Dolly Khanna
Keep track of all breaking news on Dolly Khanna from all sources at a single place.
Dolly Khanna    
19 Jan 2018
Dolly Khanna reportedly amps up investments in Prakash Industries, cuts it elsewhere click to expand

Prakash Industries has had quite a journey in the last six months - from being branded as a "shell company" by SEBI in August 2017, (which SEBI then retracted after re-examining the company) to becoming a hot favorite among superstar investors, including Rakesh Jhunjhunwala, Mukul Agrawal and now reportedly Dolly Khanna.

Media reports from insiders say that she has added Prakash Industries to her portfolio, although this has yet to be reflected in the shareholder filings. Khanna has cut some old favorites from her portfolio, including UP-based firm Dhampur Sugar, yarn company Nitin Spinners, and Sterling Tools and Thirumalai Chemicals. She has joined Ashish Kacholia in upping her stake in Butterfly Gandhimathi, and also bought more shares in Rain Industries and Gujarat Narmada Valley Fertilizers

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Dolly Khanna    
12 Jan 2018
Dolly Khanna ups stake in Rain Industries, IFB Agro click to expand

Dolly Khanna's portfolio has seen some changes in the past months, and as of the end of the December quarter, the superstar investor has increased her bets in petrochem company Rain Industries and IFB Agro. Rain Industries has been part of Khanna's portfolio since June 2017, and has increased by more than 250% in share price over 6 months. Khanna has increased her stake by 0.53% as of the December filings, bringing up her total stake in Rain to 2.57%, worth Rs. 384.3 crore. 

Khanna has also increased her portfolio stake in IFB Agro by 0.13%, bringing her total stake to 1.27%, worth around Rs. 10 crore. She has reduced her stake in Sterling Tools, Nandan DenimTata Metaliks, Dwarikesh Sugar and Ruchira Papers. Her stake in Amarjothi Spinning Mills has fallen below 1% for the first time. 

Dolly Khanna    
28 Nov 2017
Business Standard
Rain Industries, Emkay Global Financial, PPAP Automotive, IFB Industries, NOCIL, Thirumalai Chemicals and Tata Metaliks were up in the range of 150% to 550%.
Dolly Khanna    
22 Nov 2017, 10:41AM
Dolly Khanna's shareholding changes: in which stocks are the bets rising? click to expand

Superstar investor Dolly Khanna has tended towards investments in the chemicals, textiles, sugar and metals sectors. More recently in her September shareholding disclosures, Khanna raised investments in chemicals firm Rain Industries by 0.77%, bringing her portfolio holding in the company to 2.04% in total, worth Rs. 212.6 crore. Rain delivered strong results in its most recent quarter and analysts have remained bullish about the firm, citing a strong outlook for its carbon products. 

Khanna also reads as bullish on sugar, raising investments in Dhampur Sugar Mills and Dwarikesh Sugar Industries. India's sugar production has been sharply up this year in the first 45 days of the crushing season, according to the Indian Sugar Mills Association - production is 75% higher compared to the same period last year. Additionally, both Dhampur Mills and Dwarikesh Sugar are based out of Uttar Pradesh, which has dislodged Maharashtra as the no. 1 sugar producing state last year, thanks to a productivity boom that increased cane output by an additional 20 tonnes on average per hectare. The Co238 sugarcane variety that has boosted this productivity came from the Comibatore research institute, and has delivered bumper output for the state's farmers. 

 These three stocks Khanna has raised investments have delivered triple-digit returns over the past one year - Rain Industries is up over 541%, while Dhampur Sugar and Dwarikesh Sugar have risen over 150% and 130% respectively in the past one year.  

Dolly Khanna    
07 Nov 2017
Dolly Khanna pick Rain Industries, is gaining from China's pollution norms click to expand

Rain Industries, one of the picks in superstar investor Dolly Khanna's portfolio, has been in the radar of analysts looking at multibaggers for a while now. The company gained attention and a buy call from IDBI Capital in December 2016, much before Motilal Oswal initiated coverage on the stock, as it did this month.

Rain is globally the second largest producer of calcine pet coke (CPC) and coal tar pitch (CTP), which are used in aluminium smelting. Rain has long standing relationships with suppliers to source raw materials including green petroleum coke (GPC) and coal tar. Over 2016 and 2017, the company focused on improving its supply and distribution chain, setting up a greenfield distillation unit in Russia, and improving its supply of coal tar from Europe. Another significant factor impacting this company is political: China's stringent pollution norms is impacting its role as a supplier for key industries, including steel and coal. Calcine pet coke (CPC) production is another area that has been impacted by pollution rules. This has turned China into a net CPC importer, and put Rain Industries in a strong position to gain advantage, both by taking over as a key producer and gaining from higher CPC prices.

There are therefore jewels on the ground for the taking - now aluminum smelting is also set to grow outside China, expanding Rain Industries' base of clients. With both demand and prices rising, its no surprise that Dolly Khanna upped her stake in this company in the September quarter by 0.77%. Her holding in the company is now valued at over Rs. 221 crore.

Rain saw a new year high in share price today. 

Dolly Khanna    
06 Nov 2017
Economic Times
Want to know what clicked for Jhunjhunwala, Dolly Khanna this yr? Here are the detailsCelebrity investors Rakesh Jhunjhunwala, Dolly Khanna, Anil Kumar Goel and Vijay Kedia have managed to log up to 400 per cent returns on their stock picks.
Dolly Khanna    
12 Oct 2017
Economic Times
Look what kept big investors like Jhunjhunwala, Kacholia, Dolly Khanna, Goel busy in Q2Shareholding pattern for Sept quarter showed that celebrated investors such as Jhunjhunwala, Anil Kumar Goel and Dolly Khanna made a few changes to their portfolios.
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