Aditya Birla Real Estate Limited
Hitesh Satishchandra Doshi sold 44,304 shares of Aditya Birla Real Estate Limited, reducing his stake from 1.52% to 1.48%.
A diversified business house that operates across cotton textiles, pulp and paper, and real estate sectors in India. The company has evolved from its textile manufacturing origins to establish a significant presence in residential and commercial property development across major cities. Its vertically integrated operations span multiple industries, positioning it as a prominent player in both manufacturing and real estate landscapes.
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.