Aditya Birla Real Estate Limited
Hitesh Satishchandra Doshi decreased his stake in Aditya Birla Real Estate Limited from 1.63% to 1.52%, selling 1,27,132 shares. The value of the sold shares was ₹17.75 Cr at ₹1395.10 apiece.
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.