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Consistent Compounders Portfolio (CCP) of Marcellus Investment Managers (Saurabh Mukherjea)

CCP companies have continued to compound earnings at a healthy rate during FY23 and 1 1FY24

Stock Name   FY19-22 CAGR     FY23 CAGR   Q1FY24
Revenue PAT FCF ROCE Revenue PAT ROCE Revenue PAT
Asian Paints Ltd. 15% 8% 37% 34% 19% 51% 35% 7% 52%
Bajaj Finance Ltd. 22% 21% 21% 17% 32% 64% 23% 27% 32%
Berger Paints India Ltd. 13% 19% 4% 29% 21% 3% 26% 10% 40%
Divis Laboratories Ltd. 22% 30% 15% 30% -13% -38% 19% -21% -49%
Dr. Lel Pathlabs Ltd. 20% 21% NM 33% -3% -32% 20% 8% 44%
HDFC Bank Ltd. 16% 21% 21% 17% 16% 19% 17% 27% 30%
HDFC Life Insurance Co Ltd. 16% 13% 13% 20% 37% 47% 20% 13% 28%
ICICI Lombard 12% 7% 7% 19% 15% 36% 18% 23% 12%
Kotak Mahindra Bank Ltd. 13% 21% 21% 13% 25% 28% 14% 50% 67%
Nestle India Ltd. 9% 10% 4% 119% 15% 11% 148% 15% 36%
Page Industries Ltd. 11% 11% 15% 65% 23% 6% 59% -8% -24%
Pidilite Industries Ltd. 12% 9% NM 30% 19% 7% 24% 6% 32%
Tata Consultancy Services 9% 7% 15% 50% 18% 10% 60% 13% 17%
Titan Company Ltd. 13% 14% NM 32% 41% 45% 40% 26% -4%
Trent Ltd. 20% -19% NM 12% 83% 450% 24% 46% 73%
Weighted Avg. 16% 15% 13% 33% 21% 21% 34% 15% 23%

Trent added to the Marcellus’ Consistent Compounders Portfolio

September 18, 2023 michael

Marcellus’ Consistent Compounders Portfolio companies reported, on a weighted average basis, 20% YoY growth in profit after tax for both 1QFY24 (over 1QFY23) as well

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