| Revenue growth | 2% YoY in FY26 |
|---|---|
| Margins | PBT margin at 13.8% for FY26; soft TMT pricing offset by volume |
| Demand visibility | Strong; backed by government infrastructure outlay of ₹12.2 lakh cr |
| Management confidence | High; cited enduring brand strength and scalable model |
Growth
FY26 revenue grew 2% to ₹763cr; PBT rose 31% to ₹106cr. Franchisee volumes grew 10% to 39 lakh MT.
Outlook
Targeting 10-15% annual royalty rate hikes and 10% volume growth. Expanding franchisee network in Southern India.
Risks
Volatile input costs (crude, natural gas) and domestic iron ore price uptrend mentioned as margin pressures.
Last quarter's promises, checked
Delivered
- Guided 20-25% steel PBT growth → delivered 31% (= BEAT)
- Guided 14% volume growth → delivered 10% (= PARTIAL)
- Guided 20% brand spend hike → delivered 25% royalty growth (= BEAT)
Partly delivered
- Guided 10-12% operational capacity addition → delivered 10% volume growth (= PARTIAL)
Earnings Call filed with BSE, NSE: KAMDHENU. Summary written with AI assistance from 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.
More from Kamdhenu Ltd
All →Kamdhenu Annual General Meeting
Kamdhenu Ltd held its 32nd Annual General Meeting on September 25, 2026. The company reviewed financial statements and various director-related resolutions as part of the proceedings.
Kamdhenu Investor Presentation: Key Takeaways
Kamdhenu Limited reported Q1 FY27 revenue growth of 9% YoY and PAT growth of 33.9% YoY, driven by strong franchisee royalty income and asset-light scaling.
Kamdhenu Q1 FY27 Results: Net Profit ₹28.7 Cr, Up 34.1% YoY
Kamdhenu Ltd reported revenue from operations of ₹213.4 Cr (+9.0% YoY) and net profit of ₹28.7 Cr (+34.1% YoY) for Q1 FY27.
- Key figure
- Net profit ₹28.7 Cr · +34.1% YoY
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.
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