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Earnings Call

Polycab India Earnings Call: Key Takeaways

Polycab achieved record FY26 revenue despite Middle East geopolitical disruptions affecting Q4. Management remains aggressively optimistic, emphasizing market share gains and record capex intensity.

Highlights
Revenue growthFY26 revenue up 29% YoY, crossing ₹285 billion milestone.
MarginsQ4 margins at 13.1% impacted by unfavorable segment and institutional mix.
Order bookHealthy international order book despite temporary Middle East shipping disruptions.
Demand visibilityStrong domestic demand in power, renewables, and real estate sectors.
Management confidenceHighly confident, focused on market share and long-term Project Spring goals.

Growth

FY26 revenue grew 29% YoY; Q4 volumes saw low single-digit growth due to external headwinds.

Outlook

Project Spring targets ₹60-80 billion capex and 30% dividend payout by FY30.

Risks

Middle East escalation impacting exports; volatile commodity prices; institutional sales mix compressing near-term margins.

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.