Ace investors Ashish Kacholia and Mukul Agrawal have demonstrated exceptional stock selection capabilities with their portfolio companies delivering remarkable returns. According to reports from The Financial Express, most stocks from their portfolios have delivered nearly 100% return over the last one year, showcasing their investment acumen in identifying high-performing opportunities. The latest data reveals that Yasho Industries has emerged as the standout performer with 185% returns in 2026, significantly outperforming the Nifty 50's absolute return of -13.75%.
Yasho Industries Limited has maintained its position as the top performer among the five stocks, delivering exceptional returns across multiple timeframes. As reported by The Financial Express, the stock delivered 185% returns in 2026 compared with the Nifty 50's absolute return of -13.75%. The company, an Indian specialty and performance chemicals manufacturer founded in 1985, has built a portfolio of 140+ products across food antioxidants, aroma chemicals, rubber chemicals, lubricant additives, and other specialty chemicals. Ashish Kacholia holds a 2.1% stake in the stock as of June 2026. The company reported strong Q1 FY27 performance with consolidated revenue of ₹3.07 billion and EBITDA of ₹744 million, supported by 42% YoY volume growth.
Aeroflex Industries has demonstrated consistent growth momentum with significant returns across various time periods. According to The Financial Express, the stock generated a whopping 174.62% return in FY26 and has been a major contributor to Ashish Kacholia's portfolio performance. The company, a manufacturer of flexible flow solutions primarily metallic hoses, exports to 90+ countries with the Americas and Europe being its largest markets. Ashish Kacholia holds a 2.3% stake in the company as of June 2026. The latest quarterly results show revenue of ₹1,459.7 million with 72.41% YoY growth, reflecting strong execution and broad-based growth across all product segments.
Fineotex Chemicals has shown strong performance with 132% returns since January 2026, establishing itself as one of Ashish Kacholia's top three-performing stocks this year. As reported by The Financial Express, the specialty chemicals manufacturer reported total income of ₹3,867.2 million compared with ₹1,466.2 million YoY, registering 165% YoY growth driven by full-quarter contribution from US operations. The company commissioned a major expansion at its Texas manufacturing facility, increasing total manufacturing capacity to approximately 148,000 metric tons per year. This strategic investment significantly enhances the company's ability to service larger customer contracts and supports sustainable growth in the North American oilfield chemicals market.
