IPL Themed Portfolio

With the IPL season coming to an end, investors can't help but draw analogies with cricket and Dalal Street. As part of a special series, smallcase managers pick their pinch hitters, whether they like specialists or all-rounders and their on-field strategies.

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smallcase managers pick their Dream Team

Divam Sharma's Line Up

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%

Arvind Kothari's Line Up

Top order Shivalik Bimetal, Waaree Energies and Ganesha Ecosphere

Middle Order Elecon Engineering, Usha Martin and Borosil

Tail-Enders JK Paper, Zen Technologies

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Shivalik Bimetal Controls: Has delivered ROE of 29.79% in last FY, outperforming its 5 year average of 24.22%

Waaree Energies: Company raises Rs 1,000 crore from investors; to expand capacity

Ganesha Ecosphere: Company's annual revenue growth of 16.01% outperformed its 3 year CAGR of 9.9%

Elecon Engineering Company: Has become debt free for the first time since last 5 years.

Borosil Renewables: Stock gave a 3 year return of 1439.21% as compared to Nifty Midcap 100 which gave a return of 153.41% during the same period

Usha Martin Education & Solutions: Has given a 3 year return of 329.41% as compared to Nifty Smallcap 100 which gave a return of 151.38% during the same period

DISCLAIMER

NIVESHAAY INVESTMENT ADVISORS SEBI Registration No: INA000017541 508, SNS Platina, Nr. Someshwara Enclave, Vesu, SURAT, GUJARAT - 395007 For detailed disclosures, please visit: https://www.smallcase.com/manager/niveshaay#disclosures

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