BSECompany Update3 Aug 2026 · 3 Aug 2026, 03:46 pm

Enclosed herewith transcript of the earnings conference call held on 27 July 2026 in relation to the financial results of the Company for the quarter ended 30 June 2026.

R R Kabel Ltd · 543981

✦ AI Summary▲ PositiveResults

R R Kabel Ltd has reported its highest ever quarterly revenue, EBITDA, and profit after tax for Q1 FY27. The company's Wires & Cables business drove growth, with 17% year-on-year volume increase, while Cables grew by over 25% and Wires by approximately 12%. The FMEG segment reached breakeven position, with revenue growth of 28% year-on-year.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10

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R R Kabel Ltd - 543981 - Announcement under Regulation 30 (LODR)-Earnings Call Transcript

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3 August 2026 Corporate Relationship Department National Stock Exchange of India Limited BSE Limited Exchange Plaza, Plot No. C-1, Phiroze Jeejeebhoy Towers, Block G, Bandra – Kurla Complex, Dalal Street, Mumbai – 400 001 Bandra (East), Mumbai – 400 051 Script Code: 543981 Symbol: RRKABEL Sub.: Submission of Transcript of Earnings Conference Call held on 27 July 2026. Dear Sir/Madam, Pursuant to Regulations 30 and 46 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the transcript of the Earnings Conference Call held on 27 July 2026 in relation to the unaudited financial results of the Company for the quarter ended on 30 June 2026. The aforementioned transcript is also uploaded on the website of the Company and can be accessed at the below weblink: https://www.rrkabel.com/wp-content/uploads/2026/08/Earnings-Call-Transcript-Q1_FY_26_27.pdf We request you to take the above on record. Thanking you, Yours faithfully, For R R Kabel Limited Anup Vaibhav C. Khanna Company Secretary and Compliance Officer M. No. – F6786 Encl.: as above “R R Kabel Limited Q1 FY27 Earnings Conference Call” July 27, 2026 MANAGEMENT: MR. RAJESH KABRA – JOINT MANAGING DIRECTOR – R R KABEL LIMITED MR. RAJESH JAIN – CHIEF OPERATING OFFICER – R R KABEL LIMITED MR. JIGAR MEHTA – CHIEF FINANCIAL OFFICER – R R KABEL LIMITED MODERATOR: MR. CHIRAG BHATIYA – MUFG INTIME Page 1 of 15 R R Kabel Limited July 27, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the R R Kabel Limited Q1 FY '27 Conference Call hosted by MUFG. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing star then zero on your touchtone phone. I now hand the conference over to Mr. Chirag Bhatiya from MUFG. Thank you, and over to you, sir. Chirag Bhatiya: Thank you, Sumit. Good afternoon, everyone, and I extend a warm welcome to all the participants on the Q1 FY '27 earnings conference call of R R Kabel Limited. Today on this call, we have Mr. Rajesh Kabra, Joint Managing Director; Mr. Rajesh Jain, Chief Operating Officer; and Mr. Jigar Mehta, Chief Financial Officer. Before we begin this call, I would like to give you a short disclaimer. This call may contain some forward-looking statements, which are completely based upon our beliefs, opinion and expectation as of today. These statements are not the guarantee of the future performance and involve unforeseen risks and uncertainties. With this, I hand over the call to Mr. Rajesh Kabraji. Over to you, sir. Rajesh Kabra: Good afternoon, everyone, and thank you for joining us for RR Kabel's Q1 FY '27 Earnings Call. I have with me Mr. Rajesh Jain, our Chief Operating Officer; and Mr. Jigar Mehta, our Chief Financial Officer. Let me begin with the broader business environment. The quarter continued to see volatility in metal prices and foreign exchange, along with uncertainty across global markets. At the same time, the demand remains supportive. We continue to see healthy activity across infrastructure, construction, industrial projects and power- related applications. Against this backdrop, I am pleased to share that we have started FY '27 on a strong note. During the quarter, we delivered our highest ever quarterly revenue, EBITDA and profit after tax. Our Wires & Cables business continued to be the main driver of growth. The growth was not limited to one market. We saw growth in the domestic business as well as exports, even though we have a high exposure to the Middle East market. The disruption in the Middle East was partially offset by other export markets. Further, we also saw shipment normalization and recovery for Middle East market in May and June. However, supply chain-related issues still remain, but we are confident of overcoming those challenges. Overall, Wires & Cable volumes grew by 17% year-on-year with similar growth seen both in domestic and export markets. Cables grew significantly faster with more than 25% volume growth, while volume growth in wires was approximately 12%. We continue to work on strengthening product availability, expanding our distribution reach and deepening our engagement with dealers and distributors. On the B2B side, our focus remains on building capabilities in project, industrial and power cables. We believe this will become an increasingly important part of our growth over the next few years. Page 2 of 15 R R Kabel Limited July 27, 2026 What is also encouraging is our progress in our FMEG business. The segment recorded a healthy revenue growth and reached breakeven position during the quarter compared with losses in the earlier periods. We have been working towards this for some time, so this is an encouraging development for us. FMEG revenue grew by approximately 28% year-on-year. The quarter saw good growth in lights, appliances and switches, while the fans business benefited from the improved realization and better premium product mix. We will continue to focus on premiumization, selected product launches, distribution expansion and tighter cost control. The quarter's performance reflects the strength of our team, distribution network, manufacturing capabilities and long-standing customer relationships. It also shows the operating discipline that we have been building across the organization. Our progress remains aligned with Project RRise announced last year. The first quarter has given us a good start. We will, however, continue to look at the business on a full year and long-term basis. Our long-term priorities continue to be the same. We want to grow ahead of the industry in wires and cables, improve our position in the cable and B2B businesses and build FMEG into consistently profitable business. We will remain focused on execution, customer engagement and building the business for sustainable long-term growth. I will now hand over the call to Mr. Rajesh Jain to take you through the financial and operational performance in more detail. Thank you. Rajesh Jain: Thank you, Rajeshji, and good afternoon, everyone. Let me start with the overall performance for the quarter. Revenue from operations stood at INR3,168 crores, representing growth of around 54% over Q1 of last year. Operating EBITDA stood at INR285 crores, almost double the INR143 crores recorded in the corresponding quarter last year. The operating EBITDA margin improved to 9% compared to 7% in Q1 FY '26. Profit after tax stood at INR205 crores compared with INR90 crores last year. The quarter also included an exceptional item of approximately INR14 crores relating to reversal of the provision for the statutory impact of the new labor codes. Coming to the segment performance. Wire & Cable revenue stood at INR2,880 crores, growing at approximately 57% year-on-year on the back of impressive volume growth, strong execution and favorable industry dynamics. Segment profit increased to approximately INR285 crores from INR139 crores in Q1 FY '26. The segment profit margin improved to 9.9% compared with 7.6% in the corresponding quarter last year. Profitability improved due to improved product mix, disciplined commodity management and operating efficiency. In the FMEG business, revenue stood approximately INR288 crores, growing by 28% year-on- year, supported by continued demand for premium and new products across key categories, along with ongoing distribution expansion. The segment reached an operational breakeven position compared with a loss of approximately INR7 crores in Q1 FY '26 and a loss of approximately INR9 crores in Q4 FY '26, making a significant milestone in the FMEG business transformation, driven by premium products and operating leverage. Lights, appliances and Page 3 of 15 R R Kabel Limited July 27, 2026 switches recorded healthy growth. In fans, volumes were broadly flat year-on [Showing first 8,000 characters — download PDF for full document]