Portfolio Performance Update – October 10, 2025
Performance tracking is crucial for investors committed to optimizing returns and minimizing downside risks. On this date, a review of the suggested stocks reflects a portfolio marked by both resilience and volatility—demonstrating the dynamic nature of Indian equities, sector-specific factors, and broader market sentiment.
Focus: Marksans Pharma – Averaging Amid Corrections
MARKSANS Pharma holds a prominent place in the review due to its current underperformance (from ₹214.00 to ₹181.58, i.e., -15.15%). The strategic call to average this position is rooted in:
Sectoral Resilience: The pharmaceutical sector remains fundamentally strong, supported by export demand, regulatory approvals, and R&D.
Valuation Comfort: Recent corrections present an opportunity to lower the acquisition cost and increase future upside, assuming continued operational performance improvement.
Turnaround Potential: Historical data suggests that corrections in fundamentally sound pharma stocks often precede strong rebounds, particularly when industry or company news triggers renewed investor interest.
Current Portfolio Snapshot
Below is a summary of each holding, showing average purchase price, current price, and profit/loss percentage:
| Stock | Avg Price | Current Price | Profit/Loss % |
|---|---|---|---|
| BSE | ₹2,379.90 | ₹2,379.90 | 0.00% |
| KARURVYSYA | ₹226.40 | ₹226.40 | 0.00% |
| DODLA | ₹1,460.50 | ₹1,313.90 | -10.04% |
| CHAMBLFERT | ₹561.00 | ₹498.50 | -11.14% |
| THANGAMAYL | ₹1,904.10 | ₹2,026.20 | 6.41% |
| MARKSANS | ₹214.00 | ₹181.58 | -15.15% |
| SCHNEIDER | ₹759.00 | ₹827.55 | 9.03% |
| VEDL | ₹446.40 | ₹480.80 | 7.71% |
| TARIL | ₹522.40 | ₹491.00 | -6.01% |
| CMSINFO | ₹482.00 | ₹362.95 | -24.70% |
| USHAMART | ₹325.00 | ₹468.85 | 44.26% |
| ALIVUS | ₹1,028.84 | ₹934.00 | -9.22% |
| MOTILALOFS | ₹652.30 | ₹967.00 | 48.24% |
| BASF | ₹4,503.00 | ₹4,598.00 | 2.11% |
| SYMPHONY | ₹1,135.00 | ₹898.00 | -20.88% |
| NSE:TCI | ₹1,089.00 | ₹1,190.00 | 9.27% |
| BBTC | ₹1,770.00 | ₹1,889.00 | 6.72% |
| TIMETECHNO | ₹210.65 | ₹221.24 | 5.03% |
| GRAVITA | ₹1,823.00 | ₹1,639.00 | -10.09% |
Portfolio Highlights
Top Performers: MOTILALOFS (+48.24%), USHAMART (+44.26%), and SCHNEIDER (+9.03%) have provided robust gains, reflecting sector tailwinds and good stock selection.
Notable Gains: Other consistent gainers such as VEDL, NSE:TCI, BBTC, and TIMETECHNO have posted gains between +5% and +9%, offering stability and gradual appreciation.
Stocks Under Pressure: MARKSANS, CMSINFO, SYMPHONY, and DODLA have seen corrections ≥10%, emphasizing the need for active monitoring and, at times, tactical averaging.
Lessons and Next Steps
Diversification Pays Off: Gains in MOTILALOFS and USHAMART offset losses elsewhere, validating a diversified approach.
Averaging Strategy: Tactical averaging, especially in structurally sound sectors like pharma, can be a valuable long-term strategy—provided company fundamentals remain intact.
Active Monitoring: Volatile names and deep corrections (e.g., CMSINFO, SYMPHONY) warrant periodic review for fresh triggers, or consideration of a partial exit if thesis weakens.
Conclusion
The October 2025 snapshot confirms the importance of discipline, periodic re-balancing, and sectoral analysis. While some positions are under water, sector strength and past recovery patterns support tactical averaging where warranted, as seen with Marksans Pharma. The broader portfolio remains healthy and positioned for future market opportunities.
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