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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 28
While everyone is busy chasing the next Zomato or Nvidia, its India’s next ₹10 lakh Cr opportunity that needs to be tracked. It may look boring or invisible, but it powers AI, UPI, cloud & Digital 🇮🇳 & it's growing at record speed !
Here are some 🗝️ insights🧵👇...
India’s data centre capacity is on track to reach 3 gigawatts by FY30 & infact could touch 6 gigawatts by in FY'33.
Right now we are at just 1.1 GW so that’s massive growth ahead.
Annual capacity addition is picking up to 300 to 350 megawatts per year backed by over ₹2 lakh crore of fresh investments
This is not just about servers and cables
It’s the hidden infrastructure behind everything we use like UPI, fintech, OTT, e-commerce, edtech, and now AI too.
Vacancy rates in data centres have dropped from 20% in 2019 to under 5% by 2027
India is already in the top 15 global DC markets and the second fastest growing in Asia-Pacific
Read 9 tweets
Advait Arora Profile picture
Jul 27
Over the last many years, I have read investing books + studied markets + spoken to wealthy Indian families + observed how money impacts people's life.

👉Sharing my 11 key learnings!
A detailed 🧵 on wealth, kids, freedom, investing & what being “rich” truly means!
👇Dive in..
1. "The magic of starting early"
Wealth rewards those who begin early, not those who rush late.
• ₹5000/month SIP for 30 yrs @12% CAGR = ₹1.75 crore
• ₹15,000/month SIP for 15 yrs = just ₹75 lakh
Starting early buys you compounding. Starting late forces you into a lot of unnecessary catching up. A 25 ys old investor can beat a 40 yr old with 3x salary !
2. "What we think wealth looks like"
In our culture, we often think someone is wealthy if they own a big flat in South Bombay or Gurgaon, take multiple foreign trips a year, drive a luxury SUV & have a consistent flow of income.
But actual wealth looks like:
• Waking up without stress
• Living a life on your own terms
• Earning even when you’re not working
When money stops controlling you & starts working for you, that’s REAL wealth !
Read 12 tweets
Advait Arora Profile picture
Jul 24
What is CDSL? Well, it’s where your Zerodha or Groww demat stocks sit.
What is NSDL? Well it's listing soon so let's explore how these 2 giants differ.
They power India’s ₹500 lakh Cr market.
Let’s compare their structure, scale, profits, growth & investing takeaways.
Mega 🧵... Image
🧩Both NSDL & CDSL do the same core job:
• Enable demat & trading of shares, bonds, ETFs
• Power e-KYC, e-sign, & corporate actions
• Act as the digital backend of India’s stock market
But their revenue models are totally different.
📌 CDSL = Retail engine
• Earns from lakhs of small investors via brokers, fintechs
📌 NSDL = Institutional vault
• Earns from mutual funds, FIIs, insurers, pension funds
Same space, but completely different earning logic
Read 10 tweets
Advait Arora Profile picture
Jul 23
Great digital monopoly: Protean eGov has crashed 53% from ₹2,225 to ₹821, erasing thousands of crores of investor wealth. It looked like the perfect no-risk play into services like PAN cards, e-KYC & e-governance !
Here’s the pump & dump story you & every retail investor must know. 🧵...Image
Numbers getting from bad to worse:

Sales: ₹755 Cr (FY19) → ₹841 Cr (FY25) = 1.8% CAGR, slower than inflation.
Net Profit: ₹124 Cr (FY19) → ₹92 Cr (FY25) = -5% CAGR, a complete decline in profitability.
Operating Margin: 23% → 10%, a 13% collapse in efficiency.
For a stock with 36× P/E, these weak numbers are a disaster waiting to happen.
Bubble Valuations:
P/E: 36 & Price/Book: 3.4, both are high for a flat-growth business.
Price toSales is also at 3.96, not justified when revenues are shrinking.
CMP/FCF: 35, meaning investors are paying ₹35 for every ₹1 of free cash flow.
Even EPS fell from ₹30.9 (FY19) to ₹22.8 (FY25)
Read 6 tweets
Advait Arora Profile picture
Jul 13
My cousin lost ₹4 lakh chasing hype & FOMO stocks. No research, just tips. I sat with him down, reminded him why basics matter & explained 8 simple ratios every investor should know. If you invest in direct stocks, this thread is worth your time.
Sharing the same with you 🧵... Image
1. Price to Earnings (P/E) Ratio
• This tells you how much you’re paying for every ₹1 the company earns
• Example: TCS is at ₹3,600, earns ₹150 per share → P/E = 24
• So you’re paying ₹24 to earn ₹1
• If similar companies are at 18–20 & this is 30, it might be expensive
• High P/E is fine if growth is strong. But if not, think twice
Never judge a stock just by a low or high P/E, Always compare with others in the same sector.
2. PEG Ratio (Price to Earnings Growth)
• This one balances valuation with growth - it’s P/E divided by profit growth
• Example: A stock has P/E of 20, profit grows at 15% → PEG = 1.33
• PEG around 1 is okay
• Below 1 could be undervalued
• Above 2 might be expensive unless the company is growing really fast
PEG is useful when you're comparing fast-growing companies that look pricey at first glance.
Read 10 tweets
Advait Arora Profile picture
Jul 11
🪙While many are talking about gold, #Silver looks like a chupa rustum, it's up over 24% in 2025.
86% of global supply is now eaten by industry & by 2030, solar alone will drive 33% of demand.
Check this 🧵.... on why SILVER could out-shine & which 1 🇮🇳 ETF I like for 👇 Image
📊 In 2015, total industrial demand for silver was 457 million ounces. By 2024, it’s projected to hit 710.9 million ounces, which is a jump of 55%. The demand is not from jewellery or coins, it’s from technology, solar panels, EVs, and electronics. The use case is changing & silver's demand is sticky, not speculative !
📊Demand from electronics alone is up from 272 million oz in 2015 to 486 million oz in 2024 — a 78% surge. Semiconductors, circuit boards, sensors — all rely on silver for conductivity. This demand is sticky, not speculative & the new age world runs on silver tech now.
Read 11 tweets

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