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.

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1⃣The semiconductor industry is at a structural inflection point. What was once a cyclical sector driven by PCs and smartphones has now transformed into the backbone of global technological innovation, economic growth, and national security.
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✍️Battery Energy Storage System:
🔹This is an advanced technological solution that allows energy storage in multiple ways for later use.
🔹Given the possibility that an energy supply can experience fluctuations due to weather, blackouts, or geopolitical reasons, battery systems are vital for utilities, businesses, and homes to achieve a continual power flow.Image
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✍️About the company:
🔶Action Construction Equipment Ltd:
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✍️About the Company:
🔶Pennar Industries Ltd:
🔹PIL is a multi-location, multi-product company manufacturing precision engineering products, pre-engineered building systems, hydraulics, and warehousing solutions. It has a presence in India, the US, and France. Image
🔶Interarch Building Solutions Ltd:
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