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Raghav Wadhwa

@raghavwadhwa

Jun 6, 2024 • 13 tweets • 5 min read • Read on X

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⚡️10 companies based out of Andhra Pradesh in focus as Chandrababu Naidu becomes the kingmaker in the NDA Govt

[A thread..]🧵👇

✍️Amara Raja Energy & Mobility Ltd:
A leading manufacturer of lead-acid batteries for industrial and automotive applications, with seven manufacturing facilities in Andhra Pradesh, India.

🔹M Cap: ₹ 24,153 Cr
🔹P/E: 26.6
🔹CMP: ₹ 1,320
🔹3 Years Sales Growth: 16.4%

✍️Epack Durable Ltd:
Company operates as an Original Design Manufacturer (ODM) specializing in room air conditioners (RAC). It boasts three manufacturing facilities, one situated in Sricity, Andhra Pradesh.

🔹M Cap: ₹1,700 Cr
🔹P/E: 48.1
🔹CMP: ₹178
🔹3 Years Sales Growth: 24.5%

✍️Pondy Oxides & Chemicals Ltd:
POCL converts lead scraps into pure lead and alloys, operating three facilities in India, including one in Chittoor, Andhra Pradesh which is close to the Amara Raja plant.

🔹M Cap: ₹768 Cr
🔹P/E: 19.4
🔹CMP: ₹661
🔹3 Years Sales Growth: 14.9%

✍️CCL Products (India) Ltd:
Company produces and distributes coffee, with freeze-dried instant coffee plants in Duggirala and Kuvvakoli, Andhra Pradesh.

🔹M Cap: ₹7,618 Cr
🔹P/E: 30.4
🔹CMP: ₹570
🔹3 Years Sales Growth: 28.8%

✍️Heritage Foods Ltd:
Engaged in procuring and processing milk and dairy products, it is one of South India's largest private dairies with a significant market share in Andhra Pradesh, Telangana, Karnataka, and Tamil Nadu.

🔹M Cap: ₹5,471 Cr
🔹P/E: 51.3
🔹CMP: ₹590
🔹3 Years Sales Growth: 15.3%

✍️Dodla Dairy Ltd:
A leading South Indian dairy company, operates 15 plants (22+ LLPD capacity) and 110+ chilling centers, with an additional cattle feed facility in Andhra Pradesh.

🔹M Cap: ₹5,509 Cr
🔹P/E: 33.0
🔹CMP: ₹926
🔹3 Years Sales Growth: 17.2%

✍️Nelcast Ltd:
The company manufactures iron castings at plants in Andhra Pradesh and Tamil Nadu, serving M&HCV, tractor industries, and rail projects.

🔹M Cap: ₹1,195 Cr
🔹P/E: 29.6
🔹CMP: ₹137
🔹3 Years Sales Growth: 27.2%

✍️Apex Frozen Foods Ltd:
Company exports shelf-stable aquaculture products, with processing facilities in Kakinada, G. Ragampeta, and Bapatla, supported by cold storage and freezing-capable vehicles.

🔹M Cap: ₹686 Cr
🔹P/E: 47.0
🔹CMP: ₹220
🔹3 Years Sales Growth: -0.59%

✍️Avanti Feeds Ltd:
Company produces shrimp feed, exports processed shrimp, and operates 7 manufacturing plants, with 6 in Andhra Pradesh and 1 in Gujarat.

🔹M Cap: ₹7,698 Cr
🔹P/E: 21.6
🔹CMP: ₹565
🔹3 Years Sales Growth: 9.40%

✍️Divi's Laboratories Ltd:
Company manufactures and exports APIs, intermediates, and nutraceutical ingredients, with 3 R&D centers and 6 multi-purpose manufacturing facilities, including 2 in Telangana and 4 in Visakhapatnam, Andhra Pradesh.

🔹M Cap: ₹1,17,868 Cr
🔹P/E: 73.6
🔹CMP: ₹4,440
🔹3 Years Sales Growth: 4.02%

⚡️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

Raghav Wadhwa

@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.

Read 13 tweets

Raghav Wadhwa

@raghavwadhwa

Jan 15

🏦NFO Alert🚀

🏦 Parag Parikh Large Cap Fund NFO opens on January 19

A detailed thread… 🧵👇

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

Raghav Wadhwa

@raghavwadhwa

Jan 6

✨Union Budget 2026–27

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

A detailed analysis 🧵👇

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.

🔹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.

Read 15 tweets

Raghav Wadhwa

@raghavwadhwa

Dec 30, 2025

⚡️The Next Sectoral Rotation

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

A Detailed Thread🧵👇

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%.

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

Raghav Wadhwa

@raghavwadhwa

Dec 29, 2025

✨Hindustan Zinc Ltd V/s Hindustan Copper Ltd

✨ Comparison of Two Leading Mining & Metals Companies

A Detailed Comparison......🧵👇

✍️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

Raghav Wadhwa

@raghavwadhwa

Dec 27, 2025

⚡️8 Metal Stocks Still Below Their 52-Week Highs

⚡️Will They Be the First to Move Next?

A Thread...🧵👇

✍️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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