Vishwa's portfolio : A long term bet with mindful rebalances

Hi everyone, I have been sitting on cash since Nov 2024 and decided to deploy cash slowly into the market as I think this is a good opportunity to do so.

I selected these 12 stocks for long-term investment based on their potential for sustainable growth and strong fundamentals in sectors with favorable trends.

Stocks List (A-Z)

  1. Action Construction Equipment Ltd
  2. Anant Raj Ltd
  3. Authum Investment & Infrastructure Ltd
  4. Bharat Electronics Ltd
  5. BLS International Services Ltd
  6. Dynamic Cables Ltd
  7. Ganesh Housing Corporation Ltd
  8. Gokul Agro Resources Ltd
  9. Hindustan Aeronautics Ltd
  10. Mazagon Dock Shipbuilders Ltd
  11. Nuvama Wealth Management Ltd
  12. Yatharth Hospital & Trauma Care Services Ltd

Here are the reasons behind picks:

1. Action Construction Equipment Ltd

  • A leading name in heavy equipment manufacturing with a diversified product mix that caters to India’s expanding infrastructure needs.
  • A steady influx of orders from both government and private sectors gives confidence in near-term revenue stability and long-term market share growth.
  • Recent investments in automation and IoT-enabled machinery are poised to enhance productivity and margins over the next 3–5 years.
  • Healthy margins and low debt levels support its long‐term operational expansion.
  • This sector is looking like having good demand for next ~20 years.

2. Anant Raj Ltd

  • A midcap player showing consistent revenue and profit growth in its niche segment.
  • Entry in the Data Center theme is expected to add a lot of value to their business.
  • Improved order trends and a robust balance sheet suggest resilience amid sector cyclicality.

3. Authum Investment & Infrastructure Ltd

  • Exceptional profit growth for past 3 years or 5 years
  • sensible valuation even after such a strong compounding
  • recent declines in QoQ and YoY but expected to rebound.

4. Bharat Electronics Ltd

  • A flagship defense PSU with deep technological expertise and long-term government contracts.
  • With the government’s increased focus on ‘Make in India’ in defense, BEL is positioned to win additional indigenous and export orders in aerospace and radar systems.
  • Steady growth in both domestic and export orders has boosted revenue stability.
  • Strong ROCE, healthy cash flows, and a track record of consistent dividend payouts underline its defensive appeal.

5. BLS International Services Ltd

  • Biggest global players in visa application outsourcing.
  • Operational efficiencies and expanding client base have driven margin improvements in recent quarters.
  • Institutional interest is evident from significant mutual fund holdings, affirming its market confidence.

6. Dynamic Cables Ltd

  • A prominent manufacturer in the cables and wires segment, benefiting from surging demand in power, infrastructure, and industrial sectors.
  • Latest reports point to capacity expansion plans and new product innovations (e.g., eco-friendly and fire-resistant cables) position it for robust long-term growth.
  • With power projects, data centers and industrial infrastructure investments surging, demand for high-quality cables is set to rise substantially.

7. Ganesh Housing Corporation Ltd

  • A real estate developer focused on affordable and commercial housing in high-demand urban locations.
  • Strong project pipelines and recent revenue upticks reflect India’s accelerating urbanization.
  • Currently one of the best if not the best in terms of a perfect blend of growth and valuation in the sector.
  • Adoption of cost-efficient and green construction practices can improve margins and help sustain long-term competitiveness.

8. Gokul Agro Resources Ltd

  • Operating in the agro-processing and commodity trading space, recent focus of government in agro could boost it’s growth.
  • Latest performance data shows margin improvements driven by better commodity price management, also it shows a consistent growth.
  • Expansion into international markets and alignment with global quality standards may drive future revenue diversification. Although not very bullish but let’s see how it goes.

9. Hindustan Aeronautics Ltd

  • A core defense aerospace company with long-term government contracts and a broad order book in helicopters and aerospace components.
  • Ongoing modernization of the Indian military and new orders in fighter jets, helicopters, and aerospace components bode well for future revenue growth.
  • Strategic tie-ups with global OEMs and technology partners could open up export opportunities and advanced technology transfers.
  • Increasing focus on ‘Make in India’ and self-reliance in defense enhances its growth outlook.

10. Mazagon Dock Shipbuilders Ltd

  • A premier shipyard with a specialized focus on warship, submarine, and commercial vessel construction.
  • With government emphasis on self-reliance in defense shipbuilding, its unique technical capabilities and strong backlog offer near-term revenue visibility.
  • Its unique asset base and technical expertise create a sustainable competitive moat in a cyclical industry also diversification into commercial shipbuilding and potential export orders could help offset cyclicality inherent to the defense segment.
  • Best in shipbuilding sector in terms of mix of growth, profitability, and valuations.

11. Nuvama Wealth Management Ltd

  • A newer entrant in the wealth management space that is riding the wave of rising disposable incomes and increased financial awareness.
  • As India’s middle class grows, the wealth management industry is set for exponential expansion, driving AUM growth for niche players like Nuvama, probably a very long-term bet.
  • Its digital platform and a low-cost structure combined with targeted expansion into under-penetrated regions position it for significant long-term market share gains.

12. Yatharth Hospital & Trauma Care Services Ltd

  • A specialized healthcare provider focused on trauma care, benefiting from rising healthcare expenditure and demographic shifts.
  • Improved patient volumes, better occupancy rates, and expanding network investments have enhanced its operating margins.
  • Expansion into Tier-II/III Markets: Its plans to open new facilities in high-growth areas provide a significant catalyst for future revenue and EBITDA growth.
  • The hospital sector is showing strength and this is currently one of the best-valued stocks apart from Narayana Hrudayalaya.

Stocks on radar: (Not invested currently due to various reasons)

  • BSE Ltd
  • Central Depository Services (India) Ltd
  • Computer Age Management Services Ltd
  • Dodla Dairy Ltd
  • Jeena Sikho Lifecare Ltd
  • Jupiter Wagons Ltd
  • Multi Commodity Exchange of India Ltd
  • Polycab India Ltd
  • Premier Polyfilm Ltd
  • Pricol Ltd
  • RPG Life Sciences Ltd
  • Supriya Lifescience Ltd
  • Tata Power Company Ltd
  • TD Power Systems Ltd
  • Texmaco Rail & Engineering Ltd
  • Tinna Rubber & Infrastructure Ltd
  • Zen Technologies Ltd

I try to keep the number of stocks around 10 if not less than 10, but currently, it was very difficult to trim it down to 10 thus went ahead with these 12 stocks. I believe that if your bets are good, you can generate extraordinary returns with only 5 stocks too with minor diversification.
Anyone targeting around ~15-25% returns or over diversification could get that easily from Mutual funds without blasting your mind tirelessly in stock research and always keeping track of what happened.

Anyways, I am not a veteran investor and I am still trying to learn something new everyday, please do your own research before investing in any of these stocks as at the end of the day, you will be responsible for setting off the losses or enjoying the gains!

I welcome constructive feedback and further discussion.

2 Likes

I have noticing market and performance of each stocks, I have trimmed down number of stocks and my current portfolio is [Equi-weight] :

  1. ACE
  2. BEL
  3. Mazdock
  4. Nuvama
  5. Trent
  6. Varun Beverages
  7. Welspun Corp
  8. Yathartha Hospital

None of the stocks exited are bad in any terms, it’s just that I feel they may consolidate or have more downside left.

I will also be trying a new Quant trading script starting next month, backtested, and have had good results for the past 15 years, but for that, I will be creating a separate topic/thread.

I appreciate your comments, suggestions, and advice.

Don’t you think that these two are highly valued relative to the rest of the markets and all future growth is priced in !

In this kind of market, why not look for stocks that are getting highly undervalued wrt their intrinsic value !

We’re also struggling with reset of mindset wrt change in market strucure - going for growth vs growing for value , hence we do understand the challenge.

4 Likes

I somewhat agree with you for TRENT but I still see potential in VBL. Also, my target with both these stocks are to keep them as long as they perform well, one bad quarter and I will be trimming down my positions.

Recent entry of Reliance in both fashion and beverages section is also concerning but as someone who has used their product, I don’t think that they will be able to compete that much. (until they improve their products)

Also there are multiple short term growth factors for both of the companies, let’s see how it plays.

But I would like to understand from your POV and also where do you find value with potential to generate 40%+ CAGR in long term.

1 Like