2 Stocks in which Mukul Agrawal increased his stake in Q4; Do You Own Any?

Synopsis: Ace investor Mukul Agrawal increased Q4FY26 stakes in two stocks, lifting them up to 7%, reflecting strong investor confidence and positive market sentiment during today’s trading session in India.

A higher stake by ace investor Mukul Agrawal is often seen as a positive signal because it reflects his confidence in the companies’ future growth, earnings potential and order pipeline. This can improve investor sentiment, attract more buying interest and support the share price in the near term.

Two companies involved in residential construction and major infrastructure development have come into focus after ace investor Mukul Agrawal increased his holdings in them during the March quarter of FY26.

Capacite Infraprojects Ltd

Capacite Infraprojects Ltd is a Mumbai-based engineering, procurement and construction (EPC) company. The company specialises in high-rise and super high-rise residential, commercial and institutional buildings, and works with leading real estate developers and government agencies across India. 

With a market capitalisation of Rs. 1,961 cr, the shares of Capacite Infraprojects Ltd were trading at Rs. 231.90 per share, jumping 5% in today’s market session, making a high of Rs. 236.30, up from its previous close of Rs. 225.10 per share. 

As of Q4FY26, Ace investor Mukul Agrawal has increased his stake from 6.09% to 6.62% in the company. He started his initial investment in March 2023 with 1.91% stake. 

It reported a strong order book of Rs. 13,188 crore as of December 31, 2025, highlighting healthy business visibility and a robust pipeline of ongoing and upcoming projects. The company’s order backlog has steadily increased from Rs. 8,702 crore in FY22 to Rs. 13,188 crore in 9MFY26.

The company’s order inflow also showed significant improvement. After recording fresh orders worth Rs. 616 crore in FY22 and Rs. 3,462 crore in FY23, order inflow stood at Rs. 3,909 crore in FY26 year-to-date, already exceeding its full-year guidance of Rs. 3,500 crore. This indicates strong demand and better execution momentum.

In addition, the order book-to-sales ratio remained healthy at 5.1 times in 9MFY26. Although it moderated from 6.5 times in FY22, the ratio still suggests that the company has more than five years of revenue visibility based on its current sales run rate.

Hindustan Construction Company Ltd

Hindustan Construction Company Ltd, commonly known as HCC, is one of India’s oldest infrastructure companies. It has played a major role in building India’s infrastructure, including dams, tunnels, roads, bridges, metro systems and nuclear power projects. 

With a market capitalisation of Rs. 4,652 cr, the shares of Hindustan Construction Company Ltd were trading at Rs. 17 per share, jumping over 7% in today’s market session, making a high of Rs. 17.77, up from its previous close of Rs. 16.53 per share. 

As of Q4FY26, Ace investor Mukul Agrawal has increased his stake from 1.68% to 1.91% in the company. He started his initial investment in Dec 2025 with 1.68% stake. 

It has a diversified order backlog of Rs. 13,148 crore, reflecting strong execution visibility across multiple infrastructure segments and regions. The company’s project mix reduces dependence on any single business line, strengthening long-term revenue stability.

By business segment, transport projects account for the largest share of the order book at 65%, followed by hydro projects at 19% and water-related projects at 12%. Nuclear and building projects contribute the remaining 4%. This indicates that the company continues to derive most of its business from roads, metro, tunnels and other transport infrastructure.

Geographically, Maharashtra contributes the highest share to the order book at 25%, followed by Bihar at 19% and Uttarakhand at 14%. The remaining order book is spread across states such as Gujarat, Manipur, Tamil Nadu, Madhya Pradesh and Rajasthan, along with other regions. This wide geographic presence lowers concentration risk and provides balanced growth opportunities across India.

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