FINCABLES.NSE

Finolex Cables Ltd.

Chennai: Finolex Cables, a leading manufacturer of electrical and telecommunication cables, is targeting Rs 1,000 crore in revenue from Tamil Nadu in .

In this briefing: Aequitas: Moneyview Limited Pre-IPO Tearsheet Lucror Analytics - Morning Views Asia Primer: Syrma SGS Technology (SYRMA IN) - Mar 2026 India's LPG Shock: Mapping the Multiplier Effect Across 10 Sectors Optical Fiber Cable, 5G, and AI: The 3-Wave Demand Surge for India's Cable Manufacturers 1. Aequitas: Moneyview Limited Pre-IPO Tearsheet Moneyview Limited (1588198D IN) (MVL) is looking to raise up to US$327m in its upcoming India IPO. The deal will be run by Axis, BofA, IIFL and Kotak. Moneyview Limited (MVL) is a consumer and focused, digital only, credit-led financial services platform for middle India customers providing access to a suite of financial products on its mobile application. Personal loans is its flagship offering, personalized through in-house AI/ML segmentation and risk models. 2. Lucror Analytics - Morning Views Asia UST yields jumped 6-9 bps across the curve yesterday, as the market pared rate-cut expectations on inflation concerns (despite the inline February CPI data), and following soft demand for a 10Y note auction.

In this briefing: Primer: Syrma SGS Technology (SYRMA IN) - Mar 2026 India's LPG Shock: Mapping the Multiplier Effect Across 10 Sectors Optical Fiber Cable, 5G, and AI: The 3-Wave Demand Surge for India's Cable Manufacturers LPG Crisis Proxy Play: How Middle Eastern War Opens Opportunity in India's Induction Industry SaaSpocalypse Now. Are We Done Already? 1. Primer: Syrma SGS Technology (SYRMA IN) - Mar 2026 Syrma SGS Technology is a leading Indian Electronics System Design and Manufacturing (ESDM) company, well-positioned to capitalize on the high-growth domestic EMS market, driven by government initiatives like 'Make in India' and the global 'China+1' strategy. The company is strategically shifting its revenue mix from lower-margin consumer electronics to higher-margin verticals such as automotive, industrial, and healthcare, which is expected to improve profitability. With a strong focus on R&D and a proven track record of inorganic growth through acquisitions, Syrma SGS is expanding its technological capabilities and product offerings to cater to a diversified customer base, including a significant and growing export market.

In this briefing: India's LPG Shock: Mapping the Multiplier Effect Across 10 Sectors Optical Fiber Cable, 5G, and AI: The 3-Wave Demand Surge for India's Cable Manufacturers LPG Crisis Proxy Play: How Middle Eastern War Opens Opportunity in India's Induction Industry SaaSpocalypse Now. Are We Done Already? Sharp Surge in Memory Chip Prices: 2 Smallcap Indian Benficiaries 1. India's LPG Shock: Mapping the Multiplier Effect Across 10 Sectors India's domestic gas supply collapsed after the US-Iran war shut the Strait of Hormuz, cutting 85-90% of natural gas imports and triggering emergency government rationing. Ceramics, QSR chains, food delivery, and gig workers face severe disruption ; induction appliance makers and domestic-focused CGD operators emerge as clear structural beneficiaries. Duration determines the damage: a short shock(Scenario-1) is a blip, but a prolonged crisis(Scenario-3) permanently rewires India's cooking fuel mix and equity positioning across sectors. 2. Optical Fiber Cable, 5G, and AI: The 3-Wave Demand Surge for India's Cable Manufacturers Global fiber optic cable demand is entering a structural upcycle driven by 5G densification, AI data center buildouts, and national broadband mandates.