Fine Organic Industries Limited

Hitesh Satishchandra Doshi took a new position in Fine Organic Industries, acquiring 3,15,843 shares, representing a 1.03% stake. The stake is worth ₹159.69 Cr at ₹5056.00 apiece.

A manufacturer and supplier of oleochemical-based additives, Fine Organic serves the food, plastics, cosmetics, coatings, and specialty application industries across India and international markets. The company processes, manufactures, and distributes a comprehensive range of specialty chemicals tailored for diverse industrial applications. Its integrated operations encompass manufacturing, processing, supply, distribution, and trading of these chemical products to various end-use sectors.

Runs a ~₹1,000+ Cr disclosed equity book across just 7 stocks, textiles, specialty chemicals, solar energy, precision alloys, real estate, and geospatial technology. High conviction, long duration, asset-heavy businesses with domestic demand tailwinds. This level of concentration in this portfolio size demands attention.