DDev Plastiks Industries Ltd (DDEVPLAS) reported a healthy Q3FY26 earnings which was above our estimates on key parameters. The management guided that the wire and cable industry is expected to grow at nearly twice India's GDP rate, supported by transmission line additions, electrification, smart cities, railways, and data centre investments, structurally lifting long-term demand for polymer compounds. The company plans to progressively move up the voltage curve in XLPE compounds, targeting certifications beyond 132 kV over time, which could unlock higher-margin opportunities in transmission and export-heavy applications. Further, the company...