BC INVESTINGCSALS
Saved by @charan96161963

3 sectors (kind of recession proof) come to mind as potential multi baggers next 5-7 yrs. Low sector mkt cap/total listed cap & obvious low GVA to total GVA of listed cos -

1. Healthcare (hospitals/diagnostics etc)
2. Liquour/Alchohol
3. Real estate

Even global comps are stark

 These have reasonable strong entry barriers also. It's not easy cresting liquor brands, reputed real estate companies and similarly top quality hospitals and diagnostic networks.
I must add another one that has huge upside here in India with entry barriers and brand creation barriers - Media/Entertainment..

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Godrej Agrovet & Astec Lifesciences FY21 Annual Report Takeaways 🌳

'Improving the productivity of farmers by innovating products and services that sustainably increase crop & livestock yields'

Hit the 'retweet' & help us educate more investors.

A Thread 🧵👇

1/ About the company:

The resilience of the Agriculture sector (3.6% growth vs economic contraction)

Focusing on People, Planet & Profits: Investments continue in Animal Feed & Astec's businesses

One of the challenges that management overcame was robust distribution in COVID.


2/ From the desk of the chairman (Mr. Nadir)

- Strong performance in Animal Feed biz (margins expanded) & Astec Lifesciences
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3/ Numbers that matter

Rev down 9%
EBITDA margin of 10%
PAT (ex. one-offs) up 60%
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Diversified: 47% Animal Feed | 17% Crop protection | 16% Dairy | 11% Vegetable Oil | 9% Poultry & Processed Foods
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4/ Agricultural sector macro overview

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6 Cheapest Stocks in Nifty Smallcap 100:

1. Trident - Rs 16
2. Alok Industries - Rs 20
3. Ujjivan Bank - Rs 30
4. RVNL - Rs 30
5. TV18 - Rs 42
6. Vakrangee - Rs 44

Which is the cheapest stock in your portfolio?
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jeevan patwa
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#chemicals surpassed #FMCG in valuations.. valuation range is 60x - 100x now. Chemicals will have much higher growth rate than FMCG for next 10 yrs
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Last decade these 10 FMCG companies made investor wealthy and happy.

Let’s see if the hot “new economy” stocks will give better returns in the new decade.

Jubliant Food sets a very high bar: it gave a whopping 2640% return.

Which tech stock can beat it in your view?
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