November 22, 2025
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Jainee’s Coffee Can Portfolio
Updated: 5.30 PM, 22 November 2025
Jainee’s Coffee-Can Portfolio: High-Conviction Winners
Jainee’s Coffee Can Portfolio on 22 November 2025 (New Call every Saturday)
Thyrocare Technologies –
Know about this Week’s Coffee Can Candidate– Thyrocare Technologies is a leading player in India’s healthcare diagnostics space, known for delivering high-quality, affordable testing services to patients, labs and hospitals across the country.
Its core business—Diagnostic Testing Services—contributes 92% of revenue and includes 929 tests, 288 profiles and 43 wellness packages under the popular Aarogyam brand.
The company processes nearly 3 billion investigations annually, with a capacity to handle up to 10 billion, giving it strong scalability for future growth.
Its second segment—Imaging Services—operates 10 PET-CT molecular imaging centers under its subsidiary Nueclear Healthcare, supporting cancer detection, staging and treatment monitoring.
Thyrocare also runs a medical cyclotron unit at Navi Mumbai to produce FDG biomarkers used in PET-CT scans, strengthening its backward integration.
Additionally, the company markets glucometers and glucostrips under the Sugarscan brand, adding a retail layer to its healthcare portfolio.
Overall, Thyrocare combines a nationwide testing network, strong volumes, operational efficiency and scalable infrastructure, making it a consistent long-term compounder.
Coffee-Can Metrics
| Parameter | Thyrocare Tech. |
|---|---|
| CMP (Rs.) | 1535.20 |
| P/E Ratio | 63.82 |
| Quarterly Net Profit (Rs. Cr.) | 47.81 |
| Qtr Profit Change (%) | 79.94% |
| Quarterly Sales (Rs. Cr.) | 216.53 |
| Qtr Sales Change (%) | 22.09% |
| Sales CAGR – 5 Years (%) | 9.62% |
| Profit CAGR – 5 Years (%) | -0.64% |
| Volume (1 Day) | 8,83,307 |
| Avg Volume (1 Month) | 8,67,233 |
| All-Time High (Rs.) | 1613.90 |
| RSI | 65.86 |
| 1-Week Return (%) | -1.84% |
| Sales Growth (%) | 22.36% |
| Sales CAGR – 10 Years (%) | 14.15% |
| ROE (%) | 16.15% |
| ROCE (%) | 24.78% |
A coffee can portfolio is a long-term, low-risk investment strategy that involves buying shares of high-quality companies and holding them for a decade or more without active trading. The “buy and forget” method aims to capture long-term compounding by minimizing transaction costs and avoiding emotional decisions based on short-term market volatility. The name comes from an old-time practice of storing valuables in a coffee can.
Key characteristics-
Long-term commitment: The core principle is to buy and hold for at least 10 years, allowing investments to grow over time.
Focus on quality: It emphasizes selecting companies with a proven track record of consistent performance, sound financials, and competitive advantages.
Minimal intervention: The strategy discourages frequent buying and selling, often referred to as the “buy and forget” method.
Reduces costs and stress: By limiting trades, it lowers transaction costs and reduces the stress of constantly monitoring the market.
Jainee P. Gordhandas (now Jainee Shah after marriage) is a Chartered Accountant and among the first SEBI-registered Research Analysts in India. Her analytical work and market insights are regularly published in the widely followed investment publications Chanakya Ni Pothi Gujarati and Chanakya Ni Pothi English.
Known for her sharp understanding of equity markets, she frequently appears on leading business television channels such as Gujarat Samachar TV, CNBC Gujarati, V TV, and others, where she discusses market trends, investment opportunities, and sectoral outlooks.
Her credibility, deep research skills, and years of market experience have made her one of the respected voices in the Indian investment community.
Looks impressive. Excellent research
Beautiful analysis of a stock.
Brilliantly convincing analysis.
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