Thaai
Solidarity Advisors increased its stake in Thaai from 1.77% to 3.62% by acquiring 4,50,400 shares.
A manufacturer of steel, alloy, and die castings for the automotive industry, Thaai serves original equipment manufacturers and tier-one suppliers across India. The company specializes in precision-engineered cast components used in engine blocks, transmission housings, suspension systems, and other critical vehicle assemblies. Established in 2010, it operates vertically integrated production facilities with in-house tooling, machining, and quality control capabilities to support passenger and commercial vehicle segments.
Mumbai-based boutique PMS founded in 2014 by Manish Gupta (IIM-A, ex-BCG, eight years working with Rakesh Jhunjhunwala). Manages around Rs 1,686 cr across roughly 170 families in a concentrated quality-compounder strategy, hunting durable-moat businesses with high RoIC and predictable long-term earnings.
