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Thesis: Cords Cable Industries: the story is balanced — Copper and aluminum spot prices (LME) - direct impact on gross margins given 60-70% raw material cost component
value - The stock trades at 0.3x P/S and 1.2x P/B with 5.7x EV/EBITDA, attracting value investors betting on India infrastructure theme…
Rising interest rates negatively impact Cords Cable through multiple channels: (1) higher working capital financing costs given negative…
Watch on earnings: LME copper spot price ($/tonne) and 30-day moving average - primary COGS driver, India infrastructure capex announcements and budget allocation for PM Gati Shakti, housing schemes, and power transmission, Gross margin percentage quarter-over-quarter - leading indicator of pricing power and cost pass-through ability.
One Sentence Summary:
Cords Cable Industries: the story is balanced — copper and aluminum spot prices (lme) - direct impact on gross margins given 60-70% raw material cost component.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.