Building a Long-Term Portfolio Based on India’s Growth Sectors 🇮🇳📈-
India's economic landscape is rapidly evolving. A strategic long-term portfolio can leverage the growth in consumption, services, and manufacturing. Here's a breakdown of each sector and how to capitalize on
#ITC
: Strong growth in non- cigarette business. Now those diversification efforts are making a difference: margins from non-cigarettes- FMCG, hotels, agri, paper-boards, paper and packaging are expanding and profits are kicking in more significantly than ever before. Still 36%
@stats_feed
Poland is coming as outstanding in the list. Need to explore the main reason for large visitors.
When you visit Poland, you are not just getting town squares and unique architecture.. You also get beaches and forests, salt mines, wildlife and the breathtaking Tatra Mountains,
@stats_feed
🇮🇳 Rameshbabu Praggnanandhaa - He became an international master at the age of 10, the youngest at the time to do so, and a grandmaster at the age of 12, the second-youngest at the time to do so.
On 22 February 2022, at the age of 16, he became the youngest player to defeat
#ITC
turning from Tobacco business to FMCG company under MD Sanjiv puri. He reveals a significant shift, with the tobacco business's revenue share dropping from 62% (FY14) to 37% (FY23). Understanding the Indian consumer has been key, driving ITC's expansion into various consumer
United Spirits Ltd.(USL) is the country’s leading beverage alcohol company and a subsidiary of global leader Diageo PLC. The company manufactures, sells, and distributes a wide portfolio of premium brands such as Johnnie Walker, Black Dog, Black & White, VAT 69, No. 1
@dmuthuk
#MTAR
Tech. was established in 1969, it works on manufacturing of machine equipment, assemblies & spare parts for energy, nuclear, space, aerospace, defense and other Engg. industries
It has 45% of revenues from exports
#Space
#cleanenergy
@AvadhMaheshwar2
@kuttrapali26
🧵...
@IndianTechGuide
TCS, Infosys n Wipro all already have lot freshers to deploy and working to optimise the allocation.
These companies having 30-40% annual attrition and using these freshers for backfill and cost optimisation.
FMCG companies are expected to
report strong revenue growth. This is largely on the back of price hikes by companies in the Jan-Mar quarter owing to higher commodity costs.
Discretionary spends improved compared to staples in the quarter.
Expect good 👍🏼 results.
#ITC
@dmuthuk
🙏🏻
Sona Comstar is one of India’s
leading automotive technology
companies and has emerged since 1995.
They design, develop and
distribute highly engineered, critical automotive
systems and components with apps for EV (source annual report) (1/5 thd)
#EV
#Investing
@AvadhMaheshwar2
#PaperIndustry
- Rising income has boosted consumer spending, with more people buying products with high-quality packaging solutions.
The Indian paper industry has tapped into this opportunity by capitalizing on the growing demand for high-quality paperboard and packaging
Clean Science & Tech. Ltd- One of the leading manufactures specialty chemicals such as Performance Chemicals (MEHQ, BHA, and AP), Pharmaceutical Intermediates & FMCG Chemicals globally. Leading Manufacturer of Green Chemistry.
@kuttrapali26
@AvadhMaheshwar2
#longterm
🧵...1/5
@stats_feed
Varanasi, the spiritual heartbeat of India.
Along the sacred Ganges, it weaves history, culture, and devotion. From the vibrant ghats to the ancient temples, every corner resonates with timeless tales.
A city where spirituality meets the senses. 🕊️🔔
#Varanasi
Great news for over 65 million
#EPFO
subscribers!
The Employees’ Provident Fund Organisation has raised the interest rate on provident fund deposit to 8.25% 📈for 2023-24, up from 8.15% last year and 8.10% in 2021-22.
This increase, fueled by strong financial returns and
@ShridhantS
Holding from last 1-3 years and will continue to hold ..
Zomato Ltd
Latent View
United Spirits Ltd
Schneider Electric Infra
PG Electroplast Ltd
HDFC life
Titan
Caplin Point Laboratories Ltd
Power Finance Corporation Ltd
The Warren Buffett story- pg17
“Great investors act with safety of principal in
mind and aim only for a satisfactory rate of return. Yet, over the long run, they outperform those who take the path of higher risk”
@dmuthuk
🙏🏻
@SmoothSailingMS
Growth mindset - With a growth mindset, you are better equipped to handle setbacks and challenges because you view them as opportunities to learn and grow, rather than failures.
#learning
@aavani_sharma
XPRO - from 38 to 938 CMP.
It is engaged mainly in the business of polymers processing at multiple locations and is a leading manufacturer in India of Coextruded Plastic Films, thermoformed liners and specialty films (including dielectric films and special purpose BOPP Films) 🙏🏻
Freedom- THE HIGHEST FORM of wealth is the ability to wake up every morning and say, "I can do whatever I want today”. Happiness is a complicated subject because everyone's different.
@The
psychology of money
#Diageo
, a global leader in alcohol beverages that has brands like Johnnie Walker under it. Now it gets 80% of its sales from the premium segment; 5 years ago that contributed less than 40%. “Indians are choosing to
drink better, not more,' - Shweta jain, Diageo.
@dmuthuk
#USL
@ChanderBhatia01
Very true 👏👏
Brought TCS during IPO time in 2004 and sold in 6 months as it was now moving. Now it is 30x without adding dividends.
Learnt in hard way 👍🏼
Global diesel shortage, India's gain
State-owned refiners stand to gain from surging European demand for diesel as winter sets in and natural gas supplies from Russia are set to dwindle. We are exporting 0.61 mb/day finally the dividend of setting up refining capacity.
@dmuthuk
@stats_feed
Interesting India’s highest export is Petroleum Products.
The top exports of
#India
are Refined Petroleum ($49B), Diamonds ($26.3B), Packaged Medicaments ($19.2B), Jewellery ($10.7B), and Rice ($10B), exporting mostly to United States ($71.2B), United Arab Emirates ($25.4B),
Supriya Lifescience : Established in the year 1987, It is engaged in manufacturing of APIs. It produces APIs focused on diverse therapeutic segments such as antihistamine, analgesic, anaesthetic, vitamin, anti-asthmatic and anti-allergic.
🧵(1/5)
@AvadhMaheshwar2
@kuttrapali26
@IndianTechGuide
Another shock from Global IT giant Accenture. no salary hike for Indian 🇮🇳 employees this year. Same will be followed by tcs, Infosys, hcl tech n wipro in coming days.
#ITC
- Visionary leadership.
MD Sanjiv Puri focused on unleashing the company’s potential.
Puri said in shareholders meeting - "The reorganisation will sharpen capital allocation, improve asset efficiency ratios, unlock value for its shareholders as well as enable leveraging
@ShridhantS
Holding from last 1-3 years and will continue to hold ..
Zomato Ltd
Latent View
United Spirits Ltd
Schneider Electric Infra
PG Electroplast Ltd
HDFC life
Titan
Caplin Point Laboratories Ltd
Power Finance Corporation Ltd
Women leading the luxury spirits revolution! Diageo CEO Debra Crew says India is the company's top growth priority, driven by young women changing the spirits consumption narrative & driving growth in the premium segment.
#USL
@dmuthuk
Very true 👍🏼, Game-changing!
Even If top 25 conglomerates adopt one sport each as their own brand, it could support the sport!!
Imagine the resources, expertise, and reach they could bring to their respective teams!
As a government, Odisha has made Indian Hockey what it is today.
As an ecosystem, Tamil Nadu has made Indian chess what it is today.
Haryana has been disproportionately contributing for Indian sports.
We have 28 states. Every state should adopt and nurture one or two games.
@AdityaD_Shah
External affairs ministry and top bosses of our big organisations dealing with external media very well 👌.
Very vocal and clear on their thoughts 💭! Proud of these leaders.
#Bengaluru
&
#Delhi
, have featured in the list of top 10 global airports in
terms of on-time performance. Similarly, 3 Indian airlines - IndiGo, AirAsia India & Vistara - have been listed among the top 10 airlines in Asia-Pac as aviation analytics company Cirium.
@dmuthuk
🇮🇳
@dmuthuk
Very true. The future is definitely uncertain for software development. Customers are seeking 30-40% productivity gains using AI tools. This will likely lead to job reductions in the coming years.
Bajaj Housing Finance has launched its IPO subscription today! 📈 The issue is open from Sep 9 to Sep 11, with a price band of ₹66-70 per share and a lot size of 214 shares. The IPO is already oversubscribed today !!
#BajajHousingFinance
ET business women award goes to Hina Nagarajan, CEO Diageo India. Two years ago, Diageo, the world's biggest liquor company, tasked Hina Nagarajan to get its Indian business back on the growth path, especially driving revenue and profit in the premium and prestige segments of the
Warren on Benjamin Graham-
‘He wasn't about brilliant investments and he wasn't about fads or fashion. He was about sound investing, & I think sound investing can make you very wealthy if you're not in too big of a hurry, & it never makes you poor,
which is better.’
@dmuthuk
🙏🏻
@stockifi_Invest
These sectors should be focus as biggest issues for this year will be raw material shortages and inflation-
👉🏻Tourism - post Covid holidays
👉🏻IT - Digitalisation
👉🏻Financial- equity, trading will grow
👉🏻Defence and space - Ukrainian war shows important of internal defence.
Devyani Intl. Ltd - Franchisee of Yum! Brands & operates the highest outlets of KFC, Pizza Hut, Costa Cofee in India. It is a the largest operators of quick-service restaurants chain in India. It operates 655 stores across 155 cities in India. 🧵..
@kuttrapali26
@AvadhMaheshwar2
Adani Wilmar is a leading FMCG food company in India that offers most of the essential kitchen commodities for Indian consumers, including edible oil, wheat flour, rice, pulses & sugar.
🏅It is a Indian Market leader in edible oil.
@AvadhMaheshwar2
@kuttrapali26
🧵...
#longterm
@dmuthuk
And as you have said earlier. There is no job security as environment is very dynamic.
Pls have these also for bad times.
- No debt
- Medical and term insurance
- long term investment for life events
Big advantage will be if you build alternative sources of income.
💥RECORD QUARTER 💥
#CDSL
smashes all-time highs in rev, EBITDA, PBT, and PAT in
#Q4FY24
!
➡️Rev soars to 240 Cr from 124 Cr,
➡️PBT doubles to 166 Cr from 83 Cr,
➡️PAT spikes to 129 Cr from 63 Cr, while OCF hits a remarkable 385 Cr compared to 248 Cr.
It's a BLOCKBUSTER
@dmuthuk
Everyone learns this in the hard way. Patience in investing is the secret ingredient that transforms market noise into strategic decisions.
It's the calm amidst volatility, the virtue that turns waiting into winning.
In the ever-changing financial landscape, patience isn't
PFC is a Important Non-Deposit taking NBFC registered with the RBI as an Infra Finance Company. It is engaged in extending financial assistance to the power sector. One of best dividend paying stock. In Future clean energy focus.
💰
#DividendStock
@kuttrapali26
@AvadhMaheshwar2
🤔Why Cosmo Ferrites Ltd gone up 20 times in 2021?
⚡️ Ferrite is core component in EV Batteries.
👉It is a manufacturer and exporter of soft ferrite cores used in inverter transformers, Energy Meter, Mobile Charger.
🧵(1/5)
#ElectricVehicles
@AvadhMaheshwar2
@kuttrapali26
@ipo_mantra
Jaykay - 3D printing can be future for house 🏡 and buildings in future. Company has license and technology from EOS to do 3D printing in India
Megasoft - IT solutions through XIUS, 💯 % owned subsidy in US
ShreeRama multi tech - Packaging and laminated tubes
#investing
@dmuthuk
Very true. BJP took good decision to avoid biggies and made other choice who is more associated with party at ground level. They avoided internal conflict which would have created bigger issues. Now these biggies have to prove the loyalty again with the party.
Win win for BJP.
@NASA_Marshall
@NASA
Great
#ISRO
👏👏
Chandrayaan-3 consists of an indigenous propulsion module, lander module, and a rover with an objective of developing and demonstrating new technologies required for inter-planetary missions.
The propulsion module will carry the lander and rover from injection
HDFC-HDFC Bank merger -
#HDFC
Bank would be the fourth-largest bank in the world with a market capitalisation of Rs 14.73 trillion, or nearly $180 billion.
The psychology of money -
@morganhousel
Amazing chapter 1. No one’s crazy- Our findings suggest that individual investors' willingness to bear risk depends on personal history. Not intelligence, or education, or sophistication.Just the dumb luck of when and where you were born.👍🏼
@hvgoenka
Absolutely! The right mindset and skills can make a world of difference. Efficiency and effectiveness can allow some individuals to achieve in 7 hours what might take others 70 hours. 🚀💡
#Productivity
#SkillsMatter
@ActusDei
Very true, if you do not drive more 100 kms daily or above 500 kms in week then buying a car is a luxury.
If you buy a car with loan then it is one of worth type of loan where banks are charging more and assets is depreciating very fast.
@stats_feed
Traffic slowdown in
#Bengaluru
poses a significant economic challenge. Limited Metro coverage means heavy reliance on cars and buses for daily commutes, impacting productivity and quality of life. Sustainable transit solutions are crucial for the city's future. 🚗🚌🏙️
@Deishma
Space to research 🔖
World  will move to electric vehicles . In India it is expected to be with CAGR 44% till 2026
NTPC - Power
Tata Chemical -Battery
Sona Comstar -Components
Fiem -  parts
Tata Power -Charging
Banco -Auto Parts
IEX -Enegry EXG
#ValueInvesting
#longterm
@hvgoenka
India’s Entry into Mars - 24 Sept 2014 is yet another date to be remembered. On this date, Indian space agency
#ISRO
created history by successfully inserting “Mangalyaan” spacecraft into the Mars orbit. Until now, “India is the only country” who has succeeded to enter the orbit
@dmuthuk
Very true reflection on Singapore. Worked for around a decade in singapore and about to offered citizenship, as I was PR for 9 years. moved back to India around 10 years back. I am happy with my decision due to social environment in India 🇮🇳 and career growth!!
@Abhishekkar_
Technology: With the rise of digitalization the sector shd grow.
Healthcare: India is poised for growth due to increasing demand for medical services, improved healthcare infra.
Consumer goods: With a growing middle class income,demand for consumer goods in India is on the rise
@stockifi_Invest
More gain for gold if there is panic in the market.
The biggest gain by gold in the last 20 years occurred during the global financial crisis of 2008. In that year, gold prices surged by approximately 29%, reaching an all-time high at the time.
This increase was driven by
@abhiandniyu
Move office jobs to tier 2 cities. Start with IT jobs .. put congestion tax on corporate so that they invest in tier 2 cities.
It same as congestion tax proposal in Bangalore. The congestion tax proposal in Bangalore is to introduce a fee for vehicles travelling through the
Fiem Industry -Estd in Delhi, year 1989 by Mr. J K Jain. Manufacturer of automotive lighting and signaling equipment and rearview mirrors for 2 and 4-wheelers. It has around 27-30% share in 2 wheelers head lamp in India.
#EV
#longterm
@AvadhMaheshwar2
( 🧵 1/5)
@shivang_ran
Best idea should be to invest in
#Nifty
ETF. 👍🏼 Safe and it will beat inflation by far ..
👉🏻if we know strong growth plan for company and firm believe in same then go for equity.👏👏
Like
#HDFC
in 2016-17
#TCS
n
#INFOSYS
in year 2017-18
@IndianTechGuide
Hyderabad continues to attract global companies for their GCCs in 2023! In Q1, BlackBerry, CyberArk, Storable, and Align Technology established their centers. Q2 saw the arrival of Mondee Holdings, Lloyds Banking Group, and Inspire Brands. 🏢🌐
#Hyderabad
#GlobalCompanies
#GCCs
#3D
printing stock and unique proposition by Germany's EOS partnership. Company has entered earlier into a joint venture partnership with Germany's EOS, a global leader in 3D metal design and printing market.
The joint venture will operate through a new subsidiary
#longterm
@Arunstockguru
Agree. Both are market leaders and great performers in Indian Market. 👏 Great performing share may go up to 20% CGAR for next 5 yrs -
SONA BLW - Electric Cars 🚘
Banco Products - Auto parts
Angel Broking - Trading 💹
IEX - ⚡️ trading
Devyani - Western food 🍲
👍👍
@Nayakone
Electric vehicles 🚗 space is the future. 🙏🏻
As study, it is expected to grow ✈️ by 25 percent for few decades 👍🏼
NTPC - Power
Tata Chemical -Battery
Sona Comstar -Components
Fiem -  parts
Tata Power -Charging
Banco -Auto Parts
IEX -Enegry EXG
@dmuthuk
George F. Baker said : To make money in stocks you must have -
"the vision to see them, the courage to buy them and the patience to hold them."
Patience is the rarest of the three.
@IndianTechGuide
Clear indication of number of employees going down in top 3 IT companies in India. Slowing demand of IT workforce making them to keep flat on employee strength. Infy down by 7530 employees from previous quarter.
Growth of discount brokers !! Groww is at ultimate growth path!!
Discount brokers like
#Groww
,
#Zerodha
,
#AngelOne
, and
#Upstox
are opening up the market to ordinary savers in places like Madurai, Moradabad, and Mangaluru. They've gained a majority share of investors, adding a
@stats_feed
Unbelievable to see
#Spain
in the list. Overall, Spain suffers from a dual labor market system where many workers take on temporary contracts that are consistently prone to economic shocks and downturns.
Domino's Pizza is all set to nearly 2x presence in India, its 2’nd largest market outside America. The world's largest pizza chain has close to 20k stores in 95 countries with the US for 6.7k , next India at 1.7k. It will grow about 3k as per CEO Russel Weiner.
@AvadhMaheshwar2
What is story with
#Protean
eGOV Ltd as it is hitting upper circuit today.
It is an information technology-enabled solutions company conceptualizing, developing, and executing critical and population-scale greenfield technology solutions. The company collaborates with the
Good movement in a small and mid cap value stocks.
⚡️Likhitha Infra - Gas pipeline
⚡️Control Print Ltd - package
⚡️GAIL (India) - LPG
⚡️PFC - 💥 power finance expect dividend from it.
⚡️Xpro India Limited - refrigeration lining
⚡️Rossari Biotech Ltd - Home, personal and pet
@matters_penny
In my portfolio expecting few of these should turn into multiple fold in next 2 years.
#Schneider
- electric automation
#PG
Electroplast Ltd - AC assembly
#MaxIndia
Ltd - elderly care
#Pakka
Ltd - packaging ⭐️
#Exicom
- EV battery charging ⭐️
#Epack
Durable - AC assembly ⭐️
@ipo_mantra
Devyani international - good last quarter results due to changes in delivery model and reducing average size of stores. Post Covid growing numbers of Pizza Hut & KFC restaurants should help company.
Multiple factors playing in favour 👍🏼
#longterm
🙏🏻
Devyani Intl. Ltd - Franchisee of Yum! Brands & operates the highest outlets of KFC, Pizza Hut, Costa Cofee in India. It is a the largest operators of quick-service restaurants chain in India. It operates 655 stores across 155 cities in India. 🧵..
@kuttrapali26
@AvadhMaheshwar2