Deep Dive into KEI Industries: A Comprehensive Analysis

Indian wire and cable market is expected to grow at around 12-14% per annum in the medium term. Sectors like Power, Railways, Infrastructure, Oil and gas, Telecom, Real Estate, Renewables, Defence, Automobiles, etc. are the largest demand drivers for the industry. The organised players command a major share of the market, at around 72%. Furthermore, the market share of the unorganised players has registered a declining trend in the past few years.

KEI Industries (KEI) is one of India’s leading and fastest-growing Wire and Cables (W&C) manufacturers with a comprehensive product portfolio ranging from Housing Wires to Extra High Voltage (EHV) cables. The company's business dynamics are changing rapidly as the management is trying to increase its focus towards high-margin categories. The company also has significant capacity expansion on the table.

In this video, we take a deep dive into the Indian wires and cables industry and understand the business of KEI, its financials, and governance aspects and an interesting peer-to-peer comparison of the major players. In the end, we also discuss the key risks associated with this company.

00:00 Introduction
00:50 Industry Analysis
08:58 Company Analysis
13:08 Industrial Segment
20:49 Retail Segment
25:44 Capacity & Expansion Plans
28:26 Consolidated Financials
32:36 Peer Comparison
37:16 Governance
39:03 Valuations
41:07 Key Risks

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Use of this information is at the user's own risk. The Company and its directors, associates and employees will not be liable for any loss or liability incurred to the user due to investments made or decisions taken based on the information provided herein. The investment discussed or views expressed herein may not be suitable for all investors. The users should rely on their own research and analysis and should consult their investment advisors to determine the merit, risks and suitability of recommendation. Past performance is not a guarantee for future performance or future results. Information herein is believed to be reliable, although its accuracy and completeness cannot be guaranteed. The images used may be copyright of the company or third party. As a condition to using the services, the user agrees to the terms of use of the website and the services.


DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:

Yadnya Academy Pvt. Ltd. (InvestYadnya) is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000008349.
Disclosure with regard to ownership and material conflicts of interest
1. Neither Research Analyst nor the entity nor his associates or relatives have any financial interest in the subject Company;
2. Neither Research Analyst nor the entity nor its associates or relatives have actual / beneficial ownership of one per cent or more securities of the subject Company, at the end of the month immediately preceding the date of publication of the research report or date of public appearance;
3. Neither Research Analyst nor the entity nor its associates or his relatives have any other material conflict of interest at the time of publication of the research report or at the time of public appearance.
Disclosure with regard to receipt of Compensation
1. The Research Entity and its associates have not received compensation from the subject company in the past twelve months.
2. The subject company is not or was not a client during the twelve months preceding the date of recommendation.