Commodity
HIGHTrigger: Copper constitutes ~60-65% of W&C cost of goods; a sudden copper price reversal would compress margins if pricing adjustments lag, while a sharp spike could slow order flows from price-sensitive customers
Monitor: commodity
R R Kabel Ltd: Why Is It Outperforming Nifty 500?
ActiveRS +34.0%Strong
In , R R Kabel Ltd (Cables - Power) is outperforming Nifty 500 with +34.0% relative strength. Fundamentals: Strong.
R R Kabel Ltd Key Facts
- PE Ratio
- 35.1x
- Market Cap
- ₹17,769 Cr
- PAT Growth YoY
- +30%
- Revenue Growth YoY
- +34%
- OPM
- 9.0%
- RS vs Nifty 500
- +34.0%
PE: Near TroughStrong Opportunity
What's Happening
💎PE falling while earnings hold — value emerging
🌐FII stake increased 0.8% this quarter
💰Trading 42% below estimated fair value — significant discount
Key Risks
1. Commodity
HIGH2. Regulatory
LOW3. Logistics
MEDIUMKey Numbers
PAT Growth YoY
+30%
Stable
Revenue YoY
+34%
Stable
Operating Margin
9.0%
0 bps YoY
PE Ratio
35.1
Current Price
₹1,571
Dividend Yield
0.38%
Fundamental Score
70/100
Strong
3Y PAT CAGR
+37%
Market Cap
22.0K Cr
Valuation
Significantly Undervalued12-Week Performance
Weekly presence in the outperformers list. Green = beating Nifty 500 by 10%+ that week.
12 weeks agoThis week
What Are the Key Risks for R R Kabel Ltd?
Earnings deceleration risks from management commentary
Regulatory
LOWTrigger: Already fully provisioned; no recurring impact expected. Compliance likely complete by Q4 FY26.
Monitor: regulatory
Logistics
MEDIUMTrigger: As export share grows from 26-27% toward higher levels, logistics risk exposure increases proportionally
Monitor: logistics
Fx
LOWTrigger: Export share is stable but growing; currency risk is manageable at current levels
Monitor: fx
What Is R R Kabel Ltd's Management Saying?
Key quotes from recent conference calls
“EBITDA grew by 86.0% YoY and 80.0% YTD after considering exceptional item of ~₹19 crore during Q3 FY26 due to new labour code — copper price spike absorbed through pricing [Risk (commodity): HIGH]”
“The company recognized an exceptional liability of ₹1,901.05 lakhs following the notification of new government labour codes. Despite this charge, the company maintained a debt-to-equity ratio of 0.1x [Risk (regulatory): LOW]”
“Export volumes grew 25% this quarter, and the upcoming EU trade deal (eliminating a 3.7% tariff) is expected to further boost competitiveness in a market that already accounts for 40% of the company's exports [Risk (logistics): MEDIUM]”
“Q3 FY26 revenue mix: 74% domestic, 26% export, consistent with Q3 FY25 (73%/27%) [Risk (fx): LOW]”
How Fast Is R R Kabel Ltd Growing?
Revenue, profit and margin growth rates
| Metric | YoY | 3Y CAGR | Trend |
|---|---|---|---|
| Revenue | +34% | +20% | Stable |
| PAT (Net Profit) | +30% | +37% | Stable |
| OPM | 9.0% | 0 bps | Expanding |
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Apr 30, 2026.
Other Top Cables - Power Stocks Beating Nifty 500
Frequently Asked Questions: R R Kabel Ltd
Based on publicly available financial data. This is educational research, not investment advice.
What were R R Kabel Ltd's latest quarterly results?
R R Kabel Ltd's latest quarterly results (Mar 2026) show
- PAT Growth YoY: +30.2% (stable)
- Revenue Growth YoY: +33.6%
- Operating Margin: 9.0% (expanding)
Is R R Kabel Ltd's profit growing or declining?
R R Kabel Ltd's profit is growing with an stable trend.
- PAT Growth YoY: +30.2% (latest quarter)
- PAT Growth QoQ: +42.4% (sequential)
- 3-Year PAT CAGR: +37.3%
- Trend: Stable — consistent growth pattern
What is R R Kabel Ltd's revenue growth trend?
R R Kabel Ltd's revenue growth trend is stable.
- Revenue Growth YoY: +33.6%
- Revenue Growth QoQ: +16.9% (sequential)
- 3-Year Revenue CAGR: +20.2%
How is R R Kabel Ltd's operating margin trending?
R R Kabel Ltd's operating margin is expanding.
- Current OPM: 9.0%
- OPM Change YoY: 0.0% basis points
- OPM Change QoQ: +1.0% basis points
What is R R Kabel Ltd's 3-year profit and revenue CAGR?
R R Kabel Ltd's long-term compounding rates
- 3-Year Profit CAGR: +37.3%
- 3-Year Revenue CAGR: +20.2%
Is R R Kabel Ltd's growth accelerating or decelerating?
R R Kabel Ltd's earnings growth is stable with positive momentum on a sequential basis.
- YoY Acceleration: -40.8% bps
- Sequential Acceleration: +40.7% bps
What is R R Kabel Ltd's trailing twelve month (TTM) performance?
R R Kabel Ltd's trailing twelve month (TTM) performance
- TTM PAT: ₹492 Cr
- TTM PAT Growth: +57.7% YoY
- TTM Revenue: ₹10,000 Cr
- TTM Revenue Growth: +27.6% YoY
- TTM Operating Margin: 8.1%
Is R R Kabel Ltd overvalued or undervalued?
R R Kabel Ltd appears significantly undervalued based on our fair value analysis.
- Valuation Signal: Significantly Undervalued
- Current PE: 35.1x
- Price-to-Book: 6.9x
What is R R Kabel Ltd's current PE ratio?
R R Kabel Ltd's current PE ratio is 35.1x.
- Current PE: 35.1x
- Market Cap: 17.8K Cr
- Dividend Yield: 0.38%
How does R R Kabel Ltd's valuation compare to its history?
R R Kabel Ltd's current PE is 35.1x.
- Current PE: 35.1x
- Valuation Assessment: Significantly Undervalued
What is R R Kabel Ltd's price-to-book ratio?
R R Kabel Ltd's price-to-book ratio is 6.9x.
- Price-to-Book (P/B): 6.9x
- Book Value per Share: ₹228
- Current Price: ₹1571
Is R R Kabel Ltd a fundamentally strong company?
R R Kabel Ltd is rated Strong with a fundamental score of 70/100. This score is calculated from objective financial metrics
- Revenue Growth YoY: +33.6% (10% weight)
- PAT Growth YoY: +30.2% (10% weight)
- PAT Growth QoQ: +42.4% (10% weight)
- Margins expanding (10% weight)
Is R R Kabel Ltd debt free?
R R Kabel Ltd has a debt-to-equity ratio of N/A.
- Total Debt: ₹337 Cr
What is R R Kabel Ltd's return on equity (ROE) and ROCE?
R R Kabel Ltd's return ratios over recent years
- FY2024: ROCE 22.0%
- FY2025: ROCE 20.0%
- FY2026: ROCE 28.0%
Is R R Kabel Ltd's cash flow positive?
R R Kabel Ltd's operating cash flow is positive (FY2026).
- Cash from Operations (CFO): ₹295 Cr
- Free Cash Flow (FCF): ₹32 Cr
- CFO/PAT Ratio: 60% (adequate)
What is R R Kabel Ltd's dividend yield?
R R Kabel Ltd's current dividend yield is 0.38%.
- Dividend Yield: 0.38%
- Current Price: ₹1571
Who holds R R Kabel Ltd shares — promoters, FII, DII?
R R Kabel Ltd's shareholding pattern (Mar 2026)
- Promoters: 61.6%
- FII (Foreign): 9.1%
- DII (Domestic): 13.3%
- Public: 15.9%
Is promoter holding increasing or decreasing in R R Kabel Ltd?
R R Kabel Ltd's promoter holding has remained stable recently.
- Current Promoter Holding: 61.6% (Mar 2026)
- Previous Quarter: 61.6% (Dec 2025)
- Change: 0.00% (stable)
How long has R R Kabel Ltd been outperforming Nifty 500?
R R Kabel Ltd has been outperforming Nifty 500 for 3 consecutive weeks, indicating early-stage outperformance.
Is R R Kabel Ltd a new momentum entry or an established outperformer?
R R Kabel Ltd is an established outperformer with 3 weeks of consecutive Nifty 500 outperformance.
What are the key risks in R R Kabel Ltd?
R R Kabel Ltd has 4 key risks worth monitoring
- [HIGH] Commodity — Copper constitutes ~60-65% of W&C cost of goods; a sudden copper price reversal would compress margins if pricing adjustments lag, while a sharp spike could slow order flows from price-sensitive customers
- [LOW] Regulatory — Already fully provisioned; no recurring impact expected. Compliance likely complete by Q4 FY26.
- [MEDIUM] Logistics — As export share grows from 26-27% toward higher levels, logistics risk exposure increases proportionally
- [LOW] Fx — Export share is stable but growing; currency risk is manageable at current levels
What did R R Kabel Ltd's management say in the latest earnings call?
In Q4 FY26, R R Kabel Ltd's management highlighted
- "EBITDA grew by 86.0% YoY and 80.0% YTD after considering exceptional item of ~₹19 crore during Q3 FY26 due to new labour code — copper price spike abs..."
- "The company recognized an exceptional liability of ₹1,901.05 lakhs following the notification of new government labour codes. Despite this charge, the..."
- "Export volumes grew 25% this quarter, and the upcoming EU trade deal (eliminating a 3.7% tariff) is expected to further boost competitiveness in a mar..."
Is R R Kabel Ltd worth studying for long term investment?
Based on quantitative research signals, here is why R R Kabel Ltd may be worth studying
- Earnings growing at +30.2% YoY
- Operating margins are expanding — OPM at 9.0%
- Valuation: appears significantly undervalued
- Cash flow is positive — CFO ₹295 Cr
What is the investment thesis for R R Kabel Ltd?
R R Kabel Ltd investment thesis summary:
Research Signals (Bull Case)
- Revenue growing at +33.6% YoY
- Margins expanding
- Appears significantly undervalued
Risk Factors (Bear Case)
- Key risk: Commodity
What is the future outlook for R R Kabel Ltd?
R R Kabel Ltd's forward outlook based on current data signals
- Earnings Trend: stable
- Revenue Trend: stable
- Margin Trend: expanding
- Valuation: Significantly Undervalued
- Key Risk: Commodity
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.