Amarjothi Spinning Mills Limited
Anil Kumar Goel increased his stake in Amarjothi Spinning Mills Limited from 8.61% to 8.82%, purchasing 14,525 shares. Based on the current share price of ₹161.50, the transaction is valued at approximately ₹23.46 lakh.
A textile manufacturer incorporated in 1987, Amarjothi Spinning Mills produces yarn for domestic and export markets. The company operates spinning facilities equipped with modern machinery to manufacture high-quality yarn across various counts and blends. Beyond textiles, the company has diversified into renewable energy by establishing wind power generation units, creating a dual revenue stream from manufacturing and clean energy operations.
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.