Reverse DCF

What growth does the market imply for POLYCAB?

Working backwards from the current price to find the FCF growth assumption baked in.

very aggressive

21.0% implied annual FCF growth

The market is pricing in exceptional growth that only a handful of companies sustain for a decade. For context, this company has historically grown at 12.0%. High execution risk.

Reverse DCF computed against price ₹9,594 · captured just nowRefresh for current price →

Current Price

₹9,594

Historical Growth

12.0%

FCF Yield

1.76%

Price / FCF

56.8x

Plain English

To justify today's price of ₹9594.00, POLYCAB.NS needs to grow its free cash flow at 21.0% per year for the next 10 years. That is 8.9% faster than its historical growth rate of 12.0%. At its historical growth rate, the stock cannot justify its current price within a 20-year horizon. The market is pricing in a step-change in performance.

Adjust Assumptions

10.7%
6%13%20%
4.0%
0%3%6%

Growth Scenarios

What the stock is worth at different growth assumptions

ScenarioFCF GrowthImplied IVMoS vs Price
GDP rate10.0%₹3,970-58.6%
Half implied10.5%₹4,135-56.9%
Historical12.0%₹4,699-51.0%
Implied21.0%₹9,594+0.0%

At Historical Growth Rate

DCF horizon: 10 years. At 12.0% growth, the model values POLYCAB at ₹4,699, below today's ₹9,594.

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This is an analytical tool, not investment advice. Implied growth is a mathematical inversion of the DCF model and depends on WACC and terminal growth assumptions. YieldIQ is not registered with SEBI as an investment adviser.

POLYCAB Reverse DCF — Market Implies 21.0% FCF Growth | YieldIQ