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Earnings Call

Polycab India Earnings Call: Key Takeaways

Polycab achieved highest-ever revenue and profitability in FY26. Consolidated revenue grew 29% YoY to ₹289Bn, driven by W&C and accelerating FMEG momentum.

Why this was an Alfa AlertNot a filter event. Financials were broadly in line with management's internal 'Project Spring' guidance.
Highlights
Revenue growth29% YoY for FY26; ₹288.8Bn achieved.
MarginsFY26 PAT margin 9.4%. W&C margins within 12-14% guided range.
Order bookHealthy order book maintained in EPC segment.
Demand visibilityStrong execution under Project Spring; domestic W&C market share gained.

Growth

Q4FY26 revenue grew 27% YoY; PAT grew 7% YoY. FY26 PAT rose 32% YoY to ₹27.1Bn.

Outlook

FY26 capex at ₹14.8Bn. Project Spring targets EBITDA margins of 11-13% for W&C and 8-10% for FMEG by FY30.

Risks

Unfavorable product mix and lower export contributions impacted quarterly margins. Industry headwinds noted in domestic W&C.

Source

Earnings Call filed with BSE, NSE: POLYCAB. Summary written with AI assistance from the document.

Read the document ↗

Polycab India Ltd: key numbers

Share price
₹8,408.50
Market cap
₹1,26,713 Cr
Revenue (annual)
₹28,884 Cr
Net profit (annual)
₹2,672 Cr
P/E (TTM)
44.2×Sector 45.9×
Promoter holding
61.46%-0.04% QoQ
FII holding
19.00%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Employee Stock Options

Polycab India Employee Stock Options

Polycab India Limited has allotted 4,885 equity shares to eligible employees upon the exercise of options under its Employee Stock Option Scheme 2018.