Top Tweets for #kcaB
@wickrameso22852 @NewsCse What's the upside for these companies with the LKR depreciation? Since they're importers, a weaker LKR actually hurts them, right?
🚨Kelani Cables PLC (KCAB) Reported Superb Earnings
👉YoY Growth —> 16% ⬆️
👉QoQ Growth —> -6% ⬇️
❗️1 to 10 Share Split Chance Also There ♥️
@MarketNewsLK
@danukalive
@SLCSEGURU158813
#SriLanka #investing #KCAB
@hareshdesoysa With demand rising for #ACL #KCAB products, #APLA should benefit from stronger volumes.If crude settles at $55–60, PVC resin could ease another 10%, supporting GPM expansion.That sets up a strong 2HFY26–FY27 earnings runway &added liquidity from the split a rerating looks likely!
@hareshdesoysa I’m hearing the same on current utilisation levels.#KCAB & #ACL still running at 50%. With AWPLR easing & building materials demand picking up, 2HFY26F- FY27F earnings should see strong upside.
With liquidity improving postsplit, a rerating to 11–12× PER looks entirely plausible
@Leanage84 #KCAB and #ACL reportedly operate at around 50% capacity, whereas SIRA is maxed out. With demand picking up, isn’t there significant upside potential in KCAB’s volumes and EPS? A post-split price of Rs 160–180 doesn’t seem far-fetched.
Agree
#APLA's GP margins (GPM) will likely improve in FY26E; 1Q26 GPM was 28% vs 25% in 1Q25
Only caveat is that APLA is a B2B firm with almost all sales to parent #ACL and affiliate #KCAB
Part of benefit of lower raw material prices may have to be shared with group
#CSE #lka
@Channa_Amare 2. The real kicker for APLA is the plunging PVC resin prices, with prices touching a 5-yr low in September 2025, GPMs should expand (~29% FY26) & EPS.
PVC Resin Futures (Oct ’25 deliveries):
Jan25: CNY5,479/MT → Jun25: CNY4,906/MT (-10% YTD) → Sep25: CNY 4,763/MT (-3% QoQ)
@Channa_Amare Given that ACL group operates in #SriLanka and a few other countries there's a possibility that they may be eyeing business expansion.
Another concern would be illiquidity & higher share price. If #KCAB and #APLA go through a split they could gain more attention from retailers
@wickrameso22852 Here is the historical EPS for #KCAB, #ACL, and #APLA
We can see that there was an exceptional boom in 2022-23, which was likely due to the post-crisis recovery. That effect seems to have normalized in 2024
But does #lka use US or LME copper prices as benchmark when importing copper products?
Unwinding of US copper positions on tariff uncertainty reduced recent steep premium that US copper gained over LME copper
Premium still exists, but modest at under ~US$200/MT
#CSE #ACL #KCAB
Massive drop in copper futures.
Good news for ACL KCAB
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