3 Stocks in Ashish Kacholia's Portfolio That Delivered Up to 185% Return in 2026

#2 Aeroflex Industries

Next on our list is Aeroflex Industries.

Aeroflex Industries is a manufacturer of flexible flow solutions, primarily metallic hoses, hose assemblies, expansion joints and related products used to safely transport liquids, gases and solids.

The company was incorporated in 1993 and has manufacturing facilities in Taloja, Palava, and Chakan. It exports to 90+ countries, with the Americas and Europe being its largest markets.

Ashish Kacholia holds a 2.3% stake in the company as at the end of June 2026.

Returns is 2026 and 1 Year Returns Aeroflex Vs Total Mkt

Aeroflex generated a whopping 174.62% return in FY26, as on 1 October 2026, intra-day trade, giving Kacholia huge returns from the stock.

On the financial front, Aeroflex reported its highest-ever quarterly performance with revenue of Rs 1,459.7 m, YoY growth of 72.41% , reflecting strong execution, broad-based growth across all product segments, and sustained demand from both domestic and international markets.

The quarter marked a significant acceleration in the company's liquid cooling solutions business, with SFN skid assemblies generating revenue of Rs 324 m in Q1FY27.

The core business also delivered strong results: stainless-steel flexible hoses grew 40.53% YoY, while assemblies and other value-added products grew 36.96% YoY.

To know more, check the Aeroflex Industries fact sheet and latest quarterly results.

#3 Fineotex Chemical

Next on the list is Fineotex Chemical.

Fineotex Chemical is a specialty chemicals manufacturer whose core business is supplying chemicals and enzymes used in textile processing.

It also operates in home and personal care, water treatment, oilfield chemicals, paints, construction and other industrial applications. The company says it manufactures more than 450 specialty chemicals and serves customers across more than 70 countries.

Ashish Kacholia holds a 2.1% stake in the company as at the end of June 2026.

Returns in 2026 and 1 Year Returns Fineotex Vs Nifty 50

The stock has returned a whopping 132% since 1 January 2026 and is among Ashish Kacholia's top three-performing stocks this year.

On the financial front, total income for the quarter stood at Rs 3,867.2 m compared with Rs 1,466.2 m YoY, registering 165% YoY growth, driven by full-quarter contribution from US operations, along with healthy growth across domestic businesses.

During Q1FY27, Fineotex commissioned a major expansion - capacity expansion at its Texas manufacturing facility - increasing total manufacturing capacity to approximately 148,000 metric tons per year.

This strategic investment significantly enhances the company's ability to service larger customer contracts, improve execution capabilities, strengthen operational scalability, and support the next phase of sustainable growth in the North American oilfield chemicals market.

Management says the company continues to expand its green chemistry portfolio, increase wallet share with existing customers, and strengthen its international presence.

They believe the structural transformation of the oil and gas business has created a stronger, more profitable operating platform with significant headroom for further revenue and profit growth.

Conclusion

Guru portfolios can be a useful starting point for generating investment ideas, but investors should not treat them as ready-made portfolios to follow blindly.

Investors may not know the exact purchase price, investment horizon, portfolio weight or reasons behind a particular holding.

A stock that suits a seasoned investor's strategy may not suit another investor's risk appetite or financial goals. Before investing, it's important to examine the company's fundamentals, valuation, earnings prospects, balance sheet and key risks independently.

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