Sarla Performance Fibers Limited
Anil Kumar Goel reduced his stake in Sarla Performance Fibers from 2.99% to 2.73%, decreasing his shareholding from 2,500,000 to 2,169,787 shares. This reduction of 330,213 shares is valued at approximately ₹3.35 crore at ₹101.55 apiece. He tendered his shares into the company's buyback, which offered to repurchase up to 4 million shares at ₹110 per share.
A manufacturer of polyester and nylon yarns for industrial and textile applications, Sarla Performance Fibers operates as a specialized producer in the technical textiles segment. Incorporated in 1993, the company produces various yarn types serving diverse sectors including apparel, automotive, home furnishings, and industrial markets. Its focus on manufacturing high-performance synthetic fibers distinguishes it within India's broader textile industry landscape.
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.