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Investor Presentation

Kamdhenu Ventures Investor Presentation: Key Takeaways

Kamdhenu Ventures Q1 FY27 consolidated revenue fell 8% YoY to Rs 46.3 Cr, posting a Net Loss of Rs 4.4 Cr. Strategy focuses on premiumization and expanding the dealer network in Tier II/III cities.

Highlights
Revenue growth-8% YoY consolidated
MarginsGross margin compressed to 40.5% from 47.6% YoY
Demand visibilityStrong focus on rural hinterlands and Tier II/III urban gap
Management confidenceMedium; focusing on premium segment shift and network expansion

Growth

Consolidated Revenue declined 8% YoY; EBITDA turned negative at -Rs 2.1 Cr vs Rs 3.3 Cr YoY; PAT swung to -Rs 4.4 Cr from Rs 0.9 Cr.

Outlook

Aims to triple dealer penetration in 5 years; targeting urban markets via institutional sales and South India through contract manufacturing.

Risks

Substantial margin contraction with EBITDA margin dropping to -4.4% from 6.6% YoY; increased employee expenses and lower gross profits.

Source

Investor Presentation filed with NSE, NSE: KAMOPAINTS. Summary written with AI assistance from the document.

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Kamdhenu Ventures Ltd: key numbers

Share price
₹4.19
Market cap
₹137.8 Cr
Revenue (annual)
₹245.3 Cr
Net profit (annual)
₹0.20 Cr
P/E (TTM)
-27.1×Sector 45.9×
Promoter holding
52.54%+0.00% QoQ
FII holding
0.00%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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