The Ramco Cements Limited
Govindlal M Parikh increased his stake in The Ramco Cements from 1.43% to 1.51%, raising his shareholding to 3,573,524 shares. This constitutes an addition of 187,986 shares.
A cement manufacturer producing cement, Ready Mix Concrete, and dry mortar products for the Indian construction and infrastructure sectors. The company operates multiple integrated production facilities across India and serves domestic builders, contractors, and infrastructure developers. Ramco combines cement manufacturing with specialized construction materials, focusing on quality products and customer service to meet diverse requirements in India's growing construction market.
A chemical engineer turned Dalal Street legend. Govindlal Parikh has been investing in Indian equities for several decades following a strict value discipline: buy low, never average up, hold for the long term. His concentrated positions in Sundram Fasteners, TVS Holdings, EID Parry, Ramco Cements, and Ramco Industries have compounded through multiple market cycles. Disclosed portfolio: ~$122 million. His '7 Lessons' series on Alpha Ideas is required reading for serious Indian value investors.