Polycab India Limited

NSEI:POLYCAB 株式レポート

時価総額:₹1.4t

Polycab India 将来の成長

Future 基準チェック /36

Polycab India利益と収益がそれぞれ年間14%と15%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に22.6% 14.2%なると予測されています。

主要情報

14.0%

収益成長率

14.22%

EPS成長率

Electrical 収益成長23.3%
収益成長率15.0%
将来の株主資本利益率22.64%
アナリストカバレッジ

Good

最終更新日15 May 2026

今後の成長に関する最新情報

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 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...

Recent updates

分析記事 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...
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...
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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.

業績と収益の成長予測

NSEI:POLYCAB - アナリストの将来予測と過去の財務データ ( )INR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
3/31/2029474,12142,34226,18340,73314
3/31/2028409,26736,94319,91033,88530
3/31/2027349,66331,5049,55324,69831
3/31/2026288,83826,72023,30238,107N/A
12/31/2025270,05126,25919,13031,440N/A
9/30/2025245,95024,61811,23722,702N/A
6/30/2025236,16322,16219,92730,948N/A
3/31/2025224,08320,2008,38818,085N/A
12/31/2024210,14418,3933,31813,875N/A
9/30/2024201,28817,94612,54423,321N/A
6/30/2024188,48117,8044,98914,867N/A
3/31/2024180,39417,8404,37712,962N/A
12/31/2023167,71216,6311,5699,056N/A
9/30/2023161,45916,0811,2847,629N/A
6/30/2023152,60614,5056,97512,248N/A
3/31/2023141,07812,7089,48114,275N/A
12/31/2022137,54111,67913,68220,103N/A
9/30/2022134,10910,5676,87112,621N/A
6/30/2022130,8519,840-1,6654,648N/A
3/31/2022122,0388,365-1515,116N/A
12/31/2021111,7657,837-9,286-4,849N/A
9/30/2021105,5097,8093,3806,845N/A
6/30/202196,7097,9285,9637,898N/A
3/31/202187,9228,38010,58912,524N/A
12/31/202079,7897,8269,57912,480N/A
9/30/202077,3987,5754,9077,808N/A
6/30/202078,5527,421-1,0791,822N/A
3/31/202088,3007,591-4582,443N/A
12/31/201991,6426,855N/A12,509N/A
9/30/201986,8176,601N/A7,252N/A
6/30/201982,5175,574N/A13,796N/A
3/31/201979,8564,997N/A12,300N/A
12/31/201876,0245,367N/A10,614N/A
3/31/201867,7033,580N/A3,624N/A
3/31/201755,0012,327N/A2,964N/A
3/31/201652,0241,848N/A2,208N/A

アナリストによる今後の成長予測

収入対貯蓄率: POLYCABの予測収益成長率 (年間14% ) は 貯蓄率 ( 6.9% ) を上回っています。

収益対市場: POLYCABの収益 ( 14% ) Indian市場 ( 16.3% ) よりも低い成長が予測されています。

高成長収益: POLYCABの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: POLYCABの収益 ( 15% ) Indian市場 ( 10.8% ) よりも速いペースで成長すると予測されています。

高い収益成長: POLYCABの収益 ( 15% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: POLYCABの 自己資本利益率 は、3年後には高くなると予測されています ( 22.6 %)


成長企業の発掘

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2026/05/22 01:34
終値2026/05/22 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

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