R R Kabel Pre-IPO - Strong Earnings Growth but Competition Seems Stiff
R R Kabel (2333180Z IN) is looking to raise about US$200m in its upcoming India IPO. R R Kabel registered strong earnings growth on the back of...
402 Views
2023 High Conviction | Polycab: A High Quality Play on Rise of India as a Manufacturing Hub
Polycab is well-placed to see strong earnings growth over the next 3 years starting FY24. We project a 65%+ upside potential, bulk of which could...
953 Views
Polycab India IPO Trading Update - The Most Heavily Traded Debut but Still Neither Here Nor There
Polycab India (POLY IN) raised around US$190m in its IPO through a mix of selling primary and secondary shares. It is the largest manufacturer of...
885 Views
Polycab India Limited IPO - Probably Near Peak Margins, Improvements Unexplained
Polycab India (POLY IN) plans to raise around US$190m in its IPO through a mix of selling primary and secondary shares. It is the largest...
861 Views
Polycab IPO: Largest Cables Player, Asset-Heavy Low ROE Model = Vulnerable to Govt Capex Slowdown
Polycab India (POLY IN) is the largest wires and cables manufacturer in India almost 2x the size of its next largest competitor. It is also...
560 Views