Ashish Kacholia portfolio stocks: In a market often dominated by large-cap names, some under-the-radar stocks have quietly delivered extraordinary wealth creation. Tanfac Industries and Thomas Scott, two lesser-known companies linked to ace investor Ashish Kacholia’s portfolio, have emerged as standout performers, generating returns of up to nearly 4,000 per cent over the years. While both stocks have seen short-term volatility, their long-term trajectory highlights strong momentum
Thomas Scott Share
Thomas Scott has shown modest gains in the short term, with the stock rising 2.01 per cent over the past week, outperforming the Nifty 50, which gained 0.62 per cent during the same period. Over a one-month timeframe, the stock has advanced 4.76 per cent, though it has slightly underperformed the benchmark index’s 5.91 per cent gain.
Despite the recent underperformance, the medium-term trajectory remains strong. Over a three-year period, the stock has delivered a sharp return of 462.41 per cent, massively outperforming the 34.63 per cent rise in the Nifty 50, indicating significant value creation during this phase.
In the long-term performance the stock has rallied 3,783.09 per cent over five years, exceeding the 65.21 per cent gain in the Nifty 50.
About Thomas Scott
Thomas Scott is a Mumbai-based premium menswear fashion brand that designs, manufactures, and markets sustainable and ethically produced, high-quality apparel at accessible prices.
The company was incorporated in 2010 and specialises in manufacturing and trading menswear, including formal shirts, casuals, and denim. The company is positioned as an affordable premium brand and is transitioning towards an online-first D2C retail model.
On the fundamentals front, the company remains strong with almost no debt on its balance sheet and expectations of healthy quarterly results. It has delivered a profit growth CAGR of 38.6 per cent over the past five years, while maintaining a solid return profile with an average ROE of 30.1 per cent over the last three years. The company’s efficient capital use is further reflected in a ROCE of 41.8 per cent and ROE of 32 per cent. However, valuations remain a point of concern, as the stock is currently trading at around 14.4 times its book value, which may limit near-term upside.
As per the latest data, Tanfac Industries has a market capitalisation of Rs 4,762 crore and is trading at around Rs 2,387 per share, close to its 52-week and all-time high of Rs 2,585, while the 52-week low stands at Rs 1,450. The stock has a P/E ratio of 63.6, a book value of Rs 170, and offers a modest dividend yield of 0.18 per cent.
(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money related decisions.)
