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This sector feeds Bharat’s growth Finding winners
Manage episode 486851310 series 3006779
In this power-packed episode, we explore the steel and pipe sector with industry veteran Saket Agarwal. Learn about:
✅ Key differences between DI, Seamless & ERW pipes
✅ Insights on companies like APL Apollo, Jindal Saw, Maharashtra Seamless
✅ Understanding raw materials and the full value chain
✅ Demand drivers like Jal Jeevan Mission, solar, and infrastructure
✅ How to evaluate pipe sector stocks for long-term investing
✅ Integrated vs non-integrated players
✅ The role of innovation in creating market leaders
A must-listen for investors, analysts & anyone curious about India’s booming infrastructure sector!
19 episodes
Manage episode 486851310 series 3006779
In this power-packed episode, we explore the steel and pipe sector with industry veteran Saket Agarwal. Learn about:
✅ Key differences between DI, Seamless & ERW pipes
✅ Insights on companies like APL Apollo, Jindal Saw, Maharashtra Seamless
✅ Understanding raw materials and the full value chain
✅ Demand drivers like Jal Jeevan Mission, solar, and infrastructure
✅ How to evaluate pipe sector stocks for long-term investing
✅ Integrated vs non-integrated players
✅ The role of innovation in creating market leaders
A must-listen for investors, analysts & anyone curious about India’s booming infrastructure sector!
19 episodes
All episodes
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