Archive · 12 Jan 2026
Mukul Agarwal Bets on Contrasting Stocks
Mukul Agarwal, a well-known investor, has recently added two very different companies to his investment portfolio.
One is Hindustan Construction Company, which builds big things like dams and roads but has been having some financial troubles.
The other is Sudeep Pharma, a newer company that makes medicines and has been doing really well financially.
People are wondering why Mukul chose these two companies, as they seem very different.
Some think Hindustan Construction might improve because it has a lot of upcoming projects and has reduced its debt.
Sudeep Pharma, even though its stock price has gone down since it started selling shares, is still doing well and might be a good deal now.
Only time will tell if these investments will pay off.
Mukul Agarwal added Hindustan Construction Company Ltd and Sudeep Pharma Ltd to his portfolio in Q3 2025.
Hindustan Construction has a market cap of Rs 4,760 cr and has seen fluctuating financial performance with recent improvements in order book and debt reduction.
Sudeep Pharma has a market cap of Rs 6,175 cr and has shown strong financial growth with high capital efficiency.
Agarwal's investment in Hindustan Construction is worth Rs 80 cr, representing a 1.7% stake.
Agarwal's investment in Sudeep Pharma is worth Rs 82 cr, representing a 1.3% stake.
- Who
- Mukul Agarwal, an investor
- What
- Added two contrasting stocks to his portfolio: Hindustan Construction Company Ltd and Sudeep Pharma Ltd
- When
- Q3 2025
- Where
- India
- Why
- Not explicitly stated, but potential reasons include Hindustan Construction's robust order book and debt reduction, and Sudeep Pharma's strong financial performance and capital efficiency
- Investor
- Mukul Agarwal
- Total Portfolio Value
- Rs 6,615 cr
- Number of Stocks
- 70
- Hindustan Construction Stake
- 1.7%
- Hindustan Construction Investment
- Rs 80 cr
- Sudeep Pharma Stake
- 1.3%
- Sudeep Pharma Investment
- Rs 82 cr
- Hindustan Construction Market Cap
- Rs 4,760 cr
- Sudeep Pharma Market Cap
- Rs 6,175 cr
- Hindustan Construction Share Price (Jan 2026)
- Rs 18.2
- Sudeep Pharma Share Price (Jan 2026)
- Rs 547