Raghav Wadhwa Profile picture
Managing Partner and CIO @samarwealth | Chartered Accountant | Investor

Jun 6, 2024, 13 tweets

⚡️10 companies based out of Andhra Pradesh in focus as Chandrababu Naidu becomes the kingmaker in the NDA Govt

[A thread..]🧵👇

✍️Amara Raja Energy & Mobility Ltd:
A leading manufacturer of lead-acid batteries for industrial and automotive applications, with seven manufacturing facilities in Andhra Pradesh, India.

🔹M Cap: ₹ 24,153 Cr
🔹P/E: 26.6
🔹CMP: ₹ 1,320
🔹3 Years Sales Growth: 16.4%

✍️Epack Durable Ltd:
Company operates as an Original Design Manufacturer (ODM) specializing in room air conditioners (RAC). It boasts three manufacturing facilities, one situated in Sricity, Andhra Pradesh.

🔹M Cap: ₹1,700 Cr
🔹P/E: 48.1
🔹CMP: ₹178
🔹3 Years Sales Growth: 24.5%

✍️Pondy Oxides & Chemicals Ltd:
POCL converts lead scraps into pure lead and alloys, operating three facilities in India, including one in Chittoor, Andhra Pradesh which is close to the Amara Raja plant.

🔹M Cap: ₹768 Cr
🔹P/E: 19.4
🔹CMP: ₹661
🔹3 Years Sales Growth: 14.9%

✍️CCL Products (India) Ltd:
Company produces and distributes coffee, with freeze-dried instant coffee plants in Duggirala and Kuvvakoli, Andhra Pradesh.

🔹M Cap: ₹7,618 Cr
🔹P/E: 30.4
🔹CMP: ₹570
🔹3 Years Sales Growth: 28.8%

✍️Heritage Foods Ltd:
Engaged in procuring and processing milk and dairy products, it is one of South India's largest private dairies with a significant market share in Andhra Pradesh, Telangana, Karnataka, and Tamil Nadu.

🔹M Cap: ₹5,471 Cr
🔹P/E: 51.3
🔹CMP: ₹590
🔹3 Years Sales Growth: 15.3%

✍️Dodla Dairy Ltd:
A leading South Indian dairy company, operates 15 plants (22+ LLPD capacity) and 110+ chilling centers, with an additional cattle feed facility in Andhra Pradesh.

🔹M Cap: ₹5,509 Cr
🔹P/E: 33.0
🔹CMP: ₹926
🔹3 Years Sales Growth: 17.2%

✍️Nelcast Ltd:
The company manufactures iron castings at plants in Andhra Pradesh and Tamil Nadu, serving M&HCV, tractor industries, and rail projects.

🔹M Cap: ₹1,195 Cr
🔹P/E: 29.6
🔹CMP: ₹137
🔹3 Years Sales Growth: 27.2%

✍️Apex Frozen Foods Ltd:
Company exports shelf-stable aquaculture products, with processing facilities in Kakinada, G. Ragampeta, and Bapatla, supported by cold storage and freezing-capable vehicles.

🔹M Cap: ₹686 Cr
🔹P/E: 47.0
🔹CMP: ₹220
🔹3 Years Sales Growth: -0.59%

✍️Avanti Feeds Ltd:
Company produces shrimp feed, exports processed shrimp, and operates 7 manufacturing plants, with 6 in Andhra Pradesh and 1 in Gujarat.

🔹M Cap: ₹7,698 Cr
🔹P/E: 21.6
🔹CMP: ₹565
🔹3 Years Sales Growth: 9.40%

✍️Divi's Laboratories Ltd:
Company manufactures and exports APIs, intermediates, and nutraceutical ingredients, with 3 R&D centers and 6 multi-purpose manufacturing facilities, including 2 in Telangana and 4 in Visakhapatnam, Andhra Pradesh.

🔹M Cap: ₹1,17,868 Cr
🔹P/E: 73.6
🔹CMP: ₹4,440
🔹3 Years Sales Growth: 4.02%

⚡️Disclaimer: The above data should not be considered as a Buy or Sell recommendation.The analysis has been done for educational and learning purpose only.

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