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
KEI Industries Ltd- Forensic Review
Some of the key forensic takeaways include effect of mis-statement of cash flows, increase in receivables, change in inventory valuation,...
519 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