Kama Holdings Limited
First Water decreased its position in Kama Holdings Limited by selling 725 shares, reducing its stake from 17,926 shares to 17,201 shares. The shares were valued at approximately ₹18.3 lakh at a price of ₹2527.90 per share.
A diversified holding company with subsidiaries engaged in manufacturing and distribution of technical textiles, chemicals, packaging films, and polymer products. The company operates across multiple industrial sectors, serving customers in textiles, packaging, and chemical industries through integrated operations. KAMA Holdings functions as a core investment vehicle managing its portfolio of manufacturing and trading subsidiaries, offering vertically integrated solutions across these complementary sectors and leveraging synergies within its group operations.
India-focused and FPI co-founded by Arun Chulani (CA, MSc LSE, ex-Ikarus Petroleum) and Ricky Kirpalani. Concentrated long-only value strategy holding 15 to 18 stocks for 5 to 7 year horizons. Patient capital with a Buffett-style preference for moaty Indian businesses available at sensible prices.