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Advait Arora Profile picture
@WealthEnrich
Jan 26, 2023 • 6 tweets • 2 min read • Read on X
Scrolly
DEBT in #Adanigroup, worries you?
ACTUALLY aggregate debt levels of Adani group has improved over the years & Ebitda/Debt levels are much healthy now.
Get FULL clarity in this 5 page report by #CLSA :
"Where does all the Debt of
@gautam_adani group of
companies actually SIT"!
🧵
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More from @WealthEnrich

Advait Arora Profile picture
Jul 8
💧 Water may be the most underrated sector in India & VA Tech Wabag is the leading global water-tech listed company we have.
WABAG is into solving desalination, sewage & industrial water challenges : all with an asset-light, tech-first model.
Check this high-potential 🧵... Image
📦 Strong order book, rising global footprint
As of FY25, Wabag has an order book of ₹13,667 Cr, giving 4x revenue visibility.
It’s already achieved 95% of its FY25 order intake target, with ₹3,000 Cr more expected soon.
Mgm is guiding for ₹16K–₹17K Cr orders in FY26, with a growing share from overseas and industrial clients.
Wabag is shifting toward annuity-type O&M projects, which bring better margins and consistent cash flow.Image
📊 Big improvement in profit despite low revenue growth & future looks brighter.
From FY22 to FY25:
• Revenue CAGR: just 3.4%
• EBITDA CAGR: 21.2%
• PAT CAGR: 30.8%
That means better execution and margin improvement. Going ahead, FY25–27 estimates show:
• Revenue CAGR: 15.9%
• PAT CAGR: 21.8%Image
Read 8 tweets
Advait Arora Profile picture
Jul 5
Very unique 💊💉 company that doesn’t make its own brand, but is becoming a backbone for the next wave of global drugs?
Yes it's "Onesource Specialty Pharma" fast growing CDMO player, now scaling fast in injectables, GLP-1s & drug-device combos
A potential hidden 💎
Quick 🧵👇...Image
From troubled past to stellar turnaround, OneSource is a top transformation example
📊FY25 Revenue: ₹1,444 Cr (+30% YoY)
📊 FY25 EBITDA: ₹467 Cr (2x YoY)
📊 Q4FY25 PAT: ₹99 Cr (vs. loss YoY)
📊 EBITDA margin: 43% in Q4
📊 FY25 EPS: ₹21.4,Q4 annualized EPS: ₹48.9
ROCE: 22.9%, The execution is now visible in the numbers.
OneSource is laser-focused on being a one-stop CDMO, offering:
✔️ DDCs (injectables, pens, cartridges)
✔️ GLP-1s for diabetes/obesity (big global wave)
✔️ Biologics (early stage)
Top Clients : 70+ global logos. 15 added in FY25.
20+ already in commercial DDC production.
Read 7 tweets
Advait Arora Profile picture
Jun 22
INDIA 🇮🇳 is entering a decade of deep transformation & these new-age industries can grow at 15–25% CAGR.
These are not just fancy trends, they’re big changes shaping India’s future. For each theme, here's a few important stocks you should study.
Detailed 🧵👇... Bookmark it ! Image
📡 1. Data Centers :
✨ Adani Enterprises – Setting up hyperscale data center parks via AdaniConneX JV
✨ Reliance Industries – Expanding Nxtra Data for pan-India edge & cloud infra
✨ Sterlite Technologies – Provides high-speed fiber backbone for digital infra
✨ RailTel Corporation – Operates data-capable fiber & networks across Indian Railways
✨ Tata Communications – Offers global cloud/data center services for enterprises
💧 2. Green Hydrogen
Apart from the 2 front-runners :✨ Reliance Industries & ✨ Adani Enterprises, here are other listed players gaining traction:
✨ NTPC Ltd – Running green H₂ pilot projects under India’s energy transition roadmap
✨ IOCL Ltd – Blending green hydrogen in refineries; part of national hydrogen mission
✨ Larsen & Toubro (L&T) – Engineering EPC for green hydrogen plants & electrolyser projects
✨ JSW Energy – Partnering for green H₂ and ammonia production from renewable sources
✨ GAIL (India) Ltd – Exploring hydrogen blending and pipeline network for future-ready gas infra
✨ INOX Wind – Potential indirect play via renewable power supply for H₂ plants
✨ Hindustan Petroleum (HPCL) – Commissioning green hydrogen pilot plants at refineries
Read 14 tweets
Advait Arora Profile picture
Jun 21
From transformers to smart meters, turbines to transmission lines 📈🇮🇳, nearly 18% of my portfolio is riding this critical power infra theme!
Here are 15 quality companies leading this much needed revolution. Built on solid financials, rising demand & govt push.
Thread 🧵👇..
Stock no. 1 🔧 Shilchar Tech
Makes transformers for railways, solar, and industrial power systems.
P/E: 41.8 | ROCE: 71.1%
Profit Growth (5Y): 151% | Return: 172%
M.Cap: ₹6,142 Cr

Debt-free, high-margin, under-the-radar gem. Quiet wealth creator.
Stock no. 2 ⚡ Transformers & Rectifiers
Builds power transformers (up to 765kV) used in T&D infra.
P/E: 69.1 | ROCE: 27.9%
Profit Growth (5Y): 250% | Return: 156%
M.Cap: ₹1,463 Cr

Riding the grid upgrade story, but valuation is heating up.
Read 16 tweets
Advait Arora Profile picture
Jun 11
💧 Oswal Pumps #IPOAlert
🤔Should you Apply or Not?

It supplies ~ 40% of India’s solar agri-pumps under PM-KUSUM. With 45%+ revenue CAGR & 140% PAT CAGR in 2 yrs, it’s not a small story. But is the growth priced right?🤔
Here's a decode of the #IPO
with facts & numbers ... 🧵👇Image
🏭 What does Oswal Pumps do?

Makes submersible pumps, monoblocks, electric motors & solar modules
Present in both solar and grid-powered segments
Supplies to farmers, state agencies, EPCs under govt schemes
248 exclusive “Oswal Shopee” outlets + 925 distributors
It's both a B2G & B2B powerhouse with deep rural linkages.
📈 Stellar Financials (FY22 → FY24)

Revenue: ₹603 Cr → ₹1,269 Cr (CAGR 45.1%)
EBITDA: ₹59 Cr → ₹236 Cr (CAGR 97.4%)
PAT: ₹25 Cr → ₹145 Cr (CAGR 140.2%)
EBITDA Margin: 9.8% → 18.6%
ROCE (FY24): 31.5%, ROE: 37.7%
Margin expansion driven by scale & backward integration. Image
Read 9 tweets
Advait Arora Profile picture
Jun 11
#RadarStock #TimeTechnoplast :
🇮🇳 India’s Polymer Powerhouse

▪️MCap: ₹9,926 Cr, Price: ₹437
▪️3Yr CAGR: Sales +16%, EBITDA +19%, PAT +39%
▪️FY25: Sales ₹54.6bn, PAT ₹3.88bn, Profit Margin 7.1% (up from 6.2%)
▪️In last 4 yrs EBITDA margin up 150 bps to 14.4%
Crisp 🧵... Image
🚀 Market Leadership & Positioning

▪️India’s No.1: 50–60% market share in plastic drums
▪️Global Top 3: Industrial packaging & IBCs
Composite Cylinders: 2nd largest LPG/CNG cylinder maker, hydrogen-ready (DRDO trials ongoing)
▪️Global Presence: 34% revenue from exports, 30% of overseas sales from Middle EastImage
💡 Growth Engines: Composite Cylinders

▪️Capacity: 480 cascades (30,000 cylinders) → expanding to 1,080 cascades (66,000 cylinders)
▪️Revenue: Current: ₹350 Cr, Post-expansion: ₹800 Cr
▪️3-Year Target: ₹1,500 Cr from composites (LPG/CNG/Hydrogen)
▪️Hydrogen: Type-III (drones), Type-IV (automotive) approvals; commercial production FY26 H2
Read 11 tweets

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