Ace investors like Ashish Kacholia, Dolly Khanna, Mukul Agrawal, and several others have a knack for spotting hidden gems long before they catch the market’s attention, with micro-caps often being their preferred hunting ground. As Q1 FY26 earnings season unfolds, we take a closer look at how some of these high-conviction micro-cap bets from India’s most celebrated investors have performed.
Dhabriya Polywood Limited
With a market cap of Rs. 420 crores, the stock closed at Rs. 388 on Thursday, as against its previous closing price of Rs. 393.65. Dhabriya Polywood Limited is engaged in the design, manufacturing and supply of uPVC windows & doors and PVC profiles for the manufacturing of doors, windows, partitions, false ceilings, wall panelling, fencing, pelmet, cabinets, multi-seating modular, workstations, refabricated structures, and more.
On the financial front, Dhabriya Polywood reported a revenue from operations of Rs. 62.09 crores in Q1 FY26, marginally down by around 2 percent QoQ but a growth of about 6 percent YoY. Meanwhile, its net profit increased to Rs. 6.54 crores, rising by nearly 22 percent QoQ and 41 percent YoY. As per the latest shareholding data available with the BSE, ace investor Ashish Kacholia holds a 6.67 percent stake in the company.
Allcargo Gati Limited
With a market cap of Rs. 916.6 crores, the stock closed at Rs. 62.32 on Thursday, as against its previous closing price of Rs. 62.66. Allcargo Gati Limited is primarily engaged in the business of express distribution and supply chain solution through surface, air and rail logistics, supply chain management (SCM), e-commerce logistics, and fuel stations.
On the financial front, Allcargo Gati posted a revenue from operations of Rs. 357.2 crores in Q1 FY26, marking a decline of around 7 percent QoQ and 0.24 percent YoY. Meanwhile, its net profit came in at Rs. 1.2 crores in the latest quarter, reversing a net loss of Rs. 2.2 crores in the previous quarter, but down by around 92 percent YoY from Rs. 14.8 crores in Q4 FY25. As per the latest shareholding data available with the BSE, ace investor Mukul Mahavir Agrawal holds a 4.76 percent stake in the company.
TAAL Enterprises Limited
With a market cap of Rs. 957 crores, the stock closed at Rs. 3,071 on Thursday, as against its previous closing price of Rs. 3,106.45. TAAL Enterprises Limited is principally engaged in the business of providing Aircraft Charter Services.
On the financial front, TAAL Enterprises reported a revenue from operations of Rs. 46 crores in Q1 FY26, up by around 2 percent QoQ but down by 4 percent YoY. Meanwhile, its net profit increased to Rs. 14 crores, rising by nearly 17 percent QoQ and 27 percent YoY. As per the latest shareholding data available with the BSE, ace investor Mukul Mahavir Agrawal holds an 8.92 percent stake in the company.
20 Microns Limited
With a market cap of Rs. 805 crores, the stock closed at Rs. 228.15 on Thursday, as against its previous closing price of Rs. 229.65. 20 Microns Limited is engaged in the business of manufacturing and selling industrial micronised minerals and speciality chemicals.
On the financial front, 20 Microns reported a revenue from operations of Rs. 247 crores in Q1 FY26, up by around 9 percent QoQ and 7 percent YoY. Meanwhile, its net profit increased to Rs. 17 crores, rising by nearly 13 percent QoQ but down by around 5 percent YoY. As per the latest shareholding data available with the BSE, ace investor Dolly Khanna holds a 1.99 percent stake in the company.
Written by Shivani Singh
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