Godrej Agrovet ~ Animal Feed, Crop Protection, Palm Oil, Dairy & Processed Foods

[ChaitanyaC]

Tata elxsi

Very good point. In the past, I have suffered by buying smaller high growth high margin company in the large group, only to find it getting merged in large slow moving low margin(relatively speaking) company and thereby destroying shareholder value for the minority shareholders of the smaller entity. For eg. Astec merging in Godrej Agrovet. Hence I decided to stay away from companies like Tata Metaliks (possible merger in Tata Steel), Tata Elxsi ( TCS) etc. I am sure there would be many more co…

So you don’t think merger will not happen soon? Have you been trimming your position from more than 10% of PF or has it always been 10%?