EP 13: The Wire Behind Everything: A Deep Dive Into India's Cable Sector
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EP 13: The Wire Behind Everything: A Deep Dive Into India's Cable Sector
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About this listen
Day 21/100
Ever notice how we obsess over solar parks, data centers, and EVs, but completely ignore what connects them all?
Today, I published a new deep dive: “The Wire Behind Everything: A Deep Dive Into India's Cable Sector”
This ₹92,000 crore market is the literal nervous system of India’s modernization. But investing here isn’t simple. As many investors fall for a classic valuation trap, mistaking copper driven price inflation for actual volume growth.
In this piece, I break down: Why cables aren’t just “copper wrapped in plastic”. The crucial difference between Polycab’s retail moat and KEI’s B2B playbook. Why EBITDA per kg and ROCE are the metrics that actually matter.
If you want to know where the smart money has been quietly building positions, give it a read. The podcast version is also live on Spotify and YouTube!
Let me know your thoughts below! 👇
https://spicapitalresearch.substack.com/p/the-wire-behind-everything-a-deep?r=5uwf28
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