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Polycab
Polycab (POLYCAB) investor relations material
Polycab Q4 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 25/26 earnings summary6 May, 2026
Executive summary
Achieved record-high quarterly and annual revenues and profitability in FY 2026, with consolidated revenue up 27% YoY for Q4 and 29% YoY for the year, driven by strong growth in wires & cables and FMEG segments.
Demonstrated resilience amid Middle East geopolitical disruptions, maintaining industry-leading performance.
Market share in domestic wires and cables rose to 30%-31%, gaining ~4% during the year.
Board recommended a final dividend of ₹47 per equity share for FY 2025-26, subject to shareholder approval.
Key senior management redesignations and extension of CFO tenure were announced.
Financial highlights
Q4 FY 2026 consolidated revenue grew 27% YoY to ₹88,645 Mn; EBITDA up 13% YoY with 13.1% margin; PAT reached ₹7,856 Mn, up 7% YoY.
Full-year consolidated revenue was ₹288,838 Mn, up 29% YoY; EBITDA up 35% YoY to ₹40,057 Mn with 13.9% margin.
Full-year PAT rose 32% YoY to ₹27,084 Mn; PAT margin at 9.4%.
Earnings per share (consolidated, basic) for FY 2025-26 was ₹177.53, up from ₹134.34 in the prior year.
Operating cash flow for FY 2025-26 was ₹38,106.67 million (consolidated), a substantial increase from the previous year.
Outlook and guidance
Project Spring targets 1.5x-2x industry growth in cables and wires, and 8%-10% EBITDA margin in FMEG by FY 2030.
Export contribution to reach over 10% of revenue by FY 2030; currently at 4.5%.
CapEx guidance of ₹12-16 billion per annum, with ₹60-80 billion planned over five years.
Dividend payout ratio to exceed 30% by FY 2030; current payout at 27.2%.
Management continues to monitor regulatory changes, including new labor codes, for potential financial impact.
Strategic rationale for vertical CEO roles
Drivers behind the sharp rise in acceptances
Analysis of the FMEG segment profit turnaround
Drivers of W&C margin decline in Q4
Role of solar products in FMEG outperformance
Plan to double export revenue contribution
Timeline for EHV capacity revenue contribution
Drivers of the temporary working capital reduction
Strategy for re-establishing US export network
Partial view of Summaries dataset, powered by Quartr API
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Latest events from Polycab
- Revenue up 21% YoY, but margins compressed and PAT flat amid business mix changes.POLYCAB
Q1 24/253 Feb 2026 - Record Q2 FY25 revenue and PAT driven by strong segment growth and robust cash flow.POLYCABQ2 24/2519 Jan 2026
- Record revenue and profit growth, resilient margins, and key board changes marked the quarter.POLYCABQ3 25/2616 Jan 2026
- Record revenue, robust exports, and Project Spring drive sustained leadership and global growth.POLYCABCorporate Presentation9 Jan 2026
- Record revenue, margin gains, and new growth plans amid robust demand and strong profit.POLYCABQ3 24/259 Jan 2026
- Q2 FY26 saw record revenue and profit growth, margin expansion, and a new CFO appointed.POLYCABQ2 25/265 Dec 2025
- FY25 revenue and profit hit records, margins expanded, and a ₹35 dividend was proposed.POLYCABQ4 24/2524 Nov 2025
- Record revenue and profit growth year-over-year, driven by Wires & Cables and FMEG.POLYCABQ1 25/265 Nov 2025
- Achieved industry-leading growth, strong financials, and set new targets with Project Spring.POLYCABCorporate Presentation7 Jul 2025
Next Polycab earnings date
Q1 26/2717 Jul, 2026
Polycab
Next Polycab earnings date
Q1 26/2717 Jul, 2026
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Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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