The investor circles are always abuzz with news and rumours about the picks and sell offs of the super investors, or as well call them, the Warren Buffetts of India. Even one small move by one of these names could cause ripple across the market. Now, imagine 2 stocks that have holdings by 4 of such Warren Buffetts of India.
Note that these are prominent super investors with portfolios worth thousands of crores, and their decisions guide many average investors. So, when they show common interest in some stocks, it makes sense to sit down and take notes.
Here are 2 companies from the pharma and chemical space that are logging in some enviable profit numbers and have graced the portfolios of the Warren Buffetts of India.
Ami Organics Ltd
Incorporated in 2018, Ami Organics Ltd is one of the leading research and development-driven manufacturers of specialty chemicals. The company manufactures diverse types of Advanced Pharmaceutical Intermediates and Active Pharmaceutical Ingredients (API) for New Chemical Entities, and materials for agrochemicals and fine chemicals.
With a market cap of Rs 9,718 cr, Ami Organics Ltd has 50% to 90% Market share in its key molecules and serves clients like Sun Pharma, Midas Pharma, Cipla, Zydus, Lupin, etc.
Two of India’s Warren Buffetts, Ashish Kacholia and Vanaja Iyer hold a stake in the company. Both Kacholia and Iyer have held a stake since the filing for quarter ending September 2021. Kacholia currently holds 1.72% while Iyer holds another 1.16% stake in Ami Organics Ltd.
The company’s sales have jumped from Rs 240 cr in FY20 to Rs 1,007 cr in FY25, which is a compounded growth of 33%.
The EBITDA (earnings before interest, taxes, depreciation, and amortization) grew at a compounded rate of 41% from Rs 42 cr in FY20 to Rs 232 cr in FY25.
Looking at the net profits, the company saw a compound growth in profit of 41% from Rs 27 cr in FY20 to Rs 160 cr in FY25.
Ami Organic Ltd’s share price has seen a jump of 98% from its listing price in October 2021 of about Rs 600 to its current price of Rs 1,187 (as of closing on 22 May 2025).
The company’s share is trading at a current PE of 61x, while the industry median is 28x. The 10-year median PE for Ami Organics is not available as the company was listed in 2021, but the industry median for the same period is 22x.
Ami Organics has signed a strategic MoU with the Gujarat government, planning up to 530 cr in investments, of which 300 cr is allocated for setting up a dedicated battery chemicals plant.
Neuland Laboratories Ltd
Neuland Laboratories Limited, which was incorporated in January 1984, is in the business of manufacturing and selling of bulk drugs such as salbutamol sulphate, terbutaline sulphate, labetalol hydrochloride and ciprofloxacin.
With a market cap of Rs 14,376 cr, Neuland Laboratories Ltd’s products are exported to over 35 countries including Switzerland ,Germany, Netherlands, Italy, and United Kingdom.
As per the exchange filings filed for the quarter ending March 2025, the Warren Buffetts of India, Mukul Agarwal, and Vijay Kedia hold stake in the company. Agarwal holds 3.12% and Kedia holds 1.01% (through Kedia Securities Private Limited).
Neuland Laboratories’ sales have grown at a 14% CAGR over the past five years, from Rs 763 cr in FY20 to Rs 1,477 cr in FY25. This is a drop from the previous year’s number of 1,559 cr.
EBITDA grew from Rs 102 cr in FY20 to Rs 323 cr in FY25, logging in a compound growth of almost 26%.
The net profit jumped from Rs 16 cr in FY20 to Rs 260 cr in FY25, logging in compounded rate of 66%.
Neuland Laboratories share price was around Rs 435 in May 2020 and as of the market closing on 22nd May 2025, the share was trading at Rs 11,198, which is almost a 2,475% jump.
Even at the price of Rs 11,198, the share is trading at a 38% discount from its all-time high price of Rs 18,100.
The company’s share is trading at a PE of 71x while the industry median is 28x. The 10-Year median PE for Neuland Laboratories is 32x while the industry median for the same period is 22x.
Watchlist the Warren Buffett’s Favourites?
When names like Mukul Agarwal, Ashish Kacholia, Vanaja Iyer and Vijay Kedia are interested in any stock, it is almost imperative to take a detailed look at the said stocks. These are names whose portfolio changes have the potential to alter how the investor sentiments work.
Both the stocks we looked at today probably have some qualities that these Warren Buffetts can see. Which are these qualities is something that is a part of their stock picking strategy, which we will probably never know.
But given that the financials of the companies look strong and these super investors have been invested in them since years, indicates that these stocks may still have significant growth potential. How or which way they will move will be a ride to watch. For now, adding them to the watchlist sounds like a good plan.
Note: We have relied on data from www.Screener.in and www.trendlyne.com throughout this article. Only in cases where the data was not available, have we used an alternate, but widely used and accepted source of information.
The purpose of this article is only to share interesting charts, data points and thought-provoking opinions. It is NOT a recommendation. If you wish to consider an investment, you are strongly advised to consult your advisor. This article is strictly for educative purposes only.
Suhel Khan has been a passionate follower of the markets for over a decade. During this period, He was an integral part of a leading Equity Research organisation based in Mumbai as the Head of Sales & Marketing. Presently, he is spending most of his time dissecting the investments and strategies of the Super Investors of India.
Disclosure: The writer and his dependents do not hold the stocks discussed in this article.
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