R R Kabel Limited — Investor Meet, 07-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

RR Kabel's Q3 FY26 earnings call highlights robust performance. Revenue jumped 42.3% YoY to INR 2,536 Cr, with 9-month revenue hitting a record INR 6,758 Cr. EBITDA surged 86% YoY to INR 206 Cr, leading to a 72.4% rise in PAT to INR 118 Cr for the quarter.

The Wire & Cable segment fueled this growth, up 48.6% with 30% volume expansion across domestic and export markets. FMEG losses narrowed significantly, targeting breakeven at the EBIT level in Q4 FY26, with an aim for 5-6% EBIT by FY28. Management confirmed ongoing INR 1,200 Cr capex plans, mostly for cables, supporting an 18% annual volume growth strategy. Exports are set to benefit from the EU trade deal (0% tariff) and are expected to outgrow domestic sales. Overall, management is cautiously optimistic for sustained growth and margin expansion.