Raj Kumar Lohia is not just an investor but a long-term value investor who has distinguished himself by breaking away from conventional thinking and investing in lesser-known but strong companies. A look at his 2025 portfolio is important because his chosen business-focused approach can guide investors like us in today’s changing economic environment. His holdings provide insight into how an experienced investor identifies sustainable growth, evaluates management quality, and maintains conviction in fundamentally strong businesses despite market sentiment.
In this blog, we will provide a complete analysis of his “Raj Kumar Lohia Portfolio” , the list of companies in it, recent changes, and long-term investment strategy.
Raj Kumar Lohia Portfolio in 2025
The 2025 Raj Kumar Lohia portfolio reveals his preference for quality mid-cap companies across engineering, healthcare, IT, and media. This table highlights their market cap, performance, and strategic importance in his holdings.
| S.no | Portfolio Stocks | Market Cap (₹ Cr) | Current Price (₹) | 1Y Return (%) | Sector |
|---|---|---|---|---|---|
| 1 | Shivalik Bimetal Controls Ltd | 2,658 | 461 | -20.68% | IMetals / Engineering |
| 2 | Kwality Pharmaceuticals Ltd | 985 | 850 | 9.10% | Pharmaceuticals / Healthcare |
| 3 | Ceinsys Tech Ltd | 2,102 | 1,205 | -13.84% | IT / Engineering Services |
| 4 | Om Infra Ltd | 1,050 | 109 | -21.05% | Industrials / Construction & Engineering |
| 5 | Lincoln Pharmaceuticals Ltd | 1,071 | 535 | -14.20% | Pharmaceuticals/Healthcare |
| 6 | TAAL Enterprises Ltd | 951 | 3,089 | 14.32% | Engineering Technical Solutions / Aviation Services |
| 7 | Linc Ltd | 723 | 121 | -20.94% | Industrials / Stationery & Writing Instruments |
| 8 | Entertainment Network (India) Ltd | 628 | 132 | -28.57% | Media / Entertainment |
Key Performance Indicators (KPIs) of Raj Kumar Lohia Portfolio
The key performance metrics of Raj Kumar Lohia Portfolio Stocks are mentioned below:
| Company | Operating Margin (%) | Net Profit Margin (%) | ROE (%) | ROCE (%) | Debt to Equity |
|---|---|---|---|---|---|
| Shivalik Bimetal Controls Ltd | 20.61 | 14.82 | 18.99 | 24.60 | 0.08 |
| Kwality Pharmaceuticals Ltd | 17.29 | 10.75 | 15.13 | 23.04 | 0.43 |
| Ceinsys Tech Ltd | 19.47 | 12.58 | 15.35 | 19.41 | 0.10 |
| Om Infra Ltd | 7.09 | 5.04 | 4.81 | 6.03 | 0.10 |
| Lincoln Pharmaceuticals Ltd | 17.82 | 13.21 | 12.25 | 16.07 | 0.00 |
| TAAL Enterprises Ltd | 36.35 | 26.35 | 23.91 | 32.79 | 0.00 |
| Linc Ltd | 9.96 | 6.98 | 16.21 | 20.63 | 0.03 |
| Entertainment Network (India) Ltd | 6.09 | 2.19 | 1.48 | 3.53 | 0.00 |
Who is Raj Kumar Lohia?
Raj Kumar Lohia was born in 1954 into a business family. He earned a bachelor’s degree in Economics from Kanpur University. At the age of 22, he joined the family business, which included agro-trading and plant-machinery, gradually developing a strong interest in financial markets and long-term value investing through hands-on business experience.
Raj Kumar Lohia Profile Summary
| Description | Information |
| Full name | Raj Kumar Lohia |
| Birth Year | 1954 |
| Education | Bachelor of Arts Kanpur University |
| Key positions | Chairman and Managing Director, Lohia Corp Ltd |
| Industry Experience | Manufacturing, Engineering Machinery, Global Supply |
| Investment sentiment | Quality-driven, long-term, business-savvy focus |
Latest Investment Portfolio Status
- According to his publicly disclosed shareholdings, he holds stakes in approximately 62 companies and his portfolio value is estimated to be around ₹227 crore+ (as of September 2025).
- Year-on-year variations show that he invests while recognizing both risks and opportunities.
Raj Kumar Lohia’s Investing Philosophy
- Quality-First Approach: Lohia invests only in companies with strong fundamentals. He closely analyzes a company’s earnings, cash flow, and debt levels. He believes that sustainable businesses deliver the best returns over the long term.
- Long-Term & Low-Churn Strategy: His investment approach is “hold for the long term.” He doesn’t buy or sell frequently. After selecting a strong company, he holds it for many years, allowing for steady compounding.
- Focus on Scalable Sectors: He focuses on sectors with real growth potential in the coming years such as manufacturing, engineering, chemicals, and export-oriented companies. India’s rapidly growing competition in these sectors attracts him.
- High-Conviction Approach: Lohia relies on a small number of select companies. He conducts in-depth research on each company and includes only those businesses in his portfolio that he sees as having a strong future.
Promoter Quality & Governance: The company’s management is the most important factor for them. They prefer companies where the promoter has a clean track record, strong governance, and transparent decision-making.
Risk Factors in the Raj Kumar Lohia Portfolio
- High Concentration Risk: Lohiya holds large investments in just a few companies. A decline in one major stock could impact the entire portfolio.
- Cyclical Sector Exposure: Many of his holdings are in sectors that are driven by economic conditions. Recessions or falling demand can put pressure on companies’ earnings.
- Promoter & Governance Risk: He invests mostly in promoter-driven companies. Any management missteps or wrong decisions could impact a company’s performance.
- Low Liquidity in Smallcaps: Smallcap stocks are less volatile. It can be difficult to sell them quickly if the market falls.
- Global & Macro Impact: Companies such as chemical and engineering companies depend on global markets. Changes in oil prices, dollar rates, and foreign demand directly impact their profits.
Raj Kumar Lohia’s Investment Style: What Retail Investors Can Learn
Raj Kumar Lohia’s investment philosophy is simple and practical. He only invests in companies with strong businesses, stable financials, and trustworthy management.
- Business-Focused Approach: Lohia focuses on business quality, not stock prices. His priority is companies that demonstrate long-term stable earnings and clean balance sheets.
- Long-Term Holding: He invests with a 5–10-year horizon and avoids frequent trading. His primary strategy is to hold a strong company for the long term.
- Independent & Research-Based Thinking: He doesn’t follow the crowd. He makes decisions based on his experience, data, and business analysis.
- Promoter Quality & Governance: Before investing in any company, he first looks at the management’s integrity and transparency. A good promoter is his biggest safeguard.
- Risk-Controlled Allocation: Lohia balances risk and makes meaningful allocations only to select, well-recognized businesses.
Should Retail Investors Copy Raj Kumar Lohia’s Portfolio?
Is it right to copy his portfolio?
The simple truth is that copying his portfolio exactly is not wise. The timing, purchase price, and risk appetite of the companies Lohia joined differ significantly from those of the average investor. The same stock he entered years ago is available at a completely different valuation today.
What should be understood from his strategy?
It’s more important to understand his thinking than copying his portfolio. He trusts the company’s foundation, management, and business model. This habit also helps the average investor—to stick to good companies without any fuss.
Should retail investors buy the same stocks?
No, buying just by looking at a list isn’t the right approach. Everyone’s income, goals, and risk tolerance are different. If you like a stock, first verify it yourself, understand the business, and only then make a decision.
Conclusion
Raj Kumar Lohia’s investment style clearly demonstrates that stable businesses, trustworthy management, and a long-term perspective always create a strong foundation. His portfolio helps us understand that focusing on the right companies can yield strong performance without all the noise. The most important thing for retail investors is to understand the fundamentals, risks, and their needs before investing in any stock. Wisdom and patience are what create real long-term gains, and Lohia’s disciplined strategy reminds us that sustained wealth is built through conviction, consistency, and informed decision-making.
Frequently Asked Questions (FAQs)
Who is Raj Kumar Lohia?
He is an experienced Indian investor and industrialist known for his calm and thoughtful investment style.
What makes his investment style different?
He only believes in strong and clean businesses and holds those companies for the long term.
Should retail investors follow his portfolio?
Direct copying is not advisable; every investor’s needs and risk factors are different.
What type of companies does he usually invest in?
He chooses companies with low debt, strong cash flow, and trustworthy management.
Is his strategy helpful for beginners?
Yes, his approach is worth learning, just do your research before investing.
