HighPositive
Announced Mon, 27 Jul · 09:34 IST
This jewellery stock appeared in 4 of June’s top 10 PMS portfolios, one bet was as high as 22.6%
Price reaction · full curve
Awaiting price reaction for this filing.
AI summary
Thangamayil Jewellery emerged as the most popular stock across top PMS portfolios in June, appearing in 4 of the top 10 strategies. Equirus Wealth Long Horizon Fund made the largest bet at 22.56 percent allocation, while Clockvine Capital's Growth Fund held 12.4 percent and East Green Advisors and SBI Funds Management held 5.5 percent and 6.15 percent respectively. The stock has doubled in calendar year 2026, supported by FY26 revenue growth of 73 percent to Rs 8,500 crore, EBITDA expansion to Rs 570 crore from Rs 220 crore, and margin improvement to 6.6 percent from 4.5 percent.