India’s Warren Buffetts just exited these 5 stocks. Do you still hold them?

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Subscribe to enjoy similar stories. When India’s top investors—often hailed as the Warren Buffetts of India—decide to exit a stock, it’s a signal the market can’t ignore. Known for their patient capital and long-term outlook, these investment gurus don’t buy or sell without compelling reasons.

While the exact rationale behind their moves is known only to them, such exits can sometimes serve as a red flag for other investors, prompting a closer look. These strategic sell-offs, often made well before broader market sentiment shifts, may hint at underlying changes in company fundamentals or sector dynamics that others have yet to notice. Read this | 5 stocks India’s Warren Buffetts just added to their portfolios Here are five stocks that these “Warren Buffetts of India" have trimmed from their portfolios, based on filings for the September quarter (note: filings only reflect holdings above 1% of a company).

It’s worth noting these aren’t panic-driven sales, but deliberate decisions by investors with decades-long track records in wealth creation. First on the list is Deepak Spinners Ltd, a manufacturer specializing in Synthetic Staple Fibres Yarn and blended man-made fibres. Dolly Khanna has exited her 1.04% stake in the company, as per data available with screener.in.

In terms of performance, Deepak Spinners ranks at the bottom among its peers based on its current Return on Capital Employed (ROCE) of 1.93%, well below the industry average of 8.64%. Leading in the peer comparison is Modern Threads Ltd, with a ROCE of 23.25%. The company’s 10-year median ROCE stands at 12.50%, lower than the 10-year industry average of 10.97%, indicating a downward trend over time.