RR Kabel was listed on Indian exchanges on September 20, 2023. Company was incorporated in 1995.
RR Kabel is a reputed name in consumer electrical products used for residential, commercial, industrial, and infrastructure purposes in two major segments
- Wires and cables ~ 89 % revenue (house wires, industrial wires, power cables, and special cables)
- FMEG ~ 11% revenue (Fans, Lighting, Switches, Switchgear and Home & Kitchen Appliances )
Opening this thread as there isn’t one. Find more details on :
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Financials : R R Kabel Ltd financial results and price chart - Screener
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Investor presentation : https://d11j38mwm79wh6.cloudfront.net/wp-content/uploads/2023/11/Investor-Presentation-Q2.pdf (redirected from FY 2023-2024 – RR Kabel)
-see slide 29 for Industry Growth Drivers
Manufacturing units - Located at Waghodia, Gujarat, and Silvassa, Dadra and Nagar Haveli, and Daman and Diu primarily manufacture wire, cables and switches.
Integrated Manufacturing units Located at Roorkee, Uttarakhand; Bengaluru, Karnataka; and Gagret, Himachal Pradesh, primarily manufacture FMEG products.
Outlook:
The wires & cables (W&C) industry is thriving on the government’s thrust on infrastructure and rural electrification, along with growth in commercial and residential sectors, 5G rollout, and digitization. Increasing demand from consumers to upgrade or replace existing products is an added bonus.
Multi billion dollar push and increasing demand for Energy - be is Solar, Wind, Coal, etcetera, puts organized players in Wires & Cables industry in a decent spot for long term.
Additional points:
- 5th largest player in the Indian Wires and Cables(W&C) industry by value in FY23.
- Main competitor - Havells, Polycab, KEI, Finolex
- Electrical conglomerate exports to 65 countries worldwide. (Yet to launch in Africa & South America- No immediate plans- potential trigger)
- Products have 35 international certifications- significant number
Brand Ambassador - Akshay Kumar since 2018
Founder Chairman: Migrated from Bangladesh to Nepal and then back to his roots in India. Rameshwarlal Kabra started RR Kabel in Mumbai. In 2018, he received the Padma Shree honour by the President of India, Ram Nath Kovind, for his work in rural and tribal societies. Padma Shree is fourth highest civilian recognition in Republic of India
Disclaimer:
I have gathered information solely based on publicly available data and have not interacted with company’s management.
I am invested in the company so my views might be biased.
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