KEI.NSE

KEI Industries Ltd.

India’s cables & wires industry is entering a multi-year growth phase, driven by infrastructure, renewables, railways, data centres and exports. With the market seen nearing Rs 1.9 trillion by FY30, companies like Polycab India and KEI Industries are well placed to benefit from strong demand visibility and resilient margins.

Five stocks in the NSE F&O segment recorded a sharp rise in futures open interest as of December 17, indicating heightened derivatives activity. Polycab India, Colgate-Palmolive (India), Sammaan Capital, Muthoot Finance and KEI Industries saw notable OI additions, reflecting fresh positions, expanding participation and growing trader interest.

In this briefing: Fresh Intel Just in on KRX’s L2 Warning Revamp Amaero International Ltd - Big tick from US Navy with Letter of Support Primer: Prysmian SpA (PRY IM) - Dec 2025 Primer: Singapore Airlines (SIA SP) - Dec 2025 2026 High Conviction - KEI Industries: Growth at a Premium - And Why It Can Sustain 1. Fresh Intel Just in on KRX’s L2 Warning Revamp “Effective immediately” matters for L2 exit timing and re-flag risk; KRX confirmed year-end announcement with instant rollout, making year-end the key flow inflection if big L2 names get exempted. Large caps (₩10tn+ market cap) pulled from market-warning universe, with L2 tagging now factoring relative outperformance, not just absolute price gains, to curb overuse. Of 33 L2 names, five KOSPI blue chips see re-flag risk drop after their mandatory 10-day lockup; near-term trades focus on timing these expiries for relief rallies and flow resets. 2. Amaero International Ltd - Big tick from US Navy with Letter of Support Amaero Ltd (ASX:3DA) is a global specialist in advanced materials manufacturing for the defence, aerospace and other industrial sectors, developing a critical metals alloy powder manufacturing facility in Tennessee, USA.

In this briefing: Amaero International Ltd - Big tick from US Navy with Letter of Support Primer: Prysmian SpA (PRY IM) - Dec 2025 Primer: Singapore Airlines (SIA SP) - Dec 2025 2026 High Conviction - KEI Industries: Growth at a Premium - And Why It Can Sustain Siemens: Bottoming Out, Capex Recovery. Maintain BUY 1. Amaero International Ltd - Big tick from US Navy with Letter of Support Amaero Ltd (ASX:3DA) is a global specialist in advanced materials manufacturing for the defence, aerospace and other industrial sectors, developing a critical metals alloy powder manufacturing facility in Tennessee, USA. The company has announced that the United States Navy has issued a Letter of Support validating Amaero’s PM-HIP (Powder Metallurgy + Hot Isostatic Pressing) manufacturing as a viable and technically-ready alternative to castings and forgings for the maritime industrial base. The Letter of Support also confirms Amaero’s strong and differentiated technical capability in manufacturing near-net-shape parts. 2.