Shankar Sharma Portfolio Analysis

Who is Shankar Sharma? 

Renowned financial expert and seasoned investor Shankar Sharma is well-known in the Indian stock market. He was the managing director of First Global, a well-known financial services company, before founding the prestigious asset management firm GQuant Investech. Shankar Sharma is well-known for his television channel appearances and contributions to financial magazines.

After earning his degree from Delhi's Indian Institute of Technology, Sharma started working as a stockbroker in the early 1980s. He founded First Global in 1994, and in 2015 he entered the field of GQuant Investech.

Sharma has won praise for his superb stock selection skills and perceptive market trend analysis. He made several notable investment decisions, such as seeing the potential of the Indian IT sector in the 1990s at an early age.

Shankar Sharma’s Accomplishments

1. Earned the 2007 Forbes magazine title "The Alchemist of Dalal Street".
2. Acclaimed and highlighted in prestigious journals such as CNBC, The Financial Times, and The Wall Street Journal.
3. 1994 saw the founding of First Global, a critical turning point in his career.
4. Left First Global in 2015 to begin the establishment of GQuant Investech.

List of Stocks in the Most Recent Portfolio of Shankar Sharma (2023)

The following is a list of Shankar Sharma's assets as of June 30, 2023

Investment in 2023

Shankar Sharma bought 2.4 lakh shares in Droneacharya Aerial Innovations Ltd. on March 31, 2023.
Analysis of Droneacharya Aerial Innovations Ltd.

Advantages   

1. The company's debt has decreased.
2. The company has nearly no debt.

Disadvantages   

1. The current stock price is 6.53 times its book value.
2. Despite consistently declaring profits, the corporation does not provide dividends.
3. Promoter ownership is at 28.2%.
4. The company's three-year return on equity is 7.55%, which is poor.
5. The company's debtors' period is 222 days.
6. The days of working capital have gone up from -1,373 days to 399 days.

Shareholding Pattern

Analysis

Promoter Holding Stability

The Promoters' shareholding has seen a decline from 38.23% in December 2022 to 28.21% in both March and September 2023. This may indicate a shift in the ownership structure or a reduction in confidence among promoters. Further investigation is needed to understand the reasons behind this decrease.

Foreign Institutional Investors (FIIs) Impact

FIIs show a significant increase in their stake from 0.00% in December 2022 to 5.27% in March 2023, followed by a slight decrease to 1.31% in September 2023. This suggests a dynamic involvement of foreign investors, possibly driven by changes in market conditions or company performance.

Public Participation Growth

Public shareholding has steadily increased from 61.77% in December 2022 to 70.49% in September 2023. This rising trend may indicate growing investor interest and confidence among the general public. It's essential to consider whether this reflects positive sentiment or is a response to a specific development.

Shareholder Base Expansion

The number of shareholders has seen a substantial rise, increasing from 203 in December 2022 to 2,653 in September 2023. This points towards a significant expansion in the company's investor base. Understanding the demographics and motivations of these new shareholders could provide valuable insights into the company's market perception.

Trend Analysis for Trade Volume

Comparing the trade volumes in each quarter, there seems to be a stabilization or consolidation in the recent quarters. While the initial quarter showed a notable change in promoter and FII holdings, subsequent quarters demonstrate a more consistent pattern. Examining the factors influencing this stability would help in forecasting future trends.

Conclusion

The Shankar Sharma Portfolio is a brilliant illustration of his extraordinary skill in the world of investing. Astute decision-making, cautious selection, and devotion to fundamental investment concepts have allowed him to construct a portfolio that has regularly produced outstanding returns. 
Recall that you may help construct the path for your own financial success by using the principles you've learned from Shankar Sharma's portfolio. You may also work to create a portfolio that endures over time by being educated, adjusting to market situations, and adhering to your investment beliefs.