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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More from @raghavwadhwa

Mar 31
🏦Where Is the Smart Money Going?

🏦Parag Parikh Flexi Cap has picked up:
🔹 Cipla
🔹 Zydus
🔹 HDFC Bank
🔹 Narayana Hrudayalaya

8 more mutual funds and their Top Buys recently in the thread below🧵👇
✍️Parag Parikh Flexi Cap
🔹Dr Reddys Laboratories Ltd
🔹Cipla Ltd
🔹Zydus Lifesciences Ltd
🔹Narayana Hrudayalaya Ltd
🔹HDFC Bank Ltd
✍️Tata Small Cap Fund
🔹Godrej Industries Ltd
🔹Redington Ltd
🔹Kirloskar Pneumatic Company Ltd
🔹Sundrop Brands Ltd
🔹Suven Pharmaceuticals Ltd
Read 12 tweets
Mar 29
💰Promoters Buying

💰24 companies in which promoters have bought shares from the open market in the last 15 days

[A thread...]🧵👇 Image
✍️Mangalam Cement Ltd:
🔹The Company sells regular OPC, PPC cements, and clinker under the brand Birla Uttam.

🔸P/E: 46.6
🔸ROCE: 11.9 %
🔸EV/EBITDA: 12.1
🔸Total Transaction Value of Promoter Buying: 26,01,89,969 Image
✍️Sundrop Brands Ltd:
🔹Agro Tech Foods Ltd is primarily engaged in the business of manufacturing and trading edible oils and food products.

🔸P/E: 414
🔸ROCE: 2.69 %
🔸EV/EBITDA: 87.4
🔸Total Transaction Value of Promoter Buying: 14,26,38,043 Image
Read 27 tweets
Mar 27
💰FIIs Favourites

💰19 companies that witnessed consistent FII buying over the years

[A thread....]🧵👇 Image
✍️Computer Age Management Services Ltd:

🔹FII Holding: 57.63%
🔹P/E: 42.3
🔹Change in FII Holding⬆️1.10%
🔹Change in FII Holding 3 Years⬆️27.20% Image
✍️Zen Technologies Ltd:

🔹FII Holding: 8.29%
🔹P/E: 62.3
🔹Change in FII Holding⬆️2.57%
🔹Change in FII Holding 3 Years⬆️7.94% Image
Read 21 tweets
Mar 25
🚨Bulk Deals

🚨Mutual Funds Activity Alert: 17 Bulk Deals You Shouldn’t Miss

[A thread..]🧵👇 Image
⚡️Ami Organics Ltd:

🚨BULK DEAL:
🔹Vanguard Total International Stock Index Fund bought 2,43,115 shares @ ₹2425.43 Image
⚡️Brookfield India Real Estate Trust:

🚨BULK DEAL:
🔹Vanguard Total International Stock Index Fund bought 58,95,237 shares @ ₹308.45
🔹Vanguard Emerging Markets Stock Index Fund bought 47,98,016 shares @ ₹308.45 Image
Read 20 tweets
Mar 25
🌟Andhra Pradesh is quietly becoming India’s next big EMS hub — attracting ₹9,700 Cr from top brands like Carrier Global, LG Electronics & more.

Which Listed Companies are Setting Up in Andhra Pradesh and Why?🧵👇 Image
✅1. Strategic Expansions:
🔹In December 2024, EPACK Durable initiated the construction of a new manufacturing plant in Sri City, Andhra Pradesh, with an investment of ₹191 crore.
🔹Blue Star Ltd plans to enhance its manufacturing capacity to 1.8 million room air conditioners by the fiscal year 2025-26. This expansion includes a ₹200 crore investment in the third phase of its Sri City plant, aiming to increase production by 1.2 million units.
Read 22 tweets
Mar 15
💰Promoters Buying

💰22 Companies in which Promoters have bought shares from the Open Market in the last month.

[A thread...]🧵👇 Image
✍️W S Industries (India) Ltd:
🔹WSIL is a global EPC company specializing in infrastructure, commercial projects, electrical substations, and transmission projects for the government and private sectors.

🔸P/E: 194
🔸ROCE: 25.2 %
🔸EV/EBITDA: 20.6
🔸Total Transaction Value of Promoter Buying: 1,52,40,907Image
✍️Solarium Green Energy Ltd:
🔹Company is a solar energy company that specializes in integrated solar solutions and turnkey services

🔸P/E: 30.4
🔸ROCE: 56.3 %
🔸EV/EBITDA: 20.5
🔸Total Transaction Value of Promoter Buying: 2,42,01,651 Image
Read 25 tweets

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