Revisiting value of HDFC Ltd stake in group cos

1) 117 cr shares of HDFC Bank valued 1.75 lac Cr

2)101 cr shares of HDFC Life ~70000 Cr

3)11cr shares of HDFC AMC ~32000 cr

4)50% stake HDFC Ergo ~25000 cr

5)100% stake Credila Finance ~20000 cr

6) 10% Bandhan Bank ~5000 cr

7) small stake in NSE (unlisted ), RBL Bank , Yes Bank , CDSL , NSDL , CIBIL , CAMS valued at Rs 10,000 cr

Total ~3.3-3.4 Lac crore

Current market cap - 4.5 lac crore

Core loan book as on March 2021 is Rs 5.7 lac crore..

Data - HS Kohli

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Over 4 crore books . Please spread the word.

#DidYouKnow
Vinati Organics is worlds largest manufacturer of IBB & ATBS

ATBS-2-acrylamido 2 methylpropane sulfonic acid. 65% global share,usage in water treatment, synthetic fibres, personal care & oil & gas

IBB-isobutyl benzene,key raw material for ibubrofen (OTC painkiller)

Key Trigger :for Vinati came in Jan 2018 when US chemical giant Lubrizol stopped production of ATBS

Co started with a small capacity of 1000 TPA in 90s & gradually expanded to 26000 TPA for ATBS. It also has 65% market share in IBB wid a capacity of 16000 TPA

Disc-no reco

While we talk of 100 baggers stocks,
#DidYouKnow there r equity MFs where NAV has gone up 100X in 25yrs

Birla Flexicap NAV 1104
Franklin prima 1444
Nippon growth 1908 (190 X)
Birla 95 fund 1035
Hdfc equity 911

It’s not MF Vs stocks ,it’s abt making a right combo which suits u!

Disc - no reco.

SBI stake in SBI life (55.5%)~67k Cr

SBI stake in sbi cards (70%) ~70k Cr

Stake in SBIMF (63%) unlisted~50k Cr

In SBI general ,capital markets,regional rural banks ~40k Cr

Yono app n digital platform 1-1.5 lac Cr

Total value 3.5-4 lac cr

SBI Current mkt cap 3.9 lac cr

SBI has loan book of 4.8 trillion ( 3.5 trillion individual n 1.3 corporate) . Reduced its Gross NPA by 43% in last 3 years.

Disc- no reco . Invested

HDFC pack tends to do well post exit by Foreign partner

1.Citibank sold 10% stake in HDFC ltd for ~650 in 2012. Since then, its up 4X

2.Standard life has sold 10%+ stake In HDFC life startin oct 2019 ,dec 2020 n today in band of 575 to 675

Price of HDFC life in next 10 yrs??

Disc - no view or projection. Invested!

Simple boring business. Makes adhesives , sealants , construction chemicals , great mgmt. Makes you sleep well & gives a 3X in 5 years with low volatility
#pidilite

Boring is good !

Disc - no reco. Invested!

Divis labs -one of the best wealth creators since it’s IPO (over 500 X) has corrected more than 20% multiple times

Corrected 50% twice -In 2008 & 2016

Best of names go thru corrections. Think long term n Focus on business performance over price performance

#digitalcompounders

Disc - Invested. No reco