Raghav Wadhwa
Raghav Wadhwa

@raghavwadhwa

25 Tweets 26 reads Jan 15, 2024
🗼Powering India 24x7, Indian government aims for Round-The-Clock Power Supply across the country by March 2025
🗼22 Companies from the Energy ecosystem that might benefit from govt's ambitious goal
[A thread.....]🧵👇
✍️Voltamp Transformers Ltd:
Co manufactures electrical transformers, including oil-filled power and distribution transformers of various classes.
🔹M Cap: ₹6,851 Cr
🔹P/E: 27.8
🔹CMP: ₹6,771
🔹3 Years Sales Growth: 17.3%
✍️Transformers & Rectifiers India Ltd:
It is a manufacturer of Power, Furnace & Rectifier Transformers, offering a diverse range including power transformers (up to 1,200kV) & distribution transformers.
🔹M Cap: ₹3,827 Cr
🔹P/E: 313
🔹CMP: ₹268
🔹3 Years Sales Growth: 25.4%
✍️Bharat Bijlee Ltd:
Co is engaged in manufacturing of transformers, electric motors, elevator systems, drives and automation.
🔹M Cap: ₹2,557 Cr
🔹P/E: 23.2
🔹CMP: ₹4,524
🔹3 Years Sales Growth: 15.2%
✍️Shilchar Technologies Ltd:
Co is engaged in the business of manufacturing Electronics & Telecom and Power & Distribution transformers.
🔹M Cap: ₹2,001 Cr
🔹P/E: 29
🔹CMP: ₹2,624
🔹3 Years Sales Growth: 57.8%
✍️Indo Tech Transformers Ltd:
Co manufactures transformers for transferring electricity between circuits with changing voltage levels but a constant frequency.
🔹M Cap: ₹938 Cr
🔹P/E: 27.8
🔹CMP: ₹883
🔹3 Years Sales Growth: 21.8%
✍️Siemens Ltd:
Co focused on industry, infrastructure, digital transformation, transport as well as transmission and generation of electrical power.
🔹M Cap: ₹1,48,502 Cr
🔹P/E: 77.7
🔹CMP: ₹4,170
🔹3 Years Sales Growth: 22.1%
✍️Bharat Heavy Electricals Ltd:
Co designs, manufactures, and services power plant equipment and products for sectors like power, transmission, industry, transportation etc.
🔹M Cap: ₹70,059 Cr
🔹P/E: 983
🔹CMP: ₹201
🔹3 Years Sales Growth: 2.87%
✍️CG Power & Industrial Solutions Ltd:
Co offers energy management solutions to utilities, industries, and consumers in two segments: Power Systems and Industrial Systems.
🔹M Cap: ₹69,911 Cr
🔹P/E: 80
🔹CMP: ₹458
🔹3 Years Sales Growth: 10.9%
✍️Torrent Power Ltd:
It is a top-tier integrated power utility company in India, operating in generation, transmission, and power distribution across Gujarat, Maharashtra, Uttar Pradesh, and Karnataka.
🔹M Cap: ₹48,749 Cr
🔹P/E: 22.4
🔹CMP: ₹1,014
🔹3 Years Sales Growth: 23%
✍️SJVN Ltd:
Co generates electricity and operates projects in India (Himachal Pradesh, Uttarakhand, Bihar, Maharashtra, Gujarat) and neighboring countries (Nepal, Bhutan).
🔹M Cap: ₹40,280 Cr
🔹P/E: 38.9
🔹CMP: ₹102
🔹3 Years Sales Growth: 2.82%
✍️CESC Ltd:
Co distributes electricity and generates power in a 567 square kilometer area in West Bengal, serving millions of customers in Kolkata, North & South 24 Parganas in West Bengal etc.
🔹M Cap: ₹18,578 Cr
🔹P/E: 12.8
🔹CMP: ₹140
🔹3 Years Sales Growth: 5.42%
✍️India Power Corporation Ltd:
Co distributes power to various consumer segments ranging from Govt establishments, Industrial houses, and Railways to domestic consumers.
🔹M Cap: ₹1,889 Cr
🔹P/E: 136
🔹CMP: ₹19.4
🔹3 Years Sales Growth: 7.59%
✍️ABB India Ltd:
An integrated power equipment manufacturer supplying the complete range of engineering, products, solutions and services in areas of Automation & Power technology.
🔹M Cap: ₹1,01,173 Cr
🔹P/E: 83.7
🔹CMP: ₹4,772
🔹3 Years Sales Growth: 5.41%
✍️Kirloskar Oil Engines Ltd:
Co manufactures and services diesel engines, generator sets, and pump sets for agriculture, power generation, and industrial sectors.
🔹M Cap: ₹9,954 Cr
🔹P/E: 27.0
🔹CMP: ₹687
🔹3 Years Sales Growth: 14.1%
✍️Polycab India Ltd:
Co manufactures wires and cables for retail and industrial use, catering to a diverse customer base across a wide range of industries.
🔹M Cap: ₹63,044 Cr
🔹P/E: 39.3
🔹CMP: ₹4,198
🔹3 Years Sales Growth: 16.9%
✍️KEI Industries Ltd:
Company manufactures and markets Extra-High Voltage (EHV), Medium Voltage (MV) and Low Voltage (LV) power cables.
🔹M Cap: ₹27,196 Cr
🔹P/E: 51.5
🔹CMP: ₹3,013
🔹3 Years Sales Growth: 12%
✍️Sterlite Technologies Ltd:
Co is a leading digital network integrator, offering a wide range of products including Optical Fibers, Cables, Power Transmission Conductors & more for various industries.
🔹M Cap: ₹5,906 Cr
🔹P/E: 26.5
🔹CMP: ₹148
🔹3 Years Sales Growth: 10.3%
✍️Paramount Communications Ltd:
Co is engaged in manufacturing of Wires & Cables comprising of power cables, telecom cables, railway cables and specialised cables.
🔹M Cap: ₹2,589 Cr
🔹P/E: 41.7
🔹CMP: ₹92.5
🔹3 Years Sales Growth: 9.40%
✍️Universal Cables Ltd:
Co is engaged in the business of manufacturing a large range of power cables from 1.1kV to 400kV & capacitors.
🔹M Cap: ₹1,849 Cr
🔹P/E: 18.3
🔹CMP: ₹533
🔹3 Years Sales Growth: 12%
✍️Dynamic Cables Ltd:
Co manufactures a wide range of power infrastructure cables, power control, and instrumentation cables.
🔹M Cap: ₹1,002 Cr
🔹P/E: 30.3
🔹CMP: ₹455
🔹3 Years Sales Growth: 16%
✍️K E C International Ltd:
Co primarily focuses on EPC services for infrastructure projects related to power transmission, distribution, railways, and other sectors.
🔹M Cap: ₹15,942 Cr
🔹P/E: 84.8
🔹CMP: ₹620
🔹3 Years Sales Growth: 13%
✍️Kalpataru Projects International Ltd:
It is a global EPC player with diversified interest in power transmission and distribution, oil and gas pipeline, railways & biomass based power generation.
🔹M Cap: ₹11,856 Cr
🔹P/E: 29.4
🔹CMP: ₹732
🔹3 Years Sales Growth: 8.88%
⚡️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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