Post

How to get URL link on X (Twitter) App

On the Twitter thread, click on or icon on the bottom
Click again on or Share Via icon
Click on Copy Link to Tweet
Paste it above and click "Unroll Thread"!
More info at Twitter Help

Raghav Wadhwa

@raghavwadhwa

Feb 10, 2024 • 18 tweets • 5 min read • Read on X

Scrolly

🚀Aerospace & Defence Companies: Order Book

🚀The Order Book status of 15 key industry players shaping the Aerospace and Defence landscape

[A thread......]🧵👇

🔶Hindustan Aeronautics Ltd.:

🔹Market Cap: ₹1,98,315 Cr
🔹CMP: ₹2,965
🔹P/E Ratio: 32.8
🔹Total Order Book: ₹82,000+ Cr

🔶Bharat Electronics Ltd.:

🔹Market Cap: ₹1,32,051 Cr
🔹CMP: ₹181
🔹P/E Ratio: 37.0
🔹Total Order Book: ₹76,000 Cr Approx.

🔶Solar Industries India Ltd.:

🔹Market Cap: ₹62,354 Cr
🔹CMP: ₹6,891
🔹P/E Ratio: 77.3
🔹Total Order Book: ₹ 4802 Cr

🔶Bharat Dynamics Ltd.:

🔹Market Cap: ₹33,697 Cr
🔹CMP: ₹1,839
🔹P/E Ratio: 70.7
🔹Total Order Book: ₹20,766 Cr

🔶Cochin Shipyard Ltd.:

🔹Market Cap: ₹23,221 Cr
🔹CMP: ₹883
🔹P/E Ratio: 42.4
🔹Total Order Book: ₹21,500 Cr Approx.

🔶BEML Ltd.:

🔹Market Cap: ₹13,521 Cr
🔹CMP: ₹3,247
🔹P/E Ratio: 74.0
🔹Total Order Book: ₹13073 Cr

🔶Data Patterns (India) Ltd.:

🔹Market Cap: ₹10,500 Cr
🔹CMP: ₹1,876
🔹P/E Ratio: 63.3
🔹Total Order Book: ₹963 Cr

🔶Garden Reach Shipbuilders & Engineers Ltd.:

🔹Market Cap: ₹9,951 Cr
🔹CMP: ₹869
🔹P/E Ratio: 36.0
🔹Total Order Book: ₹23,740 Cr

🔶Mishra Dhatu Nigam Ltd.:

🔹Market Cap: ₹8,616 Cr
🔹CMP: ₹460
🔹P/E Ratio: 77.6
🔹Total Order Book: ₹1500 Cr

🔶Zen Technologies Ltd.:

🔹Market Cap: ₹6,952 Cr
🔹CMP: ₹827
🔹P/E Ratio: 61.3
🔹Total Order Book: ₹1,434 Cr

🔶Astra Microwave Products Ltd.:

🔹Market Cap: ₹6,140 Cr
🔹CMP: ₹647
🔹P/E Ratio: 76.6
🔹Total Order Book: ₹1813 Cr

🔶MTAR Technologies Ltd.:

🔹Market Cap: ₹6,085 Cr
🔹CMP: ₹1,978
🔹P/E Ratio: 59.0
🔹Total Order Book: ₹998 Cr

🔶DCX Systems Ltd.:

🔹Market Cap: ₹3,813 Cr
🔹CMP: ₹342
🔹P/E Ratio: 45.8
🔹Total Order Book: ₹1300 Cr Approx.

🔶Ideaforge Technology Ltd.:

🔹Market Cap: ₹3,164 Cr
🔹CMP: ₹738
🔹P/E Ratio: 109
🔹Total Order Book: ₹176 Cr

🔶Paras Defence and Space Technologies Ltd.:

🔹Market Cap: ₹3,013 Cr
🔹CMP: ₹772
🔹P/E Ratio: 92.0
🔹Total Order Book: ₹650+ Cr

⚡️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.

✅Follow <@raghavwadhwa> for more insights on Micro cap companies and various sectors.

✅Join our Free telegram Channel

✅Like & Retweet♻️

✅Visit our website t.me/samarwealth
samarwealth.com

• • •

Missing some Tweet in this thread? You can try to force a refresh

This Thread may be Removed Anytime!

Twitter may remove this content at anytime! Save it as PDF for later use!

More from @raghavwadhwa

Raghav Wadhwa

@raghavwadhwa

Jan 16

✨Why are all Silver ETFs' prices different?

➡️Nippon India Silver ETF: 269.44
➡️Zerodha Silver ETF: 28.63
➡️ICICI Prudential Silver ETF: 281.67

Even though all track the same silver, the screen price varies a lot.

Here’s the real reasons 🧵👇

1⃣ETF unit price is not the “silver price.”
ETF price is just the NAV per unit.

And NAV per unit depends on how the fund was launched + units created.

So one ETF can be ₹80 and another ₹200. Both can still be tracking silver correctly.

✅Example 1 (Nippon vs ICICI)

Nippon Silver ETF traded between ₹261–₹269.8 today with a NAV of ₹264.65, while ICICI Prudential Silver ETF traded at a higher range, ₹273.67–₹282 with a NAV of ₹276.21.

Read 13 tweets

Raghav Wadhwa

@raghavwadhwa

Jan 15

🏦NFO Alert🚀

🏦 Parag Parikh Large Cap Fund NFO opens on January 19

A detailed thread… 🧵👇

1⃣PPFAS Mutual Fund has announced the launch of its new equity scheme, the Parag Parikh Large Cap Fund. The New Fund Offer (NFO) will open on January 19 and close on January 30, during which investors can subscribe at the launch price.

The fund marks PPFAS’s entry into the pure large-cap category, complementing its existing flexi-cap and ELSS offerings.

Read 22 tweets

Raghav Wadhwa

@raghavwadhwa

Jan 6

✨Union Budget 2026–27

✨5 sectors are expected to benefit from the Union Budget 2026

A detailed analysis 🧵👇

1⃣The Macro-Economic Blueprint
The government is expected to stick to a disciplined fiscal glide path while attempting to revive rural and middle-class consumption.

🔹Fiscal Deficit: After targeting 4.4% of GDP in FY26, the government may set a tighter target of 4.0% to 4.2% for FY27 to reach the long-term goal of <3.5% by 2030-31.

🔹Nominal GDP Growth: Projected to be pegged at 10.5% – 11.0% for the fiscal year, accounting for real growth of ~7% and moderate inflation.

🔹Gross Borrowing: Likely to be contained around ₹14.5 – ₹15.0 lakh crore, signaling to global bond markets (like J.P. Morgan Emerging Market Index) that India is a stable investment destination.

Read 15 tweets

Raghav Wadhwa

@raghavwadhwa

Dec 30, 2025

⚡️The Next Sectoral Rotation

⚡️2025 Was the Year of Metals; 2026 Could Be the Year of Commercial Vehicles

A Detailed Thread🧵👇

1⃣India’s commercial vehicle (CV) sector is slowly coming out of a weak phase and is now moving towards a fresh growth cycle. Especially in Medium & Heavy Commercial Vehicles (MHCVs), the signs of a new uptrend are clearly visible. Industry growth, which remained muted in the past few years, is now expected to accelerate to 8% in FY26 and 10% in FY27, compared with earlier expectations of 4–5%.

This revival is being driven by multiple structural and cyclical factors. Freight rates have improved, which has significantly boosted profitability for fleet operators. Lower GST rates have improved vehicle affordability,

Read 29 tweets

Raghav Wadhwa

@raghavwadhwa

Dec 29, 2025

✨Hindustan Zinc Ltd V/s Hindustan Copper Ltd

✨ Comparison of Two Leading Mining & Metals Companies

A Detailed Comparison......🧵👇

✍️About the company:
🔷Hindustan Zinc Ltd:
🔸Hindustan Zinc is the world’s 2nd largest integrated zinc producer and the 3rd largest silver producer globally, with an annual silver capacity of 800 MT. It commands 75% market share in India’s zinc market and has integrated zinc-lead mines and smelting complexes across Rajasthan.

🔸Hindustan Zinc is self-sufficient in power with captive thermal power plants and has ventured into green energy by settingup wind power plants. World’s largest underground (UG) zinc mining operations at Rampura Agucha.

Read 27 tweets

Raghav Wadhwa

@raghavwadhwa

Dec 27, 2025

⚡️8 Metal Stocks Still Below Their 52-Week Highs

⚡️Will They Be the First to Move Next?

A Thread...🧵👇

✍️Sarda Energy & Minerals Ltd:
Sarda Energy & Minerals Limited is the flagship company of Sarda Group and is engaged in the production of steel, ferro alloys, and power.

🔸M Cap: ₹18,435 Cr.
🔸P/E: 17.3
🔸Down from 52w high: 18.2%

✍️Maan Aluminium Ltd:
Maan Aluminium Ltd is in the business of manufacturing & trading of aluminium profiles, anodizing and fabrication of profiles, aluminium ingots, aluminium billets, etc.

🔸M Cap: ₹892 Cr.
🔸P/E: 57.6
🔸Down from 52w high: 11.5%

Read 11 tweets

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Share this page!

Enter URL or ID to Unroll

Raghav Wadhwa

Try unrolling a thread yourself!

More from @raghavwadhwa

Raghav Wadhwa

Raghav Wadhwa

Raghav Wadhwa

Raghav Wadhwa

Raghav Wadhwa

Raghav Wadhwa

Did Thread Reader help you today?

Don't want to be a Premium member but still want to support us?

Send Email!