Update to portfolio:
Added Strip Steel Wheels. EBITDA per wheel has increased QoQ, and further increases are possible with a rise in the alloy wheel mix and exports. The current EBITDA per wheel is approximately 254, which aligns with their guidance of 250-260. The company plans to increase its alloy wheel capacity to 4.8 million by Q3FY25. Additionally, the company has transitioned to a new tax regime, bringing the effective tax rate to around 25%.
Instrument | Allocation |
---|---|
NIFTYBEES | 33.57% |
ARMANFIN | 8.94% |
SENCO | 8.21% |
SOUTHBANK | 6.75% |
GOODLUCK | 5.60% |
NUVAMA | 4.86% |
JSL | 4.54% |
SSWL | 3.72% |
SKIPPER | 3.69% |
PRICOLLTD | 3.57% |
ICIL | 3.38% |
GMMPFAUDLR | 2.22% |
EQUITASBNK | 1.92% |
PENIND | 1.96% |
MARATHON | 1.82% |
Disclaimer: The content provided here is not investment advice. It reflects solely my personal opinions, and I could very well be wrong about any of them. Before making any investment decisions, it is advisable to consult with your financial advisors.
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