Raghav Wadhwa Profile picture
May 1 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

May 1
👑Monopoly Businesses👑

👑30 Monopoly Companies holding a Dominant position in their respective markets

[A thread....]🧵👇 Image
✍️Synergy Green Industries Ltd:
Company is engaged in the business of foundries i.e. manufacturing of wind turbine casting and other large precision castings.

🔹M Cap: ₹516 Cr
🔹Monopoly: 80% market share in Wind. Image
✍️Gabriel India Ltd:
Co is involved in the manufacturing of a wide range of ride control products, including shock absorbers, struts and front forks.

🔹M Cap: ₹5,641 Cr
🔹Monopoly: 89% market share in Shock Absorber Image
Read 34 tweets
Apr 30
🧪J.G.Chemicals Ltd🧪
Newly listed Small cap company, a Leading producer of Zinc Oxide in India

[A thread..]🧵👇 Image
🔶J.G.Chemicals Ltd.:
🔹The company, a part of the BDJ Group, has been producing Zinc Oxide since its establishment in 1975.
🔹The BDJ group, led by the "Jhunjhunwala" Family, has contributed significantly to various Indian industries for over 90 years.
🔹It is India's largest zinc oxide manufacturer having the capability to produce up to 80 grades of Zinc oxide and a top-10 global producer, using the widely adopted French process technology.
🔹As of March 2022, it holds a 30% market share.
Read 25 tweets
Apr 29
⚡️Order Book: Transformer Companies

⚡️The Order Book status of 8 Transformer manufacturing companies that are well-positioned for future growth in the energy sector

[A thread..]🧵👇 Image
✍️Transformers & Rectifiers India Ltd:

🔹M Cap: ₹9,366 Cr
🔹CMP: ₹657
🔹P/E: 212
🔹ROCE: 14.8%
🔹Total Orderbook: ₹2,582 Cr Image
✍️Voltamp Transformers Ltd:

🔹M Cap: ₹10,493 Cr
🔹CMP: ₹10,372
🔹P/E: 36.1
🔹ROCE: 25.1%
🔹Total Orderbook: ~ ₹1500 Cr Image
Read 11 tweets
Apr 24
📊Stock Split

📊15 companies that recently underwent stock splits, reflecting changes in their market strategies and shareholder offerings

[A thread...]🧵👇 Image
🔶Bharat Bijlee Ltd.: (M Cap: ₹3,871 Cr)
🔹Stock Split Ratio: 10 : 5
🔹Old Face Value: ₹10
🔹New Face Value: ₹5
🔹CMP: ₹3,423 Image
🔶Suratwwala Business Group Ltd.: (M Cap: ₹1,587 Cr)
🔹Stock Split Ratio: 10 : 1
🔹Old Face Value: ₹10
🔹New Face Value: ₹1
🔹CMP: ₹91.5 Image
Read 18 tweets
Apr 23
💰Results Update: Q4FY24 (20.04.24 to 22.04.24)

💰9 Companies with stellar performance in latest quarter earnings report

[A thread..]🧵👇 Image
✍️Piccadily Agro Industries Ltd:⭐️⭐️⭐️⭐️⭐️

🔶M Cap: ₹4,933 Cr
🔹Revenue from operations at ₹269 Cr, up 35% YOY and 51% QOQ.
🔹Operating Profit at ₹67 Cr Vs ₹15 Cr.
🔹Great OPM expansion at 25% Vs 7%.
🔹PAT at ₹43 Cr Vs ₹5 Cr
🔹Segment Revenue:
Sugar: 34%
Distillery: 66% Image
✍️Tejas Networks Ltd:⭐️⭐️⭐️⭐️⭐️

🔶M Cap: ₹18,436 Cr
🔹Revenue at ₹1,171 Cr, up 291% YOY.
🔹Operating Profit at ₹150 Cr Vs ₹-8 Cr.
🔹OPM at -3% Vs 13%.
🔹PAT at ₹147 Cr Vs ₹-11 Cr
🔹Orderbook: ₹8221 Cr
🔹During Q4, Co granted 22 patents, taking total patent count to 335. Image
Read 12 tweets
Apr 17
✍️Savita Oil Technologies Ltd: A Small Cap Company engaged in Lubricants, Coolants etc

✍️A Proxy Play to Automobile and Power Industry

Detailed company analysis👇 Image
🔸Savita Oil Technologies Limited, established in 1961, is a specialty petroleum products company engaged in manufacturing Transformer Oils, White Oils etc.
🔹A wide range of lubricants, greases, and coolants of the Co are sold to retail customers under the brand SAVSOL.
🔹The Co manufactures products like Transformer Oils, Liquid Paraffins, White Oils, Automotive and Industrial Lubricants, Coolants and Greases, among others. These products are essentially obtained through refining base oil, and topped with additives to derive the required characteristics.
Read 17 tweets

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