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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
May 17
Rerating begins when profitability scales with growth. #Delhivery is building India’s largest logistics empire: 60% B2C exp market, 97% pin code reach, ₹14k Cr Ecom Exp deal, First profit after yrs of burn !
It isn’t just another stock,
it could be 🇮🇳 ka FedEx !
Thread...🧵👇
Delhivery + Ecom = India’s 3PL Beast
Delhivery acquired Ecom Express for ₹14,000 Cr at 0.6x EV/Sales (FY24). Combined, they now control 50–60% of India’s B2C express market—nearly 3x the next peer. Together, they serve ~97% of Indian pin codes.
₹6,000 Cr Cost Pool Has Room to Shrink, Ecom’s employee cost in FY24 was ~₹6,000 Cr. With 50% of linehaul cost sitting in last mile ops, integration could yield major synergies. Rationalization of sorting hubs, delivery centers, & backend infra expected over 12–18 months.
Read 8 tweets
Advait Arora Profile picture
May 13
🔥 12 Mid-to-Large Caps that Crushed Q4 (Mcap ₹5,000Cr+)
Blazing growth 🚀 (40%+ YoY in sales & profit), rock-solid balance sheets & massive tailwinds ahead. Could continue their outperformance going forward too !!
🧵.... 12 #Stockstowatch 👇
📊 Shilchar Technologies
MCap ₹5,220 Cr, CMP ₹6,844
Sales up 120% YoY → ₹232 Cr
EBITDA up 127% → ₹71.2 Cr
Net Profit up 121% → ₹55.4 Cr
EPS jumps 121% → ₹72.6
ROCE: 71.1%, EV/EBITDA: ~10
P/E: 35.6, PEG: 0.24.
📊 Sterling & Wilson Renew
MCap ₹6,449 Cr, CMP ₹276
Sales up 114% YoY→₹2,519 Cr
EBITDA up 355%→₹134 Cr
Net Profit up 3,829% → ₹55 Cr
EPS jumps 3,850% → ₹2.37
ROCE: 16%, ROE: 8.2%
P/E: 79.2, MCap/Sales: 1.02
Read 13 tweets
Advait Arora Profile picture
Mar 18
Is it a start of a "New Bull Run" or
Do we have "More Pain Ahead" ?
🤔Sharing this Quick 🧵with more specifics as to what sectors to "Watch Out for" ! Image
Image
Image
Read 5 tweets
Advait Arora Profile picture
Mar 15
🚀 18 Mid & Large Cap Stocks with Strong Growth & Rising FII Interest! 📈
These companies are delivering solid sales & profit growth, backed by increasing FII confidence! With high RoCE & consistent performance, they could continue to shine!
🧵 A detailed thread 👇👇
1️⃣ National Aluminium
💰 CMP: ₹187.87
📊 P/E: 8.75 | PEG: 43.75
🔥 ROCE (3Y Avg): 22.02%
📈 Sales Growth (3Y CAGR): 13.66% 📊
💹 Profit Growth (3Y CAGR): 10.45% 💰
📊 Change in FII Holding (3Y): +0.83%
✅ Why? A key player in India’s aluminium sector, benefiting from infra & EV demand!
2️⃣ Nippon Life India
💰 CMP: ₹524.5
📊 P/E: 25 | PEG: 1.4
🔥 ROCE: 31.02%
📈 Sales Growth (3Y CAGR): 12.79% 📈
💹 Profit Growth (3Y CAGR): 17.63% 💰
📊 Change in FII Holding (3Y): +1.12%
✅ Why? A leading asset management company, riding India’s MF & investment boom!
Read 19 tweets
Advait Arora Profile picture
Mar 15
FII's are Betting On these 12 SmallCap #stocks 📈
With long-term tailwinds & solid fundamentals, 💎 are positioned for explosive growth📈
You💡 Curious?
Dive into this detailed 🧵of
"High-Potential DOZEN" !
1. Anup Engineering – Engineering & Fabrication ⚙️
💰 CMP: ₹2,886.4
📊 P/E: 44.28 | PEG: 2.34
🔥 ROCE: 18.93%
📈 Sales Gr (3Y CAGR): 25.4%
💹 Profit Gr (3Y CAGR): 23.1%
🏗️Why Thomas Cook? A leading travel & forex services player, benefiting from post-pandemic revenge travel, rising disposable incomes & booming tourism! With strong brand recall & diversified offerings, Thomas Cook is set to fly high!
2. Kirloskar Pneumatic – Compressors & Drilling Equipment ⚙️🔩

💰 CMP: ₹1,025.55
📊 P/E: 33.83 | PEG: 1.67
🔥 ROCE: 19.61%
📈 Sales Gr (3Y CAGR): 17.1%
💹 Profit Gr (3Y CAGR): 30.1%
🏭 Why Kirloskar Pneumatic? A key player in industrial compressors, riding India's manufacturing & infrastructure boom! With automation & industrial demand surging, growth looks unstoppable!
Read 13 tweets
Advait Arora Profile picture
Jan 21, 2024
7 mid & small cap #stocks from 7 different sectors that are in my BUY on DIP list :
Selection Criteria:
1. Progessive Mgm
2. Big Adressable Mkt
3. Strong Return Ratio's
4. Low Debt/Leverage
5. Institutional ownership >10%
6. High Growth Potential

Detailed 🧵with 🗝️ reasons..
Stock 1 : Ami Organics Ltd
CMP : ₹ 1,123/-
Buy Range (BBR): ₹950-₹1050

Stock Parameters:
OPM: 19.6 %
ROCE: 20.6 %
FII holding: 11.7 %
DII holding: 7.5 %

With 25%+ profit growth expected FY'25 & FY'26, Ami Organics has potential to give over 50% returns from the Best BUY RANGE (BR)
Stock 2 : RR KABEL
CMP : ₹ 1,455
Buy Range (BR): ₹1300-₹1350

Stock Parameters:
OPM: 5.8 %
ROCE: 15.6 %
FII holding: 4.7 %
DII holding: 8.8 %

Strong sector tailwinds can bring 25%+ profit growth in FY'25 & FY'26, RR Kabel can potentially give 40-50% returns from Best BR.
Read 9 tweets

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