Few Concalls which we always listen to in order to understand what is happening in the broader sector-
1) CG Power for Transformers and Industrials.
2) Polycab for Cables & Wires demand.
3) Godrej Properties to understand Real Estate dynamics.
4) L&T for Infra space.
5)…
Here is a company that is reporting out of the park numbers
But due to third class illogical regulations it only trades on Mondays actively hampering price discovery
In the name of protection we have completely destroyed one job exchanges are designed to do - discover price
Looking for product mix change as a key trigger? Watch for these signs:
> New segment >10–20% of rev
> Majority of capex flows to new vertical
> Senior hires focused on it
> Big orders / Long term contracts / marquee customers
> Margins inflecting above historical range
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