| Company | TTM PE | EPS Growth | PEG Ratio | Portfolio share |
|---|---|---|---|---|
| CIE Automotive | 20.96 | 4.76 | 4.40 | 16.94% |
| Jamna Auto | 33.1 | 19.51 | 1.70 | 14.72% |
| Usha Martin | 22.74 | 16.67 | 1.36 | 8.4% |
| Praj industries | 35.51 | 36.36 | 0.98 | 13.35% |
| Amara Raja | 15.52 | 25.64 | 0.61 | 15.38% |
| Coal India | 9.04 | 62.26 | 0.15 | 10.02% |
| Balrampur Chini mills | 12.05 | 114.29 | 0.11 | 8.13% |
| Shivalik Bimetal | 34.59 | -6.25 | -5.53 | 7.57% |
| HFCL | 45.95 | -2.61 | -17.61 | 5.49% |
I have calculated the PEG ratio of the companies using TTM PE value and EPS growth. Have bought these over the last 8 months.
Out of these Amara raja and Usha Martin have given 20%+ returns.
Besides these I am thinking to add
- Antony Waste – In the waste management sector. Mainly handles government orders but says it will increase the share of non-government based contracts to 5% in revenue. Currently price is range bound between 447 and 560 I think. Sales have increased YOY basis every time. Also, idea of Waste-to-Energy plant is good.
- Gravita – Also in the same waste management sector but handles Lead, Aluminium and Plastic. Lead is the major contributor in revenue. Recycles the aluminium into different products and then sells it too which is again a nice idea.
- JTL Industries – Company’s product offerings include Electric Resistance Welding (ERW) pipes, galvanized pipes, solar structures. Sales growth is amazing. Big expansion plans upcoming.
Also, want to increase quantity for Amara Raja and more companies.
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