WEEK31 Aug
Morning brief · Sunday, 6 September 2026
Investors look to increase stakes in surging R R Kabel
Market pulse
Nifty fell 1.15 percent while the Bank Nifty remained flat over the past trading week. Among individual stocks, The New India Assurance Company surged 23.38 percent, while R R Kabel slumped 15.53 percent.
From the investor's mind
One post worth your time, explained

@aditya_kondawar · on X
Sterlite Technologies has unveiled an ambitious growth plan named Lakshya, aiming to scale its revenue to ₹20,000 crore by FY29 from a base of ₹4,750 crore in FY26. To capture surging demand from artificial intelligence and data centres, the company plans to expand its optical capacity by 50 percent, which is projected to drive its EBITDA up by nearly nine times. Highlighting these aggressive targets, investor Aditya Kondawar notes that the company has delivered exceptionally strong commentary regarding its future trajectory. This structural expansion signals a massive growth phase ahead as the firm aligns its manufacturing capabilities with the global infrastructure requirements of the AI boom.
Know more about the stockWord in the street
What the wider market is buzzing about
R R Kabel Limited
₹2,454Past year ▲ 102%M.cap ₹27,723 Cr
Investors are actively discussing R R Kabel Limited, a stock that has risen 102.27 percent over the past year, bringing its market cap to about 27,723 crore. Many are in full agreement about using this opportunity to increase their stakes, reasoning that any new player will take a few years before they can make a visible impact, especially with the industry growing by 10 to 15 percent. Rather than focusing on marketing and branding news, they believe the real signal to watch will be the Q2 and Q3 FY27 commentary from Polycab and KEI regarding pricing discipline and margin trends.
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