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

Oct 17
💰Debt Reduction

💰18 Companies that have consistently reduced their debt over the last 5 years.

[A thread…]🧵👇 Image
✍️Colgate-Palmolive (India) Ltd:
🔹M Cap: ₹62,236 Cr
🔹Debt : ₹60.84 Cr
🔹Debt Preceding Year: ₹71.75 Cr
🔹Debt 3 Years Back: ₹83.05 Cr
🔹Debt 5 Years Back: ₹101.50 Cr
✍️Kirloskar Brothers Ltd:
🔹M Cap: ₹15,663 Cr
🔹Debt : ₹181.53 Cr
🔹Debt Preceding Year: ₹192.33 Cr
🔹Debt 3 Years Back: ₹396.13 Cr
🔹Debt 5 Years Back: ₹578.08 Cr
Read 21 tweets
Oct 17
💰Smart Money Moves!

💰17 Companies where FIIs & DIIs raised their stakes in the recent quarter

[A thread..]🧵👇 Image
✍️Bajaj Finserv Ltd
🔹Change in FIIs Holding ⬆️0.87%
🔹FIIs Holding 8.40%
🔹Change in DIIs Holding ⬆️1.10%
🔹DIIs Holding 10.09%
✍️Canara Bank Ltd
🔹Change in FIIs Holding ⬆️0.51%
🔹FIIs Holding 11.89%
🔹Change in DIIs Holding ⬆️0.82%
🔹DIIs Holding 12.23%
Read 20 tweets
Oct 16
🛢️ Russia Gives Cheap Oil. The U.S. Gives Pressure. What Should India Choose?

🛢️India imports 36% oil from Russia, but if India reduces Russian oil due to global pressure, what happens to:

✅ Our FX reserves?
✅ Import bill & inflation?
✅ Rupee stability?
✅ U.S. vs Russia pricing power?

Let’s break it down in detail… 👇Image
India is the world’s 3rd largest oil consumer and 2nd largest importer of crude. Because domestic production covers only 15% of its needs, India is heavily dependent on global suppliers.
1️⃣ HOW MUCH CRUDE OIL DOES INDIA IMPORT?
🔹FY 2024-25 average: ~4.9 million barrels per day (mbpd)
🔹Year-on-year growth: +5%
Crude Oil forms ~25% of India’s total import bill
Read 20 tweets
Oct 13
🪔Diwali Picks By Top Brokerage Houses🪔

[A Thread...]🧵👇 Image
🪔HDFC Securities

✨Bank of India: 26% upside
✨JK Lakshmi: 15% upside
✨Jyothy Labs: 14% upside
✨L&T Finance: 30% upside
✨National Aluminium: 24% upside Image
✨Navin Fluorine: 17% upside
✨NCC Ltd: 21% upside
✨PNB Housing: 18% upside
✨Reliance Industries: 21% upside
✨SBI: 19% upside
Read 23 tweets
Oct 11
⚡️LG Electronics India vs Voltas

⚡️A parallel view of two market leaders powering India’s home appliances & cooling ecosystem

Detailed Comparison🧵👇 Image
✍️About the company
🔶LG Electronics India Pvt. Ltd., a key player in India’s home appliances & consumer electronics market (excluding mobile), has built its leadership on strong global parentage, technological innovation, and trusted brand equity. Backed by Interbrand Top 100 (2024) “LG,” the company continues to set industry benchmarks.
🔶Voltas, a trusted Tata Group company with 60+ years of legacy, leads in air conditioning, refrigeration & EPC electro-mechanical projects across India, the Middle East & Singapore. With strong Swiss roots (Volkart Brothers) and expertise in engineering solutions, it excels in project management & industrial services.
Read 24 tweets
Oct 4
✨ Decoding Motilal Oswal’s Bulls & Bears Report (Sep’25)

Sectors where Motilal Oswal is scouting for opportunities

@Raamdeo
A Detailed Thread 🧵👇

Source - Motilal Oswal report Image
📊 This Motilal Oswal report, September 25 version offers a monthly snapshot of India’s equity valuations:
🔹 Compares Indian market valuations vs. global peers
🔹 Tracks sector & company valuation
🔹 Highlights which sectors trade at a premium/discount to long-term averages
✍️Overall Market Summary
Indian markets ended in green in September 2025 after two months of decline; Nifty +0.8% MoM, +4.1% YTD.

🔹 Midcaps (+1.4%) and Smallcaps (+1.9%) outperformed largecaps.

🔹 FIIs recorded heavy outflows (USD 17.5 bn YTD), while DIIs saw record inflows (USD 66.7 bn YTD).

🔹 India’s global market cap share fell to 3.5%, a two-year low.

🔹 Over the last 12 months, MSCI India –12% vs MSCI EM +15%, marking clear underperformanceImage
Read 22 tweets

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