Will Competition kill KEI & Polycab?

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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.