Enclosed herewith transcript of the Earnings Conference Call held on 30 April 2026 in relation to the audited financial results of the Company for the quarter and financial year ended 31 March 2026.
RRKABEL · price
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R R Kabel delivered its highest ever quarterly and annual revenue in FY26, with Q4 revenue at INR 2,964.1 crores (up 33.7% YoY) and full-year revenue at INR 9,722.4 crores (up 27.6% YoY). PAT grew 58% YoY to INR 492.2 crores for the full year. The Wires & Cables segment (90% of revenue) drove growth with 31% YoY revenue increase, while FMEG (10% of revenue) grew only 3% but reduced losses, now targeting breakeven in FY27 instead of FY26. The company remains on track with its 'Project RRise' targets of 18% CAGR in Wires & Cables and 25% CAGR in FMEG. Management guided for 16%-18% volume growth and 9.5% EBIT margins for FY27. Export disruption due to Middle East conflict (12% of total revenue impacted) may affect near-term performance. A capex of INR 1,200 crores over FY26-28 is progressing as planned.
Strong execution with robust profitability improvement despite geopolitical headwinds. The company is well-positioned for continued growth with capacity expansion and margin improvement roadmap, though near-term export pressures from Middle East instability could create some volatility.