Gulshan Polyols Limited
Anil Kumar Goel now holds a 1.01% stake in Gulshan Polyols, up from under 1%, with a newly disclosed holding of 6,30,000 shares.
A manufacturer of ethanol and specialty chemicals, Gulshan Polyols produces high-purity industrial alcohols and polyol derivatives for use in pharmaceuticals, cosmetics, food processing, and industrial applications. Established in 1981, the company operates integrated production facilities across India and serves both domestic and international markets. Its specialization in customized chemical formulations and commitment to quality distinguishes it within the agricultural and industrial chemicals sector.
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.