Archive · 16 Jan 2026
Dolly Khanna Reallocates Portfolio: Adds Alcohol Stock, Exits PVC Manufacturer
Dolly Khanna, a famous investor, recently made big changes to her investment portfolio.
She bought a small part of a company called IFB Agro, which makes alcohol and other products.
This company has seen its profits grow recently, even though its sales haven't increased much.
The share price of IFB Agro has gone up a lot in the last five years.
At the same time, Dolly Khanna sold her shares in another company called Prakash Pipes, which makes PVC pipes and packaging materials.
This company has also seen good growth, but Dolly decided to sell her shares.
Investors are watching these moves closely to see if they will be successful in the future.
Dolly Khanna bought a 1.13% stake in IFB Agro Industries Ltd worth Rs 15 cr.
IFB Agro's sales grew at 1% CAGR from FY20 to FY25, while EBITDA and net profits showed a rebound.
IFB Agro's share price increased by 210% from January 2021 to January 2026.
Dolly Khanna sold her stake in Prakash Pipes Ltd, which she had held for over 4 years.
Prakash Pipes' sales grew at 15% CAGR from FY20 to FY25, with a notable drop in H1FY26 EBITDA.
- Who
- Dolly Khanna, a well-known investor, and her portfolio manager husband Rajiv Khanna
- What
- Portfolio reallocation involving buying a stake in IFB Agro Industries Ltd and selling a stake in Prakash Pipes Ltd
- When
- Exchange filings for the quarter ending December 2025
- Where
- India
- Why
- Strategic investment decisions based on financial performance and growth prospects
- Investor
- Dolly Khanna
- Portfolio Value
- Rs 265 cr
- New Investment
- IFB Agro Industries Ltd
- Stake in IFB Agro
- 1.13%
- Investment Value
- Rs 15 cr
- Sold Investment
- Prakash Pipes Ltd
- Holding Period
- Over 4 years
- IFB Agro Market Cap
- Rs 1,338 cr
- IFB Agro Sales Growth
- 1% CAGR (FY20-FY25)
- IFB Agro EBITDA Growth
- 7% CAGR (FY20-FY25)
- IFB Agro Share Price Growth
- 210% (Jan 2021-Jan 2026)
- IFB Agro PE Ratio
- 26x
- Prakash Pipes Market Cap
- Rs 513 cr
- Prakash Pipes Sales Growth
- 15% CAGR (FY20-FY25)
- Prakash Pipes EBITDA Growth
- 26% CAGR (FY20-FY25)
- Prakash Pipes Share Price Growth
- 83% (Jan 2021-Jan 2026)
- Prakash Pipes PE Ratio
- 10x