This Stock Just Announced a ₹750+ Cr Capex!!

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0:00 – Intro: Why This Business Caught Our Eye
3:06 – Financials Deep Dive: Balance Sheet, Cash Flows & Margins
8:30 – What the Company Really Does
12:21 – Why This Business Has High Entry Barriers
13:13 – Where the Growth Is Coming From (Industry Tailwinds)
17:07 – History & Promoter Story
20:36 – Competition: India vs Global Players
21:47 – Big Capex Plans & Growth Triggers
24:04 – Risks, Execution & Final Thesis

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