Uncovering India’s Next Generation of Multi‑baggers I ICICI Alternates I Rising Star PMS I
Prem Khurana – Senior Fund Manager, Equity PMS, ICICI Prudential AMCThe Alpha Summit is an annual investment forum hosted by PMS AIF WORLD, bringing together leading investors, fund managers, wealth professionals and industry experts to discuss investment ideas, market trends and opportunities shaping the future of investing.
📅 Date: Saturday, 22nd August 2026
⏰ Time: 10:00 AM to 5:00 PM
🏛️ Venue: Taj, MG Road, Bengaluru
🎙️ Host: PMS AIF WORLD
How to Identify Potential Multibaggers: A Framework for Long-Term Alpha
Multibaggers are rarely identified by simply predicting which stock will deliver extraordinary returns. In this session, the focus is on building a disciplined investment process that identifies resilient businesses, sustainable earnings growth, improving business quality, competent management and reasonable valuations.
The central message is simple: a multibagger is an outcome, not an investment objective. The objective is to consistently identify high-quality businesses that can compound earnings over a long period, improve their return ratios and create sustainable value.
Key themes discussed :
The Investment Framework
The framework discussed is deliberately sequential rather than a scorecard. A business must clear each filter before moving to the next. The three broad filters are:
1. Business — resilient, structurally growing businesses with durable competitive advantages
2. Management — competent and shareholder-oriented management with the ability to adapt and improve the business
3. Valuation — paying a reasonable price while maintaining an appropriate margin of safety
The approach ultimately seeks businesses where growth is sustainable, business quality improves over time and valuation provides adequate risk-reward.
⏱️ Chapters
00:00 Introduction: The Multibagger Mindset
00:41 Why Multibaggers Are an Outcome, Not an Input
01:48 Common Traits of Long-Term Wealth Creators
02:49 The Three-Part Investment Framework
03:14 Long-Term Wealth Creation & Market Drawdowns
05:27 Where Are the Opportunities Today?
06:36 Temporary Correction vs. Fundamental Change
07:57 Why Index-Level Returns Can Hide Opportunities
09:12 Why Small & Midcaps Matter
10:18 The Opportunity Set Beyond Large Caps
12:23 The Two Drivers of Stock-Price Compounding
13:46 What Historical Multibaggers Have in Common
15:20 Earnings Growth + Re-rating = Wealth Creation
16:38 Understanding Value Destruction
17:33 The Investment Framework
18:21 Identifying Promising Businesses
20:20 Competitive Advantages & Structural Growth
22:26 Consolidation & Pricing Power
23:04 Evaluating Management Quality
24:13 Why Cash Flows Matter
25:50 Valuation & Margin of Safety
27:02 From 2,500 Companies to a Focused Portfolio
28:24 Market Outlook
29:20 Earnings Recovery & High-Frequency Data
30:01 Valuations & India’s Relative Position
30:43 Macro Headwinds
31:46 What Businesses to Own
32:17 Manufacturing, Textiles, Auto & Electrification
32:40 Data Centres & India’s Power Opportunity
32:57 Final Thoughts: The Multibagger Framework
About PMS AIF WORLD
PMS AIF WORLD is a performance-focused, analysis-driven and data-backed investment services firm, helping investors access high-quality investment products managed by experienced money managers.
Our investment selection framework is built around 5P Analysis, covering:
People | Philosophy | Portfolio | Performance | Price
The objective of this comprehensive analysis is to evaluate three critical attributes of every investment product:
QRC – Quality | Risk | Consistency
🌐 Visit us: https://www.pmsaifworld.com/
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Risk Disclaimer
While watching this video, please note that the views, opinions, data points and claims shared are intended solely for information and investor education. Nothing in this video should be construed as a recommendation, solicitation, or investment advice. Investments are subject to market risks. Please read all Scheme Information Documents (SID) / Key Information Memorandum (KIM), addendum issued from time to time, and other related documents carefully before investing.
This video covers opinions as shared in a webinar, for general information and educational purposes and should not be construed as any kind of Advice or Recommendation. Past performance is not indicative of future returns.
#TheAlphaSummit #PMSAIFWORLD #Multibaggers #SmallCaps #MidCaps #IndianStockMarket #InvestingInIndia #AlphaCreation #WealthCreation #InvestmentFramework #LongTermInvesting #EarningsGrowth #ValueInvesting #PortfolioManagement #StockMarketIndia Receive SMS online on sms24.me
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