Any rationale on how the weights have been derived?
"Our evaluation criteria were predominantly structured around earnings growth (50%) franchise strength (40%) and less on valuation considerations (10%). Franchise strength included gross margins (15%), asset turnover (10%), capital efficiency (5% each for 3 sub-factors), and financial leverage (10%)"
Hi Santosh, thanks for your comments. Our investment philosphy is based on earnings/earnings breakout hence highest weight is given to earnings growth. This weight may change or tweaked for other sectors though.
Any rationale on how the weights have been derived?
"Our evaluation criteria were predominantly structured around earnings growth (50%) franchise strength (40%) and less on valuation considerations (10%). Franchise strength included gross margins (15%), asset turnover (10%), capital efficiency (5% each for 3 sub-factors), and financial leverage (10%)"
Hi Santosh, thanks for your comments. Our investment philosphy is based on earnings/earnings breakout hence highest weight is given to earnings growth. This weight may change or tweaked for other sectors though.
why samvardhana motherson group is kept out of this discussion? Any particular reason behind this?
Hi Diganta thanks for your comment. Samvardhana Motherson was very large market cap (above 1lakh crore) and it was not pure play India.
While Motherson wire chart was not looking so great.