Synopsis: Ace Investor Ashish Kacholia has 48 stocks in his portfolio as of the latest quarter. Out of which certain stocks have a PEG ratio as less as 0.06, and even some stocks where ace invest has increased his stake by more than 1 percent within a quarter.
Ashish Kacholia, one of India’s most respected equity investors, who is also known as- Big Whale of Dalal Street due to his expertise in identifying multibagger stocks, especially the small and mid cap ones. As per the latest corporate shareholding disclosures, the ace investor publicly holds stakes in 48 listed companies and the total portfolio value currently exceeds Rs 2,640 crore. This is a 6.5 percent increase from Rs 2,478 crore, which was the value of the same at the beginning of the current financial year.
There are various techniques that help investors like Ashish Kacholia to quickly assess a company’s financial performance, valuation, and overall health, one such being financial ratios which are broadly classified into profitability, liquidity, leverage, efficiency, and valuation ratios.
Among these financial ratios, there lies the PEG ratio which is Price/Earnings to Growth Ratio, this ratio factors in a company’s expected earnings growth along with its calculated P/E ratio. By adjusting the valuation for growth potential, the PEG ratio helps an investor to identify an undervalued growth stock.
A PEG ratio below 1 often suggests that a stock may be attractively priced or undervalued relative to its future earnings growth, this makes it a powerful tool to identify long-term investment opportunities in fundamentally strong companies. Ashish Kacholia has a number of stocks with PEG ratio less than 1, therefore following are the stocks with least PEG ratio held by the ace investor.
Incorporated in 1989, Texel Industries Ltd is engaged in the manufacturing of tarpaulins and geomembranes.The company is headquartered in Gujarat. As of the latest quarter, Ace investor Ashish Kacholia has a 7.86 percent stake in the company.
In the latest quarter the company saw a YoY revenue growth of 19 percent, going from Rs 27.85 Cr in Q2FY25 to Rs 33.21 Cr in Q2FY26, while the QoQ went up by 29 percent from Rs 25.75 Cr in Q1FY26. The YoY Net Profits growth is at 69 percent, going from Rs 0.84 Cr in Q2FY25 to Rs 1.42 Cr in Q2FY26, while the QoQ growth stood at 82 percent from Rs 0.78 Cr in Q1FY26. The company has a PEG ratio of 0.06
Walchandnagar
Incorporated in 1908, Walchandnagar Industries Ltd is engaged in the heavy engineering and foundry & machine shop businesses. The company is headquartered in Mumbai. As of Q2FY26 the ace investor has a 2.59 percent stake in the company.
In the latest quarter the company saw its YoY revenue fell by 23 percent, going from Rs 68 Cr in Q2FY25 to Rs 52 Cr in Q2FY26, while the QoQ went up by 6 percent from Rs 49 Cr in Q1FY26. The company has been making a loss since FY24, and in Q2FY25 the company made a loss of Rs 11 Crore, while in the latest quarter- Q2FY26 the loss increased to Rs 12 crore. Currently the company’s PEG stands at 0.08.
Man Industries (India) Ltd
Incorporated in 1988 and headquartered in Mumbai, Man Industries Ltd is one of India’s largest manufacturers and exporters of LSAW and HSAW pipes, with a total installed capacity of 1 million tonnes. The company has over three decades of presence in the pipe industry, and is a leading producer of large-diameter pipes, that serves both domestic and global infrastructure & energy projects. As of the latest quarter, Ashish Kacholia has a 3.04 percent stake in the company, which is a more than one percent increase from the previous quarter’s 2.03 percent.
In the latest quarter Man Industries saw a YoY revenue growth of 3.4 percent, going from Rs 806 Cr in Q2FY25 to Rs 834 Cr in Q2FY26, while the QoQ went up by 12 percent from Rs 742 Cr in Q1FY26. The YoY Net Profits growth is at 15 percent, going from Rs 32 Cr in Q2FY25 to Rs 37 Cr in Q2FY26, while the QoQ growth stood at 32 percent from Rs 28 Cr in Q1FY26. The company has a PEG ratio of 0.3.
Balu Forge Industries
Balu Forge Industries Ltd, manufactures fully finished and semi-finished forged crankshafts and components. This company has equipped itself in order to meet new emission norms and new energy vehicle requirements, and supports the evolving automotive and clean mobility sector. As of Q2FY26, the ace investor has a 1.64 percent stake in the company.
In the latest quarter the company saw a YoY revenue growth of 34 percent, going from Rs 223 Cr in Q2FY25 to Rs 300 Cr in Q2FY26, while the QoQ went up by 28 percent from Rs 233 Cr in Q1FY26. The YoY Net Profits growth is at 35 percent, going from Rs 48 Cr in Q2FY25 to Rs 65 Cr in Q2FY26, while the QoQ growth stood at 14 percent from Rs 57 Cr in Q1FY26. The company has a PEG ratio of 0.36.
Dhabriya Polywood Limited
Dhabriya Polywood Ltd is engaged in the manufacturing and sale of plastic products and modular furniture. The company is headquartered in Jaipur, Rajasthan. As of Q2FY26, Ashish Kacholia has a 5.79 percent stake in the company.
In the latest quarter Dhabriya saw a YoY revenue growth of 15 percent, going from Rs 58 Cr in Q2FY25 to Rs 67 Cr in Q2FY26, while the QoQ went up by 8 percent from Rs 62 Cr in Q1FY26. The YoY Net Profits growth is at 82 percent, going from Rs 4.18 Cr in Q2FY25 to Rs 7.61 Cr in Q2FY26, while the QoQ growth stood at 16 percent from Rs 6.54 Cr in Q1FY26. Currently the company’s PEG stands at 0.38.
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