Send us a text In this episode, we dive into the impact of rising competition on leading cable & wire companies like KEI and Polycab — and why investor psychology, industry capex, and return ratios matter more than ever. 📉 Key takeaways : What happens when supply increases faster than demand Learn from past case studies: Castrol, Paints, Quick Commerce, Varun Beverages How PE derating starts even when earnings grow Breakdown of gross block, ROCE, and capex of KEI, Polycab, RR Kabel Entry of new giants like Ultratech & Adani and their strategic edge The importance of perception, capital allocation, and exit signals Great for investors tracking infrastructure-linked stories and learning how market psychology affects stock prices.
