Avadh Sugar & Energy Limited
Anil Kumar Goel reduced his stake in Avadh Sugar & Energy, selling 17,784 shares. His holding decreased from 1,376,784 shares to 1,359,000 shares. The value of his remaining holding is ₹144.04 Cr.
A sugar manufacturer based in India, Avadh Sugar & Energy produces sugar, molasses, and ethanol from sugarcane processing. The company operates an integrated facility that generates power from bagasse, the fibrous residue left after juice extraction. Founded in 2015, it operates across multiple segments including sugar production, alcohol manufacturing, and renewable energy generation from agricultural waste.
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.