'
Polycab hosted a conference call
on May 7, 2025. In the conference call
the company was represented by Inder T. Jaisinghani , CMD and Gandharv Tongia,
ED & CFO.
Keytakeaways of the call
Targets to grow 1.5-2 times higher than industry growth
(expected to be 1.5-2 times of GDP growth), clocking a CAGR of 15- 20% in 5
years. Export sales are seen at 10% of total sales.
Not expect negative impact of ongoing tariff war. The tariff
on India is lower than other larger exporters from Asia. No material change in
demand momentum due to tariff orders in USA.
But more clarity will emerge after 3 months.
Favourable demand outlook and
healthy order book the company is optimistic about growth going forward. Expect real estate demand to drive growth for
wires as 70% of such demand is from the sector and growth in C&W would be
driven by infrastructure spending.
Others segment (that includes t...
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