Mukul Agrawal’s latest moves: A Rs 189 cr mining bet and 4 newly listed SME stocks

Mukul Agrawal added 5 new names to his portfolio in the September 2026 quarter. And they tell a story. One is a Rs 189 cr bet on a mining supplier that just reported a loss. The other four are SME stocks, and one of them is not quite the fresh buy it appears to be.