Archive · 27 Jan 2026
Super Investors Buy Mid-Caps Amid Market Volatility
In the last few months of 2025, some of India's top investors, known as super investors, bought shares in 10 mid-cap companies.
These companies are in different industries like construction, pharmaceuticals, defense, digital media, and more.
The investors believe these companies have good growth potential, even though the market was volatile.
Some companies have reduced their debt, while others have shown good sales and profit growth.
The investors are betting on these companies for the long term, and they think these companies will do well in the future.
The article also provides some key metrics and financial data for each of these companies.
Super investors bought significant stakes in 10 mid-cap companies during market volatility in Q3FY26.
Companies include Hindustan Construction, Sudeep Pharma, Techera Engineering, Adcounty Media, Emkay Global, Patel Engineering, Advait Energy, Geojit Financial, Associated Alcohols, and IFB Agro.
Investments were driven by long-term conviction in value-driven laggards and high-growth mid-caps.
Key metrics include debt reduction, sales and profit growth, and strategic positioning in their respective industries.
Investors are betting on these companies for their long-term growth potential and structural positioning.
- Who
- Super investors (Warren Buffetts of India) and retail investors
- What
- Investments in 10 mid-cap stocks during market volatility
- When
- Last few months of 2025 (Q3FY26)
- Where
- Indian markets
- Why
- Long-term conviction in value-driven laggards and high-growth mid-caps
- Hindustan Construction Company Ltd
- Debt reduced from Rs 4,253 cr to Rs 1,610 cr in 5 years
- Sudeep Pharma Ltd
- 32% sales growth and 50% profit growth from FY20 to FY25
- Techera Engineering India Ltd
- Precision tooling and components for aerospace and defense
- Adcounty Media India Ltd
- 29% sales growth and 66% profit growth from FY20 to FY25
- Emkay Global Financial Services Ltd
- 70%+ promoter holding, expanding into wealth management and AIFs
- Patel Engineering Ltd
- Trading at 90% discount from all-time high, 0.75x book value
- Advait Energy Transitions Limited
- 67% EBITDA CAGR, Rs 1,070 cr order book
- Geojit Financial Services Ltd
- Trading at 1.7x P/B, 63% discount to peer Angel One
- Associated Alcohols & Breweries Ltd
- 20-25% market share in Madhya Pradesh, top 5 in Kerala
- IFB Agro Industries Ltd
- Net profits of Rs 40 cr in H1FY26