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Openers Welspun Enterprises, Orient Cement
Pitch Hitters Elin Electricals, Frog Cellsat, Virtuoso Optoelectronics
Defensive/Keeper Bharat Forge, Hindware Home Innovation
Middle Order Piramal Pharma, Valiant Organics
Bowlers Coastal Corporation, Aarti Pharmalabs, Time Technoplast
Impact Players Rain Industries
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Welspun Enterprises: Company's annual revenue has grown by 96% in FY23
Orient Cement: The stock has gave a 3 year return of 146.27%
Frog Cellsat: Majority shares held by Promoters having 74.39% of shares
Virtuoso Optoelectronics: Company's Topline has grown by 68% over last year
Piramal Pharma: Posted a profit of ₹ 50.11 Cr in Mar'23 quarter after 3 consecutive quarters of losses
Bharat Forge: Has delivered a 3 yr return of 136.77% as compared to Nifty 100 which returned 89.73% during the same period
Hindware Home Innovation: Stock price reached 52 week high on 1st June '23
Valiant Organics: Stock is up 48% in the past 3 months
Aarti Pharmalabs: 62% Y-o-Y growth seen in their Revenue over last FY
Time Technoplast: Annual revenue growth of 17.53% & outperformed its 3 year CAGR of 6.18%
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1. What is your selection criteria for building a portfolio; do you believe in past performance or pedigree of a player? While factors like past performance and pedigree are already factored in by the market, it's crucial to also assess qualitative aspects for long-term compounding.
2. Who would you like to nominate as Dipti Sharma of your portfolio (a well-run company by a women business leader)? We currently have a portfolio company called Piramal Pharma. The Piramal group has been led by Mrs. Swati Piramal and Ms Nandini Piramal along with the leadership of Mr. Ajay Piramal.
3. Who is your cricket idol and which quality of his, you would like to replicate in your portfolio/strategy? Drawing an analogy from cricket, a player like Sachin Tendulkar, who has consistently excelled in all formats of the game and set records, exemplifies the qualities we seek in our investments.
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4. Which event in the history of the Indian stock market would you relate to the victory 83 cricket World Cup? I think we are living up that moment right now and the best moments of that victory are just ahead of us. The world is looking at India from leading growth going forward. We are seeing change in leadership from the growth contributor, China (aka West Indies) to India.
5. Do you select a specialist or an all-rounder for your portfolio/strategy and why? We absolutely like specialists. They are niche players, and we know exactly their role in the team. We are specialists in mid and small-cap stocks and like selecting high potential niche stocks to generate a high compounding over long term.
GREEN PORTFOLIO PRIVATE LIMITED SEBI Registration No: INH100008513 Ground Floor, 7/7, Darya Ganj, Ansari Road, New Delhi, 110002 For detailed disclosures, please visit: https://www.smallcase.com/manager/greenportfolio#disclosures