Hello,
I’m actually engaged in the business of Cable manufacturing where we supply cables for capex needs of companies in the Chemical, Oil & Gas & Metal sector.
Tata Steel and JSW are my clients. And we’ve figured from talking to people at the ground level that Tata Steel plans to 3x their production capacity and JSW plans to 4x theirs.
I would love to get your opinion on how you would play this massive capex cycle and the increase in capacity. Without being affected by the cyclical nature of the steel business?
Thanks
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