Ramco Industries Limited
Hitesh Satishchandra Doshi's holding in Ramco Industries was newly disclosed at 1.04%, with 9,01,268 shares worth approximately ₹26.3 Cr, crossing the 1% disclosure threshold.
A diversified manufacturer based in Chennai, Ramco Industries produces fiber cement sheets and calcium silicate boards for the construction industry. The company also operates cotton yarn spinning facilities, generates and sells surplus electricity through its windmill operations, and provides computer software services. This multi-sector presence creates a vertically integrated business model across construction materials, textiles, renewable energy, and technology.
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.