Raghav Wadhwa Profile picture
May 1, 2024 28 tweets 9 min read Read on X
☕️Coffee Can Portfolio

☕️25 small cap companies aligned with Saurabh Mukherjee's Coffee Can Portfolio criteria

[A thread....]🧵👇 Image
✍️Shakti Pumps (India) Ltd:

🔹M Cap: ₹3,970 Cr
🔹P/E: 28
🔹CMP: ₹1,981
🔹OPM: 16.4%
🔹ROCE: 31.4%
🔹Sales Growth: 42%
🔹3 Years Sales Growth: 14% Image
✍️Avantel Ltd:

🔹M Cap: ₹2,785 Cr
🔹P/E: 50.2
🔹CMP: ₹114
🔹OPM: 37.7%
🔹ROCE: 47.5%
🔹Sales Growth: 45%
🔹3 Years Sales Growth: 42% Image
✍️Shilchar Technologies Ltd:

🔹M Cap: ₹4,928 Cr
🔹P/E: 53.6
🔹CMP: ₹6,462
🔹OPM: 28.6%
🔹ROCE: 74.6%
🔹Sales Growth: 42%
🔹3 Years Sales Growth: 50% Image
✍️Gravita India Ltd:

🔹M Cap: ₹6,752 Cr
🔹P/E: 28.2
🔹CMP: ₹978
🔹OPM: 8.97%
🔹ROCE: 27.6%
🔹Sales Growth: 13%
🔹3 Years Sales Growth: 31% Image
✍️Dr Agarwal's Eye Hospital Ltd:

🔹M Cap: ₹1,658 Cr
🔹P/E: 35.8
🔹CMP: ₹ 3,528
🔹OPM: 28.5%
🔹ROCE: 18.0%
🔹Sales Growth: 19%
🔹3 Years Sales Growth: 32% Image
✍️Geojit Financial Services Ltd:

🔹M Cap: ₹2,310 Cr
🔹P/E: 16
🔹CMP: ₹96.6
🔹OPM: 37.1%
🔹ROCE: 18.8%
🔹Sales Growth: 37%
🔹3 Years Sales Growth: 13% Image
✍️Aditya Vision Ltd:

🔹M Cap: ₹4,464 Cr
🔹P/E: 58.7
🔹CMP: ₹3,482
🔹OPM: 9.47%
🔹ROCE: 25.2%
🔹Sales Growth: 31%
🔹3 Years Sales Growth: 18% Image
✍️Fineotex Chemical Ltd:

🔹M Cap: ₹4,189 Cr
🔹P/E: 36.3
🔹CMP: ₹378
🔹OPM: 25.8%
🔹ROCE: 36.5%
🔹Sales Growth: 11%
🔹3 Years Sales Growth: 38% Image
✍️JTL Industries Ltd:

🔹M Cap: ₹3,991 Cr
🔹P/E: 33.2
🔹CMP: ₹233
🔹OPM: 8.23%
🔹ROCE: 34.6%
🔹Sales Growth: 37%
🔹3 Years Sales Growth: 89% Image
✍️Cigniti Technologies Ltd:

🔹M Cap: ₹3,655 Cr
🔹P/E: 19.5
🔹CMP: ₹1,339
🔹OPM: 14.6%
🔹ROCE: 38.2%
🔹Sales Growth: 14%
🔹3 Years Sales Growth: 24% Image
✍️Gensol Engineering Ltd:

🔹M Cap: ₹3,473 Cr
🔹P/E: 64.2
🔹CMP: ₹917
🔹OPM: 26.5%
🔹ROCE: 12.4%
🔹Sales Growth: 138%
🔹3 Years Sales Growth: 69% Image
✍️Shivalik Bimetal Controls Ltd:

🔹M Cap: ₹3,309 Cr
🔹P/E: 44.3
🔹CMP: ₹574
🔹OPM: 24.1%
🔹ROCE: 37.7%
🔹Sales Growth: 12%
🔹3 Years Sales Growth: 31% Image
✍️Vadilal Industries Ltd:

🔹M Cap: ₹3,240 Cr
🔹P/E: 22
🔹CMP: ₹4,506
🔹OPM: 19.8%
🔹ROCE: 25.6%
🔹Sales Growth: 11%
🔹3 Years Sales Growth: 21% Image
✍️Saksoft Ltd:

🔹M Cap: ₹2,965 Cr
🔹P/E: 30.3
🔹CMP: ₹280
🔹OPM: 17.9%
🔹ROCE: 28.4%
🔹Sales Growth: 20%
🔹3 Years Sales Growth: 23% Image
✍️Jash Engineering Ltd:

🔹M Cap: ₹2,471 Cr
🔹P/E: 40.5
🔹CMP: ₹1,996
🔹OPM: 17.4%
🔹ROCE: 22.5%
🔹Sales Growth: 20%
🔹3 Years Sales Growth: 13% Image
✍️Arman Financial Services Ltd:

🔹M Cap: ₹1,975 Cr
🔹P/E: 12.4
🔹CMP: ₹2,017
🔹OPM: 76.4%
🔹ROCE: 18.7%
🔹Sales Growth: 79%
🔹3 Years Sales Growth: 26% Image
✍️Monarch Networth Capital Ltd:

🔹M Cap: ₹1,957 Cr
🔹P/E: 20.2
🔹CMP: ₹578
🔹OPM: 56.8%
🔹ROCE: 31.2%
🔹Sales Growth: 55%
🔹3 Years Sales Growth: 32% Image
✍️Refex Industries Ltd:

🔹M Cap: ₹1,836 Cr
🔹P/E: 15.9
🔹CMP: ₹166
🔹OPM: 10.8%
🔹ROCE: 48%
🔹Sales Growth: 41%
🔹3 Years Sales Growth: 35% Image
✍️Dynacons Systems & Solutions Ltd:

🔹M Cap: ₹1,615 Cr
🔹P/E: 31.2
🔹CMP: ₹1,270
🔹OPM: 7.93%
🔹ROCE: 36.5%
🔹Sales Growth: 23%
🔹3 Years Sales Growth: 35% Image
✍️Advait Infratech Ltd:

🔹M Cap: ₹1,557 Cr
🔹TTM P/E: 89.3
🔹CMP: ₹1,527
🔹OPM: 16.81%
🔹ROCE: 28.7%
🔹Sales Growth: 41%
🔹3 Years Sales Growth: 36% Image
✍️KMC Speciality Hospitals (India) Ltd:

🔹M Cap: ₹1,467 Cr
🔹P/E: 48
🔹CMP: ₹90
🔹OPM: 27%
🔹ROCE: 26.7%
🔹Sales Growth: 18%
🔹3 Years Sales Growth: 17% Image
✍️RACL Geartech Ltd:

🔹M Cap: ₹1,422 Cr
🔹P/E: 34.7
🔹CMP: ₹1,319
🔹OPM: 24%
🔹ROCE: 21.8%
🔹Sales Growth: 20%
🔹3 Years Sales Growth: 19% Image
✍️Likhitha Infrastructure Ltd:

🔹M Cap: ₹1,385 Cr
🔹P/E: 21.8
🔹CMP: ₹351
🔹OPM: 21.3%
🔹ROCE: 36.2%
🔹Sales Growth: 21%
🔹3 Years Sales Growth: 30% Image
✍️Pakka Ltd:

🔹M Cap: ₹1,092 Cr
🔹P/E: 21.1
🔹CMP: ₹279
🔹OPM: 20.8%
🔹ROCE: 28.5%
🔹Sales Growth: 11%
🔹3 Years Sales Growth: 17% Image
✍️Permanent Magnets Ltd:

🔹M Cap: ₹1,068 Cr
🔹P/E: 38.8
🔹CMP: ₹1,241
🔹OPM: 21.1%
🔹ROCE: 40.1%
🔹Sales Growth: 15%
🔹3 Years Sales Growth: 20% 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.

✅Join our Free telegram Channel

✅Subscribe to our YouTube Channel

✅Like & Retweet♻️

✅Visit our website t.me/samarwealth
youtube.com/@raghav.wadhw
samarwealth.com

• • •

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

Keep Current with Raghav Wadhwa

Raghav Wadhwa Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

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

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @raghavwadhwa

Dec 13
✨ All About ETFs: A Detailed Guide to ETF Categories and ETF Funds

A Detailed Thread… 🧵👇 Image
✍️ETFs are exchange-traded funds that track an index or sector, offering diversified exposure, real-time trading, low costs, and high transparency, combining the benefits of mutual funds and stocks.
✍️Types Of ETFs

🔶Index ETFs
🔹Index ETFs are the purest and most widely used form of ETFs. These funds track a broad market index and aim to replicate its performance with minimal tracking error.
Read 24 tweets
Dec 12
🏗️Sector in Momentum: Mining

🏗️Ace Investor Mukul Mahavir Agrawal holds a 1.11% stake in one of the companies.

To know the name, click on the thread🧵👇 Image
1⃣India’s mining and metals sector has entered a decisive structural upcycle, driven by infrastructure-led demand, policy reforms, critical mineral security, and sustained capital investment. As the backbone of steel, power, cement, aluminium, and clean-energy supply chains, the mining industry is no longer a cyclical tailwind; it is emerging as a long-duration strategic asset for India’s economic ambitions.
The sector is rapidly expanding into critical minerals and rare earth elements (REEs), materials essential for electric vehicles, renewable energy, defence manufacturing, electronics, and semiconductors.
Read 48 tweets
Dec 11
🌟Ace Investors’ IPO Picks

🌟IPOs from the Last 6 Months Where India’s Smartest Investors Held a Stake

A Thread....🧵👇 Image
🌟Mr. Mukul Agrawal:
🔹Zelio E-Mobility Ltd: 2.00%
🔹Vikran Engineering Ltd: 1.16%
🔹Laxmi India Finance Ltd: 3.83%
🔹Monolithisch India Ltd: 3.00%
🔹Connplex Cinemas Ltd: 2.96% (Sanshi Fund - I)
🌟Mr. Ashish Kacholia:
🔹Shree Refrigerations Ltd: 3.42%
🔹Vikran Engineering Ltd: 1.52%
🔹Jain Resource Recycling Ltd: 1.14%
🔹M & B Engineering Ltd: 1.27%
Read 7 tweets
Dec 9
🌟When smart money overlaps, pay attention

🌟Companies Where Multiple Ace Investors Bet on the Same Company

A Thread......🧵👇 Image
✍️ Vasa Denticity Ltd:
Vasa Denticity is a Dental Products e-commerce company with 20,000+ SKUs, 30 owned Brands, and 300+ Domestic and international Brand tie-ups. It specializes in Orthodontics, Endodontics, Oral Surgery, diagnosis, treatment, and aesthetics.
🌟Mr. Mukul Aggarwal:
🔹Holding stake: 2%
🔹Holding value: ₹23 Cr.

🌟Mr. Ashish Kacholia
🔹Holding stake: 4%
🔹Holding value: ₹35 Cr.
Read 21 tweets
Dec 2
🏦Parag Parikh Flexi Cap Fund Vs Helios Flexi Cap Fund

A detailed comparison of two Flexi Cap funds — their philosophy, performance, and sectoral preferences....... 🧵👇 Image
1⃣About the Funds
🔶Parag Parikh Flexi Cap Fund
🔹Launched in 2013, PPFAS follows a value-driven, long-term approach with limited global exposure. It invests in quality businesses with steady earnings and strong governance, maintaining a large-cap bias.
It has built a consistent track record of stable compounding and lower volatility over the years.
Read 28 tweets
Dec 1
💰High Dividend Paying Companies

💰Build a Passive Income with Dividends

A thread of 15 high dividend stocks and the filteration crieteria used 🧵👇 Image
✍️The Filter Used:

🔸Market Capitalization more than 5000 Cr
🔸Dividend yield more than 2
🔸Average 5 year dividend more than 0
🔸Dividend last year more than Average 5years dividend
🔶Coal India Ltd

🔹Market Cap: ₹ 2,34,278.09 Cr
🔹Dividend Yield: 6.98%
🔹Dividend Payout: 46.19%
🔹Sales Growth 3 years: 9.33%
🔹Profit growth 3 years: 26.74%
Read 18 tweets

Did Thread Reader help you today?

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!

Follow Us!

:(