Strategy Series
Our articles specific to the six investment strategies we offer. Whether you invest with us or are looking to invest, these
articles can you give you an insight into why we make the decisions we make.
Earnings Growth in India: Sliding Nifty vs Rising CCP
Nifty50’s EPS growth moderated to 6% YOY in FY25 (from 24% CAGR over FY21-24) whilst valuations remain elevated (21x FY26 P/E for Nifty50). In stark contrast, Marcellus’ CCP portfolio’s earnings growth rate has been in the range of 17%-18% CAGR until FY24 and held firm at 14% YoY in FY25. Amidst a growing earnings growth […]
CCP’s Earnings Have Compounded at 18% Per Annum
READ MORECCP’s Amplified Exposure to ‘Enterprising Compounders’
READ MOREFor more content on our strategy, visit the archives
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