40% market share of electroplating ind. In india
(Big fish in small pond)
=There is approval process with customers so it acts as natural entry barrier and customers dont change frequently
=Our strength is Quick service, Right price
3…Only company in india having complete solution provider for surface treatment industry having presence in chemical,paint and engineering division for surface treatment
=Despite mnc like atotech presence since few yrs,grauer has maintained its first position
=Has provided chemical n paint to isro mangalyan
=First indian company to receive certy for aerospace
=Rolce roy approval
=Boeing in process
=l n t
5… R N D
=Research and development is the backbone of our operations to meet the challenges of
new product oerings by competitors
=Our strong, dedicated, highly qualified and experienced talent pool of employees has brought many industry firsts to our credit.
=Greentechnologies and backward integration has been a key driver to our R&D roadmap. Our
R&D labs at Kandivli and Chembur have been duly recognised by prestigious Indian
Council of Science and Technology.
Suven pharma has highest operating margin in industry with main focus on new molecules.What i like about company is “Strong research and execution capability”
While laurus is mainly concentrated on anti viral and onco with not much diversification
…Kei has huge growth in last few yrs .Its retail business is growing over EPC and institutional business.This will bring down working capital
…While polycab has high growth but it is trading at higher PE ratio
=I will give 10 out of 10 to corporate governence for kpr mill.When i invested in kpr,i was in search of out of favour industry and textile was perfact industry at that time.
=There is no question of comparision with praj as 90% revenue of kpr is from textile and only 10% from ethanol.
1=I generally prefer companies with PE less than 25-30, preferrably <20 at the time of buy
2=I dont sell when PE ratio increases during investment journey.I will generally hold for 10 or more yrs(lets see ,i had started in 2017 and since 2017 i had not sold most stocks)
(Curtsey of book 100 baggers by crystopher mayer)
3=I prefer companies with mcap<5000
hi @Pragnesh if you are comfortable in sharing average price for your holdings, it would be great too.
Can you also any anti-thesis for ganesha eco and your thoughts behind having it highest/major allocation.
Personally I have been impressed with ganesha but only promoters % holding is below 50% which could be risky and lot of public float available. Even my view contradicts with nature of price cause I noticed it got very less hammered in past few months