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R R Kabel Ltd: Stock Analysis & Fundamentals

Updated this week

R R Kabel Ltd (Cables - Power) — fundamental analysis, earnings data, and key metrics. PE: 31.8. ROE: 15.2%. This stock is not currently in the Nifty 500 momentum outperformers list.

What's Happening

📊Debt increased 36% YoY — leverage rising
🌐FII stake increased 0.8% this quarter

Earnings Acceleration Triggers

1. ₹1,200 cr capex driving cable capacity expansion
Ongoing FY26HIGH
2. 100 bps annual margin expansion target
Q4 FY26HIGH
3. Export growth at 25% YoY
OngoingMEDIUM

Key Risks

1. Copper price volatility (20-25% quarterly swings)
MEDIUM
2. FMEG segment persistent losses
LOW

Key Numbers

Current Price
₹1,315
Dividend Yield
0.46%
Market Cap
14.9K Cr
Valuation
N/A

Why Are R R Kabel Ltd's Earnings Accelerating?

Based on Q3 FY26 earnings • Updated Feb 22, 2026

₹1,200 cr capex driving cable capacity expansion

Expected: Ongoing FY26HIGH confidence+₹500 Cr revenue

What: New capacity coming online through FY26 supporting 30%+ volume growth in wires segment

Impact: +₹500 Cr revenue

“Management stated: 'The company is on track with its CapEx plan, supporting capacity and efficiency enhancements to meet robust industry demand and long-term growth opportunities.'”

100 bps annual margin expansion target

Expected: Q4 FY26HIGH confidence

What: Operating leverage from volume growth driving margin improvement toward 8.5% target

“Rajesh Jain: 'The company aims for a 100 basis point improvement in margins annually, targeting around 8.5% for the year.'”

Export growth at 25% YoY

Expected: OngoingMEDIUM confidence+₹200 Cr revenue

What: Expansion in Europe and Middle East markets providing revenue diversification

Impact: +₹200 Cr revenue

“Management: 'The company continues to enjoy a dominant position in the export market supported by scale quality certifications and long-standing customer relationships.'”

What Are the Key Risks for R R Kabel Ltd?

Earnings deceleration risks from management commentary

Copper price volatility (20-25% quarterly swings)

MEDIUM

Trigger: Rapid copper price changes

Impact: -50 bps margin impact

Management view: Rajesh Jain: 'The impact on margins was minimal, around 0.5%, which is better than industry averages.'

Monitor: Copper price volatility

FMEG segment persistent losses

LOW

Trigger: Continued weak consumer demand

Management view: Management: 'Losses remain largely restrained... supporting a gradual move towards a more sustainable profit'

Monitor: FMEG segment profitability

What Is R R Kabel Ltd's Management Saying?

Key quotes from recent conference calls

“The company is on track with its CapEx plan, supporting capacity and efficiency enhancements to meet robust industry demand and long-term growth opportunities. — Management”
“While there was a slight dip in segment margins compared to the previous quarter, the company continuously adjusts sales prices to manage the impact of copper price volatility. The impact on margins was minimal, around 0.5%, which is better than industry averages. — Rajesh Jain, Chief Operating Officer”
“Demand for Wires & Cables is strong across sectors like real estate and industrial, as well as in export markets. — Rajesh Jain, Chief Operating Officer”
“The company aims for a 100 basis point improvement in margins annually, targeting around 8.5% for the year. — Rajesh Jain, Chief Operating Officer”

What Is R R Kabel Ltd's Management Guidance?

Forward-looking targets from management for FY26

Implied PAT Growth

15%

OPM Guidance

8.5%

Capex Plan

₹1200 Cr

Management Tone: CAUTIOUS

Key Milestones

• 8.5% OPM target by FY26 end

• ₹1,200 cr capex execution

The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Feb 22, 2026.

Other Top Cables - Power Stocks Beating Nifty 500

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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 (Dec 2025) show

  • PAT Growth YoY: +71.0%
  • Revenue Growth YoY: +42.3%
  • Operating Margin: 8.0%

What is R R Kabel Ltd's current PE ratio?

R R Kabel Ltd's current PE ratio is 31.8x.

  • Current PE: 31.8x
  • Market Cap: 14.9K Cr
  • Dividend Yield: 0.46%

What is R R Kabel Ltd's price-to-book ratio?

R R Kabel Ltd's price-to-book ratio is 6.3x.

  • Price-to-Book (P/B): 6.3x
  • Book Value per Share: ₹207
  • Current Price: ₹1315

Is R R Kabel Ltd a fundamentally strong company?

R R Kabel Ltd's fundamental strength based on key financial ratios

  • Return on Capital (ROCE): 20.0%

Is R R Kabel Ltd debt free?

R R Kabel Ltd has a debt-to-equity ratio of N/A.

  • Total Debt: ₹393 Cr

What is R R Kabel Ltd's return on equity (ROE) and ROCE?

R R Kabel Ltd's return ratios over recent years

  • FY2023: ROCE 16.0%
  • FY2024: ROCE 22.0%
  • FY2025: ROCE 20.0%

Is R R Kabel Ltd's cash flow positive?

R R Kabel Ltd's operating cash flow is positive (FY2025).

  • Cash from Operations (CFO): ₹494 Cr
  • Free Cash Flow (FCF): ₹325 Cr
  • CFO/PAT Ratio: 158% (strong cash conversion)

What is R R Kabel Ltd's dividend yield?

R R Kabel Ltd's current dividend yield is 0.46%.

  • Dividend Yield: 0.46%
  • Current Price: ₹1315

Who holds R R Kabel Ltd shares — promoters, FII, DII?

R R Kabel Ltd's shareholding pattern (Dec 2025)

  • Promoters: 61.6%
  • FII (Foreign): 8.4%
  • DII (Domestic): 13.9%
  • Public: 16.0%

Is promoter holding increasing or decreasing in R R Kabel Ltd?

R R Kabel Ltd's promoter holding has decreased recently.

  • Current Promoter Holding: 61.6% (Dec 2025)
  • Previous Quarter: 61.8% (Sep 2025)
  • Change: -0.11% (decreasing — worth monitoring)

Is R R Kabel Ltd a new momentum entry or an established outperformer?

R R Kabel Ltd is an established outperformer with 1 weeks of consecutive Nifty 500 outperformance.

What are the growth catalysts for R R Kabel Ltd?

R R Kabel Ltd has 3 key growth catalysts identified from recent earnings analysis

  • ₹1,200 cr capex driving cable capacity expansion
  • 100 bps annual margin expansion target
  • Export growth at 25% YoY

What are the key risks in R R Kabel Ltd?

R R Kabel Ltd has 2 key risks worth monitoring

  • Copper price volatility (20-25% quarterly swings)
  • FMEG segment persistent losses

What did R R Kabel Ltd's management say in the latest earnings call?

In Q3 FY26, R R Kabel Ltd's management highlighted

  • "The company is on track with its CapEx plan, supporting capacity and efficiency enhancements to meet robust industry demand and long-term growth oppor..."
  • "While there was a slight dip in segment margins compared to the previous quarter, the company continuously adjusts sales prices to manage the impact o..."
  • "Demand for Wires & Cables is strong across sectors like real estate and industrial, as well as in export markets. — Rajesh Jain, Chief Operating Offic..."

What is R R Kabel Ltd's management guidance for growth?

R R Kabel Ltd's management has provided the following forward guidance for FY26

  • Implied PAT growth: 15%
  • OPM guidance: 8.5%
  • Capex plan: ₹1200 Cr
  • Management tone: cautious
  • Milestone: 8.5% OPM target by FY26 end
  • Milestone: ₹1,200 cr capex execution

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

  • Cash flow is positive — CFO ₹494 Cr

What is the investment thesis for R R Kabel Ltd?

R R Kabel Ltd investment thesis summary:

Research Signals (Bull Case)

  • Growth catalyst: ₹1,200 cr capex driving cable capacity expansion

Risk Factors (Bear Case)

  • Key risk: Copper price volatility (20-25% quarterly swings)

What is the future outlook for R R Kabel Ltd?

R R Kabel Ltd's forward outlook based on current data signals

  • Key Catalyst: ₹1,200 cr capex driving cable capacity expansion
  • Key Risk: Copper price volatility (20-25% quarterly swings)

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.