From Polycab and KEI to emerging manufacturers: separating genuine business strength from falling share prices and identifying where the next investment opportunity may emerge.
Polycab's September quarter revenue rose 53%, but its own call put volume growth only in the mid-to-high single digits. When the December results land, which line do you check first to separate copper from real demand?
Polycab's September quarter revenue rose 53%, but its own call put volume growth only in the mid-to-high single digits. When the December results land, which line do you check first to separate copper from real demand?