Naidu’s portfolio

I am a newbie and wanted to play the buy right and sit tight and invest in 10 companies for 7 to 8+ years to let it compound and not touch the portfolio unless something big happens like corporate fraud, accounting mishaps or unbelievable valuations. I have found 7 companies across various sectors, with good balance sheets less debt to equity ratios mostly, but yet have to find 3 companies preferably from IT sector, and pharmaceutical sector and These are the 7 companies with 10% allocation each

1. L&T Technology Services Ltd- Major ER&D player doing incredible projects , high ROCE and ROE, from a trusted parent company
2. Paushak- absolute leader in phosgene chemistry, which has natural barriers of entry because of its lethality and toxic chemicals so government does not give clearance easily and now its valuations have come down from a high of 100 to 30,
   3.CDSL- one of the only 2 depositories in india and its gaining market share form nsdl in retail investor for a long time and is much more flexible for the broker to use bse than nse and is basically a toll gate business, and is a proxy on india’s stock market growth as more people trade and invest and change their assets from land and gold to the market cdsl is bound to grow, the valuations i am not entirely comfortable with 67.5 pe, but I believe this is an excellent company with lots of growth and almost no competition.
   4.Balaji amines- again a duopoly with alkyl amines , its valuations are lesser than alkyl because it has other businesses like specialty chemicals and a hotel and is believed to be not as focused as alkyl amines, but this is also an excellent company and amines chemistry is very tough and dangerous chemicals to handle so it is quite difficult to import thats why generally amines industry is endemic to that country and there is a lot of room to grow in India and lots of new important products are being developed and the capex is going to increase its capacity a lot and the both the companies are facing troubles due to slowdown in the industry but it is likely temporary in nature
   5.NGL fine chem- develops API’s for animals and majorly for farm animals like cows etc but now are expanding to pet animals care, very clean balance sheet mostly no major issue, few small issues might be there and very excellent and transparent management.
   6 Carysil- making quartz sinks is a big part of its revenue, has schock technology and is one out of 4 companies in the world that makes this and its major play is in the us and now slowly in india where it comes into the luxury category instead of steel sinks and this trend is visible in us a change from steel to quartz sinks and though the management is a bit too enthusiastic about its projections but overall still its a very good company and I think now that a neo rich class is developing in India, slowly consumer preferences can change and carysil will be a beneficiary( though I prefer steel sinks personally, , new capex has to come they have reached full capacity in their plant and they have successfully raised capital, their high debt is a concern for me but I believe they will steer through, will keep monitoring about it.
   7.Unihealth Consultancy- only microcap in the portfolio for now, can be seen as a dicey company it is basically a hospital operator in africa and also oversees medical tourism from africa to india, its original business, has hospitals in nigeria and uganda, where its hospital is very well recognized used by the top military brass and also the only un approved hospital, it provides specialty services not just basic services like malaria etc and has expert doctors flown form india also has expatriates there, and africa has a lot of room to grow, promoters are very young less than 40 years old and doctors themselves, to handle local situations if any they mostly have partnerships with citizens of that partciular country adn are looking at many opportunites in africa and look forward to increase their capacity from 250 to 1000 beds in a few years, even i feel a bit dicey for example I do not have the same conviction in it as cdsl but the management quality, transparency, and room for growth when it comes to africa where in the countries they have almost no equivalent competitors in their cities, interested me.

Please discuss, guide me, and I am quite new so any advice will be great and we could have an open discussion, where I could learn a lot and know if there are any red flags with athe above companies and if possible , you could throw some light on some excellent, high quality IT, pharmaceutical and NBFC companies so I can further study about them.
Thank you for taking your time and reading this post
Sincerely,
Naidu