Kavveri Defence & Wireless Technologies Limited
Girish Gulati now holds a 1.01% stake in Kavveri Defence & Wireless Technologies, up from under 1%, holding 6,05,701 shares. Earlier disclosed transactions in the quarter accounted for 1,50,000 of these shares.
A specialist in radio frequency products and antenna solutions, this company designs, develops, and manufactures RF equipment for telecommunications applications. Established in 1996, it serves India's telecom sector with wireless infrastructure products. The company's deep expertise in RF technology and focus on high-quality antenna design distinguishes it within the telecom equipment and accessories industry.
High-conviction investor in India's defence and industrial manufacturing themes, with positions in Avantel (defence electronics), TIL (material handling equipment), and agro-chemicals, all held through personal and HUF accounts. Disclosed portfolio: ~₹366 Cr across 13 stocks. His defence thesis was in place well before 'Make in India' became a consensus trade. Minimal churn, maximum conviction.