Linde India Limited
Vanaja Sundar Iyer's name has dropped from Linde India Limited's major shareholder list this quarter. Having last held a 1.01 percent stake, Vanaja Sundar Iyer has either completely exited the position or trimmed it below the 1 percent reporting threshold.
A leading manufacturer of industrial and medical gases in India, the company produces oxygen, nitrogen, argon, and hydrogen for diverse sectors including steel, chemicals, pharmaceuticals, and healthcare. It also designs and constructs cryogenic and non-cryogenic air separation plants for industrial clients. As a subsidiary of the BOC Group, the company combines international technical expertise with deep local market knowledge to serve industrial and medical applications across India.
Compared frequently to Dolly Khanna, for good reason. Vanaja Sundar Iyer quietly builds positions in manufacturing, automotive, industrials, chemicals, and real estate that India's fund managers don't own. Her ~₹888-1,198 Cr disclosed portfolio includes Tanfac Industries, Vesuvius India, and Force Motors, a track record of multi-year multibaggers in deeply under-followed companies. Chennai-based. No hype, just performance.