Interarch: The Steel Spine of India’s Next Decade of Capex
Interarch is a mid-cycle, asset-light, net-cash, capital-efficient proxy for the structural shift of Indian construction from concrete to engineered steel — specifically in the pockets where that shift is most economic (data centres, fabs, gigafactories, large warehouses). It’s the #2 player in an industry where the top seven are taking share from an unorganised tail […]