EPISODE · Jun 30, 2025 · 27 MIN
Will Competition kill KEI & Polycab?
from The SOIC Podcast · host SOIC
Send us Fan MailIn 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 demandLearn from past case studies: Castrol, Paints, Quick Commerce, Varun BeveragesHow PE derating starts even when earnings growBreakdown of gross block, ROCE, and capex of KEI, Polycab, RR KabelEntry of new giants like Ultratech & Adani and their strategic edgeThe importance of perception, capital allocation, and exit signalsGreat for investors tracking infrastructure-linked stories and learning how market psychology affects stock prices.
What this episode covers
Send us Fan Mail 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 demandLearn from past case studies: Castrol, Paints, Quick Commerce, Varun BeveragesHow PE derating starts even when earnings growBreakdown of gross block, ROCE, and capex of KEI, Polycab, RR KabelEntry of ...
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Will Competition kill KEI & Polycab?
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