← All Strategies

Coffee Can Portfolio

Low Risk

Buy & forget for 10+ years

Inspired by Robert Kirby's 1984 concept — buy high-quality compounders and hold them for a decade or more. No trading, no tinkering. Let compounding do the work.

Investment Philosophy

The Coffee Can strategy selects companies with consistent revenue growth (≥10% CAGR over 10 years) and high Return on Capital Employed (≥15%). These are businesses with durable moats that can compound wealth without active management.

Selection Criteria

  • ✓ Revenue growth ≥ 10% CAGR over 10 years
  • ✓ ROCE ≥ 15% consistently for 10 years
  • ✓ Positive free cash flow for at least 8 of 10 years
  • ✓ Low debt-to-equity (< 0.5)
  • ✓ Market cap > ₹20,000 Cr (institutional quality)

Top 5 Picks

1. Asian Paints

ASIANPAINT · Consumer Goods

Large Cap

CMP

₹2,850

P/E

52.3

ROE

28.5%

Div

0.8%

Market leader in decorative paints with 55% market share. Consistent 15%+ revenue CAGR over 10 years. Brand moat and distribution network of 75,000+ dealers is nearly impossible to replicate.

2. Pidilite Industries

PIDILITIND · Chemicals / Adhesives

Large Cap

CMP

₹2,920

P/E

68.5

ROE

27.2%

Div

0.5%

Fevicol is synonymous with adhesives in India — 70%+ market share. 10-year revenue CAGR of ~14%. Asset-light model with ROCE consistently above 25%.

3. HDFC Bank

HDFCBANK · Banking

Large Cap

CMP

₹1,780

P/E

19.5

ROE

16.8%

Div

1.2%

India's largest private bank. 10-year loan book CAGR of 18%. Consistent ROE above 16% with industry-low NPAs. Digital banking leader.

4. Bajaj Finance

BAJFINANCE · NBFC

Large Cap

CMP

₹8,950

P/E

32.8

ROE

22.5%

Div

0.3%

India's largest NBFC with 10-year AUM CAGR of 30%+. Diversified lending across consumer, SME, and mortgage segments. Best-in-class risk management.

5. TCS

TCS · IT Services

Large Cap

CMP

₹3,680

P/E

28.5

ROE

48.2%

Div

1.5%

India's largest IT company by revenue. 10-year revenue CAGR of 12% in constant currency. Virtually debt-free with ROE above 40%. Returns significant cash to shareholders.

Strategy Details

Time Horizon
10+ years
Risk Level
Low
Ideal For
Patient long-term investors who don't want to actively manage their portfolio.
Number of Stocks
5
MF Screener → Financial Tools →
Disclaimer: This stock list is for educational purposes only. The stocks mentioned are not buy/sell recommendations. Prices, P/E ratios, and other metrics are approximate as of April 2026 and may not reflect current values. All investments carry risk, including loss of principal. Consult a SEBI-registered investment advisor before making any investment decisions.