8 Mukul Agrawal-Backed Stocks Trading at Discounts of Up to 50%: A Closer Look
Several stocks held by ace investor Mukul Agrawal are currently trading well below their respective 52-week highs following recent market corrections. While price declines can reflect short-term challenges, they also create opportunities for investors to track fundamentally strong businesses available at more reasonable valuations.
Known for identifying emerging growth stories across sectors, Mukul Agrawal’s portfolio includes companies operating in infrastructure, logistics, engineering, and real estate. Here are eight stocks from his March 2026 portfolio that are trading at discounts of up to 50 percent from their 52-week highs and may be worth adding to your watchlist.
E to E Transportation
E to E Transportation is engaged in logistics and transportation services focused on the efficient movement of goods across supply chains. The company supports last-mile and regional freight solutions, helping improve delivery efficiency for industrial and commercial clients while benefiting from rising demand in organized logistics networks.
With a market capitalization of Rs 483 crore, the shares of the company closed at Rs 280 apiece, trading 19.3 percent below their 52-week high. Notably, ace investor Mukul Agrawal held a 13.9 percent stake in the company as of March 2026, valued at approximately Rs 65.9 crore, reflecting strong confidence from a prominent market participant despite the recent correction in the stock price.
ASM Technologies
ASM Technologies is an engineering services and product development firm offering design, software, and manufacturing support solutions. It serves clients across automotive, aerospace, and industrial sectors, leveraging capabilities in digital engineering, embedded systems, and product lifecycle management to support global outsourcing-driven demand.
With a market capitalization of Rs 4,970 crore, the shares of the company closed at Rs 3,407 apiece, trading 25.8 percent below their 52-week high. Notably, ace investor Mukul Agrawal held a 10.3 percent stake in the company as of March 2026, valued at approximately Rs 491.1 crore, reflecting strong confidence from a prominent market participant despite the recent correction in the stock price.
Vikran Engineering
Vikran Engineering is an infrastructure-focused engineering and construction company engaged in executing projects across power, transmission, and industrial segments. It provides turnkey solutions covering design, procurement, and execution, benefiting from India’s rising infrastructure spending and expanding energy and utility development projects.
With a market capitalization of Rs 1,697 crore, the shares of the company closed at Rs 65.8 apiece, trading 44.4 percent below their 52-week high. Notably, ace investor Mukul Agrawal held a 1.4 percent stake in the company as of March 2026, valued at approximately Rs 23.8 crore, reflecting strong confidence from a prominent market participant despite the recent correction in the stock price.
Valor Estate
Valor Estate is a real estate development company involved in residential and commercial property projects. It focuses on urban housing and redevelopment initiatives, catering to growing demand for quality real estate in key metropolitan regions, supported by ongoing urbanization and housing market expansion trends.
With a market capitalization of Rs 6,015 crore, the shares of the company closed at Rs 111 apiece, trading 49.5 percent below their 52-week high. Notably, ace investor Mukul Agrawal held a 1.55 percent stake in the company as of March 2026, valued at approximately Rs 84.6 crore, reflecting strong confidence from a prominent market participant despite the recent correction in the stock price.
Capacite Infraprojects Ltd
Capacite Infraprojects Limited is a construction and infrastructure company specializing in high-rise residential and commercial building projects. It offers end-to-end construction services, including civil work and project management, benefiting from strong urban infrastructure development and real estate construction demand in major cities.
With a market capitalization of Rs 1,788 crore, the shares of the company closed at Rs 211 apiece, trading 39.7 percent below their 52-week high. Notably, ace investor Mukul Agrawal held a 6.6 percent stake in the company as of March 2026, valued at approximately Rs 120.8 crore, reflecting strong confidence from a prominent market participant despite the recent correction in the stock price.
Ajmera Realty & Infra India Ltd
Ajmera Realty & Infra India Limited is a real estate developer engaged in residential, commercial, and redevelopment projects across India. The company focuses on premium and affordable housing segments, supported by steady demand in urban housing markets and expansion in redevelopment opportunities in key cities.
With a market capitalization of Rs 2,189 crore, the shares of the company closed at Rs 111 apiece, trading 50 percent below their 52-week high. Notably, ace investor Mukul Agrawal held a 1.9 percent stake in the company as of March 2026, valued at approximately Rs 43.6 crore, reflecting strong confidence from a prominent market participant despite the recent correction in the stock price.
J Kumar Infraprojects
J. Kumar Infraprojects Limited is an infrastructure construction company specializing in urban transport, roads, metros, and civil engineering projects. It plays a key role in large-scale public infrastructure development, benefiting from government-led capital expenditure in metro rail and urban mobility projects.
With a market capitalization of Rs 3,481 crore, the shares of the company closed at Rs 460 apiece, trading 39.4 percent below their 52-week high. Notably, ace investor Mukul Agrawal held a 4.5 percent stake in the company as of March 2026, valued at approximately Rs 156.6 crore, reflecting strong confidence from a prominent market participant despite the recent correction in the stock price.
