Saurabh Mukherjea, Founder, Marcellus Investment Managers, has discussed the latest stock picks of the Consistent compounder Portfolio and the Little Champs Portfolio
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The Anup Engineering (Stock in Sunil Singhania’ PMS portfolio) is well placed to benefit from buoyant capex scenario
Anup Engineering (a small-cap in Sunil Singhania PMS Fund) is recommended by experts on the basis that it is strongly positioned to benefit substantially from buoyant industrials capex scenario. Focus is on expanding product portfolio and exports. Operational & financial performance would improve considerably in the coming period. Revenue & PAT expected to grow at ~26% & ~41% CAGR over FY23-25E. Balance sheet is strong with healthy return ratios
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