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...
661 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...
279 Views
Polycab India Limited Pre-IPO - Market Leader with Steady Growth but with a Few Unanswered Question
Polycab India (POLY IN) plans to raise around US$280m in its IPO through a mix of selling primary and secondary shares. It is the largest...
589 Views
KEI Industries - 2QFY19 – Results In- Line, Benefits From Capex to Start in FY20E
Kei Industries (KEII IN) reported 2QFY19 revenues of Rs 9,968 mn, better than our estimate of Rs 8,669 mn. This revenue growth was driven by...
458 Views
India Discretionary: GST Roll Out Update
Organized sector makes smooth transitionAfter stopping dispatches for up to two weeks in the run up to GST, several organized players across major...
287 Views