RRKABELNSER R Kabel LimitedMediumNeutral
Announced Thu, 31 Jul · 18:50 IST

R R Kabel Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor 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 Q1 FY26 revenue of ₹2,058.6 Cr, up 13.9% year-on-year but down 7.2% versus the previous quarter. Operating EBITDA grew 49.9% YoY to ₹143.1 Cr with margin expanding from 5.3% to 7.0%, and PAT rose 39.4% YoY to ₹89.8 Cr (margin 4.4% vs 3.6%). The Wires & Cables segment, which contributes 89% of revenue, grew 16.2% YoY with segment profit up 23.1% on better contribution margins. The FMEG segment remained flat in revenue but its loss narrowed sharply from ₹20.7 Cr to ₹7.1 Cr. Revenue mix is 89% domestic and 11% exports, while working capital days have improved, with inventory days falling to 56 from 63 a year ago.

Likely market impact

The strong YoY profit growth and margin expansion reflect improving operating efficiency, but the sharp sequential decline in revenue and profit may raise near-term concerns. Investors should watch whether margin gains are sustainable given the QoQ slowdown.