My New Investments in last 12 months

Addition to Small and Mid Cap Space

For a very long time, I have been successful at keeping my portfolio's stock count between 40 and 42. Yes, it may sound like too many, but here are a few key points -

• I have 5 ETFs (index funds, gold), which I don’t need to track.

• 5 stocks where holding is less than 1% - I got them after the split or early investment.

And on top of that, I have 10+ large-cap stabilized businesses that don’t need regular monitoring, such as Infosys and Reliance. It leaves me with 20-odd stocks to track regularly. I have started using AI tools to help me with analysis. You can check all the tools I have explored so far HERE. Many more to come.

To be part of my investing journey, subscribe to my newsletter.

None of the stocks mentioned below should be considered as a recommendation. Your financial journey/goals are likely to be different.

Stock 1: My Biggest Loser in the Last 5 Years (So Far)

My biggest focus when investing in new companies is to avoid losing money in the long run. Someone recently asked about the industry I am bullish on - one I will talk about in my future newsletter (link will be updated here), and the second one is the Wine Industry.

For the same reason, I invested in Sula Vineyards at the start of 2025 at around Rs 420 per share. The stock had already corrected from its high of Rs 650, and the valuation looked reasonable for a high-growth stock. And like many other investors, the moment you take an entry, the stock price starts to fall.

It has been in a downward trend and is currently trading below 200. I have averaged my price and plan to hold it for at least 5-7 years (or if better listed players come, which I don’t see).

Here are my reasons for being bullish on the industry:

• Rapid Growth: The sector is witnessing a Compound Annual Growth Rate (CAGR) of 15% to 20%, making it one of the fastest-growing wine markets globally.

• Consumption Shifts: Approximately 10 million Indians now consume wine regularly. Per capita consumption is still low (~50 ml) compared to the global average (5.5 liters), highlighting the massive “headroom” for growth.

• The “Premiumization” Trend: Consumers are moving away from cheap, fortified wines toward premium table wines and sparkling varieties.

• Market Size: Analysts expect the market to surpass $1 billion by 2030.

Share your thoughts in the comments.

Stock 2: Growth Story Intact

The second investment came from a query on Screener - I call it my ideal set of parameters in a company. The stock name is Gravita India.

I started investing in this company in April 2025. I have been accumulating this since then and completed my investment this month. The rationale, as mentioned, was great financial numbers.

As of January 2026, Gravita India is positioned as a leader in the recycling sector, transitioning from a lead-dominant business to a diversified global recycling giant. Here are growth potential:

• Capacity Doubling: The company aims to increase its total recycling capacity to over 7 Lakh MTPA by FY28 (from current levels of ~3.4 Lakh MTPA).

• Lithium-Ion Battery Entry: In January 2026, Gravita officially launched its pilot lithium-ion battery recycling plant in Mundra, Gujarat (6,000 MTPA capacity). This positions them perfectly for the Indian EV revolution.

• Diversification: By FY28, the goal is for 30% of revenue to come from non-lead segments (Aluminum, Plastic, Rubber, Paper, Steel, and Lithium).

To know the query I used, subscribe to my newsletter and email the screenshot abcofinvesting@gmail.com

Silver Lining In My Investment: I predicted Silver’s bull run in 2024

Stock 3: Data Centre Story

Like AI companies made money for investors in the last couple of years, I believe, data centre companies will do the same in the coming years (I may be wrong).

With this info in mind, I started looking for data center companies in India. I shortlisted Anantraj among a few for investment. I started investing in the stock in December and am still buying at dips. Here are my reasons for investing in the company and company’s growth story.

• The data center vertical operates at an EBITDA margin of ~75%, contributing nearly 43% to the company’s total Profit After Tax (PAT).

• In November 2025, the company signed a Rs 4,500 crore MoU with the Andhra Pradesh government to build a Data Center and IT Park, marking its first major move outside the Delhi-NCR cluster.

• The company raised Rs 1,100 crore via a Qualified Institutional Placement (QIP) in late 2025, specifically to fund this data center and cloud infrastructure expansion.

• Despite heavy capex, the company maintains a very healthy balance sheet, with net debt often reported below Rs 50 crore, funded primarily through residential sales cash flows.

P.S: None of the stocks mentioned above should be considered as a recommendation. Your financial journey/goals are likely to be different.

Do you hold any of the stocks or plan to buy them? If so, what is your rationale?

---

About me - In the last few years, I have noticed that many investors struggle with basic investment concepts. To address this, I have started a personalized newsletter offering easy-to-understand, actionable insights to help investors make better decisions. I have written over 5000+ financial blogs and want to share my knowledge and investing journey with you so you can become a confident investor. Join my journey. SUBSCRIBE NOW