• Wire segment exposure: House wires and light-duty cables account for approximately 20% of KEI Industries' total turnover, limiting the overall revenue impact from new competitors like UltraTech.
• Competitive response strategy: Management plans to observe competitor strategies over the next two to three quarters and is prepared to defend market share through dealer loyalty and matching price cuts if needed.
• Capacity and exports: The newly operational plant at Sanand is focused on producing medium voltage, high voltage, and specialty cables, primarily targeted at expanding international export markets.
• Industry demand outlook: Overall market demand remains robust and is expected to sustain throughout the year, with growing market size providing room for both existing players and new entrants.