Phillips Carbon Black

Reasons for buying:

Buy PE was reasonable at 9.63 and below 10 years PE median of 13.31.

Earnings have increased from 2013 with a dip in the last couple of years.

Return on equity is good at 17.26%.

The debt of the company is ₹606.79cr with ₹264.38cr in cash.

The market cap of the company is ₹4,121.46cr.

Buy date: 17-Sep-2020

Qty: 80   Buy Price: ₹124.44  Buy EPS: 12.92   Buy PE: 9.63

Q4 results were released on 21st April and the current EPS is 18.22 up about 41.02% from my buy EPS.

The price of the stock is up about 91.26% from my buy price and hoping for a multi-bagger soon. I received a dividend of ₹560.

The company manufactures carbon black. The company has 4 manufacturing units. The share price returned 23.6% in the last decade.

Aurobindo Pharma

Reasons for buying:

Buy PE was reasonable at 15.82 and below 10 years PE median of 16.57.

Earnings have blown up in the last decade.

Return on equity is excellent at 27.54%.

The debt of the company is ₹5,561.97cr with ₹2,842.17cr in cash.

The market cap of the company is ₹57,079.21cr.

Buy date: 29-Sep-2020

Qty: 12   Buy Price: ₹803.54   Buy EPS: 50.79   Buy PE: 15.82

Q4 results were released on 31st May and the current EPS is 91.05 up about 79.27% from my buy EPS.

The price of the stock is up about 21.54% from my buy price and hoping for a multi-bagger in a few years.

Price dropped by 10% so added 10k worth.

Buy date: 18-Aug-2021

Qty: 13   Buy Price: ₹723.00   Buy EPS: 90.87   Buy PE: 7.95

Price dropped by 10% so added 10k worth.

Buy date: 18-Nov-2021

Qty: 15   Buy Price: ₹640.85   Buy EPS: 89   Buy PE: 7.2

I will stop buying when EPS falls to 40.17.

Aurobindo Pharma Ltd is a specialty and generic drug manufacturing company. The company's product portfolio spans a variety of therapeutic areas. The vast majority of the company's sales are generated in the United States, followed by Europe. Most of Aurobindo's sales are derived from its formulations business, with the rest stemming from its active pharmaceutical ingredient operations. The company considers merger and acquisition investment as a potential component of its operational growth strategy for expanding its research, development, manufacturing, and marketing capabilities.

Castrol India

Reasons for buying:

Buy PE was reasonable at 16.72 and below 10 years PE median of 29.17.

Earnings have been increasing since 2014 but there is a dip in 2020.

Return on equity is excellent at 41%.

Zero debt company with ₹1,274.19cr in cash.

The market cap of the company is ₹15,158.30cr.

Buy date: 29-Sep-2020

Qty: 91   Buy Price: ₹109.89   Buy EPS: 6.57   Buy PE: 16.72

Q4 results were released on 26th April and the current EPS is 7.09 up about 7.91% from my buy EPS.

The price of the stock is up about 34.86% from my buy price and hoping for a multi-bagger in a few years.

The company manufactures and sells engine oil, transmission fluids, and other lubricants to the automotive industry. The company returned 4.93% in the last decade and 16.33% in 15 years.

Finolex Cables

Reasons for buying:

Buy PE was reasonable at 12.69 and below 10 years PE median of 16.56.

Earnings have quadrupled in the last decade.

Return on equity is ok at 13.62%.

Close to zero debt company with ₹1,180.43cr in cash.

The market cap of the company is ₹5,934.91cr.

Buy date: 29-Sep-2020

Qty: 35   Buy Price: ₹280.99   Buy EPS: 22.14   Buy PE: 12.69

Q4 results were not released and the current EPS is 23.43 up about 5.83% from my buy EPS.

The price of the stock is up about 78.90% from my buy price.

An electronic components company operating through electrical cables and communications cable segment. I also hold KEI industries in this space and would like Polycab India too. The price return is 26.36% in the last decade.