Dear Hitesh Bhai,
Thank you for sharing your valuable wisdom with us. In your multibagger video, you mentioned that identifying consistent compounders available at a lower PE range could lead to multibagger opportunities.
Applying this framework, I came across Antony Waste Handling Cell, which seems to align with these criteria. The company has long-tenure projects that provide consistent earnings visibility. However, one potential red flag I noticed is its association with government projects, which might lead to higher receivables. That said, the company appears to be selective in taking up projects to manage this risk effectively.
At its current valuation (~25 PE on a TTM earnings basis), it seems like a compelling case. I would greatly value your thoughts on whether Antony Waste Handling Cell fits the profile of a consistent compounder.
Looking forward to hearing your perspective.
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