India · Delayed Price · Currency is INR R R Kabel Earnings Call Transcripts
Fiscal Year 2026
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Record revenue and profit growth in FY 2026, led by wires and cables, with strong domestic and export demand. CapEx expansion and margin improvement initiatives remain on track, though Middle East disruptions pose short-term risks.
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Record 9-month revenue and profit growth driven by strong wires and cables demand, disciplined execution, and robust export performance. Margins improved despite commodity volatility, with continued CapEx and a positive outlook for both domestic and export markets.
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Revenue and profitability surged in Q2 FY 2026, led by strong Wires and Cable growth and margin expansion. Exports, especially to Europe and the Middle East, contributed significantly, while FMEG losses narrowed with break-even targeted by Q4. H2 is expected to outperform H1.
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Q1 FY2026 delivered 13.9% revenue growth and 50% EBITDA increase year-over-year, with strong domestic and export performance. Cable capacity is being doubled, and guidance for 18% volume growth and margin expansion remains intact. FMEG losses narrowed, with breakeven expected this year.
Fiscal Year 2025
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Record Q4 and FY 2025 results with 26.4% YoY revenue growth and highest-ever EBITDA margin, driven by strong volume gains in wires, cables, and FMEG. Strategic CapEx and Project RISE target 18% CAGR in wires/cables and 25% in FMEG, with double-digit margins by FY 2028.
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Nine-month FY25 revenue hit a record high, driven by strong cable and FMEG growth despite macro headwinds. Margins improved sequentially, with Q4 volume and margin guidance remaining robust, and significant CapEx planned for cable expansion.
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Q2 FY 2025 saw record revenue growth of 13% YoY, led by strong domestic cable and FMEG performance, despite margin pressure from copper volatility and export delays. Guidance for FY 2025 was revised to 10%-12% volume growth, with EBIT margin recovery expected in H2.