I still believe that KEI and POLYCAB will continue to grow at 15-16% CAGR. In a country where Organized Market Share of Wires and Cable companies less than 50%, there is good room to grow.
I also know that the valuations are not cheap. It is the only reason I am postponing my decision to upward average my position. I think we will see a time correction in these counters. Would love to read your analysis and why you decided to sell your entire KEI holding.
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