Even if you assume 15% LTCG/STCG, the equity portfolio is about 2000Cr. I wont be surprised if the 450 Cr odd NSE portfolio will become 1000 Cr in a few years…
Plus in the next few years, there should be a few years where they can produce FCF of 400-500 Cr annually. Could get very interesting… if that happens,assuming the equity portion remains the same, the rest of the company could be going for a potenital MCap/FCF of 3 as of today. Should be an easy double from here, if that happens.
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