Just checking MF holdings in API basket
Laurus
M-cap 13483 cr
TTM P/E 32x
3 Years sales, pat growth >10%
Motilal: Rs 65 EPS in FY21
MF holding at 4.15% (SBI, Kotak)
Granules
M-cap 8522 cr
TTM P/E 24x
3 Years sales, pat growth >20%
Management guidance + 25% growth
MF holding NIL
Laurus
M-cap 13483 cr
TTM P/E 32x
3 Years sales, pat growth >10%
Motilal: Rs 65 EPS in FY21
MF holding at 4.15% (SBI, Kotak)
Granules
M-cap 8522 cr
TTM P/E 24x
3 Years sales, pat growth >20%
Management guidance + 25% growth
MF holding NIL
Just checking MF holdings in API basket
Solara: M-cap 3468 cr
TTM P/E 25x
TTM PAT at 130 cr vs FY19 pat at 60 cr
Rs 50 eps in FY21e?
MF holding at 5.71% (SBI, DSP, UTI)
Solara: M-cap 3468 cr
TTM P/E 25x
TTM PAT at 130 cr vs FY19 pat at 60 cr
Rs 50 eps in FY21e?
MF holding at 5.71% (SBI, DSP, UTI)
Just checking MF holdings in speciality chem co
Fairchem M-cap 2200 cr
TTM P/E 16x
3 years sales growth 40%
V less coverage by brokers despite Prem Watsa co
MF holding at 1.3% (SBI)
D: Invested via PMS and biased
Crux: VVV low MF holding in many API cos
Fairchem M-cap 2200 cr
TTM P/E 16x
3 years sales growth 40%
V less coverage by brokers despite Prem Watsa co
MF holding at 1.3% (SBI)
D: Invested via PMS and biased
Crux: VVV low MF holding in many API cos
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