CODE OF HONOUR

Your Journey

Watchlist

Sales Growth >> 10 - 15%

Sector Growth ~10%+

Objective - 25% Compounding
Company gaining Market Share

Big Pool of Unorganized Players

At Global Scale
Chemicals
Agri-Chemicals

FMCG Played but Slowing down

Asian Paints
Paints
Berger

Ceramic/Tiles

Glass

Mattress Sheela Foam

Astral Poly
Piping
Prince Pipes

Century
Plywood
Green Ply

Acrysil

Rusheel Decor

havells
Home Improvement KEI
Electrical
Crompton Greaves

Polycab

Voltas

Symphony

Whirlpool
FMEG
Hitachi

Supreme

V-Guard

TTK Prestige

Butterfly Gandhimati

Home/Cooking Appliances Hawkins

Borosil

Stove Craft

Innerwear Page Industries

KPIT

Tata Elxsi

Mindree
IT
TCS

LLTS

Intellect

Hotel

Internet Providers Hathway

Trent
Apparel
ABFRL
Sectors where it is playing out Relaxo

Bata

Footwear Metro

Khadim

Mirza International

CDMO
Pharma
CRO

Jubilant Foodworks

Zomato

Consolidation Plus Theme - Burger King

QSR
Learning Pattern Unorganized to Organized Shift Devyani

Sapphire

Varun Beverages

Tasty Bites

Packed Foods DFM Foods

Quantum Mastermind Pratap Snacks

Hospitals

Dr Lal Path

Diagnostics Metropolis

Thyrocare

Physical to Digital CDSL

Textile

VRL Logistics

TCI Express

Logistics All Cargo

Blue Dart

Mahindra Logistics

Job Search Naukri

CDSL

BSE

NSE

Equity Crisil?

AMC

CAMS

Broking

SaaS Companies

NBFC Gold Loan Players

Saregama
Music Industry
Tips

Gold Jewellery Titan

Tax Rules - GST

Branding

E-Commerce Penetration

Distribution Network

Drivers Nuclear Family - Purchasing Power

Affordability

Technology

Middle Class

India Factor Growing Economy

Young Country

Big Pot Opportunity Size

Big Share of Unorganized

Few Organized Player

Overall Sector/Sub-sector - atleast 10%

1-2 Key Stong Players with Strong competitive advantages vs. peers
What we want?
Bonus - Other 4 Cylinder parts in New Section is kicking

Growth

1/2 slides on broad sector History

Opportunity Size

Format Companies in that sector Ratio of unorganized to organized

1 slide - OPM/ROCE/Growth 1-2 Players

3-4 max Deep Dive these players

Overarching theme Platforms

New Updates

Portfolio Allocation Audits

Fantastic 5

Quantum Quiz

How we go there