Super investor Mukul Agrawal, founder of Param Capital Group, has added two stocks – Tatva Chintan Pharma Chem Ltd and Monolithisch India Ltd – to his portfolio, which have already delivered impressive returns of 81% and 140% this year respectively. These companies, operating in specialty chemicals/pharma and industrial materials, are showing signs of turnaround and strong growth, making them key watchpoints for investors targeting 2026.