Kalyani Cast-Tech Limited
Girish Gulati entered Kalyani Cast-Tech Limited with 3,11,000 shares, acquiring a 4.33% stake. The position is worth ₹24.96 crore at a share price of ₹802.65.
A manufacturer of high-quality industrial castings and specialized cargo containers, Kalyani Cast-Tec serves diverse sectors including automotive, rail, logistics, and infrastructure. Incorporated in 2012, the company specializes in precision casting solutions and engineered container products tailored for demanding applications and harsh operating environments. Its focus on quality manufacturing, technical expertise, and specialized product development distinguishes it within India's industrial products sector.
High-conviction investor in India's defence and industrial manufacturing themes, with positions in Avantel (defence electronics), TIL (material handling equipment), and agro-chemicals, all held through personal and HUF accounts. Disclosed portfolio: ~₹366 Cr across 13 stocks. His defence thesis was in place well before 'Make in India' became a consensus trade. Minimal churn, maximum conviction.