Updated: 4th November 2022
Articles about the The Little Champs Portfolio of small and mid-cap stocks
| Company | % Revenue from outside India (FY22) | Remarks |
| Garware Technical |
65% | Exports revenue share up from 44% in FY12 to 65% in FY22 thanks to breakthrough success in Salmon aquaculture where Garware has emerged as the leading net (cage) supplier in key geographies like Canada, Scotland, Norway and Chile. |
| GMM Pfaudler | 72% | GMM has been for long the domestic leader in the supply of glass lined equipment (GLE) in India. The Company recently acquired the global business of its parent Pfaudler which makes the combined entity the dominant player in the global GLE industry. |
| Ultramarine & Pigments | 24% | Ultramarine is among the top 3 suppliers globally of niche inorganic ultramarine blue pigments that find applications in plastic masterbatches, paints, ink, laundry etc. Exports account for >60% of the pigment division sales with a diversified geographical presence across USA, Europe, East Asia etc. |
| Galaxy Surfactants | 64% | Galaxy is the leading oleochemical based surfactants supplier in India focussing on the home and personal care segment. Over the last decade, Galaxy has also built a strong global franchise (now derives nearly 2/3rd of its revenues from outside India) through new plant in Egypt (to cater to Africa, the Middle East and Turkey markets) and acquisition of Tri-K Industries Inc, a US based company focussing on specialty care products. |
| Suprajit | 40% | Through organic and inorganic routes over the last decade, Suprajit Engineering now has 40% of its revenues from outside India. The company has built market leading global franchises in automotive cables (a top 5 global player) and automotive halogen bulbs (top 3 globally). With the recent LDC acquisition, contribution of ex-India sales is likely to be greater than 50%. |
| Fine Organic | 60% | Fine is by far the largest producer of oleo-chemical based food, polymer Industries and certain specialty additives in India and amongst the leading players globally with exports contributing “60% of revenues. The Company has built a strong franchise in polymer additives globally and more particularly in slip additives where it has emerged a global market leader. |
| Tarsons | 33% | Over the past decade, Tarsons has successfully replicated its domestic Products competitive advantage in the global market, i.e., its USP to sell high quality products at lower price points. Given the size of the Global Plastic Labware industry (USS) 8.4bn, Tarsons has a long growth runway. |
| Alkyl Amines | 17% | Through constant capacity expansions and being one of the lowest cost producers globally, Alkyl ranks amongst the top 3 global players in some of its products like Acetonitrile, DMA HCL, etc. |
