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Jun 6, 2024 13 tweets 5 min read Read on X
⚡️10 companies based out of Andhra Pradesh in focus as Chandrababu Naidu becomes the kingmaker in the NDA Govt

[A thread..]🧵👇 Image
✍️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% Image
✍️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%Image
✍️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% Image
✍️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% Image
✍️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%Image
✍️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% Image
✍️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% Image
✍️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% Image
✍️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% Image
✍️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%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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Jul 8
⚡️Prostarm Info Systems V/s Servotech Renewable Power System

⚡️A comparison of two promising players in energy storage, solar, and EV charging

A detailed comparison 🧵👇 Image
✍️About the Company:
🌟Prostarm Info Systems Ltd:
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💰Orderbook > Revenue

💰26 Companies with Order Books that exceed their Revenue across Different Sectors

[A Thread...]🧵👇Image
✍️KNR Constructions Ltd:

🔹M Cap: ₹ 6,299 Cr.
🔹P/E: 5.65
🔹FY25 Revenue: ₹4,753 Cr
🔹Order Book: ₹ 5,052 Cr
🔹Order Book to Revenue Ratio: 1.06x Image
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🔹M Cap: ₹ 14,112 Cr.
🔹P/E: 17.2
🔹FY25 Revenue: ₹22,199 Cr
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🔹Order Book to Revenue Ratio: 3.22x Image
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🛍️V2 Retail V/s Baazar Style Retail V/s V-Mart Retail

🛍️An In-Depth Comparative Analysis of Key Players in the Retail Fashion Space

Detailed Comparison🧵👇 Image
✍️Company Overview:
🔶V2 Retail Ltd
🔹A value fashion retailer focused on Tier-II and Tier-III cities, V2 Retail offers affordable apparel and lifestyle products. The company is known for targeting the growing neo-middle-class consumer segment.
🔶Baazar Style Retail Ltd
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⚡️An In-Depth Comparative Analysis of Key Players in the Transformer Industry

Detailed Comparison🧵👇 Image
✍️About the Company:
🔶Quality Power Electrical Equipments Ltd:
🔹Provides high-voltage solutions for energy transition, focusing on power generation, transmission, and automation. It is among the few global makers of HV equipment for HVDC and FACTS systems.
🔶Transformers & Rectifiers India Ltd:
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⚡️An In-Depth Comparative Analysis of the Leading Players in the Forging Industry

[A thread...]🧵👇 Image
🔶About the Company:

⚡️Balu Forge Industries Ltd.:
🔹The company is engaged in the manufacturing of fully finished and semi-finished forged crankshafts and Forged Components.
🔹It has the capability to manufacture components conforming to the New Emission Regulations & the New Energy VehiclesImage
⚡️Happy Forgings Ltd.:
🔹The company is an Indian manufacturer specializing in designing and manufacturing heavy forgings and high-precision machined components.
🔹HFL is the 4th largest manufacturer of complex and safety-critical, heavy-forged, and precision-machined components in India by forging capacityImage
Read 37 tweets
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🌟Comparing two key players in India’s smart metering industry

[A thread....]🧵👇 Image
✍️About the Company:

🔶HPL Electric & Power Ltd:
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🔹It caters to a wide spectrum of customer segments, such as power utilities, government agencies, and retail and institutional customers, with a strong brand recall as a trusted electrical brand.Image
🔶Genus Power Infrastructures Ltd:
🔹The company is engaged in manufacturing and providing Metering and Metering Solutions and undertaking 'Engineering, Construction, and Contracts' on a turnkey basis (core business division). Image
Read 21 tweets

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