RRKABELNSER R Kabel LimitedMediumNeutral
Announced Thu, 8 May · 23:32 IST

R R Kabel Limited has informed the Exchange about Transcript of the Earnings Conference Call held on 5 May 2025 in relation to the financial results of the Company for the quarter and financial year ended on 31 March 2025.

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

RRKABEL · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

R R Kabel reported strong Q4 FY25 results with revenue of INR 2,218 crores (up 26.4% YoY) and EBITDA of INR 196 crores (up 69.4% YoY) at an 8.8% margin, the highest of the year. Full-year FY25 revenue stood at INR 7,618 crores (up 15.5%) with PAT of INR 312 crores (up 4.5%). The Wires & Cables segment posted 14% YoY volume growth in Q4, while the FMEG segment grew 21.5% in FY25 with losses reduced by 33% YoY. Management unveiled 'Project Rise', a 3-year plan targeting 18% revenue CAGR in Wires & Cables, 25% CAGR in FMEG, and 2.5x EBITDA growth, backed by an INR 1,200 crore capex from FY26–FY28. Working capital cycle improved from 88 days (FY22) to 56 days (FY25), and the Board declared a dividend of INR 3.5 per share (70% of face value).

Likely market impact

The strong Q4 print, detailed multi-year growth roadmap with a clear path to double-digit EBITDA margins (10.5% by FY28), and FMEG breakeven target in FY26 are positive signals for the stock. However, execution risks remain amid rising industry capacity, and the sustainability of recent margin expansion will be a key watchpoint.