Data Center Tailwind is strong; India may build 8–10 GW DC capacity by 2030. Cables form 3–5% of DC project cost, which Implies ₹3,500–4,000 Cr demand per 1 GW
KEI market share: ~11–13% So Potential revenue opportunity: ₹2,500–3,000 Cr in 5–6 years
Management is guiding a 20%+ CAGR for the next 3–4 years. Tailwind applies to organized cable players more
Will the West-Asia crisis affect cable makers? This is what I found:
"## What materials are available for cable sheathing?
Depending on the area of application and handling of a cable, the cable sheathing material must have the appropriate resistance. Common materials for cable sheathing are plastics such as polyamide ¶, polypropylene (PP), polyvinyl chloride (PVC), polyurethane (PUR), silicones (SIR) or chloroprene rubber (CR).
The sheathing of high-voltage cables, for example, consists of several layers and materials. The outermost layer is a plastic sheath as insulation and protection against environmental influences, moisture, UV radiation and mechanical stress. The metal layer underneath, made of aluminium or copper, protects the cables from electromagnetic interference and serves as earthing. Finally, there is another insulation layer made of polyethylene (PE) or ethylene propylene rubber (EPR), which protects the wires from short circuits and voltage drops. Depending on the application and current load, these layers can have different thicknesses."
Whats up with KEI Industries today? free fall both in KEI and Polycab? any bad news, anyone.
@Shams_Rizvi Which software is this? Looking quite interesting. Kindly Share the link.
KEI Management on Copper Price, Data center, Middle East Conflict and Capex
