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