Archive · 28 Jul 2026
Mukul Agrawal Holds Two Smallcap Stocks Near 52-Week Lows
Mukul Agrawal is a well-known investor who likes to buy stocks in small and mid-sized companies early.
He has two stocks in his portfolio that have fallen in value recently.
One is Sirca Paints, which makes high-quality paints and coatings.
The other is Raymond Lifestyle, a well-known brand in fabrics and apparel.
Both stocks have dropped in price, but Agrawal is not selling them.
Sirca Paints has been growing steadily, but its stock price has fallen due to market conditions.
Raymond Lifestyle is a well-known brand, but it has not been making much profit lately.
Agrawal believes in the long-term potential of these companies and is waiting for their prices to recover.
Mukul Agrawal holds stakes in Sirca Paints and Raymond Lifestyle, both trading near 52-week lows.
Sirca Paints has shown consistent growth but has seen a valuation reset due to market conditions.
Raymond Lifestyle, a legacy brand, is struggling with low profitability despite its strong brand recognition.
Agrawal's strategy involves holding onto these stocks, believing in their long-term potential.
The market's reaction to these stocks reflects differing views on growth versus value investing.
- Who
- Mukul Agrawal, a prominent investor holding stakes in Sirca Paints and Raymond Lifestyle.
- What
- Mukul Agrawal is holding onto two smallcap stocks, Sirca Paints and Raymond Lifestyle, despite their recent declines.
- When
- The article discusses the performance of these stocks up to July 2026.
- Where
- The companies operate primarily in India, with Sirca Paints also having operations in Nepal, Bangladesh, and Sri Lanka.
- Why
- Agrawal believes in the long-term potential of these companies and is not swayed by short-term market volatility.
Growth Investors
Value Investors
Investment Strategy
Growth Investors
Growth investors focus on companies with high growth potential, even if they are currently overvalued.
Value Investors
Value investors look for undervalued companies with strong fundamentals, betting on future appreciation.
Market Valuation
Growth Investors
Growth investors may see Sirca's current valuation as a buying opportunity due to its strong growth prospects.
Value Investors
Value investors might view Raymond Lifestyle's low price-to-book ratio as an attractive entry point.
- Mukul Agrawal's Portfolio Value
- Rs 7,377 cr
- Sirca Paints Market Cap
- Rs 2,235 cr
- Raymond Lifestyle Market Cap
- Rs 4,332 cr
- Sirca Paints 5-Year Sales CAGR
- 28%
- Sirca Paints 5-Year Net Profit CAGR
- 31%
- Raymond Lifestyle FY26 Revenue
- Rs 6,888 cr
- Raymond Lifestyle FY26 Net Profit
- Rs 46 cr
- Raymond Lifestyle PE Ratio
- 39x