Why did PPFAS buy these 3 stocks?

The SOIC Podcast

The SOIC Podcast
Why did PPFAS buy these 3 stocks?
Jul 01, 2025
SOIC

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In this episode, we break down why PPFAS Mutual Fund recently added Mahindra & Mahindra, Narayana Health, and Coal India to its portfolio—and what you can learn from it.

📌 Key takeaways:

  • Mahindra & Mahindra: Strong SUV & tractor business, good cash flows, EV potential
  • Narayana Health: Capex-led growth, high ROE/ROCE, cheaper than peers
  • Coal India: High dividend, low valuation, steady growth potential
  • Learn how to reverse-engineer smart investor moves
  • Key risks to track for each business