Ashish Kacholia Portfolio: NIIT Learning System, Furnace Kraft Hit Rate at 52-week Lows – Buy Dip or Sale Time?

Ashish Kacholia Portfolio: Top investor Ashish Kacholia, also known as the “big whale” of Indian stocks, builds its reputation by discovering high trust bets while growing up. However, his two long-term stocks are in stock have Slide to theirs now 52-week lowask an important question: Is this a gold purchase opportunity or a warning sign?

NIIT Learning System Co., Ltd.

The NIIT learning system has a market capitalization of Rs 4,774 crore, focusing on enterprise learning and development solutions. Despite strong fundamental sales growth 13% For three years, EBITDA CAGR 6% The stock trades near its all-time low of Rs 323, down 35% From 52 weeks high to 542 rupees high.

Kacholia held 2% stake Since July 2023, the company has invested in the year 2025 with an investment of Rs 96.5 billion. Key advantages include:

Despite the decline, the business is fundamentally reasonable with little debt. For long-term investors, this may mean Value entry point– Especially if Kacholia chooses to increase his stake in the upcoming quarter.

Furnace Kraft Co., Ltd.

Another Kacholia’s most popular stove, Stove Kraft Ltd, saw a similar fate. trade 583 rupeesstocks fell 49% Its all-time high is Rs 1,135. Kacholia has a 1.7% stakeAs of March 2025, it is worth Rs 3.4 crore.

A company with a brand Pigeon and Gilmadelivered:

• Sales compound annual growth rate 17% More than 5 years

• EBITDA CAGR 35%

• Net profit growth 65% From fiscal 20 to fiscal 25

However, valuation PE is 50 timesSlightly above its 10-year median, indicating caution. The stock’s steep correction may reflect recent gaps or demand headwinds.

What should investors do?

Both stocks have strong financial status and sponsorship. While price corrections may upset retail investors, Kacholia’s ongoing presence offers Long-term comfort. and Q1FY26 Equity Model Investors should pay close attention to his next move as it expires next month.

If Kacholia exits or doubles it will find a lot. Before that, these two stocks should be in your Monitoring listIf it is not your portfolio, especially if you believe Buy fears when the basic state remains intact.