Here’s the video that will clear many of the questions some of you have asked including those relating to promoter selling.
https://www.youtube.com/embed/2AAIOfAKLUI
The following is the summary (any omissions and errors are mine 
)
- Order inflow – Infra pipeline, industrial expansion in line. All round growth projected in these areas for the next few years.
- Infra, real estate, solar sectors will be growth drivers.
- 10L crores allocation by govt. in infra, metros, railways will benefit the industry
- Growth can be better than earlier guidance.
- Promoters selling is very small quantity sales due to personal needs. 2L shars sold amount to 0.1% of the entire holding.
- CAPEX – 250-300 cr. for 2023; 1000 cr. for the next 3 years. .
- Capacity utilization in cables 90%, company working on brownfield expansion through which they will expand capacity by 15%
- Utilization in wires is 65%
- The EHV segment will grow.
- EPC will degrow as guided…will remain about 500-600 cr.
- EBITA Margins – may improve.
- Contribution from dealer distribution 45%. Next one year it will go to 50%
- Regional sales – All regions are strong, some in cables, some in wires. But focus is on all regions.
Disc: invested
| Subscribe To Our Free Newsletter |
