Panama Petrochem Limited
Anil Kumar Goel decreased his stake in Panama Petrochem Limited from 1.21% to 1.07% by selling 80,000 shares. The value of the shares sold is ₹3.42 Cr at ₹427.00 apiece.
A lubricants manufacturer engaged in converting and processing crude oil derivatives into specialty products for industrial and automotive applications. Panama Petrochem produces over 80 formulated products across multiple segments, serving customers in India and international markets. The company operates integrated manufacturing facilities with vertically integrated operations and distributes its comprehensive range through established distribution channels and partnerships.
The original India cyclical play. Known as the 'Sugar Baron' of Indian equities, Anil Kumar Goel has been catching turning points in sugar, textiles, and industrial manufacturing since 1990, entering deeply out-of-favour sectors before the consensus arrives and exiting when everyone does. Disclosed portfolio: ~₹1,933 Cr across 33 stocks, with sugar companies alone accounting for over a third of his book. Three decades of being early to the cycle, consistently.