POLYCAB IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| Bharat Sanchar Nigam | CONTRACT | 25,996 | 25,996–25,996 | 90.0% | CAPEX | FY25 | EST | 75% |
| “Subject: Disclosure under Regulation 30 of SEBI (LODR) Regulations, 2015 – Polycab India Limited (‘the Company’) emerges as the Lowest Bidder (L1) from Bharat …” ORDER p.1 · 06-NOV-24 · +1 DOC | ||||||||
| HDBFSHDB Financial Services Ltd. | UNSTATED | 25,996 | 25,996–25,996 | 90.0% | — | FY26 | EST | 75% |
| “He serves as an Independent Director at HDB Financial Services Limited;” AR DOC | ||||||||
| China. | UNSTATED | 25,996 | 25,996–25,996 | 90.0% | — | FY26 | EST | 75% |
| “A markets, particularly with higher exports from China.” AR DOC | ||||||||
| Parties | UNSTATED | 25,996 | 12,169–25,996 | 90.0% | — | FY26 | EST | 75% |
| “Particulars of Contracts or Arrangements with Related Parties The Company has formulated a Policy on Related party transactions which is available on the websi…” AR · +1 DOC | ||||||||
| Office | UNSTATED | 25,996 | 25,996–25,996 | 90.0% | CAPEX | FY25 | EST | 70% |
| “Metal box: 1.5 Mn Nos 1 Corporate office 12 Branch offices 3 Regional offices 1 EPC Office 1 Telecom Office 26 Manufacturing facilities 35 Warehouses and depot…” AR DOC | ||||||||
| Australia | UNSTATED | 25,996 | 25,996–25,996 | 90.0% | CAPEX | FY25 | EST | 70% |
| “Metal box: 1.5 Mn Nos 1 Corporate office 12 Branch offices 3 Regional offices 1 EPC Office 1 Telecom Office 26 Manufacturing facilities 35 Warehouses and depot…” AR DOC | ||||||||
| Office | UNSTATED | 25,996 | 12,169–25,996 | 90.0% | — | FY24 | EST | 70% |
| “4 27 March 2026 Disclosure under Regulation 30 of the SEBI (LODR)- Intimation of effective date of Amalgamation with respect to Amalgamation of Uniglobus Elect…” AR DOC | ||||||||
| Financial Year | UNSTATED | 25,996 | 12,169–25,996 | 90.0% | — | FY24 | EST | 70% |
| “4 27 March 2026 Disclosure under Regulation 30 of the SEBI (LODR)- Intimation of effective date of Amalgamation with respect to Amalgamation of Uniglobus Elect…” AR DOC | ||||||||
| Others | UNSTATED | 25,996 | 25,996–25,996 | 90.0% | CAPEX | FY26 | EST | 70% |
| “Note: Others mainly pertains to the premium receivable on EPC contracts which are recognised as per Ind AS 109 at the present value of contractual premiums exp…” AR · +1 DOC | ||||||||
| Others | UNSTATED | 25,996 | 12,169–25,996 | 90.0% | — | FY26 | EST | 70% |
| “Less: Impairment allowance for Contract Assets - Credit Impaired (Refer below note (b)&(c)) (45.10) (15.23) 1,082.42 365.59 Others Unsecured, considered good P…” AR · +1 DOC | ||||||||
| Renewable Energy | CONTRACT | 25,996 | 25,996–25,996 | 90.0% | CAPEX | FY25 | EST | 70% |
| “our EPC open order book from the government’s RDSS scheme are valued at ~C40 billion Expected Addition in Transmission Lines (‘000 KM) 8.8FY25 FY30E 41 Power S…” AR DOC | ||||||||
| Business | UNSTATED | 25,996 | 25,996–25,996 | 90.0% | — | 2026-11 | EST | 55% |
| “Exports Revenue (International Business)” SCREENER DOC | ||||||||
| ETERNALEternal Ltd. | UNSTATED | 23,836 | 23,836–23,836 | 82.5% | — | FY26 | EST | 75% |
| “She also serves as an Independent Director on the Board of Eternal Limited (formerly known as Zomato Limited) (Chairperson Audit Committee), Godrej Properties …” AR · +1 DOC | ||||||||
| MANKINDMankind Pharma Ltd. | UNSTATED | 10,653 | 10,653–10,653 | 36.9% | — | FY26 | EST | 75% |
| “He served as an Independent Director at Oberoi Realty and Intas Pharmaceuticals and serves as an Independent Director on the Board of Mankind Pharma and Karamt…” AR · +1 DOC | ||||||||
| GODREJPROPGodrej Properties Ltd. | UNSTATED | 5,584 | 5,584–5,584 | 19.3% | — | FY26 | EST | 75% |
| “She also serves as an Independent Director on the Board of Eternal Limited (formerly known as Zomato Limited) (Chairperson Audit Committee), Godrej Properties …” AR · +1 DOC | ||||||||
| JSWCEMENTJSW Cement Ltd. | UNSTATED | 5,259 | 5,259–5,259 | 18.2% | — | FY26 | EST | 75% |
| “She serves as an Independent Director on the Boards of Eternal Limited (formerly known as Zomato Limited), Godrej Properties, JSW Cement Ideaforge Technology a…” AR DOC | ||||||||
| OBEROIRLTYOberoi Realty Ltd. | UNSTATED | 2,650 | 2,650–2,650 | 9.2% | — | FY26 | EST | 75% |
| “He served as an Independent Director at Oberoi Realty and Intas Pharmaceuticals and serves as an Independent Director on the Board of Mankind Pharma and Karamt…” AR · +1 DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | 4 | 4–4 | 0.0% | — | FY26 | EST | 60% |
| “The password to open the .pdf file is your 8 digit client ID for NSDL account, last 8 digits of client ID for CDSL account or folio number for shares held in p…” AR · +1 DOC | ||||||||
| Others | CONTRACT | CT 0 | — | — | COGS | FY26 | EST | 75% |
| “Notes: (a) Disaggregated revenue information (H million) 31 March 2025 31 March 2024 Type of goods or services Wires & Cables 187,575.07 158,984.14 Fast Moving…” AR · +1 DOC | ||||||||
| Renewable Energy | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “International Partners: Polycab has established presence in 84 countries, supplying cables to sectors such as Renewable Energy, Oil and Gas, and Infrastructure.” AR DOC | ||||||||
| Indian Railways | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “» Supplied cables for Vande Bharat trains as part of our collaboration with Indian Railways.” AR DOC | ||||||||
| Karnataka | CONTRACT | CT 8,000 | — | — | COGS | FY26 | EST | 70% |
| “During the year, the Company secured significant contracts under BharatNet Phase-III, aggregating to approximately `80 billion, for the development of optical …” AR DOC | ||||||||
| Office | UNSTATED | — | — | — | COGS | FY25 | EST | 70% |
| “How we meet them » A real estate-focused vertical is being created to provide complete solutions » Price laddering in wires to meet diverse customer demands » …” AR DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| MANKINDMankind Pharma Ltd. | UNSTATED | 12,850 | 11,594–12,850 | 51.7% | — | FY26 | EST | 75% |
| “Mr. Ostwal also serves as an Independent Director on the boards of Polycab India Limited, Karamtara Engineering Limited, and others M C C Mr. Vivek Kalra Indep…” AR · +1 DOC | ||||||||
| LAURUSLABSLaurus Labs Ltd. | UNSTATED | 6,132 | 5,532–6,132 | 24.6% | — | FY26 | EST | 75% |
| “Mrs. Banerjee currently serves as an Independent Director on the boards of several prominent companies, including Eternal (Zomato), Godrej Properties, Polycab …” AR DOC | ||||||||
| Others | UNSTATED | — | — | — | SG&A | FY26 | EST | 70% |
| “• Socio-economic development including better education, skill development, health and sanitation, rural development-agriculture, animal husbandry and communit…” AR DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “(H million) 31 March 2025 31 March 2024 At amortised cost Total outstanding dues of micro and small enterprises Trade payables to related parties (Refer Note 3…” AR · +1 DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNOUNCEMENTS | 2/2 | 100% | 15-OCT-26 |
| ANNUAL | 2/2 | 100% | 15-OCT-26 |
| CONCALL | 5/5 | 100% | 08-NOV-26 |
| ORDERS | 2/2 | 100% | 15-OCT-26 |
| RATINGS | 0/1 | 0% | — |
| SCREENER | 1/1 | 100% | 08-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUSTOMER HHI | 0.260 | 14-NOV-26 | Oberoi Realty Ltd. share 4% · Mankind Pharma Ltd. share 14% · Eternal Ltd. share 32% · Godrej Properties Ltd. share 8% · JSW Cement Ltd. share 7% · HDB Financial Services Ltd. share 35% |
| CUST MOM 1M | +12.6% | 14-NOV-26 | from 15-OCT-26 · Mankind Pharma Ltd. +12.5% w 0 · Eternal Ltd. +12.6% w 1 · Godrej Properties Ltd. +14.7% w 0 · JSW Cement Ltd. +10.5% w 0 · Central Depository Services (India) Ltd. +11.9% w 0 |
| SUPP MOM 1M | +12.5% | 14-NOV-26 | from 15-OCT-26 · Mankind Pharma Ltd. +12.5% |