External broker reports(aggregated public sources), ICICI Securities Ltd

ICICI Securities Limited

ICICI Securities Limited provides investment services. The Company provides corporate and investment banking, securities, wealth management, retail brokerage, initial public offerings, and advisory services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only.  Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

External broker reports(aggregated public sources)

ICICI Securities Ltd

ICICI Securities Limited provides investment services. The Company provides corporate and investment banking, securities, wealth management, retail brokerage, initial public offerings, and advisory services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Skipper’s performance in last 1-2 years reflects pick up in domestic and international T&amp;D capex cycle, enhanced EPC capabilities in infra and T&amp;D and strong volume growth in PVC pipes.</li><li>This largest Indian manufacturer of T&amp;D structures is set to ride on multi-year opportunity (INR 4.75trn over FY23-27 of domestic T&amp;D capex, INR 9.2trn over FY23-32, according to NEP) and plans to double its engineering capacity to 0.6mn TPA over the next 4-5 years.</li><li>In addition, the company’s export business may also benefit from its expansion in developed markets.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Skipper’s performance in last 1-2 years reflects pick up in domestic and international T&amp;D capex cycle, enhanced EPC capabilities in infra and T&amp;D and strong volume growth in PVC pipes.This largest Indian manufacturer of T&amp;D structures is set to ride on multi-year opportunity (INR 4.75trn over FY23-27 of domestic T&amp;D capex, INR 9.2trn over FY23-32, according to NEP) and plans to double its engineering capacity to 0.6mn TPA over the next 4-5 years.In addition, the company’s export business may also benefit from its expansion in developed markets.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Skipper Ltd

Skipper Limited - A High VOLTage Story