Hitesh portfolio

Hi Hitesh bhai,

Thanks for taking your time to share your views on this forum.

I’d love to hear your thoughts on Sundaram Finance Holdings Ltd. The stock is a holding entity with stakes in several businesses like Brakes India, Turbo Energy, and Axles India, all of which are unlisted.

I get that holding companies generally trade at a discount, but Sundaram Finance Holdings is currently at a TTM P/E ratio of 16.41, which seems quite cheap in today’s buoyant market. With most of its subsidiaries being unlisted and no quarterly earnings calls, I’m finding it tough to research this stock properly.

Your take on whether this might be a good investment would be super helpful. Are there any risks or upsides that I might be missing?

Looking forward to your thoughts!