Omkar’s Portfolio Analysis and Discussion

Hi Hardik – Point well noted. But look at the last 10 year ROE, EBIDTA and NP margins for different companies in their India business or companies with india dominated business and then look at businesses with foreign assets. Let me know what’s your takeaway about auto ancillary business not being consistent compounder

Suprajit Standalone – ( Indian Operation ). Please note these margins are in Mechanical Cables which is Tier 2 product not a fancy tech product

Endurance Tech

Motherson Wiring India

Uno Minda

Now lets see same companies with global business

Suprajit Consol ( Foreign assets acquired mainly from 2018-2019 )

Motherson Global Business

Look at Pricol pre and post disinvestment of foreign assets in 2022