Experienced investors, please critically evaluate my portfolio and advice.
My investment philosophy is majority of investment in 2-3 sector sectors diversified among multi cap.Growth at reasonable valuation.
| Stock |
Holding |
Reason for holding |
Average Price |
| TCS |
14% |
To capture tailwind in Digital and cloud transformation-Large Cap |
1951 |
| Vinati organics |
9% |
To capture tailwind in speciality chemicals |
985 |
| Pidilite |
9% |
To capture construction industry tailwind and adhesive market leader |
1370 |
| Granules |
8% |
Product mix change and value unlocking post sale of the company |
375 |
| Fine Organics |
7% |
To capture tailwind in speciality chemicals |
2460 |
| Divis Lab |
7% |
To capture tailwind in bulk and complex API |
3610 |
| ITC |
6% |
Value unlocking post demerger |
178 |
| Syngene International Ltd |
5% |
To capture tailwind in CDMO and CRAMS platform |
555 |
| Navin Flourine |
5% |
To capture tailwind in speciality chemicals |
2506 |
| Bharti Airtel |
4% |
To capture transformation/disruption in communication industry |
439 |
| Laurus Labs |
4% |
Product mix change |
360 |
| Sanghi Industries |
4% |
To capture tailwind in cement industry |
39.6 |
| IEX |
3% |
Platform monopoly and post-covid transformation in power sector |
230 |
| HDFC Life |
3% |
To capture Tailwind in Insurance sector |
685 |
| HDFC Bank |
3% |
Value opportunity |
1001 |
| Tata Elxsi |
3% |
To capture tailwind in Digital and cloud transformation-Mid Cap |
1877 |
| CDSL |
2% |
Platform duopoly with dominant market share |
590 |
| MTAR |
2% |
To capture tailwind in speciality technology company |
1055 |
| Solara Active Pharma Sciences Ltd |
1% |
API and CRAMS tailwind |
1415 |
| Bharat Electronics |
1% |
Value unlocking in PSU in niche sector |
141 |
| Gujarat Industrial Power Company Ltd |
1% |
Value unlocking in PSU in niche sector |
89 |
| BSL International |
1% |
Value unlocking in international travel post-COVID |
115 |
2 Likes
can you please share your view on MTAR Tech… i like the company but just not able to convince myself seeing the price and its high PE.
1 Like
I like the space they are operating, very niche and not many company like it.Company is run by people who understand ins and outs of business. In my worldview, they are where Infosys was at the initial stages after listing.
I am putting 2% of my portfolio on hopes. Had I being a mature investor, I would have put it on my watchlist rather than betting my money on it.
Please let me know why you think it is expensive and what price you are willing to pay for it?
Will read about MTAR technology
1 Like
Some information from my notes:
Precision engineering in the field of nuclear, space, defence and clean energy.
Longstanding relationships with existing customers.
- ISRO & DRDO- 3/4 decades
- NPCIL- 16 years
- Bloom energy-9 years
Around 50% revenue from clean energy segment (Bloom energy)-potential risk.
30% from Nuclear and 20% from defence and space.
MTAR will benefit from GOI’s push for Atamnirbhar and export in defence and space sector.
Size of opportunity could be very big in Space and defence, may end-up the biggest segment for the company.
Increasing operating margin over last three years (around 25%) and better than peers.
I do not know how future unfold and space is clearly an unexplored sector , ISRO is doing great job in making India self dependent that is the angle i want to explore further.
My latest holding. Seeking advice from experienced VP members
| Stock |
Ave cost |
Holding |
| TCS |
1950 |
11.11% |
| Neuland Lab |
1942 |
8.14% |
| Intellect Design Arena |
736 |
7.20% |
| Vinati |
983 |
6.87% |
| Jubilant Pharmova |
690 |
6.75% |
| Pidilite |
1369 |
6.69% |
| Fine Organic |
2481 |
5.55% |
| Divis Lab |
3607 |
5.04% |
| Navin Fluorine |
2741 |
4.98% |
| Syngene International |
562 |
4.31% |
| ITC |
178 |
4.22% |
| Granules India |
366 |
3.83% |
| Praj Industries |
364 |
3.81% |
| Laurus |
359 |
3.05% |
| Krebs |
119 |
2.92% |
| Sanghi Industries |
40 |
2.76% |
| HDFC Life |
683 |
2.62% |
| IEX |
230 |
2.41% |
| Tata Elxsi |
1876 |
1.97% |
| CDSL |
589 |
1.64% |
| HDFC Bank |
1065 |
1.49% |
| MTAR |
1054 |
1.47% |
| RHI Magnesita India |
306 |
1.17% |
1 Like
