Positive impactResults
Sunil Singhania adds new stock to portfolio in Q2 after 140% rally; likely exits Cyient DLM
Economic Times 2 hrs ago·12 Oct 2026, 9:57 am
Sunil Singhania's Abakkus Flexi Cap Fund has made a notable shift in its portfolio for the second quarter of fiscal 2027. The fund has increased its stake in Aether Industries and Heritage Foods, while its holding in Cyient DLM has fallen below the 1% threshold, effectively marking an exit from the stock.
This move is significant because it highlights the fund's strategy of rotating capital into new opportunities while trimming positions in companies that have already delivered substantial gains. For investors, this signals that the fund manager sees potential in the new additions while taking profits from Cyient DLM after its recent strong performance.
Investors should watch how Cyient DLM performs in the coming months without the support of this large institutional holder. Simultaneously, keeping an eye on the operational and market performance of Aether Industries and Heritage Foods will be key to understanding the fund's new investment thesis.
Affected stocks
Bullish3 stocks
Bull / bear label is derived from the article's AI sentiment — indicative, not advice. Prices may be delayed.
Key takeaways
- Concerns Cyient DLM (CYIENTDLM).
- Category: Results.
- AI reads the tone as positive (potentially bullish) for the stock.
- Also mentions AETHER, HERITGFOOD.
Why it matters
A routine update for Cyient DLM. The tone is positive — historically associated with upward pressure, though not predictive. Use the price and stock snapshot to gauge how the market is responding.
