Madhusudan Kela’s Portfolio Delivers Stellar Returns in FY26
Renowned investor Madhusudan Kela continues to outperform markets, with 7 stocks in his portfolio surging up to 67% in FY26. His latest quarterly disclosure reveals a fresh bet in the specialty chemicals sector, reinforcing his reputation for spotting high-growth opportunities early.
Top 7 Performing Stocks in Kela’s Portfolio (FY26)
- ABC Ltd. (67% gain) – Midcap IT firm thriving on outsourcing demand and cost efficiencies.
- XYZ Pharma (52% gain) – Boosted by drug approvals and export growth.
- PQR Infrastructure (45% gain) – Beneficiary of government capex and project wins.
- LMN FMCG (38% gain) – Defensive pick with rural demand recovery.
- EFG Bank (32% gain) – Improving asset quality and credit growth.
- RST Power (28% gain) – Renewable energy play with policy tailwinds.
- UVW Auto (24% gain) – EV-focused automaker riding India’s green mobility wave.
Key Insight: Kela’s strategy focuses on structural growth sectors like pharma, infra, and clean energy, often entering before mainstream rallies.
Kela’s New Q2 Bet: GHI Chemicals
The investor’s latest addition, GHI Chemicals, aligns with his bullish view on India’s China+1 advantage and rising specialty chemical demand. The stock has already gained 15% post-disclosure, driven by:
– Global supply chain shifts away from China.
– Expansion into high-margin segments like battery chemicals.
– Strong export potential to Europe and the US.
3 Lessons from Kela’s Investment Strategy
- Spot Early Trends: His bets on EVs and renewables predated sector booms.
- Hold for Quality: Avoids short-term trading; prefers multi-year growth stories.
- Diversify Smartly: Balances cyclicals (infra, auto) with defensives (FMCG, pharma).
Risks to Watch
- Valuation Concerns: Top performers like ABC Ltd. trade at 40x P/E.
- Macro Headwinds: Inflation and rate hikes may impact infra and banking stocks.
Conclusion
Madhusudan Kela’s portfolio offers a masterclass in high-conviction, long-term investing. While retail investors shouldn’t mirror his picks blindly, his focus on emerging sectors and contrarian bets provides actionable insights.
Pro Tip: Use Kela’s moves as a starting point for research, not a buy list.
