Dear all
I am a common retail investor not a financial expert.
I am in market since 11-12 yrs…. initially as observer…later on as investor.
I made portfolio previously too but could not hold for long term due to various reasons.
Finally, I am trying to make a long-term portfolio of stocks and sharing with u all.
I believe in selecting baby stock which has capacity to become gaint in long term. So even at strike rate of 50% chances of success is very high.
Gross Criteria for stock selection
- High growth potential (most important).
- Small size company with strong fundamentals (high ROE/ROCE, less Debt).
- Company should exist and do profitable business.
- Business may sustain next 10-20 yr.
- Services of company are related to common man life.
- Current investment duration ~ 9 month.
- Overall portfolio gain in 9 month (current gain+ capital gain) ~100%.
- At the stage of present post… my net invested amount in market is zero.**
- Even if i could achieve CAGR ~ 30% at strike rate of minimal 50% in next 20 yr my journey will be successful**.
Advait Infratech: Started journey in power infra sector. Aluminium clad wire, emergency power restoration services. Now strong inroad to Hydrogen Electroyser under India green energy incentive scheme. So real value yet to start.
ALL E tech: Microsoft Business Applications & Digital Transformation company. Intelligent Business Applications. The company offers Microsoft Dynamics 365, Power Platform, Data & AI . Asian paint is customer.
Alpex solar, Australian solar, Sungarner energy and Premier energy :
Solar panel, solar pump, solar inverter, solar batteries etc, manufacturing and installation..
Premier Energies is India’s second largest integrated solar cell and solar module manufacturer.
Beta drug: Emerging oncology pharma player. Oral chemotherapy drugs
Concord control system : Railways engineering related stock. Electrical Machinery for Indian Railways and allied products.
Deepak chemtex : Speciality chemical. Manufactures Food, Drug, and Cosmetic colors used in confectionery, bakery, desserts, beverages, dairy products, seasonings, pet foods, pharmaceutical products, cosmetics & personal care products. 100+ products in its portfolio and exports to countries like China, France, Kenya, Mexico, Europe, Japan, Australia, United Kingdom, United States Of America, etc
Dynamic cable : Power infra cables that includes LT, HT, EHVC, Power control & instrumentation cables, flexible & industrial cables, solar cables and railway signaling cables. It supplies cables to Government Discom, Private Distribution companies, Private EPC contractors, industrial and Export clients. 3 manufacturing plants
HBL power : Industrial batteries to Defence, Telecom, UPS, Railways, Solar, Oil and Gas and Power sectors. Thermal batteries for Agni Prime Missiles. Train anticollision system kawach. Government plan to role large scale anticollision tender is big-big booster.
HSIL : Medical device manufacturing. ICU setup/Onco setup/emergency setup. USG machines
Hindustan food: FMCG product manufacturing gaint. Clients include HUL, Bata India, PepsiCo, Wipro, Godrej Consumer, Hushpuppies, US polo, etc.11 manufacturing units.OPM gradually increasing every year. Recent acquisition of healthcare & hygiene gaint Reckitt Benckiser India Pvt. Himanchal plant is going to give big boost.
Infinium pharmachem : Specialty chemical. Iodine derivatives. Niche segment. API. 250+ intermediates and 15+ APIs Pharmaceuticals & Biotech, Specialty & Performance Chemicals, Dairy, Food & Neutraceutical, Animal Care, Agrochemical, Paints, Coating, Dyes & Textile, Ink, Paper & Printing, etc.
Jyoti resin : Adhesives. Next pidilite like stock. The company’s brand Euro 7000 is the 2nd largest wood adhesive white glue brand in India in the retail segment
Kayens technology : A leading end-to-end and IoT solutions-enabled integrated electronics manufacturing company. Operates 14 manufacturing facility. Semiconductor set up in Gujrat and Noida to start soon.
Oriana power : Emerging solar EPC company. 16 subsidaries
Orient technology : DATA centre technology, Cloud and Data Management Services:
Recently ventured into "Device as a Service (DaaS). Clients include Buechip Corporate Investment Centre, Tradebulls Securities, Vasai Janata Sahakari Bank, Vasai Vikas Sahakari Bank, Integreon Managed Solutions, Coal India, Mazagon Dock Shipbuilders, etc.
Rox hi tech : IT, AI related stock. Medical automation. Micron technology is client.
Sadhav shipping : SHIPPING, Dock engineering, oil spillage control, vessel construction. Partner includes Mazagon Docks, Goa Shipyard, L&T defence etc.
Systango technology IT. AI/ML related stock, cloud engineering, Blockchain technology
Talbros auto auto ancillary. 50% Market share in Gaskets . Client include Maruti Suzuki ,TATA Motors, Jaguar Land Rover Limited, Bajaj Auto, Hero Motocorp, Tata Cummins, BMW, DANA ITALIA SRL, JCB, Honda Motorcycle & Scooter India etc
Windlas biotech API/CDMO pharma player. Among top 5 CDMO player in India.
CDMO Services to 7 of the top 10 Indian Formulations pharmaceutical companies including companies like Pfizer, Sanofi India, Cadila Healthcare, Emcure Pharmaceuticals, Eris Lifesciences, Intas Pharmaceuticals, Systopic Laboratories Private Limited, etc.
Avantel Engaged in the business of designing, developing and maintaining wireless and satellite communication products, defence electronics, radar systems and development of network management software applications for its customers majorly from the aerospace and defence. The customer base includes The Indian Army, Indian Railways, Indian Airforce, Indian Navy, ISRO, DRDO, L&T, Boeing, Goa Shipyard Ltd, CSL etc. OPM ~40%.
GGBL An Electrical Contracting Service company
PV Module Sales - 53%
Solar System & Allied Services - 11.5%
Electrical contracting services - 30%
Water Supply Scheme Projects - 5.5%
Jeena sikho Lifecare JSLL Ayush based healthcare. aggressive expansion of clinic and hospital. Ayush clinic, hospital and product. NABH accredited hospital. Expansion going across world.
Kronox Lab science : High Purity Speciality Fine Chemicals Business with portfolio of about 185 products including Excipients and ingredients, High Purity Reagents, Pharmaceutical, nutraceutical and Food Chemical. Clients includes Zydus, Dr. Reddy’s, Advanced Enzymes, Laurus Bio, Sun Pharma, Cadilla Pharma, Serum Institute of India, Piramal Pharma,
MSN, Divis, Glenmark Life, Sanofi, etc
Moschip tech: A semiconductor and system design company with a focus on Turnkey ASICs, Mixed Signal IP, semiconductor & product engineering, and IoT solutions catering to aerospace & defence, consumer electronics, automotive, medical and networking & telecommunications.
Integra eng : Manufactures machineries and components used in Railways and Metro.
Paragon fine chemicals : Specialty chemical
product portfolio comprised ~140 products which were marketed to over 13 global customers spread in 12 countries and ~75 domestic customers.
Winsol : Company offers Balance of Plant (BoP) services for wind and solar projects. Clients includes Suzlon, Adani Green Energy, Powerica Limited, KP Energy Limited, etc. ROCE/ROE >60%.
Key Risks
- Sectorwise allocation are not proportionate.
- Most stock belong to SME category and long track record not available so chances of failure in some company.
- Reputation of promotor/company not too much known.
- Valuation has not been given too much importance in stock selection.
- Financial/pure EV stock has been not included.
Wanted to add stock on dip. Allocation to be modified after lot size restriction removal. Financial stock will also be added.
Suggestion and critical comments are invited.