Updates on Top Holdings
Suprajit Eng
I can write about Suprajit Eng for next 30 days without repeating the content. Sometimes I am scared how much of its unjustified bias. Some of my investor friends in my close circle have warned me multiple times to cut down the allocation but I am very adamant on my opinion. I try to be as rational as possible but with that high allocation seldomly anyone can remain unbiased
Lets find out what story I have to cook this time
This time I want to back to following version of the story. Lets see how it has progressed
Posted on – Apr 22
Progress Today
Some other notable points
- Unlike other players new products are being launched without any technology JV. This has allowed Suprajit to think indigenously. Example of which is creating products like mechanical disc brakes
- The principles of ‘’Frugal’’ manufacturing are evident in numbers. Electronics division which is dominated by clusters is already making 11-12% EBIDTA with just 23 Cr quarterly sales. Pricol which is also in clusters is making those margins with 2000 Cr sales
Ajanta Pharma
Visiting back what I want through while holding Ajanta as mentioned below. Ajanta outperformed all the names mentioned below over last 3 years – Alembic, Abbott and Laurus. God knows how I managed to stay away from Alembic and Laurus during those days!!! Not sure next time I can manage to pull this off 
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