Raghav Wadhwa
Raghav Wadhwa

@raghavwadhwa

23 Tweets 4 reads Dec 09, 2023
💰10 Electric/power and electronics companies benefiting from government PLI schemes
💰EMS sector is expected to grow at a CAGR of 33% for next few years
[ A Thread....] 🧵👇
⚡️Blue Star Ltd.:
🔹The company specializes in manufacturing air purifiers, air coolers, water purifiers, cold storage & specialty products.
🔹The company exports HVACR products and solutions to 18 countries in the Middle East, Africa and SAARC.
🔶Key Metrics:
🔹M Cap: ₹20,586 Cr
🔹Current Price: ₹1,001
🔹P/E Ratio: 65.1
🔹ROCE: 24.4%
🔹OPM: 6.46%
🔹3 Years Sales Growth: 14.2%
⚡️Optiemus Infracom Ltd.:
🔹The company is primarily engaged in the manufacturing and distribution of mobile handsets of reputed brands like Nokia and Samsung for last 25 years.
🔶Key Metrics:
🔹M Cap: ₹2,785 Cr
🔹Current Price: ₹325
🔹P/E Ratio: 62.5
🔹ROCE: 13.5%
🔹OPM: 2.92%
🔹3 Years Sales Growth: 52.2%
⚡️Kaynes Technology India Ltd.:
🔹Incorporated in 2008, is a leading end-to-end & IoT solutions-enabled integrated electronics manufacturing company.
🔹The co is primarily engaged in contract designing & manufacturing of PCB assemblies, circuits boards & electronic components.
🔶Key Metrics:
🔹M Cap: ₹13,788 Cr
🔹Current Price: ₹2,371
🔹P/E Ratio: 125
🔹ROCE: 21.5%
🔹OPM: 14.1%
🔹3 Years Sales Growth: 44.5%
⚡️JSW Energy Ltd.:
🔹It serves as the holding company for the JSW group's power business.
🔹The company has its presence across power sectors including generation, power transmission, mining, power plant equipment manufacturing and power trading.
🔶Key Metrics:
🔹M Cap: ₹74,240 Cr
🔹Current Price: ₹451
🔹P/E Ratio: 46.6
🔹ROCE: 7.28%
🔹OPM: 40.2%
🔹3 Years Sales Growth: 7.69%
⚡️Dixon Technologies (India) Ltd.:
🔹The company is one of India's largest LED TV manufacturers, catering to over 35% of the country's demand.
🔹The company is engaged in manufacturing products in the consumer durables, lighting and mobile phones/smart phones markets in India.
🔶Key Metrics:
🔹M Cap: ₹35,663 Cr
🔹Current Price: ₹5,965
🔹P/E Ratio: 116
🔹ROCE: 24.2%
🔹OPM: 4.37%
🔹3 Years Sales Growth: 40.4%
⚡️PG Electroplast Ltd.:
🔹Incorporated in 2003, is the flagship company of PG Group & a leading, diversified Indian Electronic Manufacturing Services provider.
🔹Specializing in ODM, OEM, and Plastic Injection Molding, catering to over 50 prominent Indian and global brands.
🔶Key Metrics:
🔹M Cap: ₹5,909 Cr
🔹Current Price: ₹2,270
🔹P/E Ratio: 59.0
🔹ROCE: 17.3%
🔹OPM: 8.91%
🔹10 Years Sales Growth: 22%
⚡️Netweb Technologies India Ltd.:
🔹Incorporated in 1999, is one of India‘s leading high-end computing solutions (HCS) provider.
🔹It designs, manufactures, and deploys HCS comprising proprietary middleware solutions, end-user utilities, and precompiled application stack.
🔶Key Metrics:
🔹M Cap: ₹5,590 Cr
🔹Current Price: ₹997
🔹P/E Ratio: 119
🔹ROCE: 64.4%
🔹OPM: 15.7%
🔹3 Years Sales Growth: 41.8%
⚡️Syrma SGS Technology Ltd.:
🔹Incorporated in 2004, is a Chennai-based engineering and design company engaged in electronics manufacturing services (EMS).
🔹Its range of products includes printed circuit boards (PCBs), magnetic disk drives and coils, and RFID tags.
🔶Key Metrics:
🔹M Cap: ₹10,991 Cr
🔹Current Price: ₹619
🔹P/E Ratio: 82.6
🔹ROCE: 14.9%
🔹OPM: 7.63%
🔹3 Years Sales Growth: 33.4%
⚡️Crompton Greaves Consumer Electricals Ltd.:
🔹The company is one of the leading consumer companies in India with a 75+ years old brand legacy.
🔹The company operates under two segments: Lighting and Electrical Consumer Durables.
🔶Key Metrics:
🔹M Cap: ₹19,151 Cr
🔹Current Price: ₹299
🔹P/E Ratio: 44.3
🔹ROCE: 16.0%
🔹OPM: 10.4%
🔹3 Years Sales Growth: 15.0%
⚡️Bharat Heavy Electricals Ltd.:
🔹Established in 1964, the company is an integrated power plant equipment manufacturer with operations in the power and industry sectors.
🔹The power group supplies power plant equipment such as turbo generators, boilers, turbines and accessories.
🔶Key Metrics:
🔹M Cap: ₹61,562 Cr
🔹Current Price: ₹177
🔹P/E Ratio: 864
🔹ROCE: 3.33%
🔹OPM: 1.60%
🔹3 Years Sales Growth: 2.87%
⚡️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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