R R Kabel Ke Liye Q3 FY26 Ki Kya Kahani Hai?
Yaar, R R Kabel ne toh kamaal hi kar diya! March 2026 tak ke results mein, company ne apna sabse strong 9-month performance dikhaya hai, aur Q3 mein toh record hi bana diya. Consolidated revenue 42.3% jump kar ke ₹2,536 crore pahunch gaya, jo pichhle saal Q3 mein ₹1,782 crore tha. Aur agar pichhle 9 mahine ki baat karein toh revenue 25.1% badh ke ₹6,758 crore ho gaya hai.
Paisa Kahan Se Aa Raha Hai? (Financial Deep Dive)
Number toh ekdum mast hain:
- Q3 FY26 Revenue: ₹2,536 crore (+42.3% YoY)
- 9M FY26 Revenue: ₹6,758 crore (+25.1% YoY)
- Q3 FY26 EBITDA: ₹206 crore (+86% YoY) - Ye toh bahut bada jump hai!
- 9M FY26 EBITDA: ₹526 crore (+80% YoY)
- Q3 FY26 PAT (Profit After Tax): ₹118 crore (+72.4% YoY) - Profit mein bhi zabardast growth!
- 9M FY26 PAT: ₹324 crore (+77.7% YoY)
EBITDA margins bhi improve hue hain, Q3 mein around 8.12% ho gaye hain. Company ne cost cutting aur operational efficiency par focus kiya hai.
Growth Ka Asli Hero Kaun? (The Quality)
Is quarter mein growth ka sabse bada credit jata hai Wires & Cables segment ko. Iska revenue 48.6% badh kar ₹2,293 crore ho gaya! Demand domestic aur export dono markets se bahut achhi hai. Is segment ka profit bhi 84.9% badh kar ₹199 crore ho gaya hai.
Ab baat karte hain FMEG (Fast Moving Electrical Goods) segment ki. Yahan revenue ₹243 crore par stable hai. Company is segment mein ho rahe loss ko kam karne par full focus kar rahi hai, aur target hai ki Q4 FY26 tak isse EBIT break-even par le aayen. Portfolio ko bhi streamline kiya ja raha hai.
Aage Kya Ho Sakta Hai? (Risks & Outlook)
Management ka kehna hai ki India mein electrical industry ke liye medium term outlook bahut positive hai. Infrastructure projects aur housing sector mein jo demand aa rahi hai, woh ek bada boost de sakti hai. Company ₹1,200 crore ka capital expenditure bhi karne wali hai, jisme se zyada tar paisa cables ki capacity badhane mein lagega.
Management Ki Nayi Targets:
- EBITDA margin 8.5% tak pahunchane ka target hai.
- Wire & Cable business mein FY28 tak 10.5% EBIT margins ka aim hai.
- FMEG segment bhi agle 3 saal mein 25% grow kar sakta hai, aur FY28 tak 5-6% EBIT margins laane ka target hai.
Aur ek achhi khabar yeh hai ki EU trade deal ke karan import tariffs zero hone wale hain, jisse exports aur badh sakte hain. Overall, company future ke liye kaafi confident dikh rahi hai.