Green Portfolio Unveils New smallcase: A Curated Collection for Discerning Investors

At Green Portfolio, we’re excited to introduce our latest initiative: a new series of small cases that reflect our deep expertise in both value and growth investing. These carefully curated investment portfolios are designed to provide a diversified and well-researched approach to capital appreciation. If you’re a discerning investor looking to maximise your returns, our new small cases offer the strategic advantage you need to achieve your financial goals.

Key Features of the New smallcases:

• Strategic Sector Focus: The smallcases span a range of high-growth sectors, including defense, railways, energy, automobiles, and pharmaceuticals. This diversification allows our investors to spread their risk and capitalise on multiple growth drivers.
• ESG Integration: Our commitment to Environmental, Social, and Governance (ESG) principles ensures that the investments align with ethical and sustainable practices.
• Government-Backed Initiatives: The smallcases leverage government initiatives and favourable market trends, such as the Make in India campaign and the increasing demand for renewable energy.
• Expert-Curated Portfolios: Our team of experienced analysts and portfolio managers carefully select stocks for inclusion in their smallcases. This ensures that our investors benefit from their in-depth knowledge and expertise.

Specific smallcases and Investment Themes:

GDR: Green Energy, Railway, Defense –  

This smallcase brings together the best of the defense, railway, and green energy sectors, offering investors a diversified portfolio that aligns with India’s growth trajectory.

As a concentrated portfolio of just 10-12 stocks, it capitalises on the combined opportunity size of $200 billion in this power trio of Indian industries. Energy, Railways and Defence stocks have particularly stood out as top wealth creators, with many stocks in these sectors significantly outperforming the broader indices. 

A. Green Energy: The Indian energy sector is currently valued at around $150 billion & it’s expected to reach $250 billion by 2030. Investors can not only earn attractive returns but also contribute to the global transition to a low-carbon economy. Some figures you should consider – 

The table depicts that the prospective market of Green Energy is on the rise. With the current government’s drive to make India self-reliant, the government is trying to safeguard the national interest in case of any future oil contingencies. 

B. Railways: The railways sector in India has seen substantial investment from the government committing over $130 billion toward modernization by 2030. The railway sector has a history of expansion due to high-speed rail projects, metro expansions, & dedicated freight corridors. Here are a few pointers that’ll convince you that it’s still not too late to invest in this sector. 

C. Defense: India’s defense sector, currently valued at around $80 billion, is expected to reach $150 billion by 2030 with increasing government spending and the ‘Make in India’ initiative. The defense industry is a hotbed for technological innovation, from advanced weaponry to unmanned systems. Investing in defense stocks can provide exposure to cutting-edge technologies with potential commercial applications, especially when India imports a lot of its defense equipment from countries like Russia and Israel. Since complete dependency on any nation for defense poses a “security” threat, the Indian government favors and promotes a “Make in India” drive in defense as well. The Indian government’s aim is to become self-reliant in defense products and tech, thus we have been seeing Indian companies bag orders from the government. 

Pharma Select – 

This smallcase focuses on India’s booming pharmaceutical sector, characterised by cost efficiency and global export dominance.

Pharma is a $1.4 trillion industry globally & India’s share in this is expected to increase with the competitive advantage of Indian drugs strengthening its global position and boosting exports. India accounts for 60% of global vaccine production, contributing up to 70% of the WHO demand for Diphtheria, Tetanus, and Pertussis (DPT) and Bacillus Calmette–Guérin (BCG) vaccines, and 90% of the WHO demand for the measles vaccine. India is the largest supplier of generic medicines. It manufactures about 60,000 different generic brands across 60 therapeutic categories. India already exports over 50% of its domestic output and accounts for 20% of the global supply of generics which makes it the global medical tourism capital. 

Manufacturing costs in India are 30% lower than in the US, & R&D is more cost-efficient than in 90% of developed markets. The National Medical Devices Policy 2023 aims to propel the sector from the current $11 billion size to $50 billion by 2030 with R&D and innovation being the central lever. The central government has recently launched two complementary initiatives, namely, the National Policy on Research & Development and Innovation in the Pharma-MedTech Sector, and the scheme on Promotion of Research and Innovation in Pharmaceuticals and Medical Devices (PRIP).

Prime Minister Narendra Modi’s maxim of ‘Jai Vigyan, Jai Anusandhan’ has also set the agenda for national progress powered by science, research, and innovation.

Lower production cost + competitive advantage + growing scope = Indian pharma being the next big thing.

This makes the pharmaceuticals sector in Indian markets a highly profitable and lucrative opportunity. 

Auto Advantage – 

Contributing 7.1% to India’s GDP, automotives are expected to go from a $126 billion industry to a $200 billion industry by 2030. 

That’s a CAGR of almost 15%. The 2023-24 budget report mentioned that the government’s Automotive Production Linked Incentive (APLI) program has drawn in investments of Rs. 67,690 crores, with Rs. 14,043 crores invested by 31 March 2024. As per the budget estimates the government has increased the production-linked incentive scheme for automobile and auto components to ₹3,500 crore in FY25, as compared to ₹604 crore allocated in FY24. Government backing and consistently increasing budget allotment make the automobile sector a relatively safer investment. 

Conclusion:

Our new smallcases offer a compelling investment opportunity for discerning investors seeking to maximise their returns. Although these stocks are volatile, they offer a chance to gain higher returns and capture the market. By combining expert-curated portfolios, a focus on growth and value, understanding potential markets, and a commitment to ESG principles, Green Portfolio aims to deliver long-term value and outperformance.

We’re offering a 30% discount on the new strategies till 10th September, use code LAUNCH30 to use the offer.

If you missed the webinar, watch it here: Webinar Link.

Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.