Despite the near-term disruption, the domestic demand outlook remains strong, primarily led by the power sector. Transmission line execution is expected to grow to 21,000-22,000 circuit kilometres (ckm) annually, against about 15,000 ckm over the last five years, the management said in the earnings call. Also, Polycab would add another lever to its revenue with the commissioning of its extra high voltage (EHV) cables plant by end-2026, being built at an investment of about ₹700 crore. Half of the current demand for EHV cables is met through imports.
