​Dolly Khanna’s Portfolio tanks 42% in FY26: 6 stocks bleed, 1 fresh bet surges 97%​

2 hours ago 6

Feb 14, 2026, 11:12:37 AM IST

Portfolio Watch

The financial community closely monitors the investment moves of Dalal Street’s top investors. An ETMarkets analysis of ace investor Dolly Khanna’s portfolio shows that, based on shareholding data for the December 2025 quarter, she publicly holds around 10 stocks. As of February 13, 2026, the total value of these holdings is approximately Rs 224 crore, down about 42% from Rs 390 crore in March 2025.

ETMarkets.com

Portfolio Performance

2/12

Portfolio Performance

In terms of performance, six of the ten stocks have declined between 15% and 35% so far in FY26, while the remaining four have gained between 15% and 97%, including one fresh addition to the portfolio during the December quarter. (Data Source: ACE Equity, Trendlyne)

iStock

KCP Sugar and Industries Corporation

3/12

KCP Sugar and Industries Corporation

The stock declined 35%, falling from Rs 34 to Rs 22. As of December 2025, Dolly Khanna holds a 1.59% stake, valued at around Rs 4 crore as of February 13, 2026.

ThinkStock Photos

Som Distilleries and Breweries

4/12

Som Distilleries and Breweries

The stock dropped 33%, sliding from Rs 123 to Rs 82. In December 2025, Dolly Khanna owned a 2.07% stake, worth approximately Rs 35 crore as of February 13, 2026.

National Oxygen

The stock fell 28%, declining from Rs 107 to Rs 78. As of December 2025, Dolly Khanna held a 1.22% stake, valued at about Rs 48 lakh as of February 13, 2026.

Agencies

GHCL

The stock slipped 18%, easing from Rs 614 to Rs 502. In December 2025, Dolly Khanna’s 1.07% stake was valued at nearly Rs 50 crore as of February 13, 2026.

Prakash Industries

The stock declined 15%, moving down from Rs 159 to Rs 135. As of December 2025, Dolly Khanna held a 2.57% stake, worth around Rs 62 crore as of February 13, 2026.

ETMarkets.com

Southern Petrochemical Industries Foundation

8/12

Southern Petrochemical Industries Foundation

The stock dipped 14%, falling from Rs 81 to Rs 69. In December 2025, Dolly Khanna owned a 2.60% stake, valued at approximately Rs 34 crore as of February 13, 2026.

Emkay Global Financial Services

9/12

Emkay Global Financial Services

The stock gained 17%, rising from Rs 212 to Rs 248. As of December 2025, Dolly Khanna held a 2.31% stake, valued at about Rs 15 crore as of February 13, 2026.

Coffee Day Enterprises

10/12

Coffee Day Enterprises

The stock advanced 20%, climbing from Rs 28 to Rs 33. In December 2025, Dolly Khanna held a 1.72% stake, worth nearly Rs 12 crore as of February 13, 2026.

Agencies

Savera Industries

The stock rose 21%, increasing from Rs 129 to Rs 155. As of December 2025, Dolly Khanna’s 1.10% stake was valued at around Rs 2 crore as of February 13, 2026.

TIL Creatives

IFB Agro Industries

The stock surged 97%, rallying from Rs 463 to Rs 912. In December 2025, Dolly Khanna held a 1.13% stake, valued at approximately Rs 10 crore as of February 13, 2026. The company was a fresh addition to her portfolio during the December quarter

ETMarkets.com

Read Entire Article