R R Kabel Limited — PPTs, 02-05-2025: Investor Presentation

1. Financial Highlights:

RR Kabel reported a strong fiscal year with revenue at ₹7,618 Cr, up 15.5% YoY, and Q4 revenues surged 26.4% YoY to ₹2,218 Cr. EBITDA grew 5.4% YoY to ₹488 Cr with a 6.4% margin, while PAT increased 4.5% YoY to ₹312 Cr (4.1% margin). The Wires & Cables segment led growth with 14.7% revenue rise and a 47.1% jump in segment profit. The FMEG division’s top line advanced 21.5% YoY, narrowing losses through operational efficiencies. Working capital days improved on better receivables and inventory management. Total assets expanded to ₹3,517 Cr from ₹2,869 Cr, reflecting ongoing capex and investments.

2. Strategic Initiatives & Growth Drivers:

Driven by “Project RISE,” RR Kabel targets a 3-year CAGR of 18% in Wires & Cables and 25% in FMEG, aiming to multiply EBITDA by 2.5x. Capacity expansions at Silvassa and Waghodia will meet growing demand in cables. The company plans to deepen domestic wires leadership, scale cable exports, and enhance premiumization and channel efficiencies in FMEG. Key demand drivers include real estate recovery, data center development, renewable energy, and industrial capex.

3. Business Developments:

Focus remains on organic growth through expanding product range, enhancing manufacturing capacity, and boosting market share in exports and domestic premium segments. No notable M&A or partnerships disclosed.

4. Market Position & Competitive Advantage:

RR Kabel’s strong brand and export footprint provide scale and technology advantages. Plans to enter new global markets and product categories rely on efficient supply chain management and differentiated offerings to strengthen market presence.

5. Investor Implications:

Consistent revenue and margin improvements indicate solid growth potential. Capacity scaling and a premium product mix bode well for sustainable margins. Investors should watch execution risks from competitive pressures in FMEG and challenges in maintaining export momentum. Overall, the company is positioned for profitable scale driven by secular demand trends.