Polycab India schedules institutional investor meets for March 26 & 30, 2026

1 min read Updated on 20 Mar 2026, 06:49 PM

Reviewed by

Radhika SScanX News Team

Overview

Polycab India Limited has announced institutional investor and analyst meetings for March 26 and March 30, 2026, involving major financial institutions including Ellerston Capital, Columbia Threadneedle, Mirae Asset Management, and Kotak Securities. The meetings will be conducted in both virtual and physical formats in Mumbai, with the company emphasizing strict adherence to regulatory guidelines and sharing only publicly available information during these investor interactions.

*this image is generated using AI for illustrative purposes only.

Polycab India Limited has announced updated institutional investor and analyst meetings scheduled for March 26 and March 30, 2026, in compliance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The announcement was made through an official disclosure dated March 20, 2026.

Updated Meeting Schedule and Participants

The company has scheduled two separate investor conferences involving interactions with prominent financial institutions and asset management firms. The meetings are structured to accommodate different engagement preferences through both virtual and physical participation modes.

Meeting Date:	Participants	Meeting Type	Mode	Location
March 26, 2026	Ellerston Capital, Columbia Threadneedle	One-on-One	Virtual	Mumbai
March 30, 2026	Mirae Asset Management, Kotak Securities	One-on-One	Physical	Mumbai

Regulatory Compliance Framework

Polycab India Limited has emphasized that the meeting arrangements are subject to potential changes and will strictly adhere to regulatory guidelines. The company has clarified that during these investor interactions, only corporate and earnings presentations hosted on the company's website and other publicly available information will be shared and referenced.

Corporate Communication Structure

The disclosure was signed by Manita Carmen A. Gonsalves, Vice President-Legal and Company Secretary, with membership number A18321. The communication follows standard corporate governance practices for listed companies, ensuring transparency in investor relations activities. The company maintains its commitment to providing equal access to information for all stakeholders.

Company Operations and Contact Information

The company maintains its registered office at Unit 4, Plot No 105, Halol Vadodara Road, Village Nurpura, Taluka Halol, Panchmahal, Gujarat, while its corporate office is located at The Ruby, Dadar (West), Mumbai. These scheduled meetings represent part of Polycab India Limited's ongoing investor engagement initiatives to maintain transparent communication with the investment community and provide updates on corporate developments.

Historical Stock Returns for Polycab

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
-5.24%	-5.54%	-13.65%	-9.99%	+33.67%	+402.33%

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CITI Maintains Buy Rating on Polycab India with Rs 9500 Target Price Amid Data Center Opportunity

1 min read Updated on 19 Mar 2026, 09:19 AM

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Radhika SScanX News Team

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Overview

CITI has maintained its Buy rating on Polycab India with a Rs 9500 target price, highlighting the company's resilience amid market challenges. Despite Middle East-led export disruptions and competition risks, the brokerage emphasizes strong operational fundamentals including intact sourcing, completed pricing pass-through, and healthy 20-22 day channel inventory. Key growth drivers include a 10GW data center opportunity worth ~₹300bn and EHV capacity expansion with ₹8bn capex targeting 14-15% margins.

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Polycab India has received a positive outlook from CITI, which has maintained its Buy rating on the stock with a target price of Rs 9500. The brokerage's assessment comes amid a mixed market environment where the company faces both challenges and significant growth opportunities.

Market Challenges and Operational Resilience

Despite facing Middle East-led export disruptions and domestic demand challenges, along with increased competition risks, CITI notes that Polycab India's core operational capabilities remain robust. The company has successfully maintained its sourcing integrity and completed pricing pass-through mechanisms, demonstrating operational resilience in a challenging market environment.

Key Operational Metrics:	Details
Channel Inventory:	20-22 days
Sourcing Status:	Intact
Pricing Strategy:	Pass-through completed
LNG Substitution:	Manageable

Significant Growth Opportunities

The brokerage has identified substantial growth drivers for the company, particularly in the emerging data center segment. The analysis highlights a 10GW data center opportunity that represents approximately ₹300bn in potential market value, positioning Polycab India to capitalize on India's expanding digital infrastructure needs.

Capacity Expansion and Investment Plans

Polycab India's strategic expansion in the Extra High Voltage (EHV) segment represents a key growth catalyst. The company's capacity ramp-up involves a significant capital expenditure of ₹8bn, with projected margins expected to range between 14-15%. This expansion aligns with increasing demand for high-voltage electrical infrastructure across various industrial and commercial applications.

EHV Expansion Details:	Specifications
Capital Expenditure:	₹8bn
Projected Margins:	14-15%
Focus Area:	EHV capacity ramp-up

Inventory Management and Market Position

The company maintains healthy channel inventory levels at 20-22 days, indicating efficient supply chain management and balanced demand-supply dynamics. This inventory position, combined with manageable LNG substitution challenges, reflects the company's ability to navigate current market complexities while maintaining operational efficiency.

Historical Stock Returns for Polycab