Granules is a large-scale vertically integrated company that manufactures API, intermediates and finished dosages. It owns eight manufacturing facilities catering mainly for export markets (~94% of sales)
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Cochin Shipyard will witness significant YoY growth in revenues & profitability over FY24-26E. Buy for target price of Rs 1055 (20% upside): ICICI Direct
We expect CSL to witness significant YoY growth in revenues & profitability over FY24-26E, led by execution pick-up in both the segments and increasing share of margin accretive ship-repair segment. We estimate revenue and PAT to grow at ~23% & ~36% CAGR respectively over FY23-26E as against the de-growth seen over FY20-23
Kenneth Andrade’s OLD BRIDGE MUTUAL FUND has AUM of Rs 179.33 Crores. Pharma stocks have the highest allocations. There are no Bank stocks in the portfolio
Kenneth Andrade’s OLD BRIDGE FOCUSED EQUITY FUND is an Open-ended Equity Scheme investing in maximum 30 stocks (Multi Cap). Its priorities are to buy enduring business models with emphasis on limiting capital losses, which is why emphasis is given on buying at the right price and value.
By doing this, a margin of safety is built in to protect the portfolio even if the estimates are on the wrong side
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