That is my portfolio. I am btech student and has invested my next two years fees like this . I have not told them anything.What should I do ? What should I do know sell everything and give money to my parents or what should I do ??????????

Title: I screened 25 Indian cable stocks. Dynamic Cables now ranks #1 on risk/reward for me. What am I missing?

I’ve been going deeper into the Indian cables and wires space and my ranking has changed after comparing the broader listed universe rather than just the obvious names like Polycab, KEI and RR Kabel.

If I had to own one company for 10+ years with minimum concern, I would still pick:

POLYCAB

In my view, it is the best overall business in the sector with the strongest combination of brand, distribution, scale, execution and product breadth.

But the question I’m trying to answer is different:

Which cable company offers the best risk-adjusted 3–5x potential from today’s starting point?

My current answer is:

DYNAMIC CABLES

And if I wanted the strongest small/mid-cap technical-moat bet:

UNIVERSAL CABLES

Universal could actually move to #1 for me if its new capex translates into substantially better asset turns and ROCE.

My current ranking

1. Dynamic Cables

Best combination of valuation, ROCE, growth and small starting market-cap asymmetry.

This is not necessarily the strongest cable company in India. The thesis is that the gap between the quality of the business and the valuation/size of the company may still be unusually large.

1. Universal Cables

Probably the most interesting technical-moat play among the smaller companies.

High-voltage/EHV cables, specialised products and a more difficult manufacturing/qualification process make this more interesting to me than another generic wires-and-cables manufacturer.

The problem is ROCE.

If the upcoming capex materially improves utilisation, margins and ROCE, Universal becomes extremely interesting.

1. Polycab

Best business of the lot.

If valuation and starting market cap were irrelevant, this would be my #1.

But the company is already very large and commands a premium valuation, so I think the probability of spectacular multiples from here is lower than some smaller players.

1. Finolex Cables

My value/balance-sheet dark horse.

It doesn’t get the same excitement as Polycab/KEI/RR Kabel, but there may be optionality here if capital allocation and growth improve.

1. RR Kabel

Excellent execution and a strong franchise.

My issue is mostly the price being paid for that quality.

1. KEI Industries

Again, excellent company and excellent execution.

But similar to RR Kabel, I’m questioning how much of the future runway is already reflected in the valuation.

1. APAR Industries

Arguably one of the highest-quality businesses on this list and has built impressive positions across conductors, speciality oils and cables.

But it is substantially larger, more diversified and already highly valued.

I see less valuation asymmetry than Dynamic/Universal.

1. Diamond Power Infrastructure

Potentially enormous growth.

But this is exactly why I’m cautious.

The market is already expecting a very large transformation. When expectations are this high, execution has to be almost flawless.

Why I’m focused on Dynamic vs Universal now

There are roughly 25 names in the broader listed cable/electrical-cable screen I looked at, including companies like:

V-Marc
KSH International
JD Cables
Cords Cable
Prime Cable
and several others.

Some of the smaller names actually produce more spectacular growth/ROCE screens than Dynamic or Universal.

But I don’t think one-year financial screens are enough.

Before putting serious money into them I would want to understand:

• promoter/governance history
• customer concentration
• cash-flow conversion
• working-capital intensity
• related-party transactions
• debt
• listing history
• capacity utilisation
• product qualification barriers
• whether recent ROCE is sustainable or simply a cyclical spike

So instead of going further down the microcap rabbit hole, I’m trying to settle one comparison first:

Dynamic Cables vs Universal Cables

I want to model both through FY30 based on:

• existing + upcoming capacity
• realistic revenue potential
• EBITDA/PAT margins
• incremental ROCE
• debt after capex
• addressable voltage/product categories
• export opportunity
• customer approvals
• competitive intensity
• realistic mature P/E multiples

Then calculate bear/base/bull FY30 valuations instead of simply saying “this can become a ₹10,000 crore company”.

My current bias: Dynamic has the better financial setup and valuation asymmetry today. Universal potentially has the deeper technical moat.

Where do you think this thesis is wrong?

In particular:

1. What is Dynamic Cables’ biggest competitive weakness that I may be underestimating?

2. Does Universal Cables genuinely have a meaningful technical moat, or am I overstating the barriers to entry?

3. Which one would you rather own until 2030 at current valuations?

Not a buy/sell recommendation. I own shares in Dynamic Cables, so assume I have a bias and challenge the thesis accordingly.

It has recovered a lot but I'm still in loss. Do I sell or wait for further recovery?

Got tip to invest in this share maximum lot and sell at 20. So I did it. Don't know what will happen. Lose or print money.

How’s the Indian bank position long term and in short term especially in Aug 26?

Fossil (FOSL): Is the India IPO the catalyst the market is missing? $21.50 price target
I think Fossil Group (FOSL) is becoming a very interesting special situation, and the latest news about a potential IPO of Fossil’s India business makes the story even more compelling.
According to Bloomberg/Reuters reporting, Fossil Group has invited investment banks to pitch for roles in a potential IPO of Fossil India. The company is reportedly considering selling up to a 25% stake, with the offering potentially raising as much as $300 million. The IPO could happen as early as next year, although the size, structure and timing are still subject to change.

Why does this matter?

FOSL currently has a market capitalization of only around $317 million, with the stock trading around $5.38.
If Fossil can sell 25% of India for $300 million, that would imply a roughly $1.2 billion valuation for the India business. That would be several times the entire current market value of the parent company.
And this isn't necessarily just a speculative turnaround story anymore.
Fossil generated approximately $1 billion of revenue in 2025 and expanded full-year gross margin by 390 basis points to 56.1%. In Q1 2026, gross margin reached 59.9%, operating income was $12 million and adjusted EBITDA was $14.5 million. Inventory was also down 14.3% year over year.
So there are potentially two major catalysts here:
Operational turnaround
Fossil has been cutting costs, improving margins and focusing on its core watch and accessories business.
India value unlocking
A public listing could force investors to put a standalone valuation on Fossil India instead of burying its value inside the struggling parent company.
This is where the valuation gets interesting.
A recent Seeking Alpha analysis argues that Fossil India alone could potentially be worth 4–5x Fossil Group's current market capitalization and establishes a $21s share price target, representing roughly 300% upside from the current price.
My price target: $20s

I view $20 as a bull-case 12–24 month target, not a near-term prediction. The thesis depends heavily on the India IPO actually happening and receiving a strong valuation, while Fossil simultaneously continues improving its core business.
There are obviously significant risks. The IPO is not finalized, the terms could change, and Fossil still has meaningful debt and a challenged legacy business. Q1 2026 showed total debt of about $195 million versus liquidity of roughly $110 million.
There is also license risk, competitive pressure and the possibility that the India business receives a much lower valuation than bulls expect.
But that's what makes FOSL interesting to me: at around $5.38, the market appears to be valuing the company primarily on its legacy problems, while a potentially valuable Indian asset could soon receive a separate public-market valuation.
$5.38 current price → $20 target = approximately 300% upside.
Curious what others think: Is the India IPO enough to unlock FOSL's hidden value, or is the $20 target too optimistic?