Ashish Kacholia portfolio: Ace investor adds 3 new stocks, trims stake in 13 companies in Q2
Indian markets moved higher in a quarterly results development for Q2FY27.
· ET Stocks, Economic Times Markets
Ace investor Ashish Kacholia reshuffled his Rs 3,000 crore portfolio in Q2FY27, adding three stocks, increasing stakes in two companies and trimming holdings in 13 others. The changes include new bets on ESDS Software Solutions, Ardee Industries and Credent Connect N Care, while Fineotex Chemicals and Brand Concepts may have been exited.
Key facts
- Period
- Q2FY27
The analysis
Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
Market context
- Sector exposure: Chemicals.
In this story
Related coverage
SRF extends slide to 5th day, falls 5% to hit 52-wk low on Q2 margin miss
Lupin, SRF, TMPV, Maruti, NTPC among 74 BSE 500 stocks hit 52-week lows
Q2 results 2026 today: Eternal, Adani Green, Indian Hotels among 38 firms to announce quarterly earnings | Full list
Eternal Q2 earnings: Net profit rises 92%, revenue at Rs 24,138 crore
Mahindra Finance Q2 net profit surges 55% to Rs 882 crore on volumes, lower credit cost