-
Am I welcome here?
All of above applies to my CT100B -
the good in India??
The only good I can think about is that even though we don't like each other due to being from different states, we all collectively hate Pakistan. -
How common are Vellfires in India?
Seen around 5-6 of these in Gurgaon in past 1-2 years. 2 of them were part of fleet of Leela hotel. 1 black one parked in DLF phase 1 and 2-3 driving around golf course road. -
What do girls mean by i only want emotional support and not Solutions.
Women live in a world based on feelings
Men live in a world based on logic.
The more you understand this, the more you will understand women. -
400X
One day i will marry this beauty 🙏🏼 -
What do girls mean by i only want emotional support and not Solutions.
Imagine you are stressed about a situation in your office.Would your girlfriend give you advice/solution?Or would she listen to you ? -
The stereotypes write themselves
Pedestrian rights is maa ka bhosda according to this honcho -
What do girls mean by i only want emotional support and not Solutions.
“Kandha de gyan nahi“ i guess just based on post title… -
Need friends!!!
Nice try diddy -
Pictures from Astuti Anand's wedding festivities !!
who is the guy? -
Am I welcome here?
Mere pass toh woh bhi nahi. Baap ki splendor chalata hu. -
Was it necessary..?
Ofcourse it is necessary, how are they going to give state freebies to invading Bimarus? -
Migrants from Bihar to Assam have been decreasing every year
Good, now y'all could stop blaming everything on migrants from up Bihar for whenever someone posts statistics about assam poor performance in x field -
Got my first ever like on Bumble (23M) is it worth to spend 170 rupees and see who it is?
Bot account to lure you to get premium. Don't fall for it. -
How common are Vellfires in India?
I see 2-3 daily. My office is in Delhi near Taj Man Singh Road. -
This Cement Giant Is Now Taking Over Your Wires!
Market Dynamics and UltraTech’s Investment
UltraTech plans to invest ₹1,800 crore over the next two years to establish a W&C manufacturing plant in Gujarat, operational by December 2026.
This move aims to capitalize on the W&C market, which is projected to grow at a CAGR of 14.5% between 2025 and 2034.
The announcement led to declines in the share prices of established W&C companies:
Polycab India: Shares dropped by 15%.
KEI Industries: a 15% decline.
Havells India: Fell by 7.6%.
RR Kabel: Decreased by 13%.
These reactions reflect investor concerns about increased competition and potential market share dilution.
Analyst Perspectives
Jefferies: Highlights that the sales channels differ while UltraTech’s existing customer base overlaps with the W&C market.
The market’s negative reaction may present a buying opportunity for current players.
CLSA: Projects that UltraTech’s W&C segment could achieve 4-5 times revenue growth with margins of 11-13%.
However, they caution that the industry is already undergoing significant capital expenditure, with ₹10,000 crore expected over the next 2-4 years.
UltraTech’s entry could intensify expansion pressures, requiring an 11-13% CAGR in demand to absorb new capacity.
Nuvama Research: Anticipates that UltraTech’s market share in the W&C sector will remain below 5% by FY28, citing the industry’s fragmented nature and regulatory complexities.
They foresee a limited impact on the earnings of established players in the medium term.
Industry Growth Drivers
The W&C industry has grown robustly, with a CAGR of approximately 13% between FY19 and FY24.
This growth is driven by infrastructure development, increased electrification, and a shift from unorganized to organized markets.
UltraTech aims to leverage these trends, utilizing its existing customer relationships and brand reputation to establish a foothold in the market.
Challenges and Considerations
Despite the growth prospects, the industry faces challenges such as volatile copper prices—a key raw material—and intense competition from both established brands and smaller local players.
UltraTech’s success will depend on its ability to navigate these challenges and differentiate itself in a crowded marketplace.
Implications for Existing Players
Increased Competition: Potential price wars and the need for enhanced value propositions.
Market Consolidation: Smaller players might struggle, leading to potential mergers or acquisitions.
Innovation Drive: A push towards innovation and improved efficiency to maintain market positions.
UltraTech’s diversification into the W&C sector introduces new dynamics, but the immediate impact on established players may be limited.
The long-term effects will depend on UltraTech’s execution strategy and the industry’s response to this new entrant.
For This type of daily Stock updates and selecting the best stocks Follow- r/Sharemarketupdates -
Conspiracy Theory on the Ranveer Allahabadia case
I always wondered where all the insane conspiracy theories came from, turns out it's reddit. -
Hari Narayana - by Dharma Persona
The Original Video is on the Youtube Channel of Dharma Persona :- [https://www.youtube.com/watch?v=YSSrQI6bUwY](https://www.youtube.com/watch?v=YSSrQI6bUwY) -
The Kothari family in Bangalore, India own 20 Ather electric scooters, primarily the 450 series
Lol news? Rather call it paid pr by ather to showcase how good their scooter are
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