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Earnings Call

Kamdhenu Earnings Call: Key Takeaways

Kamdhenu Limited reported strong FY26 results with a 31% YoY increase in PBT to ₹105.5 Cr and PAT of ₹78.4 Cr. The company continues its asset-light franchisee-led expansion strategy in the steel sector.

Highlights
Revenue growth2% YoY for FY26.
MarginsGP Margin improved from 30.1% to 33.0% YoY.
Demand visibilityStrong, driven by infrastructure and building materials demand.
Management confidenceHigh, given 25% growth in royalty income.

Growth

FY26 Revenue up 2% to ₹763.4 Cr; PAT up 29% to ₹78.4 Cr. Royalty income grew 25% YoY to ₹174.5 Cr.

Outlook

Strong focus on scaling franchisee capacity (currently 4+ Mn MT) and leveraging the premium 'Kamdhenu Nxt' and 'PAS 10000' brands.

Risks

Reduction in average selling prices (ASP) of TMT bars impacted FY26 revenues from own facilities.

Source

Earnings Call filed with BSE, NSE: KAMDHENU. Summary written with AI assistance from the document.

Read the document ↗

Kamdhenu Ltd: key numbers

Share price
₹39.96
Market cap
₹1,126 Cr
Revenue (annual)
₹763.4 Cr
Net profit (annual)
₹78.35 Cr
P/E (TTM)
13.2×Sector 19.0×
Promoter holding
49.03%+0.00% QoQ
FII holding
2.06%Current quarter

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

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Kamdhenu Q4 FY26 Results: Net Profit ₹17.4 Cr, Up 1.8% YoY

Kamdhenu Ltd reported revenue from operations of ₹207.6 Cr (+5.0% YoY) and net profit of ₹17.4 Cr (+1.8% YoY) for Q4 FY26.

Key figure
Net profit ₹17.4 Cr · +1.8% YoY