From mint · Pranati Deva · · 1m 30s
Dolly Khanna Portfolio Shifts: Rain Industries Gains, CPCL Stake Trimmed
Dolly Khanna adds Rain Industries stake while trimming CPCL holdings in September 2026 quarter.
In brief
Dolly Khanna adds Rain Industries stake while trimming CPCL holdings in September 2026 quarter. Dolly Khanna increased her stake in Rain Industries to 1.72% during September 2026 quarter, making it her second-largest holding, while reducing her stake in CPCL from 1.30% to 1.02%. Originally reported by mint.
Dolly Khanna Portfolio Update
Dolly Khanna added a 1.72% stake in Rain Industries during the September 2026 quarter, making it her second-largest disclosed holding.
CPCL Stake Reduced
She trimmed her stake in Chennai Petroleum Corporation, which remained her largest position, increased her Savera Industries holding.
Portfolio Value Growth
Khanna's publicly disclosed portfolio was estimated at ₹ 397.61 crore at the end of the second quarter of FY27, up 23.15% from the previous quarter.
Rain Industries Details
Rain Industries operates in industrial carbon products and chemicals, with Khanna's entry placing it among her most significant portfolio positions.
CPCL Performance
CPCL shares had gained more than 82% over the preceding 12 months, rising 38% in 6 months and 13% in 3 months.
Savera Industries Increase
Khanna raised her stake in Savera Industries by 0.38 percentage points to 2.08%, valued at approximately ₹ 4 crore.
Prakash Industries Trim
She reduced her stake in Prakash Industries by 0.34 percentage points, leaving a 2.12% holding valued at approximately ₹ 39.46 crore.
Portfolio Composition Shift
Rain Industries' addition significantly changed Khanna's disclosed holdings, while CPCL remained her largest position even after stake reduction.
At a glance
Dolly Khanna increased her stake in Rain Industries to 1.72% during September 2026 quarter, making it her second-largest holding, while reducing her stake in CPCL from 1.30% to 1.02%.
