
Cable stocks may keep climbing on capex demand
This is a clean sector call with clear stock preferences, which makes it useful for market watchers and retail investors. The broader theme — electrification and digital buildout — also ties into India’s capex narrative.
AI reasoning
This is a clean sector call with clear stock preferences, which makes it useful for market watchers and retail investors. The broader theme — electrification and digital buildout — also ties into India’s capex narrative.
Curated summary
CLSA has initiated coverage on RR Kabel, Polycab and KEI Industries, saying India’s cables and wires market can remain in a strong growth cycle. It gave Outperform ratings to RR Kabel and Polycab and a Hold to KEI Industries. The brokerage cited infrastructure spending, real estate recovery, manufacturing capex, electrification and digital expansion as structural demand drivers.
Supporting evidence
YouTube·ET NowPower Grid Q1 FY27 Analysis: Weak Performance, Strong Future Investment? | Business News | ET Now
668 engagements6h ago
YouTube·ET NowIndia’s Data Centre Boom Explained! $140B Investments, AI Push & New Hubs | Business News | ET Now
564 engagements3h ago
YouTube·CNBC International LiveBig Tech’s AI push is spawning a new heat economy
327 engagements3h ago
YouTube·MintAI’s Power Problem: 4 Nuclear Stocks at the Centre of America’s Energy Revival
285 engagements6h ago
YouTube·ET NowCleanMax's Big Renewable Energy Bet: ₹3,000 Cr EBITDA Target & AI Power Boom Explained | ET Now
242 engagements6h ago
YouTube·MONEY CREATORSBigger Than Nvidia?? 4 Clean Energy Stocks Exploding From the AI Data Center Power Boom in 2026
35 engagements6h ago
YouTube·Inder KapoorPolycab’s Growth is Getting Crazy | Q1FY27 Results
24 engagements1h ago
YouTube·india equity intelligencePower Mech Projects Share latest news and Analysis: Fundamentals, Technicals & 5-Year Target |
16 engagements6h ago
Source news
CLSA backs RR Kabel and Polycab in cable sector rally
The brokerage sees India’s cables and wires market entering a long growth cycle, but prefers RR Kabel and Polycab over KEI Industries on valuation.










