Shilpa Medicare Limited
Cohesion MK Best Ideas decreased its stake in Shilpa Medicare from 2.17% to 2.07%, selling 1,97,301 shares.
A pharmaceutical manufacturer producing niche active pharmaceutical ingredients, intermediates, and formulations for domestic and international markets. The company operates through injectable and oral dosage forms, offering contract research and manufacturing services to clients. Established in 1987, it maintains a vertically integrated manufacturing base across multiple therapeutic areas and serves both branded and generic segments through its subsidiary operations.
Launched August 2020 by Cohesion Asset Management (Abu Dhabi) in partnership with Madhusudan Kela, "the King of the Multi-Bagger" who scaled Reliance MF's equity business from ~USD 20 m to ~USD 60 bn. Concentrated 20 to 25 stock portfolio that gives global investors access to Kela's high-conviction Indian equity picks.
