrawal has once again caught market attention with his latest portfolio moves. As per the latest corporate shareholdings filed, Mukul Agrawal publicly holds 73 stocks with a net worth of over Rs. 6,569.4 crore.  

In the March quarter (Q4 FY26), he increased his stake in several companies, signaling growing confidence in select stocks. Tracking such changes helps investors understand emerging opportunities and market trends, as seasoned investors often spot value early. Here are a few stocks in which Ace investor Mukul Agrawal has increased its stake in Q4 FY26:

Capacite Infraprojects Limited

With a market capitalization of Rs. 1,996.66 crore, the shares of Capacite Infraprojects Limited closed on Monday at Rs. 236 per equity share, rising nearly 1.42 percent from its previous day’s close price of Rs. 232.70. 

In March 2026, Capacite Infraprojects Limited had a majority stake held by the promoters at 31.69 percent, foreign institutional investors at 14.96 percent, domestic institutional investors at 7.82 percent, and the public at 45.52 percent.

Ace investor Mukul Agrawal has increased its stake in Capacite Infraprojects Limited from 6.09 percent in December 2025 to a 6.62 percent stake in March 2026, an increase of 0.53 percent. This investment had an investment value of Rs. 10.55 crore. After this investment in Q4 FY26, the Ace investor Mukul Agrawal holds 56 lakh shares in Capacite Infraprojects Limited, with a total holding value of Rs. 130.2 crore.

Capacite Infraprojects Limited (formerly Capacit’e Infraprojects) is a Mumbai‑based engineering, procurement, and construction (EPC) company, founded in 2012. It specialises in high‑rise and super‑high‑rise buildings, housing townships, IT parks, and institutional structures for real‑estate developers and government bodies. The firm focuses on end‑to‑end construction services, including MEP and finishing works, across India.

Hindustan Construction Company Limited

With a market capitalization of Rs. 4,534.30 crore, the shares of Hindustan Construction Company Limited closed on Monday at Rs. 17.31 per equity share, down nearly 1.70 percent from its previous day’s close price of Rs. 17.61. 

In March 2026, Hindustan Construction Company Limited had a majority stake held by the promoters at 16.72 percent, foreign institutional investors at 10.92 percent, domestic institutional investors at 4.11 percent, and the public at 68.24 percent.

Ace investor Mukul Agrawal has increased its stake in Hindustan Construction Company Limited from 1.68 percent in December 2025 to a 1.91 percent stake in March 2026, an increase of 0.23 percent. This investment had an investment value of Rs. 10.60 crore.

After this investment in Q4 FY26, the Ace investor Mukul Agrawal holds 5 crore shares in Hindustan Construction Company Limited, with a total holding value of Rs. 88 crore.

Hindustan Construction Company Limited (HCC) is an Indian multinational engineering and construction firm headquartered in Mumbai, incorporated in 1926. It builds dams, tunnels, bridges, hydro, nuclear, and thermal power plants, expressways, roads, water‑supply, irrigation, and marine projects across the country. HCC has shaped a large share of India’s hydropower, nuclear power, and road‑and‑expressway infrastructure.

West Coast Paper Mills Limited

With a market capitalization of Rs. 3,040.89 crore, the shares of West Coast Paper Mills Limited closed on Monday at Rs. 460.40 per equity share, rising nearly 0.52 percent from its previous day’s close price of Rs. 458.00. 

In March 2026, West Coast Paper Mills Limited had a majority stake held by the promoters at 56.58 percent, foreign institutional investors at 3.24 percent, domestic institutional investors at 13.11 percent, and the public at 27.06 percent.

Ace investor Mukul Agrawal has increased its stake in West Coast Paper Mills Limited from 1.36 percent in December 2025 to a 1.44 percent stake in March 2026, an increase of 0.08 percent. This investment had an investment value of Rs. 2.44 crore.

After this investment in Q4 FY26, the Ace investor Mukul Agrawal holds 9.50 lakh shares in West Coast Paper Mills Limited, with a total holding value of Rs. 43.6 crore.

West Coast Paper Mills Limited (WCPM), part of the SK Bangur Group, is one of India’s oldest and largest producers of printing, writing, and packaging paper. Incorporated in 1955, it operates a state‑of‑the‑art mill in Dandeli, Karnataka, with pulp and paper‑board capacity of over 250,000 metric tonnes and 320,000 metric tonnes per annum, respectively. 

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