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.
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More from @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. Image
Image
Read 13 tweets
Jan 15
🏦NFO Alert🚀

🏦 Parag Parikh Large Cap Fund NFO opens on January 19

A detailed thread… 🧵👇 Image
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
Jan 6
✨Union Budget 2026–27

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

A detailed analysis 🧵👇 Image
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.Image
🔹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.Image
Read 15 tweets
Dec 30, 2025
⚡️The Next Sectoral Rotation

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

A Detailed Thread🧵👇 Image
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%.Image
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
Dec 29, 2025
✨Hindustan Zinc Ltd V/s Hindustan Copper Ltd

✨ Comparison of Two Leading Mining & Metals Companies

A Detailed Comparison......🧵👇 Image
✍️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
Dec 27, 2025
⚡️8 Metal Stocks Still Below Their 52-Week Highs

⚡️Will They Be the First to Move Next?

A Thread...🧵👇 Image
✍️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

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