ilmscore | Polycab vs KEI | Q1 Results, Export Boom & Growth Outlook Explained | CA Rachana Ranade

Polycab vs KEI | Q1 Results, Export Boom & Growth Outlook Explained | CA Rachana Ranade

Published: 2025-08-13
Status: Available | Analyzed

Predictions from this Video

Total: 9
Correct: 3
Incorrect: 0
Pending: 6
Unrated: 0
Prediction
Topic
Status
Polycab aims to grow its FMEG segment 1.5 to 2 times the industry growth rate and achieve an EBITDA margin of 8-10% by FY 2030.
"for FMEG segment they are saying that whatever is the industry growth we expect 1.5 to 2x of the industry growth. So they're saying we'll essentially grow at a faster pace as compared to the industry and they are also aiming for 8 to 10% IBIDA margin for FMEG by FY 2030."
POLYCAB.NS
Pending
Polycab plans to invest between 6,000 to 8,000 crore rupees in capital expenditure over the next 5 years, averaging 1,200 to 1,600 crore rupees annually.
"For capex they are saying that we already did a capex of 410 crores in the first quarter and over the next 5 years we expect to do a cap or or we will do a capex of 6,000 to 8,000 crores. That's what their management says. This translates to roughly 1200 to 1,600 crores per year capex roughly."
POLYCAB.NS
Pending
The management believes the US will become the largest opportunity for Polycab's exports in the long term, with improved prospects in the coming years, potentially after any short-term impacts from tariffs.
"But the management is saying that in the longer term US will be the largest opportunity. ... So they will be able to actually have a better prospect in the US in the coming years."
POLYCAB.NS
Pending
KI Industries plans to spend 600 to 700 crore rupees in capex annually to sustain a 20% topline growth.
"They're mentioning that not only in the next 9 months but we will do 600 to 700 crores of capex annually so that we can maintain the 20% topline growth."
KI.NS
Pending
The Sen commercial production project for KI Industries is expected to be completed by H1 FY27 (September 30, 2026).
"And they are saying that the whole project should be completed by H1 FY27. So basically financial year 2627 was H1 means till 30th September 2026 ideally the full project should be completed."
KI.NS
Correct
KI Industries aims for a 20% CAGR in sales growth over the next two to three years, with potential for over 20% year-on-year growth post-Sen project completion.
"next two to three years they are saying sales should ideally grow at 20% uh CAGR especially poston they should be able to get to 20% plus y y grow growth"
KI.NS
Pending
KI Industries has provided an EBITDA margin guidance of 10.5% to 11%.
"and iida margin guidance they have given at 10.5 to 11% uh for the margin guidance"
KI.NS
Correct
KI Industries has an additional revenue potential of approximately 7,000 crore rupees with 100% utilization from its capex, specifically mentioning the Sen project.
"with this fixed asset turnover ratio. I hope you know the basic uh with that the revenue potential with 100% utilization should be around 7,000 crores of additional revenue potential"
KI.NS
Pending
The entry of large players like Adani and Adani (likely a typo and intended to be another entity) into the cables and wires space could lead to disruption.
"But what do you feel which stock is best? Do let me know in the comment section below. Uh like I told you uh this 15th August don't forget to upskill yourself. I've given the links in the print comment and in the description box. I hope you enjoyed today's video. If you did, please don't forget to smash the like button. Please don't forget to share this video with your friends. I'll see you in the next one. Until then, take care and bye-bye."
Disruption in Cables and Wires Space
Correct