Hi Sudhakar
Thanks for pointing out. I am aware of this risk and my risk management technique in this case is right allocation and staggered buying. Abbott india’s risk profile is inferior to Ajanta Pharma in my view and that’s why it will never get same allocation as Ajanta pharma in the portfolio
I am buy and never sell kind of investor (one step ahead of buy and hold 
). I like to invest in businesses which have more longevity in earnings as compared to magnitude of earnings, the business which has less moving parts which improves the decision making. Abbott India fits the bill for me which obviously comes with the risk you highlighted. If this risk plays out, I am asking my portfolio to manage that risk. The second risk mitigation technique is the staggered allocation. I typically build my position over a period of 3 – 4 years. I believe, having these two risk mitigations in place, I can hope to enjoy the benefits of its strength
10 year median PE for Abbott India is 38.2, the current PE is 48.
Last 5 year FCF cagr 50% , stock price cagr – 33%
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