Raghav Wadhwa Profile picture
Feb 10 18 tweets 5 min read Read on X
🚀Aerospace & Defence Companies: Order Book

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

[A thread......]🧵👇 Image
🔶Hindustan Aeronautics Ltd.:

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

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

🔹Market Cap: ₹62,354 Cr
🔹CMP: ₹6,891
🔹P/E Ratio: 77.3
🔹Total Order Book: ₹ 4802 Cr Image
🔶Bharat Dynamics Ltd.:

🔹Market Cap: ₹33,697 Cr
🔹CMP: ₹1,839
🔹P/E Ratio: 70.7
🔹Total Order Book: ₹20,766 Cr Image
🔶Cochin Shipyard Ltd.:

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

🔹Market Cap: ₹13,521 Cr
🔹CMP: ₹3,247
🔹P/E Ratio: 74.0
🔹Total Order Book: ₹13073 Cr Image
🔶Data Patterns (India) Ltd.:

🔹Market Cap: ₹10,500 Cr
🔹CMP: ₹1,876
🔹P/E Ratio: 63.3
🔹Total Order Book: ₹963 Cr Image
🔶Garden Reach Shipbuilders & Engineers Ltd.:

🔹Market Cap: ₹9,951 Cr
🔹CMP: ₹869
🔹P/E Ratio: 36.0
🔹Total Order Book: ₹23,740 Cr Image
🔶Mishra Dhatu Nigam Ltd.:

🔹Market Cap: ₹8,616 Cr
🔹CMP: ₹460
🔹P/E Ratio: 77.6
🔹Total Order Book: ₹1500 Cr Image
🔶Zen Technologies Ltd.:

🔹Market Cap: ₹6,952 Cr
🔹CMP: ₹827
🔹P/E Ratio: 61.3
🔹Total Order Book: ₹1,434 Cr Image
🔶Astra Microwave Products Ltd.:

🔹Market Cap: ₹6,140 Cr
🔹CMP: ₹647
🔹P/E Ratio: 76.6
🔹Total Order Book: ₹1813 Cr Image
🔶MTAR Technologies Ltd.:

🔹Market Cap: ₹6,085 Cr
🔹CMP: ₹1,978
🔹P/E Ratio: 59.0
🔹Total Order Book: ₹998 Cr Image
🔶DCX Systems Ltd.:

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

🔹Market Cap: ₹3,164 Cr
🔹CMP: ₹738
🔹P/E Ratio: 109
🔹Total Order Book: ₹176 Cr Image
🔶Paras Defence and Space Technologies Ltd.:

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

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More from @raghavwadhwa

Feb 8
⚡️Sector: Smart Meters

⚡️8 Leading Companies Driving the Smart Meter Revolution

[A thread.....]🧵👇 Image
🔶Genus Power Infrastructures Ltd.:
🔹It provides a range of Smart Metering Solutions, including Pre-payment Meters, Smart Street Light Management, Net-Metering for rooftop Solar & Gas Meters.
🔹The company has installed 70M+ meters, with ~70% market share in Smart Meters. Image
🔶Key Metrics:
🔹M Cap: ₹8,321 Cr
🔹CMP: ₹323
🔹P/E Ratio: 101
🔹ROCE: 5.77%
🔹OPM: 11.1%
🔹Debt to Equity: 0.29
Read 19 tweets
Feb 8
🛢️Ganesh Benzoplast Ltd: One of the largest Independent Liquid Storage Tank provider.

Detailed Company Analysis🧵👇 Image
✍️Company Overview:
🔹Founded in 1986 as a chemical manufacturing company, later expanding into the Liquid Storage Business, specializing in handling various liquid chemicals, oil products, and manufacturing specialty chemicals, food preservatives, and oil additives.
🔹Emerged as one of the largest independent Liquid Storage Tank (LST) providers, leveraging decades of experience and expertise in the industry.

✍️Subsidiary:
Co has 6 subsidiary Companies
🔹GBl Chemical Ltd is wholly owned subsidiary and is in chemical business. Image
Read 25 tweets
Feb 7
⚡️Power Generation & Distribution companies: CAPEX

⚡️12 Power Generation & Distribution companies with noteworthy CAPEX set to reshape the energy landscape

[A thread......]🧵👇 Image
🔶NTPC Ltd.:

🔹Market Cap: ₹3,20,281 Cr
🔹P/E Ratio: 16.5
🔹Capital Expenditure: ₹22,000+ Cr Image
🔶Power Grid Corporation of India Ltd.:

🔹Market Cap: ₹2,50,372 Cr
🔹P/E Ratio: 16.4
🔹Capital Expenditure: ₹8800 Cr for FY24 Image
Read 15 tweets
Feb 6
📚Infrastructure Companies: Order Book

📚The Order Book Status of 21 Infrastructure Companies that Every Investor should know about

[A thread......]🧵👇 Image
🔶Larsen & Toubro Ltd.:

🔹Market Cap: ₹4,70,708 Cr
🔹P/E Ratio: 37.2
🔹Total Order Book: ₹469,800 Cr Image
🔶Ircon International Ltd.:

🔹Market Cap: ₹21,801 Cr
🔹P/E Ratio: 24.6
🔹Total Order Book: ₹32,152 Cr Image
Read 24 tweets
Feb 6
⚡️Frontier Springs Ltd: A micro-cap company specializing in manufacturing springs, hot-coiled compression springs, and forging items.

🤑A Company with Market Cap of ₹465 Cr aims to reach a ₹500 Cr turnover by 2027📈

Detailed Company Analysis🧵👇 Image
🔶Frontier Springs Ltd.:

🔹The company holds the top position globally in the production of hot wound springs, catering to transportation, industrial, and government sectors.
🔹It has obtained authorization to provide coil springs for metro coaches by Bombardier Inc. Image
🔶Key Metrics:

🔹M Cap: ₹465 Cr
🔹CMP: ₹1,180
🔹P/E: 55.4
🔹ROCE: 13.5%
🔹OPM: 12.7%
🔹D/E: 0.03
🔹3 Years Sales Growth: 2.44%
Read 25 tweets
Feb 3
✨JTL Industries Ltd: A Small Cap Company specializing in the manufacturing and supply of steel tubes, pipes, and related products

📈Company Posts Remarkable 47% Surge in Q3FY24 Net Profit

Detailed Company Analysis🧵👇 Image
🔶JTL Industries Ltd.:
🔹The company operates as a comprehensive producer and distributor of steel tubes, pipes, and related products, with manufacturing operations based in India.
🔹It offers Electric Resistance Welding (ERW) pipes, galvanized pipes, solar structures, and more. Image
🔶Key Metrics:
🔹M Cap: ₹4,615 Cr
🔹CMP: ₹270
🔹P/E Ratio: 38.4
🔹ROCE: 34.6%
🔹OPM: 8.23%
🔹Debt to Equity: 0.12
🔹3 Years Sales Growth: 88.9%
Read 25 tweets

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