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Portfolio: Adding an Electrical Company To the MultiCap Portfolio


The Stock has been consistently growing its topline  with more than 20% CAGR and the bottomline  is 30%+. The push from government towards infra and recent capacity addition has led the firm to have a strong order book along with a better execution capabilities. Margins are expanding due to increased focus on retail and debt has stabilised. The firm has a 20%+ ROE and ROIC. Valuations have also been reasonable for the stock and  currently stock is trading at 18 P/E. Thus we add this electrical company to our Long term Multicap Portfolio.

The stock we are adding today . . .

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