Indian Government Is Planning A VGF Scheme Worth Around ₹10,000 Crore To Boost Underground Cable Manufacturing - ET (KEI, Polycab)

 17 Jul 2026 03:12 PM

Indian Government Is Planning A VGF Scheme Worth Around ₹10,000 Crore To Boost Underground Cable Manufacturing - ET (KEI, Polycab)

Polycab India: Aims For Over 10% Growth In Exports By 2030, Suggesting Stronger Growth Than Domestic Sales. Q1 FY27 Sees A Year-On-Year Drop In International Business Due To Geopolitical Issues, But Solid Fundamentals With A Healthy Order Book Indicate Expected Recovery.

 17 Jul 2026 08:33 AM

Polycab India: Aims For Over 10% Growth In Exports By 2030, Suggesting Stronger Growth Than Domestic Sales. Q1 FY27 Sees A Year-On-Year Drop In International Business Due To Geopolitical Issues, But Solid Fundamentals With A Healthy Order Book Indicate Expected Recovery.

Polycab India: Sets Medium To Long-Term Margin Goals Of 11% To 13% For Wires And Cables According To Project Spring. The FMEG Segment Aims For EBIT Margins Of 8% To 10% By FY2030 And Plans To Grow At 1.5X To 2X The Industry Growth While Improving Profits.

 17 Jul 2026 08:26 AM

Polycab India: Sets Medium To Long-Term Margin Goals Of 11% To 13% For Wires And Cables According To Project Spring. The FMEG Segment Aims For EBIT Margins Of 8% To 10% By FY2030 And Plans To Grow At 1.5X To 2X The Industry Growth While Improving Profits.

Polycab India: EPC Business Expects Steady Operating Margins In The High Single Digits, With BharatNet And RDSS Projects Projected To Generate Around INR800 Crore Each This Year. Company Anticipates Growth At 1.5 Times The Market Rate And A Working Capital Cycle To Stabilize Between 45 To 50 Days.

 17 Jul 2026 08:30 AM

Polycab India: EPC Business Expects Steady Operating Margins In The High Single Digits, With BharatNet And RDSS Projects Projected To Generate Around INR800 Crore Each This Year. Company Anticipates Growth At 1.5 Times The Market Rate And A Working Capital Cycle To Stabilize Between 45 To 50 Days.

Polycab India: Will Keep Passing On Cost Increases, Believes Data Centers Are A Huge Opportunity, Anticipates Significant Revenue Growth From Data Centers In Coming Years, And Notes A Strong Export Order Book.

 16 Jul 2026 04:35 PM

Polycab India: Will Keep Passing On Cost Increases, Believes Data Centers Are A Huge Opportunity, Anticipates Significant Revenue Growth From Data Centers In Coming Years, And Notes A Strong Export Order Book.

POLYCAB INDIA: Q1 CONS NET PROFIT 7.8B RUPEES VS 5.9B (YOY); EST 7.13B

 16 Jul 2026 01:55 PM

POLYCAB INDIA: Q1 CONS NET PROFIT 7.8B RUPEES VS 5.9B (YOY); EST 7.13B

POLYCAB INDIA: Q1 EBITDA 11.36B RUPEES VS 8.58B (YOY); EST 10.6B || Q1 EBITDA MARGIN 13.84% VS 14.52% (YOY); EST 13.4%

 16 Jul 2026 01:55 PM

POLYCAB INDIA: Q1 EBITDA 11.36B RUPEES VS 8.58B (YOY); EST 10.6B || Q1 EBITDA MARGIN 13.84% VS 14.52% (YOY); EST 13.4%

POLYCAB INDIA: Q1 REVENUE 82.1B RUPEES VS 59B (YOY); EST 79.02B

 16 Jul 2026 01:55 PM

POLYCAB INDIA: Q1 REVENUE 82.1B RUPEES VS 59B (YOY); EST 79.02B

Polycab India: Co To Meet Jefferies Between July 20 To July 27

 08 Jul 2026 10:53 AM

Polycab India: Co To Meet Jefferies Between July 20 To July 27

Polycab India: Jefferies maintains Buy on Polycab India with a Target Price of ₹10,920, citing continued market-share gains (31%, up 12% in 5 years), strong RDSS and BharatNet order books, diversified revenue streams, power-sector exposure, positive FMEG profitability, and a track record of 15 consecutive quarters of double-digit C&W growth with 12–15% EBIT margins despite a 25% YTD stock rally.

 17 Jun 2026 09:05 AM

Polycab India: Jefferies maintains Buy on Polycab India with a Target Price of ₹10,920, citing continued market-share gains (31%, up 12% in 5 years), strong RDSS and BharatNet order books, diversified revenue streams, power-sector exposure, positive FMEG profitability, and a track record of 15 consecutive quarters of double-digit C&W growth with 12–15% EBIT margins despite a 25% YTD stock rally.

Polycab: Citi maintains a Buy on Polycab with a Target Price of ₹10,500 (raised from ₹9,500), citing continued market share gains driven by strong execution and scale advantages, effective pass-through of raw material costs without inventory gains due to hedging, and upcoming EHV capacity commissioning by year-end with revenue contribution expected from FY28.

 07 May 2026 09:00 AM

Polycab: Citi maintains a Buy on Polycab with a Target Price of ₹10,500 (raised from ₹9,500), citing continued market share gains driven by strong execution and scale advantages, effective pass-through of raw material costs without inventory gains due to hedging, and upcoming EHV capacity commissioning by year-end with revenue contribution expected from FY28.

Polycab: Jefferies maintains a Buy on Polycab with a Target Price of ₹9,770 (raised from ₹8,950), citing strong market share gains to 30–31% (+400 bps YoY), robust 18% FY26 C&W volume growth, a structural power/housing-led growth story with ~21% FY26–29E EPS CAGR, and sustained FMEG profitability despite some C&W margin pressure from mix shift.

 07 May 2026 08:58 AM

Polycab: Jefferies maintains a Buy on Polycab with a Target Price of ₹9,770 (raised from ₹8,950), citing strong market share gains to 30–31% (+400 bps YoY), robust 18% FY26 C&W volume growth, a structural power/housing-led growth story with ~21% FY26–29E EPS CAGR, and sustained FMEG profitability despite some C&W margin pressure from mix shift.

Polycab: Reports 15% Yearly Drop In EPC Business Revenues Due To Project Timing Issues.

 06 May 2026 02:45 PM

Polycab: Reports 15% Yearly Drop In EPC Business Revenues Due To Project Timing Issues.

Polycab: Co's EBITDA Margins Stay In The Expected Range Of 12%–14%.

 06 May 2026 02:47 PM

Polycab: Co's EBITDA Margins Stay In The Expected Range Of 12%–14%.

POLYCAB INDIA: Q4 CONS NET PROFIT 7.7B RUPEES VS 7.3B (YOY)

 06 May 2026 02:33 PM

POLYCAB INDIA: Q4 CONS NET PROFIT 7.7B RUPEES VS 7.3B (YOY)

POLYCAB INDIA: Q4 EBITDA 11.61B RUPEES VS 10.2B (YOY) || Q4 EBITDA MARGIN 13.1% VS 14.7% (YOY)

 06 May 2026 02:34 PM

POLYCAB INDIA: Q4 EBITDA 11.61B RUPEES VS 10.2B (YOY) || Q4 EBITDA MARGIN 13.1% VS 14.7% (YOY)

POLYCAB INDIA: Q4 REVENUE 88.6B RUPEES VS 70B (YOY)

 06 May 2026 02:34 PM

POLYCAB INDIA: Q4 REVENUE 88.6B RUPEES VS 70B (YOY)

Polycab: Company Anticipates Steady Volume Growth, However, Faces Challenges from the Middle East, Q4 Profit Margin Expected at Lower Range of Predictions. - NDTV

 24 Mar 2026 11:34 AM

Polycab: Company Anticipates Steady Volume Growth, However, Faces Challenges from the Middle East, Q4 Profit Margin Expected at Lower Range of Predictions. - NDTV

Polycab India: Morgan Stanley on Polycab India Overweight, Target Price Rs 8707 (cut from 9659) as EPS trimmed ~5% (FY26–28) with C&W revenue cuts (4–5%) and FMEG (-2–3%), though strong ~20% C&W CAGR and stable margins (~13–13.4%) support long-term outlook.

 24 Mar 2026 09:01 AM

Polycab India: Morgan Stanley on Polycab India Overweight, Target Price Rs 8707 (cut from 9659) as EPS trimmed ~5% (FY26–28) with C&W revenue cuts (4–5%) and FMEG (-2–3%), though strong ~20% C&W CAGR and stable margins (~13–13.4%) support long-term outlook.

Polycab India: CITI on Polycab India Buy, Target Price Rs 9500 as despite ME-led export/domestic demand disruptions and competition risks, sourcing intact, pricing pass-through done, 10GW data center opportunity (~₹300bn), EHV capacity ramp-up (₹8bn capex, 14–15% margin), manageable LNG substitution, and healthy channel inventory (20–22 days).

 19 Mar 2026 09:12 AM

Polycab India: CITI on Polycab India Buy, Target Price Rs 9500 as despite ME-led export/domestic demand disruptions and competition risks, sourcing intact, pricing pass-through done, 10GW data center opportunity (~₹300bn), EHV capacity ramp-up (₹8bn capex, 14–15% margin), manageable LNG substitution, and healthy channel inventory (20–22 days).