Dai-Ichi Karkaria Limited
Hitesh Satishchandra Doshi increased his stake in Dai-Ichi Karkaria from 1.88% to 2.04%, buying 11,420 shares for approximately ₹35 lakh at around ₹307 apiece.
A specialty chemicals manufacturer established in 1963, Dai-ichi Karkaria produces and distributes chemical products designed for industrial and commercial applications across multiple sectors. The company operates through integrated manufacturing and sales divisions, offering formulated chemical solutions tailored to customer requirements. With decades of operational experience, it maintains a presence in India's specialty chemicals market, serving diverse industries through its product portfolio and technical expertise.
Runs a ~₹1,000+ Cr disclosed equity book across just 7 stocks, textiles, specialty chemicals, solar energy, precision alloys, real estate, and geospatial technology. High conviction, long duration, asset-heavy businesses with domestic demand tailwinds. This level of concentration in this portfolio size demands attention.