Polycab India Limited

NSEI:POLYCAB Rapport sur les actions

Capitalisation boursière : ₹1.4t

Polycab India Gestion

Gestion contrôle des critères 3/4

Le PDG Polycab India est Inder Jaisinghani, nommé en Aug2019, a un mandat de 6.83 ans. La rémunération annuelle totale est ₹ 344.79M, composée du salaire de 21.3% et des bonus 78.7%, y compris les actions et options de la société. détient directement 25.18% des actions de la société, d'une valeur de ₹ 364.50B. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.6 ans et 5.1 ans.

Informations clés

Inder Jaisinghani

Directeur général

₹344.8m

Rémunération totale

Pourcentage du salaire du PDG21.31%
Durée du mandat du directeur général6.8yrs
Propriété du PDG25.2%
Durée moyenne d'occupation des postes de direction3.6yrs
Durée moyenne du mandat des membres du conseil d'administration5.1yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit Jun 03

POLYCAB: Future Returns Will Reflect Dividend Commitment And Refined Earnings Outlook

Analysts have lifted their price target for Polycab India from ₹8,587 to ₹9,305, citing updated assumptions around revenue growth, discount rate, profit margins and future P/E that together point to a higher assessed fair value for the stock. What's in the News The board has proposed a dividend of ₹47 per share, described as 470% of face value, for the year ended March 31, 2026.
Article d’analyse May 21

With EPS Growth And More, Polycab India (NSE:POLYCAB) Makes An Interesting Case

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Mise à jour du récit May 20

POLYCAB: Rising Payout Ambitions Will Likely Expose Rich Earnings Multiple

Analysts have lifted their fair value estimate for Polycab India from about ₹6,799 to roughly ₹7,307, reflecting updated assumptions on discount rate, revenue growth, profit margins and future P/E multiples. What's in the News The Board of Directors has proposed a dividend of ₹47 per share, which is described as 470% of the face value and takes the dividend payout ratio to 27.2% from 26.3% for the year ended March 31, 2026, aligned with the Project Spring goal of a payout above 30% by FY30 (Key Developments).
Mise à jour du récit May 04

POLYCAB: Upcoming Board Decisions Will Support Future Upside Potential

Analysts have kept the fair value estimate for Polycab India steady at ₹9,611 per share, with only modest tweaks to assumptions around the discount rate, revenue growth, and future P/E multiples, resulting in an unchanged price target. What's in the News Board meeting scheduled for May 6, 2026, to consider and approve audited standalone and consolidated financial results for the quarter and year ended March 31, 2026, and to recommend a dividend for the 2025-26 financial year, if any (Key Developments).
Mise à jour du récit Apr 20

POLYCAB: Board Restructuring And Governance Changes Will Support Future Upside

Analysts have trimmed their fair value estimate for Polycab India slightly from ₹9,744 to ₹9,611, reflecting updated assumptions for revenue growth, profit margin and future P/E expectations. What's in the News Special shareholders meeting by postal ballot in India scheduled for February 22, 2026, at 17:00 IST to consider multiple board appointments and role changes (Key Developments) Shareholders to vote on reappointment of Mrs.
Mise à jour du récit Apr 06

POLYCAB: Leadership Reappointments And Fair Value View Will Shape Balanced Outlook

Analysts have trimmed their fair value estimate for Polycab India from about ₹7,024 to roughly ₹6,799, citing updated assumptions around revenue growth, profit margins and future P/E expectations. What's in the News Polycab India has scheduled a Special or Extraordinary Shareholders Meeting for February 22, 2026 at 17:00 Indian Standard Time, to be conducted via postal ballot in India (Key Developments).
Mise à jour du récit Mar 22

POLYCAB: Board And Leadership Reshuffle Will Shape Balanced Yet Cautious Outlook

Analysts have trimmed their price target on Polycab India slightly, with fair value moving from around ₹7,062.83 to about ₹7,023.51. This reflects small tweaks to assumptions around discount rate, revenue growth and profit margin.
Mise à jour du récit Mar 08

POLYCAB: Upcoming Board Decisions Will Tighten Already Stretched Risk Profile

Analysts have lifted their price target for Polycab India from ₹6,702.88 to ₹7,062.83, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as key drivers of the change. What's in the News Board meeting scheduled for Jan 16, 2026, to review and approve unaudited standalone and consolidated financial results for the quarter and nine months ended Dec 31, 2025, along with limited review reports (Key Developments).
Mise à jour du récit Feb 21

POLYCAB: Future Returns Will Reflect Governance Resolutions And Fine-Tuned Outlook

Analysts have nudged their fair value estimate for Polycab India higher from about ₹8,327 to roughly ₹8,587, reflecting updated assumptions around discount rate, revenue growth, profit margin, and future P/E. What's in the News A board meeting is scheduled for Jan 16, 2026 to review and approve unaudited standalone and consolidated financial results for the quarter and nine months ended Dec 31, 2025, along with limited review reports (company filing).
Mise à jour du récit Feb 07

POLYCAB: Higher Fair Value And Upcoming Board Meeting Will Support Shares

Analysts now place their fair value estimate for Polycab India at ₹9,744, compared with the prior ₹7,950. This reflects updated assumptions around the discount rate, expected revenue growth, profit margins and future P/E levels.
Mise à jour du récit Jan 24

POLYCAB: Upcoming Results And Board Decisions Will Shape Updated Risk Profile

Analysts have raised their fair value estimate for Polycab India from ₹5,283.79 to ₹6,702.88, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E that they view as better reflecting the company’s current risk and earnings profile. What's in the News A board meeting is scheduled on January 16, 2026, at 13:00 IST to consider and approve the unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025, along with limited review reports (company filing).
Article d’analyse Jan 21

Earnings Miss: Polycab India Limited Missed EPS By 6.2% And Analysts Are Revising Their Forecasts

Polycab India Limited ( NSE:POLYCAB ) shareholders are probably feeling a little disappointed, since its shares fell...
Article d’analyse Jan 11

There's Reason For Concern Over Polycab India Limited's (NSE:POLYCAB) Price

With a price-to-earnings (or "P/E") ratio of 47x Polycab India Limited ( NSE:POLYCAB ) may be sending very bearish...
Mise à jour du récit Jan 10

POLYCAB: Future Returns Will Reflect CFO Transition And Fine-Tuned Outlook

Analysts have nudged their fair value estimate for Polycab India slightly higher to ₹8,326.77 from ₹8,238.27, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E that fine tune rather than overhaul their previous view. What's in the News A board meeting is scheduled on January 16, 2026 to consider and approve the unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025, along with limited review reports (company filing).
Mise à jour du récit Dec 26

POLYCAB: Future Returns Will Reflect CFO Transition And Stable Financial Outlook

Analysts have raised their price target for Polycab India slightly to ₹8,238 from ₹8,215, reflecting modestly higher long term revenue growth assumptions and a marginally lower discount rate, while keeping profitability expectations broadly unchanged. What's in the News The board has approved the appointment of industry veteran Niyant Maru as Executive President Finance from October 17, 2025.
Mise à jour du récit Dec 11

POLYCAB: Future Returns Will Be Driven By CFO Transition And Promoter Stake Sale

Analysts have modestly raised their fair value estimate for Polycab India from ₹8,210 to about ₹8,215 per share, citing slightly higher long term margin and earnings visibility, reflected in a marginally richer forward P E assumption. What's in the News The board approves unaudited standalone and consolidated results for the quarter and half year ended September 30, 2025, at its October 17, 2025 meeting (company filing).
Mise à jour du récit Nov 27

POLYCAB: Future Performance Will Be Shaped By Leadership Transition And Promoter Stake Sale

Analysts have slightly raised their price target for Polycab India from ₹8,177 to ₹8,210, citing minor improvements in projected profit margins and revenue growth forecasts. What's in the News Promoters are expected to offload up to 0.81% stake in Polycab India via block deals at a floor price of INR 7,300 per share.
Mise à jour du récit Nov 13

POLYCAB: Future Performance Will Reflect Leadership Change And Stake Sale Developments

Analysts have raised their price target for Polycab India from ₹8,088 to ₹8,177, citing steady improvements in revenue growth forecasts and profit margins as key factors in their updated valuation. What's in the News Polycab India has appointed Mr. Niyant Maru as Chief Financial Officer, effective October 28, 2025, following the resignation of Mr. Gandharv Tongia on October 27, 2025 (Key Developments).
Article d’analyse Nov 12

Is Polycab India (NSE:POLYCAB) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Mise à jour du récit Oct 30

POLYCAB: Leadership Transition And Stake Sale Signal Stable Near-Term Outlook

Analysts have raised their price target for Polycab India from ₹7,644 to ₹8,088, citing an improved profit margin outlook even though revenue growth expectations are slightly lower. What's in the News Mr. Niyant Maru has been appointed as Chief Financial Officer of Polycab India Limited, effective October 28, 2025, following the resignation of Mr. Gandharv Tongia as CFO.
Mise à jour du récit Oct 16

Government Infrastructure And Renewables Will Drive Future Demand

Analysts have raised their price target for Polycab India from ₹7,563.23 to ₹7,643.73, citing modest improvements in projected profit margins and revenue growth forecasts. What's in the News A board meeting is scheduled for October 17, 2025, to consider and approve the un-audited financial results for the quarter and half year ended September 30, 2025 (Company filing).
Article d’analyse Oct 13

Polycab India (NSE:POLYCAB) Is Very Good At Capital Allocation

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
Mise à jour du récit Sep 04

Government Infrastructure And Renewables Will Drive Future Demand

With both Net Profit Margin and Discount Rate remaining stable, there has been no impact on Polycab India's fair value, with the consensus analyst price target unchanged at ₹7563. What's in the News CFO Gandharv Tongia resigned citing personal reasons, effective on or before October 27, 2025.
Article d’analyse Aug 18

We Ran A Stock Scan For Earnings Growth And Polycab India (NSE:POLYCAB) Passed With Ease

NSEI:POLYCAB 1 Year Share Price vs Fair Value Explore Polycab India's Fair Values from the Community and select yours...
Article d’analyse Aug 04

Is Polycab India (NSE:POLYCAB) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Article d’analyse Jul 20

Earnings Beat: Polycab India Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Polycab India Limited ( NSE:POLYCAB ) investors will be delighted, with the company turning in some strong numbers with...
Article d’analyse Jul 17

Polycab India Limited's (NSE:POLYCAB) Share Price Could Signal Some Risk

With a price-to-earnings (or "P/E") ratio of 51.8x Polycab India Limited ( NSE:POLYCAB ) may be sending very bearish...
Article d’analyse Jul 04

Investors Shouldn't Overlook The Favourable Returns On Capital At Polycab India (NSE:POLYCAB)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
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Nouveau récit Nov 18

Strong Global Expansion And Indian Market Boom Propel Revenue Growth

Strong revenue growth anticipated due to increased market demand and operational readiness, with plans to hit revenue targets ahead of schedule.

Analyse de la rémunération des PDG

Comment la rémunération de Inder Jaisinghani a-t-elle évolué par rapport aux bénéfices de Polycab India?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

₹27b

Dec 31 2025n/an/a

₹26b

Sep 30 2025n/an/a

₹25b

Jun 30 2025n/an/a

₹22b

Mar 31 2025₹345m₹73m

₹20b

Dec 31 2024n/an/a

₹18b

Sep 30 2024n/an/a

₹18b

Jun 30 2024n/an/a

₹18b

Mar 31 2024₹303m₹64m

₹18b

Dec 31 2023n/an/a

₹17b

Sep 30 2023n/an/a

₹16b

Jun 30 2023n/an/a

₹15b

Mar 31 2023₹217m₹53m

₹13b

Dec 31 2022n/an/a

₹12b

Sep 30 2022n/an/a

₹11b

Jun 30 2022n/an/a

₹10b

Mar 31 2022₹137m₹46m

₹8b

Dec 31 2021n/an/a

₹8b

Sep 30 2021n/an/a

₹8b

Jun 30 2021n/an/a

₹8b

Mar 31 2021₹141m₹42m

₹8b

Dec 31 2020n/an/a

₹8b

Sep 30 2020n/an/a

₹8b

Jun 30 2020n/an/a

₹7b

Mar 31 2020₹115m₹40m

₹8b

Rémunération vs marché: La rémunération totale de Inder ($USD 3.60M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché Indian ($USD 1.16M ).

Rémunération et revenus: La rémunération de Inder a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Inder Jaisinghani (72 yo)

6.8yrs
Titularisation
₹344,790,000
Compensation

Mr. Inder Thakurdas Jaisinghani has been Chairman of the Board at Polycab India Limited since December 20, 1997 and has been its Managing Director since August 28, 2019. He has been working with Polycab In...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Inder Jaisinghani
Chairman & MD6.8yrs₹344.79m25.18%
₹ 364.5b
Bharat Jaisinghani
Joint Managing Director5.1yrs₹27.29m4.82%
₹ 69.8b
Nikhil Jaisinghani
Joint Managing Director5.1yrs₹26.80m3.35%
₹ 48.5b
Niyant Maru
Chief Financial Officerless than a yearpas de donnéespas de données
Rakeshkumar Talati
Director of Operations & COOless than a year₹25.05mpas de données
Gyan Pandey
Executive President and Chief Digital & Information Officerless than a yearpas de donnéespas de données
Shashank Yagnick
Head of Strategic Projects Office & Investor Relationsno datapas de donnéespas de données
Manita Carmen Gonsalves
Head of Legal5.4yrs₹3.97mpas de données
Shwetal Basu
Senior VP and Head of Brand & Marketing1.7yrspas de donnéespas de données
Ashish Kakkar
Chief Human Resource Officer2.1yrspas de donnéespas de données
Anurag Agarwal
CEO of Global Exports & New Businesses (EHV & Conductor)no data₹19.64mpas de données
Diwaker Bharadwaj
President of Automation/Serialisation5.4yrs₹10.70mpas de données
3.6yrs
Durée moyenne de l'emploi
53.5yo
Âge moyen

Gestion expérimentée: L'équipe de direction de POLYCAB est considérée comme expérimentée (ancienneté moyenne 3.6 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Inder Jaisinghani
Chairman & MD28.5yrs₹344.79m25.18%
₹ 364.5b
Bharat Jaisinghani
Joint Managing Director5.1yrs₹27.29m4.82%
₹ 69.8b
Nikhil Jaisinghani
Joint Managing Director5.1yrs₹26.80m3.35%
₹ 48.5b
Vijay Pandey
Executive Director1.4yrspas de donnéespas de données
Tilokchand Ostwal
Non-Executive & Independent Director7.8yrs₹5.88mpas de données
Sumit Malhotra
Independent Director1.4yrs₹1.17mpas de données
Sutapa Banerjee
Non-Executive Independent Director5.1yrs₹5.04mpas de données
Manju Agarwal
Independent Director3.4yrs₹5.05m0.000030%
₹ 434.3k
Bhaskar Sharma
Independent Director3.1yrs₹4.72mpas de données
5.1yrs
Durée moyenne de l'emploi
64yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de POLYCAB sont considérés comme expérimentés (ancienneté moyenne 5.1 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/09 10:31
Cours de l'action en fin de journée2026/06/09 00:00
Les revenus2026/03/31
Revenus annuels2026/03/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Polycab India Limited est couverte par 40 analystes. 31 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Kunal Sheth360 ONE Capital Market Private Limited
Dhruv JainAmbit Capital
Ashwin MehtaAmbit Capital