Akash Bhansali is one of the influential HNI (High-net-worth Investors) and superstars of the Indian stock market, known for his sharp stock picking skills and concentrated long-term investment approach. He focuses on mid to large-cap stocks with solid business models, strong fundamentals, and sustainable growth potential & identifiable competitive moats in the sector. Born & bought up in the Bhansali family, closely associated with the foundation of Enam Securities, Akash has a family legacy in Dalal Street. The Bhansali family (Enam group) was pivotal in building India’s ecosystem of investment banking and advisory firms from the early 1990s and was associated with many landmark IPOs, such as INFY, Axis Bank, Coal India, etc. 

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Enam later sold its investment arm to Axis Bank in the 2010s and shifted towards principal investments and private holdings, where Akash has taken a leading role. He now serves as the head of the principal investment unit at Enam Holdings (P) Ltd. Although Akash now maintains a low media profile, his public portfolio is closely watched by many professional & retail investors in India as a benchmark. As per December’25 regulatory disclosure filings, Bhansali’s portfolio has around 18 stocks (stake ≥1%) in addition to 5 stocks (stake <1%)-valued around ₹6041 crore at market price.

Stock Holdings Summary

Key Portfolio/Sector Insights of Akash Bhansali Portfolio 2026

• Speciality Chemicals: A bright spot driven by China+1-led export opportunities; resilient domestic demand in APIs, EVs, batteries, and fluoropolymers, and the global shift towards sustainable materials.
• Financial services/digital payments: India is now a mature ecosystem of fintechs, and digital adoption of fintech/digital payments is increasingly popular amid lower costs and greater conveniences.
• Pharmaceuticals, Biotechs & Healthcare: Resilient local & global demand (generics, APIs, CDMO), rising domestic healthcare spending, and innovation in biotech/CDMO services underpin steady expansion; Growing local & global demand for affordable & quality Indian biosimilar.
• Renewable Energy (REs) & energy infra: India's push towards 500 GW non-fossil capacities by 2030, coupled with incentives for solar, wind, and green hydrogen, positions this as a high-growth area. Components like wind turbines and power infrastructure are seeing increased orders and execution amid the gradual energy transition theme.
• Consumer Durables/Electronics: Rising middle-class incomes, urbanisation support consumer durables, home products, and. While consumption themes may lead to a cyclical recovery, selective plays in electronics/ACs and digital ecosystems offer upside. China's +1 global theme is also boosting India’s electronics export (like the iPhone).
• Industrials: India’s structural growth story, stress on transport/traditional infra and also social infra, and growing stress on manufacturing/goods exports are positive for this sector.

Bhansali’s investment approach reflects India’s structural growth story-industrialisation, energy transition, healthcare, ongoing geopolitical fragmentations (China+1 strategy), innovations and local consumption.

Recent Portfolio Adjustments: In late 2025, Bhansali marginally reduced his stake in Amber Enterprises India by -0.24%, Pan Electronics India by -0.01%, and Praxis Home Retail by -0.01%. 

Overview of Selected Listed Stocks from Akash Bhansali's Public Portfolio

1) Gujarat Fluorochemicals Ltd (GFL): Stake 4.80%; market value around ₹1751.1 crore

Established in 1987 and headquartered in Noida, GFL is a leading Indian fluorochemicals company and a subsidiary of the INOX Group. It manufactures and trades refrigerant gases, fluorochemicals, fluoropolymers, battery chemicals, bulk chemicals (caustic soda, chlorine, methylene dichloride, hydrochloric acid, and chloroform, etc.), and EV/REs. These serve as key building blocks for the downstream fluorine chain. Various products are marketed- serving agrochemicals, pharmaceuticals, battery materials, semiconductors, and industrial applications across India, Europe, the US, and other global markets. It has expanded into battery materials (e.g., LiPF6, cathode/anode precursors) to capitalise on the EV boom.

In recent years, GFL has been increasingly focused on high-value fluoropolymers and battery materials, which offer higher margins and stronger long-term demand visibility. Backed by integration across the fluorine value chain, global clients’ relationships, and exposure to emerging sectors such as EVs and REs, GFL is positioned as a strategically important speciality chemical company with long-term growth potential. GFL gets benefit from China+1 global diversification, surging refrigerant demand (R32), and the global EV boom- despite near-term global bulk chemical prices volatility and U.S. tariff uncertainties & Chinese competition. 

2) One97 Communications Ltd. (PayTm): Stake 1.20%; market value around ₹955.7 crore

Established in 2000, One97 Communications operates PayTm- India's leading & iconic Fintech & digital payments and financial services platform, offering UPI, wallets, lending, insurance, and e-commerce. The business model is primarily fintech-driven- monetising through transaction fees, lending (via PayTm Payments Bank), advertising, and value-added services. It leverages a wide user base for cross-selling. It has a dominant market share despite growing competition from Google Pay & others. But it also enjoys a scarcity premium in the listed space.

3) Laurus Labs Ltd: Stake 1.30%; market value around ₹701.1 crore

Established in 2005, Laurus Labs is a leading pharmaceutical company specialising in APIs, formulations, CDMO (Contract Development & Manufacturing Organisation) & CMO (Contract Manufacturing Organisation) services, and biotechs have both local & global exposures. It has innovation in APIs (Active Pharmaceutical Ingredients) in various critical segments-anti-retroviral, oncology, cardiovascular and gastro. The business model is diversified across generics, APIs, CDMO for global pharma, and biosimilars. It focuses on high-growth/premium segments like oncology and contract manufacturing. It has a strong R&D pipeline, cost-efficient manufacturing, and resilient partnerships with global pharma majors.  Despite the ongoing regulatory and Chinese & other major competitors, Laurus Labs remains a bright spot of Bhansali’s public portfolio amid the CDMO boom (China+1), biotech expansion, and export recovery.  

Conclusions

Bhansali's portfolio may be an example of disciplined, theme-based investing in India's structural growth story. With heavy exposure to speciality chemicals, pharma, digital/fintech, and renewables, it is well-positioned for 2026's anticipated trends in sustainability, digitalisation, and manufacturing resilience.