Raghav Wadhwa
Raghav Wadhwa

@raghavwadhwa

35 Tweets 6 reads May 24, 2024
⚡️Sector: Capital Goods
⚡️32 Companies involved in Capital Goods manufacturing that are experiencing growth from Power Infrastructure & Energy Sector
[A thread...] 🧵👇
✍️Siemens Ltd:
It is transmission and distribution of electrical energy for passenger and freight transportation, including rail vehicles, rail automation and rail electrification systems.
🔹M Cap: ₹2,61,075 Cr
🔹P/E: 113
🔹CMP: ₹7,331
🔹3 Years Sales Growth: 22.1%
✍️ABB India Ltd:
It is an integrated power equipment manufacturer supplying the complete range of engineering, products, solutions and services in areas of Automation and Power technology.
🔹M Cap: ₹1,79,722 Cr
🔹P/E: 123
🔹CMP: ₹8,481
🔹3 Years Sales Growth: 21.5%
✍️CG Power & Industrial Solutions Ltd:
It is a global enterprise offers products, services and solutions in two main business segments, viz. Power Systems and Industrial Systems.
🔹M Cap: ₹97,551 Cr
🔹P/E: 114
🔹CMP: ₹639
🔹3 Years Sales Growth: 39.5%
✍️Suzlon Energy Ltd:
Company specializes in designing, manufacturing, and maintaining wind turbines for both onshore and offshore projects.
🔹M Cap: ₹65,255 Cr
🔹P/E: 132
🔹CMP: ₹48.4
🔹3 Years Sales Growth: 26.2%
✍️Hitachi Energy India Ltd:
A leading provider of innovative energy solutions and services in the capital goods sector, offering state-of-the-art products and technologies for efficient and sustainable energy transmission and distribution.
🔹M Cap: ₹46,982 Cr
🔹P/E: 287
🔹CMP: ₹11,086
🔹3 Years Sales Growth: 15.3%
✍️Bharat Heavy Electricals Ltd:
It is an integrated power plant equipment manufacturer & one of the largest engineering and manufacturing companies in India.
🔹M Cap: ₹1,06,830 Cr
🔹P/E: 379
🔹CMP: ₹307
🔹3 Years Sales Growth: 11.3%
✍️Apar Industries Ltd:
India's top cable exporter, providing specialized technical services and leadership in electrical, telecom, and elastomer cables, notably in the Renewable sector.
🔹M Cap: ₹32,167 Cr
🔹P/E: 39.0
🔹CMP: ₹8,008
🔹3 Years Sales Growth: 36.2%
✍️Inox Wind Ltd:
Company generates and sells wind energy, offers EPC services for wind farms, and has a strategic interest in renewables.
🔹M Cap: ₹21,617 Cr
🔹TTM P/E: -127
🔹CMP: ₹166
🔹3 Years Sales Growth: 34.9%
✍️Schneider Electric Infrastructure Ltd:
Co manufacturers a diverse array of products, including transformers, power transformers, switchgears, protection relays, and electricity distribution equipment.
🔹M Cap: ₹20,810 Cr
🔹P/E: 119
🔹CMP: ₹870
🔹3 Years Sales Growth: 19.4%
✍️Triveni Turbine Ltd:
Engaged in business of manufacture and supply of power generating equipment and solutions.
🔹M Cap: ₹18,890 Cr
🔹P/E: 70.2
🔹CMP: ₹594
🔹3 Years Sales Growth: 33.0%
✍️V-Guard Industries Ltd:
Company manufacturing innovative and experiential products in the categories of Electronics, Electricals and Consumer Durables.
🔹M Cap: ₹16,448 Cr
🔹P/E: 71.2
🔹CMP: ₹379
🔹3 Years Sales Growth: 19.1%
✍️Voltamp Transformers Ltd:
Co manufactures electrical transformers, including oil-filled power and distribution transformers of various classes.
🔹M Cap: ₹12,335 Cr
🔹P/E: 40.1
🔹CMP: ₹12,192
🔹3 Years Sales Growth: 32.7%
✍️Transformers & Rectifiers India Ltd:
It is manufacturer of Power, Furnace, and Rectifier Transformers, providing an extensive array including power transformers (up to 1,200kV) & distribution transformers.
🔹M Cap: ₹8,833 Cr
🔹P/E: 200
🔹CMP: ₹620
🔹3 Years Sales Growth: 20.3%
✍️Bharat Bijlee Ltd:
The company specializes in the production of transformers, electric motors, elevator systems, drives, and automation.
🔹M Cap: ₹5,078 Cr
🔹P/E: 38.7
🔹CMP: ₹4,493
🔹3 Years Sales Growth: 36.8%
✍️TD Power Systems Ltd:
Co is engaged in manufacturing AC generators & Electric motors for various applications to meet customer-specific needs.
🔹M Cap: ₹5,310 Cr
🔹P/E: 44.9
🔹CMP: ₹340
🔹3 Years Sales Growth: 19.0%
✍️Shilchar Technologies Ltd:
Engaged in the business of manufacturing electronics, telecom, power, and distribution transformers.
🔹M Cap: ₹4,108 Cr
🔹P/E: 44.7
🔹CMP: ₹5,386
🔹3 Years Sales Growth: 49.9%
✍️Spectrum Electrical Industries Ltd:
Co manufactures electrical components including Mini MCB base and cover; Distribution boards; AC box; Modular Electrical Board panels; Lamp angle holders among others.
🔹M Cap: ₹2,634 Cr
🔹P/E: 134
🔹CMP: ₹1,688
🔹3 Years Sales Growth: 30.2%
✍️Servotech Power Systems Ltd:
Engaged in manufacturing LED lighting solutions, UPS (uninterruptible power supply) systems, inverters, and batteries.
🔹M Cap: ₹1,760 Cr
🔹P/E: 155
🔹CMP: ₹82.8
🔹3 Years Sales Growth: 52.4%
✍️Exicom Tele-Systems Ltd:
Company specializes in power systems, electric vehicle (EV) charging, and other related solutions.
🔹M Cap: ₹3,286 Cr
🔹P/E: 468
🔹CMP: ₹272
🔹Sales Growth: -16.0%
✍️Insolation Energy Ltd:
Co manufactures high-efficiency solar panels and modules of various sizes at its 200 MW SPV Module unit in Jaipur, spread over 60,000 sq. ft with advanced machinery.
🔹M Cap: ₹4,614 Cr
🔹P/E: 83.2
🔹CMP: ₹2,215
🔹Sales Growth: 164%
✍️GE T&D India Ltd:
Company specializes in manufacturing transformers, electric motors, elevator systems, drives, switchgear, instrument transformers and automation products.
🔹M Cap: ₹35,565 Cr
🔹P/E: 196
🔹CMP: ₹1,389
🔹Sales growth: 14.2%
✍️Websol Energy System Ltd:
Co is engaged in the business of manufacturing photovoltaic crystalline solar cells and related modules in India.
🔹M Cap: ₹2,570 Cr
🔹P/E: 81.1
🔹CMP: ₹609
🔹3 Years Sales Growth: -55.5%
✍️Swelect Energy Systems Ltd:
Co manufactures & trades solar power products & services, including photovoltaic modules, contract manufacturing for solar generation & the sale of inverters & energy-efficient lighting systems.
🔹M Cap: ₹1,849 Cr
🔹P/E: 69.2
🔹CMP: ₹1,220
🔹3 Years Sales Growth: 13.2%
✍️Indo Tech Transformers Ltd:
Engaged in the business of manufacturing power and distribution transformers and various special application transformers, mobile substation transformers and substations.
🔹M Cap: ₹1,697 Cr
🔹P/E: 36.2
🔹CMP: ₹1,598
🔹3 Years Sales Growth: 34.7%
✍️HPL Electric & Power Ltd:
Company offers a range of metering solutions such as smart meters, net meters, prepaid meters & trivector meters & others.
🔹M Cap: ₹2,739 Cr
🔹P/E: 62.8
🔹CMP: ₹426
🔹3 Years Sales Growth: 18.6%
✍️Genus Power Infrastructures Ltd:
Co specializes in manufacturing and supplying metering solutions, in addition to executing turnkey projects in Engineering, Construction & Contracts.
🔹M Cap: ₹9,851 Cr
🔹P/E: 193
🔹CMP: ₹324
🔹3 Years Sales Growth: -8.65%
✍️Salzer Electronics Ltd:
Company produces mid-voltage products including wires and cables, flexible bus bars, enameled wires, bunched conductors & tinned copper wires.
🔹M Cap: ₹1,258 Cr
🔹P/E: 31.4
🔹CMP: ₹724
🔹3 Years Sales Growth: 21.4%
✍️RMC Switchgears Ltd:
Company specializes in researching, designing, and manufacturing electronic smart energy meter enclosures, distribution boxes & panels, along with other electrical safety & distribution equipment.
🔹M Cap: ₹496 Cr
🔹P/E: 33.1
🔹CMP: ₹481
🔹3 Years Sales Growth: 28.2%
✍️Supreme Power Equipment Ltd:
It is involved in the manufacture, upgrading, and refurbishment of diverse transformer types including power transformers, generator transformers, windmill transformers & more.
🔹M Cap: ₹437 Cr
🔹P/E: 31.2
🔹CMP: ₹175
🔹3 Years Sales Growth: 44.7%
✍️Kirloskar Electric Company Ltd:
It is an electrical engineering company that produces AC Motors, DC Motors, Transformers, Switchgear and Electronics through nine manufacturing units.
🔹M Cap: ₹1,234 Cr
🔹P/E: 87.7
🔹CMP: ₹186
🔹3 Years Sales Growth: 26.2%
✍️Solex Energy Ltd:
Company manufactures mono/multi-crystalline solar photovoltaic modules, solar lanterns, solar street lights, solar water pumps & solar inverters.
🔹M Cap: ₹1,197 Cr
🔹P/E: 307
🔹CMP: ₹1,496
🔹3 Years Sales Growth: 5.40%
✍️Alpex Solar Ltd:
It is a manufacturer of Solar panels using monocrystalline and polycrystalline cell technologies.
🔹M Cap: ₹1,648 Cr
🔹P/E: 435
🔹CMP: ₹674
🔹Sales Growth: 17.6%
⚡️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.
✅Join our Free telegram Channel t.me
✅Subscribe to our YouTube Channel @raghav.wa" target="_blank" rel="noopener" onclick="event.stopPropagation()">youtube.com
✅Like & Retweet♻️
✅Visit our website samarwealth.com

Loading suggestions...