Quick Summary: Sunil Singhania Expanded Portfolio to Rs 2,742 Crore By March 2026
- Sunil Singhania’s Abakkus Asset Manager expanded its portfolio to Rs 2,742 crore by March 2026.
- Singhania invested Rs 322 crore in six ‘unloved’ companies, including Avalon Technologies and Cyient DLM.
- Avalon Technologies surged 73% in 2026, highlighting Singhania’s contrarian approach.
- Despite market downturn, Abakkus added new positions in companies like Heritage Foods and Arvind Fashions.
- Sunil Singhania’s strategy emphasizes buying ‘disappointment’ rather than momentum.
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Sunil Singhania is making waves in the investment world with his bold and contrarian approach. Despite a challenging market environment, Singhania’s Abakkus Asset Manager has expanded its portfolio to a staggering Rs 2,742 crore as of March 2026. This expansion includes a Rs 322 crore investment in six ‘unloved’ companies, showcasing Singhania’s willingness to buy into disappointment rather than chase momentum.
Among these investments, Avalon Technologies stands out with a remarkable 73% surge in 2026, proving that Singhania’s strategy can pay off. However, the broader portfolio has faced challenges, with several stocks delivering negative returns this year. Despite this, Singhania remains undeterred, adding new positions in companies like Heritage Foods, Arvind Fashions, and Cyient DLM.
Singhania’s approach is a testament to his belief in value investing, even when the market seems to punish these stocks. His decision to invest in companies like Heritage Foods, tied to prominent political figures, and Sejal Glass, with promising operational growth, reflects a strategic vision that goes beyond short-term market trends.
As the investment community watches closely, the question remains whether Singhania’s contrarian bets will ultimately prove prescient or premature. The next round of shareholding disclosures and quarterly earnings will be crucial in determining the success of his bold strategy.
The standout stock in the latest snapshot is Avalon Technologies, which ET says has surged 73% in CY26, rising from Rs 876 to Rs 1,519. 16% stake in Avalon as of the March 2026 quarter, valued at about Rs 118 crore, and ET explicitly notes that Avalon was a fresh addition in that same quarter.
Financial Express, in a separate May 9, 2026 report, framed the same buying as a roughly Rs 322 crore deployment into six “unloved” or out-of-favor companies, arguing Singhania was “buying disappointment” rather than momentum. Infra Engineering has slipped 23%, M&B Engineering has declined 22%, and Mastek is off 20%.
4% stake, valued at around Rs 47 crore, even as the stock had cracked nearly 26% year to date in 2026. 55 crore, after which the stock hit a 5% upper circuit on results day.
On May 9, 2026, Financial Express highlighted Abakkus’s roughly Rs 322 crore fresh deployment into six new stocks. On May 29, 2026, ET pegged the total portfolio value at around Rs 2,742 crore.
On May 30, 2026, ET published the latest portfolio snapshot showing the top CY26 gainers and listing the fresh additions made in the March 2026 quarter. The latest Economic Times report, published May 30, 2026, says Abakkus now owns stakes in nearly 32 listed companies with a combined value of around Rs 2,742 crore as of May 29, up about 6% from Rs 2,577 crore at the end of December 2025.
Despite a challenging market environment, Singhania’s Abakkus Asset Manager has expanded its portfolio to a staggering Rs 2,742 crore as of March 2026. Among these investments, Avalon Technologies stands out with a remarkable 73% surge in 2026, proving that Singhania’s strategy can pay off.
16% stake in Avalon as of the March 2026 quarter, valued at about Rs 118 crore, and ET explicitly notes that Avalon was a fresh addition in that same quarter. Financial Express, in a separate May 9, 2026 report, framed the same buying as a roughly Rs 322 crore deployment into six “unloved” or out-of-favor companies, arguing Singhania was “buying disappointment” rather than momentum.
Infra Engineering has slipped 23%, M&B Engineering has declined 22%, and Mastek is off 20%. 4% stake, valued at around Rs 47 crore, even as the stock had cracked nearly 26% year to date in 2026.
55 crore, after which the stock hit a 5% upper circuit on results day. On May 9, 2026, Financial Express highlighted Abakkus’s roughly Rs 322 crore fresh deployment into six new stocks.
The scale and speed of this development has caught many observers off guard. Each new update adds another dimension to a story that is still unfolding, and the full picture will only become clear as more verified details emerge from the people and institutions directly involved.
Analysts who have tracked this issue closely say the current moment represents a genuine turning point. The decisions made in the coming weeks are expected to set the direction for months ahead, with ripple effects likely to extend well beyond the immediate actors in the story.
For those directly affected, the practical impact is already visible. People navigating this fast-changing situation are dealing with real consequences while new information continues to reshape what is known and what remains open to interpretation.
Historical parallels offer some context, though experts caution against drawing too close a comparison. Similar situations have played out before, but the specific combination of pressures, personalities, and timing here makes this moment distinct in ways that matter for how it ultimately resolves.
The political and economic dimensions of this story are deeply intertwined. What appears as a single event on the surface is in practice the convergence of multiple pressures that have been building quietly over a longer period than most public reporting has captured.