Rekha Jhunjhunwala is a name that is well known for calculated investment strategy. While her husband Rakesh Jhunjhunwwala often dominated financial headlines, Rekha’s name is not that widely seen on media, but her portfolio does all the talking. Her patience combined with deep fundamental analysis—has consistently helped her pick future multibaggers before the market catches up.
Unlike the names you would frequently see in the media, Rekha lets her results speak volumes. Her investment strategy continues to yield some solid returns that have earned her the quiet respect of investment veterans.
No wonder she is considered the woman Warren Buffet of India. So, when she maintains positions in small-cap stocks for over a decade, it demands attention. What qualities do these companies possess that warrant such steadfast loyalty through bull and bear markets alike? Let us dive in and try to find out.
ALSO READ5 stocks with strong insider buying Agro Tech Foods Ltd (ATFL)
Agro Tech Foods (now Sundrop Brands Limited) holds a dominant market position in the edible oils and branded foods sector, in India. The company is well known for brands like Sundrop, Health World, ACT II and Rath in its portfolio. ATFL has two business segments namely Branded Foods Segment and Bulk and Processed Commodities Segment.
With a market cap of Rs 3.058 cr, ATFL acquired Del Monte Foods Pvt. Ltd. for Rs. 1,300 cr via a share swap in November 2024. This acquisition according to the company will add a topline of over Rs 500 cr.
Rekha Jhunjhunwala has held a stake in the company since December 2015 (since records were available), per Trendlyne.com. And as of February 2025, she still holds 2.25% stake in ATFL.
ATFL’s FII holding saw a jump between the quarters ending September and December 2024, from 0.79% to 1.26%. However, as per data on screener.in for February 2025, the same has once again gone down to 0.73%.
Let us look at the company financials to see if we can find out what is it that Rekha sees in ATFL.
The company’s sales have seen a 6.5% drop from Rs 812 cr in FY19 to Rs 760 cr in FY24. In the 3 quarters between April 2024 and December 2024,
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