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Polycab India Limited — Q1FY27 Earnings Call Summary
Key Takeaways
- Management confident on 1.5x industry volume growth for FY27; data centre and T&D demand seen as growth drivers
- Consolidated revenues grew 39% y-y in Q1 FY27; EBITDA up 32%, margin 13.8%
- Export growth expected to pick up with expanded global footprint and distribution
- Wires & Cables grew 39% y-y; domestic wires up 43%, volume low to mid-single digit
- Export impacted by Middle East geopolitical issues; US and Europe order book strong
- Working capital cycle improved to 15 days; capex INR 3.2 bn in Q1
- PAT reached INR 7,967 mn, +33% y-y; PAT margin 9.7%
- FMEG segment grew 71% y-y; solar business doubled; EBIT margin 8%
- EPC revenues declined 11% y-y; EBIT margin 11%; revenue timing affected by milestone payments
- FMEG margin improvement driven by operating leverage and premium product mix
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.