@Midhunjoe Great picks must say and great returns as well in such a short span.
I need some roadmap of your investments in Shakti pumps and Annapurna Swadist. Like what were your views and analysis in buying them. Shakti pumps have given great return and is it still a good buy ?
Annapurna Swadisht acquired Madhur Confectioners Private Limited (MCPL) which have way better unit economics than Annapurna. If we remove their MCPL revenue from Annapurna then it’s only 15% CAGR growth. Also they have missed guidance given in previous quarters.
Shakti pumps are bounded by Government policies and the majority of their business is in Maharashtra. As we know that elections are going on in maharashtra, if a government change happens then it will affect the business.
Would like to know your views for investments.
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