Reading concalls and deriving insights from them is a necessary skill for anyone who wants to be a serious investor. By reading concalls, you get an actual understanding of the management temperament, their attitude, body language, industry insights, competitive landscape and future guidance. Going through the concalls of multiple players in the same sector will give you a very good understanding of the overall landscape of the industry. In this video, we have uncovered interesting insights from the Q2FY25 concalls of companies who will benefit from the ongoing capex cycle in industries such as power, green hydrogen, refineries, data centers, oil and gas.

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Timestamps
0:00 Introduction
0:22 Importance of reading concalls
3:42 How to register?
4:36 The Anup Engineering Ltd
7:16 Presence in hydrogen industry
8:26 Capex plan
9:01 Future guidance
9:32 Dynamic Cables Ltd
13:45 Power industry overview
14:44 Dynamic Cables as a beneficiary
15:16 Skipper Ltd
21:14 Conclusion

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