Polycab India（POLYCAB）株式概要
ポリキャブ・インディア社は、POLYCABブランドの電線・ケーブルをインド国内外で製造・販売している。 詳細
POLYCAB Community Fair Values
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Analyst Price Targets
Polycab India Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | ₹9,193.50 |
| 52週高値 | ₹9,309.50 |
| 52週安値 | ₹5,760.00 |
| ベータ | 0.61 |
| 1ヶ月の変化 | 15.56% |
| 3ヶ月変化 | 16.83% |
| 1年変化 | 54.56% |
| 3年間の変化 | 169.31% |
| 5年間の変化 | 441.21% |
| IPOからの変化 | 1,304.02% |
最新ニュース
分析記事 • 23h
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...
ナラティブの更新 • 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).
ナラティブの更新 • 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).Recent updates
分析記事 • 23h
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...ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).
ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.株主還元
| POLYCAB | IN Electrical | IN 市場 | |
|---|---|---|---|
| 7D | -0.3% | 3.6% | 0.5% |
| 1Y | 54.6% | 30.1% | -0.7% |
業界別リターン: POLYCAB過去 1 年間で30.1 % の収益を上げたIndian Electrical業界を上回りました。
リターン対市場: POLYCAB過去 1 年間で-0.7 % の収益を上げたIndian市場を上回りました。
価格変動
| POLYCAB volatility | |
|---|---|
| POLYCAB Average Weekly Movement | 5.6% |
| Electrical Industry Average Movement | 8.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in IN Market | 10.1% |
| 10% least volatile stocks in IN Market | 4.8% |
安定した株価: POLYCAB 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: POLYCABの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1964 | n/a | Inder Jaisinghani | www.polycab.com |
ポリキャブ・インディア社は、POLYCABブランドの電線・ケーブルをインド国内外で製造・販売している。同社は3つのセグメントで事業を展開している：電線・ケーブル、高速電気製品（FMEG）、エンジニアリング・調達・建設（EPC）。電線・ケーブル部門は、PolycabSupremaハウスワイヤー、PolycabMaxima+グリーンワイヤー、PolycabPrimmaハウスワイヤー、ETIRAハウスワイヤー、PolycabOptima+、GREENWIRE 180m、POLYCAB LF FR 180mなどの電線、制御機器用電線、Polycab LF FR 180mなどのケーブルを提供している；制御、ゴム、防衛、特殊、防火、海洋オフショア/オンショア、家庭用電化製品および照明、空中束線、工業、高温、LV電力、MV電力、EHV電力、通信およびデータ、計装などのケーブル。高速移動電気製品部門は、天井ファン、テーブルファン、台座ファン、壁ファン、排気ファン、ファラータファン、空気循環ファン、LED電球、ダウンライト、パネルライト、LEDバッテン、屋外照明、ロープライト、ストリップライトなどのLED照明器具、給湯器、スイッチとアクセサリー、アイソレータ、MCB、RCCB、RCBO、分電盤、ACCL、MCB切替スイッチなどのスイッチギア、ソーラーパネル、インバータなどのソーラー製品、ポンプ、導管、家庭用電化製品などを提供している。EPC部門は、設計、エンジニアリング、資材供給、配電、送電、地方電化のターンキー・プロジェクトの調査、実行、試運転を行う。同社はクーラーや鉄製品を提供している。特約店、代理店、小売店を通じて販売網を運営している。同社は1964年に設立され、インドのムンバイを拠点としている。
Polycab India Limited 基礎のまとめ
| POLYCAB 基礎統計学 | |
|---|---|
| 時価総額 | ₹1.38t |
| 収益（TTM） | ₹26.72b |
| 売上高(TTM) | ₹288.84b |
51.8x
PER（株価収益率4.8x
P/SレシオPOLYCAB は割高か？
公正価値と評価分析を参照収益と収入
| POLYCAB 損益計算書（TTM） | |
|---|---|
| 収益 | ₹288.84b |
| 売上原価 | ₹216.20b |
| 売上総利益 | ₹72.63b |
| その他の費用 | ₹45.91b |
| 収益 | ₹26.72b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 177.48 |
| グロス・マージン | 25.15% |
| 純利益率 | 9.25% |
| 有利子負債／自己資本比率 | 1.7% |
POLYCAB の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.5%
現在の配当利回り26%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/21 01:34 |
| 終値 | 2026/05/21 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2026/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Polycab India Limited 31 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。40
| アナリスト | 機関 |
|---|---|
| Kunal Sheth | 360 ONE Capital Market Private Limited |
| Dhruv Jain | Ambit Capital |
| Ashwin Mehta | Ambit Capital |