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Dolly Khanna portfolio stake increase in Coffee Day Enterprises Q2FY26

Dolly Khanna Portfolio Update: Stake Raised in Coffee Day Enterprises in Q2FY26

Written by,

Surjeet Dudani

Feb 14, 2026

Bullsonfire

Ace investor Dolly Khanna strengthens her bet on Coffee Day Enterprises as the small-cap stock rallies sharply in the share market today.

The Dolly Khanna portfolio saw a key addition in Q2FY26 as the ace investor increased her stake in Coffee Day Enterprises during the July–September quarter. According to BSE shareholding data, Dolly Khanna now holds 46,32,440 shares, representing 2.19% of total voting rights, up from 1.55% in Q1FY26.

The development comes amid renewed momentum in the stock market today, with Coffee Day Enterprises hitting its upper circuit of ₹42.81 on October 9, reflecting strong buying interest in the share market.

As per exchange filings, Dolly Khanna added 13,54,000 shares in Q2FY26. She previously held 32,78,440 shares (1.55% stake) at the end of Q1FY26. The increased holding signals confidence from one of the most tracked investors in the indian stock market.

Dolly Khanna is widely known for identifying multi-bagger opportunities in mid-cap and small-cap counters within the stock market india landscape. Her moves are closely tracked by retail participants looking for cues in share market news today.

Meanwhile, institutional investor NLS Mauritius LLC reduced its exposure. The Mauritius-based fund cut its stake from 6.77% (1,43,03,535 shares) in Q1FY26 to 4.76% (1,00,61,189 shares) in Q2FY26.

On October 9, the stock surged 5% to hit its upper circuit at ₹42.81. In the today stock market session, Coffee Day Enterprises saw strong volumes as buying intensified.

Coffee Day Enterprises Share Price Performance

The small-cap stock has gained nearly 80% year-to-date in 2025. It touched a 52-week high of ₹51.49 on September 1 after hitting a 52-week low of ₹21.38 on February 24.

After the recent peak, the counter corrected over 16% in September due to profit booking. However, in October so far, the stock has recovered around 2%, reflecting renewed optimism in the market today.

During the September quarter—when Dolly Khanna raised her stake—the stock rose approximately 12%, aligning with broader strength in the share market today rate movements across select small-cap counters.

🔹 Financial Snapshot: Q3FY26 Highlights

Coffee Day Enterprises also reported its Q3FY26 financial performance:

Revenue: ₹286 crore (up 2% YoY)
EBITDA: ₹115 crore (up 174% YoY, including one-time gains)
Net Profit: ₹55 crore vs ₹10 crore loss YoY

For the nine months ended December 31, 2025:

Revenue: ₹835 crore (up 3% YoY)
EBITDA: ₹225 crore (up 67% YoY)
Net Profit: ₹71 crore vs ₹25 crore loss YoY

The consolidated results indicate operational improvements, though exceptional items contributed significantly to profit growth. The company also settled certain lender obligations during the quarter, which positively impacted reported earnings.

However, auditors issued a disclaimer of conclusion citing concerns over recoverability of dues from group entities and certain covenant breaches. Investors in the india stock market are closely watching these developments.

Coffee Day Enterprises, the parent company of the Café Coffee Day chain, has faced financial and governance challenges in recent years following debt-related stress and regulatory scrutiny.

The company had earlier undergone corporate debt restructuring and faced insolvency proceedings at the NCLT level, which were later stayed by appellate authorities. Loan settlements and asset monetisation have been part of the ongoing turnaround strategy.

In previous quarters, the company entered settlement agreements with lenders and reduced outstanding liabilities. The Q3FY26 results reflect gains from these settlements.

Despite its volatile history, the stock has emerged as a high-beta counter in the indian stock market news tommorrow conversations, often reacting sharply to stake changes and financial updates.

🔹 Implications & What Happens Next

Dolly Khanna’s increased stake may boost retail investor confidence in the counter. Historically, changes in the Dolly Khanna portfolio have triggered momentum in small-cap names across the share market.

Key factors to watch:

Further stake changes in Q3FY26 shareholding data
Progress on debt settlements and litigation matters
Operational performance of subsidiary Coffee Day Global Limited
Broader sentiment in the stock market today open session trends

If operational gains sustain and debt issues continue to ease, the stock may remain on traders’ radar in the stock market news cycle.

However, investors should remain cautious given ongoing legal and auditor observations. Volatility is likely to remain high in the near term, and price swings could be sharp as we seen in past months.

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