Finolex Cables plans to deepen its presence in Northeast India, prioritizing Assam, as government-led infrastructure and electrification initiatives create fresh demand for cable solutions. The company says these state and central investments are making the region more attractive and expects Northeast operations to grow into a meaningful contributor to its overall business in the years ahead.
Nilesh Shah of Kotak Mutual Fund, and a member of the PM’s economic advisory council, says India must reduce vulnerability to energy shocks by accelerating electrification and rapidly scaling up nuclear power. His argument centers on cutting dependence on energy imports and strengthening long-term energy security as global disruptions threaten supply and prices.
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Tenneco India’s IPO is drawing interest for its strong franchise, market leadership, and seemingly fair valuation, with solid historical returns. Yet the growth runway looks less certain: electrification could hit around half its revenue streams, while capex investment has stayed relatively low. Investors may like the numbers, but the “next lap” depends on how quickly it pivots.
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