As April draws to a close, investors and analysts alike are keenly observing the latest quarterly results and shareholding trends from major companies. This period offers a unique opportunity to delve into the investment strategies of India’s most renowned investors, often dubbed the "Warren Buffetts of India." With recent reports highlighting stocks that have been sold off, it’s time to shift the focus and explore five stocks that have recently piqued the interest of these savvy investors.

Top Picks by India’s Investment Gurus

What factors have led these renowned investors to acquire new stakes in five particular stocks? Let’s take a closer look.

Sahasra Electronic Solutions Ltd

Founded in February 2013, Sahasra Electronic Solutions Ltd specializes in Electronic System Design and Manufacturing. With a market capitalization of ₹928 crore, the company made its market debut in October 2024.

• Investor Insight: Mukul Agarwal, one of India’s most followed investors with a portfolio valued at ₹6,476 crore, recently acquired a 2.3% stake in Sahasra, investing around ₹21 crore.
• Financial Performance: The latest half-yearly financials from September 2024 show sales of ₹41 crore for the first half of FY24, with an annual total of ₹101 crore. The company reported an EBITDA of ₹36 crore for FY24 and a net profit of ₹33 crore.
• Share Price Movement: The stock was listed at approximately ₹565 and has since dropped to ₹371 as of April 24, 2025, marking a decline of over 34%.

Despite the downturn, the stock’s price-to-earnings (PE) ratio stands at 28x, significantly lower than the industry median of 50x.

Windsor Machines Ltd

Established in 1963, Windsor Machines Ltd manufactures plastic processing machinery and currently holds a market cap of ₹2,475 crore.

• Investor Insight: Renowned investor Madhusudan Kela has taken a 7.7% stake in the company, investing over ₹211 crore.
• Sales Growth: The company has seen little growth in sales, increasing from ₹350 crore in FY19 to ₹354 crore in FY24. However, EBITDA has improved by about 11% over five years.
• Stock Performance: Windsor Machines’ share price surged from ₹11 in April 2020 to ₹323 by April 24, 2025, reflecting an astonishing 2,836% increase.

Currently, the stock trades at a negative PE, indicating challenges ahead, while the industry median PE is 38x.

GHCL Ltd

GHCL Ltd is recognized as the second-largest manufacturer of soda ash in India, commanding a 26% market share. The company’s market capitalization is ₹5,949 crore and serves major clients, including Hindustan Unilever and P&G.

• Investor Insight: Notable investor Dolly Khanna has recently acquired a 1% stake in GHCL for ₹61 crore.
• Growth Metrics: Over the past five years, sales have grown at a compound rate of just 1%, while net profits have jumped by 11% during this period.
• Price Surge: The stock price skyrocketed from ₹97 in April 2020 to ₹622 by April 24, 2025, demonstrating a 541% increase.

Currently, GHCL’s PE ratio stands at 10x, compared to the industry median of 29x.

Infinium Pharmachem Ltd

Founded in 2003, Infinium Pharmachem Ltd specializes in Iodine-based pharmaceutical intermediates and has a market cap of ₹486 crore.

• Investor Insight: Prominent investor Ashish Kacholia has recently purchased a 4.6% stake worth ₹22.4 crore.
• Financial Highlights: The company’s sales have surged at a compound rate of 24% over the last three years, with EBITDA increasing by an impressive 112%.
• Stock Performance: Infinium’s share price has risen from around ₹90 at its IPO in April 2023 to ₹312 as of April 24, 2025, a remarkable increase of 247%.

The current PE for Infinium is 51x, higher than the industry median of 29x.

Service Care Ltd

Incorporated in 2011, Service Care Ltd focuses on workforce administration and management services, boasting a market cap of ₹87 crore.

• Investor Insight: Ajay Upadhayay has acquired a 3.4% stake in Service Care, investing ₹2.9 crore.
• Growth Insights: The company has experienced a compound sales growth rate of 29% over the past three years, with net profits soaring by 167%.
• Stock Price Growth: The share price rose from ₹61 at its listing in July 2023 to ₹65 as of April 24, 2025.

The stock trades at a PE of 17x, while the industry median stands at 28x.

Should You Follow the Leaders?

Each of these five companies presents unique financial trajectories, yet they share a common thread: they have captured the attention of some of India’s top investors. Understanding the rationale behind these investment decisions can provide valuable insights for potential investors.

The pivotal question remains: should you invest in these stocks or observe from the sidelines? It’s essential to conduct personal research and perhaps consider adding these intriguing picks to your investment portfolio for both short-term and long-term prospects.

Disclaimer: This article is intended for informational purposes only and should not be construed as investment advice. Always consult a financial advisor before making investment decisions.

For further insights into investment strategies and market trends, explore our articles on investment tips and market analysis.