R R Kabel: Whether FMEG Breakeven Put the Margin Thesis on Fast-Forward?
RR Kabel’s record Q1 FY27, cable-led growth, improving margins, FMEG breakeven and Rs. 1,200 crore capex plan point to a stronger next phase of...
100 Views
Asian Equities: Revisiting Indian Mid-Caps After Sharp Outperformance – A New Quant Screen
Our Indian Mid-Cap basket (up 29.4% since Feb 27 inception) beat the BSE Mid-Cap Index (up 18.6%) sharply. We revisit the basket with the earlier...
838 Views
Primer: R R Kabel (RRKABEL IN) - Mar 2026
R R Kabel is a leading Indian manufacturer of wires, cables, and fast-moving electrical goods (FMEG), poised to benefit from significant...
162 Views
RR Kabel Q2FY26: Strong Core, Aggressive Growth Path; Execution Key to Upside
RR Kabel sees strong Q2FY26 with 19.5% revenue growth and doubled EBITDA, driven by volume expansion in high-margin segment. Positioned for growth...
344 Views
Understanding the Surge in Wire and Cable Needs Amidst AI Growth
The surge in AI and data centers is fueling the need for specialized wires and cables, with India's data center capacity set to grow fivefold by...
307 Views