Will Competition kill KEI & Polycab?

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.