R R Kabel Ltd (RRKABEL) Q2FY27 Concall Summary - Sep-2026 Qtr
Key Takeaways
- Management slightly revised its full-year volume growth guidance for wires and cables down to 14-15% from 16-18%, citing market volatility.
- A new 200 crore investment for land in Rajasthan was announced, separate from the ongoing 550-600 crore FY27 capex plan.
- The company will acquire an optical fiber cable business for 77 crores, but expects no significant revenue contribution in the current fiscal year.
Performance Overview
- R R Kabel Ltd delivered its highest ever half-yearly revenue, operating EBITDA, and profit after tax in H1 FY27, driven by strong performance in the wires and cables segment.
- The company declared an interim dividend of 6.50 per equity share, reinforcing its commitment to shareholder returns.
- The board approved a 200 crore investment for land acquisition in Rajasthan to support future expansion plans.
- The company entered into a business transfer agreement to acquire the optical fiber cables business of a Usha Martin subsidiary for approximately 77 crores.
- Consolidated revenue for Q2 FY27 grew by 52% year-on-year, with operating EBITDA increasing by 63%, leading to a 60 basis points margin expansion.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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Tone & Disclosure
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