POLYCAB.NSE

Polycab India Ltd.

In this briefing: AC Industry Turnaround: Riding The Great Indian Cooling Boom from El Niño to GST Cuts Why Have Indian Sugar Stocks Rallied Against the Market, and What Lies Ahead? Primer: Linde India Ltd (LIIL IN) - Mar 2026 Exencial Industry Tidings 05-03-2026 Understanding the Surge in Wire and Cable Needs Amidst AI Growth 1. AC Industry Turnaround: Riding The Great Indian Cooling Boom from El Niño to GST Cuts We are structurally bullish on AC Industry given massive under-penetration at 8% , though FY25 suffered volume pressures from unseasonal extended monsoons and deferred consumer purchasing behavior A 10% GST reduction and El Niño heatwaves will drive recovery; notably, Voltas Ltd (VOLT IN) reported 11% january volume growth after 9 declining months. Key industry risks include unpredictable climate volatility, heavy import dependence for critical components, intense price wars, and shifting regulatory energy efficiency standards 2. Why Have Indian Sugar Stocks Rallied Against the Market, and What Lies Ahead?

In this briefing: Primer: Indonesia Energy (INDO US) - Mar 2026 Asia Real Estate Tracker (05-Mar-2026): MaxCap buys Sydney hospital for $82M; APAC news. Singapore Market Roundup (05-Mar-2026): CGSI cuts Frencken rating to 'hold' despite market Primer: Linde India Ltd (LIIL IN) - Mar 2026 Understanding the Surge in Wire and Cable Needs Amidst AI Growth 1. Primer: Indonesia Energy (INDO US) - Mar 2026 Indonesia Energy (INDO) is a high-risk, high-reward micro-cap E&P company entirely focused on the Indonesian onshore oil and gas sector, with its value proposition hinging on the successful development of its two key assets. The company's primary asset is the producing Kruh Block, which generates modest revenue but is the focus of a new drilling campaign aimed at increasing production and reserves. The Citarum Block offers significant, albeit high-risk, exploration upside with a potential of over one billion barrels of oil equivalent. Financial performance has been weak, characterized by declining revenues, consistent net losses, and negative operating cash flow, reflecting its stage as a developing E&P company.

In this briefing: Asia Real Estate Tracker (05-Mar-2026): MaxCap buys Sydney hospital for $82M; APAC news. Singapore Market Roundup (05-Mar-2026): CGSI cuts Frencken rating to 'hold' despite market Primer: Linde India Ltd (LIIL IN) - Mar 2026 Understanding the Surge in Wire and Cable Needs Amidst AI Growth Greggs — Market share gains in difficult market 1. Asia Real Estate Tracker (05-Mar-2026): MaxCap buys Sydney hospital for $82M; APAC news. MaxCap's acquisition of a Sydney hospital for $82 million highlights a notable shift in the APAC real estate landscape. Tokyo's Vortex has expanded its portfolio by acquiring an apartment developer to enter the living sector. Adrian Lee has returned to AEW to oversee Asia transactions after his previous role at Tishman, amidst delays in a Blackstone deal. 2. Singapore Market Roundup (05-Mar-2026): CGSI cuts Frencken rating to 'hold' despite market CGSI lowers Frencken rating to 'hold' amid semiconductor market optimism. Analysts are bullish on ASL Marine after an 8-fold earnings increase.

In this briefing: Singapore Market Roundup (05-Mar-2026): CGSI cuts Frencken rating to 'hold' despite market Primer: Linde India Ltd (LIIL IN) - Mar 2026 Understanding the Surge in Wire and Cable Needs Amidst AI Growth Greggs — Market share gains in difficult market Primer: Ohmyhome (OMH US) - Mar 2026 1. Singapore Market Roundup (05-Mar-2026): CGSI cuts Frencken rating to 'hold' despite market CGSI lowers Frencken rating to 'hold' amid semiconductor market optimism. Analysts are bullish on ASL Marine after an 8-fold earnings increase. CGS International upgrades Sheng Siong to 'buy' due to improved economies of scale. 2. Primer: Linde India Ltd (LIIL IN) - Mar 2026 Linde India is the leading industrial gases company in India, a subsidiary of the global giant Linde plc, providing it with significant technological and operational backing. The company is well-positioned to capitalize on India's industrial growth, with strong demand expected from key sectors like steel, manufacturing, healthcare, and emerging areas like green hydrogen and electronics.