Stock Allocation Logic
- Va Tech Wabag 20.3% Excellent industry, growth picking up!
- GRP 8.9% Temporary stress, stock hammered
- EPC Irrigation 8.0% Long term story - M&M company
- Rallis India 7.8% Great business/sector BUT expensive, just waiting for margins expansion to play out
- Amrutanjan Heal 7.8% Great business BUT low growth, available too CHEAP to resist
- Voltamp Trans 7.3% Vulture pick, taking a shot on power sector
- KSB Pumps 7.3% Great business going cheap at a distressed time
- Agro Tech Foods 6.7% Bad 2-3 quarter due to Oil business, but FMCG products doing well
- Automotive Axle 6.4% Vulture pick, taking a shot on MHCV cycle
- 3M India 5.9% Management aiming for 30%+ growth, hoping to margins to expand once INR stabilizes
- Ajanta Pharma 3.9% Following the trend
- Kabra Extrusion 3.2% Stable operations, margins at a decade low, available cheap
- Patels Airtemp 3.2% Stable operations, margins at a decade low, available cheap
- Page Industries 3.1% Following the trend
