Archive · 23 Aug 2025
Ace Investor's Troubled Stock Picks: A Strategic Hold?
An investor named Vanaja Iyer, often compared to a "woman Warren Buffett," has invested in two companies: Bajaj Healthcare and Hariom Pipe.
Both stocks have dropped in value by more than 40%.
Bajaj Healthcare makes medicines and saw ups and downs in sales and profits.
Hariom Pipe makes steel products and has been growing steadily.
The article questions whether these are good buying opportunities despite the price drop, as Iyer continues to hold them.
The author also notes that overall, both stocks seem to be on the way to good times.
Ace investor Vanaja Sunder Iyer holds significant stakes in Bajaj Healthcare Ltd and Hariom Pipe Industries Ltd.
Both stocks are trading at a discount of over 40% from their all-time high prices.
Bajaj Healthcare Ltd manufactures APIs, formulations and saw fluctuating sales and profits.
Hariom Pipe Industries Ltd manufactures steel products and has shown consistent growth.
Iyer's investment strategy and the future performance of these stocks are under scrutiny.
- Who
- Vanaja Sunder Iyer, Bajaj Healthcare Ltd, Hariom Pipe Industries Ltd.
- What
- An article discusses two stocks held by investor Vanaja Sunder Iyer that are trading at a discount.
- When
- As of August 2025, share prices were down 40% from their all-time highs.
- Where
- The companies operate in India.
- Why
- The article questions the investment strategy and potential future of the stocks held by investor Vanaja Iyer.
Concerns
Optimism
Valuation
Concerns
Stock prices have dropped substantially.
Optimism
Prices represent a good buying opportunity.
- Investor
- Vanaja Sunder Iyer
- Bajaj Healthcare Market Cap
- Rs 1,421 cr
- Hariom Pipe Market Cap
- Rs 1,556 cr
- Bajaj Healthcare Current Price Discount
- 41%
- Hariom Pipe Current Price Discount
- 44%
- Bajaj Healthcare ROCE
- 11%
- Hariom Pipe ROCE
- 14%