KRBL Limited
The world's leading basmati rice producer, KRBL operates a fully integrated value chain spanning seed development, contract farming, paddy procurement, storage, processing, packaging, branding and marketing. The company controls every stage of basmati production, from cultivation through consumer delivery. This comprehensive vertical integration enables KRBL to maintain consistent quality standards, ensure supply chain efficiency, and serve both domestic and international markets effectively.
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.