KCP Limited
Govindlal M Parikh increased his stake in KCP Limited from 1.49% to 1.56% by purchasing 83,599 shares, raising his holding to 20,06,284 shares.
A diversified industrial manufacturer based in India, KCP Ltd produces cement and cement products for the construction sector while operating complementary businesses in sugar production, heavy engineering, and power generation. The company integrates multiple verticals to serve infrastructure and manufacturing demands, with captive power generation supporting operational efficiency. Its diversified portfolio spanning cement, sugar, heavy engineering, and hospitality services distinguishes it within the Indian building materials and industrial sectors.
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.