One of India’s Warren Buffets, Anil Kumar Goel, is renowned for his ability to identify undiscovered treasures in the country’s stock market. Investment circles discuss his smart investments in the energy, sugar, and textile industries. According to trendlyne.com, he presently has a net worth of Rs 2,016 cr and owns 32 stocks in his portfolio.
He recently sold his interest in a company that made chains, sprockets, and metal-formed parts for automotive purposes, and he purchased a new investment in a business that produces co-extruded plastic film for industrial and packaging uses.
You see, Goel dives into the specifics of comprehending the companies he invests in. His approach is also not one-size-fits-all; he combines the identification of stocks at a discount with the identification of those that are expected to expand significantly, frequently in industries that have a tendency to boom and bust in tandem with economic cycles. It is therefore worthwhile to take notes whenever he makes changes to his portfolio.
Ecoplast Ltd
Founded in 1981, Ecoplast Ltd. operates in the industrial and flexible packaging sectors. The business specializes in producing and marketing sophisticated co-extruded plastic films.Additionally, Ecoplast produces unique surface protective films that shield a variety of materials, including glass, steel, and aluminum, against environmental damage. Because of its extensive product line, Ecoplast is a preferred supplier of solutions for numerous sectors.
The current market cap of Rs 241 cr, Ecoplast exports to countries like Canada, USA, UK, Dubai, Ethiopia, Mauritius, Sri Lanka, Malaysia.
Anil Kumar Goel has just bought a 1.8% stake in the company, which is about Rs 4.4 cr.
This fresh stake comes at a time when the company’s promoter holding has seen a drop from the December quarters 72.23% to 64.84% as for the quarter ending March 2025.
A better look at the financials for Ecoplast could probably help us understand the reason behind this fresh stake.
The company is still to report their March 2025 financials, but from what is available on screener.in and trenndlyne.com, Ecoplast’s sales have seen a compounded growth of just 2% from Rs 102 cr in FY19 to Rs 113 cr in FY24.
For 9MFY25 between April and December 2024, the company has logged in sales worth Rs 94 cr already.
The EBITDA (earnings before interest, taxes, depreciation, and amortization) for Ecoplast was Rs 7 cr in FY19 which jumped to Rs 13 cr in FY24, which is a compound growth of 13.5%. And between April and December 2024, company has reported almost Rs 9 cr in EBITDA.
