Archive · 31 Oct 2025
India’s Vanaja Iyer Buys Rs 660 Crore Stakes in 5 Stocks
A famous investor in India, known as Vanaja Iyer, who is sometimes called the 'Warren Buffett of India,' recently bought shares in five different companies.
She spent a total of about 660 crore rupees on these stocks.
She bought a big piece of a company called Linde India, which makes industrial gases, for 525 crore rupees.
She also bought shares in SML Mahindra, a company that makes commercial vehicles, for about 63.5 crore rupees.
Additionally, she invested in three other companies: XPRO India (plastics), Techera Engineering (aerospace parts), and Solarworld Energy Solutions (solar power).
People are watching her moves because she is known for making smart investment choices that often lead to profits.
While Linde India's profits have been a bit down recently, the company's leaders are hopeful for the future.
SML Mahindra, however, has already shown improvement and is making profits again.
It will be interesting to see if these new investments turn out to be good ones.
Vanaja Iyer, a prominent Indian investor, has acquired stakes in five stocks worth Rs 660 crore.
Her largest investment is Rs 525 crore in Linde India, an industrial gases and engineering company.
She also invested Rs 63.5 crore in SML Mahindra, a commercial vehicle manufacturer that has shown a recent turnaround.
The other three companies include XPRO India (polymers), Techera Engineering India (aerospace/defense tooling), and Solarworld Energy Solutions (solar EPC).
Iyer's investment decisions are closely watched by the market due to her successful track record.
- Who
- Vanaja Sunder Iyer, a noted Indian investor
- What
- Purchased stakes in five companies totaling Rs 660 crore.
- When
- October 2025 (stock prices and investment data referenced)
- Where
- India
- Why
- Believed to be strategic investments due to her reputation as a discerning investor.
Company Outlook
Investor Sentiment
Linde India Financials
Company Outlook
Company's net profits declined from Rs 727 crore in December 2023 to Rs 455 crore in FY25, raising concerns.
Investor Sentiment
Despite profit concerns, the management is optimistic about future growth in the Indian industrial gases market, citing strong industry growth prospects and strategic positioning.
SML Mahindra Performance
Company Outlook
The company recorded losses in FY20, FY21, and FY22.
Investor Sentiment
SML Mahindra has demonstrated a strong turnaround, showing significant profit growth from losses to Rs 122 crore in FY25, with positive medium to long-term market expectations.
- Investor
- Vanaja Sunder Iyer
- Total Investment
- Rs 660 crore
- Number of Stocks
- 5
- Largest Investment (Linde India)
- Rs 525 crore
- Second Largest Investment (SML Mahindra)
- Rs 63.5 crore