ALFA Finder| 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
- ₹36.67
- Market cap
- ₹1,034 Cr
- Revenue (annual)
- ₹763.4 Cr
- Net profit (annual)
- ₹78.35 Cr
- P/E (TTM)
- 11.4×Sector 17.1×
- Promoter holding
- 49.03%+0.00% QoQ
- FII holding
- 1.65%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Kamdhenu Ltd
All →Kamdhenu Other Announcement
Kamdhenu Ltd filed its RTA's nil report on physical-share transfer/demat requests re-lodged under the SEBI special window. No requests were received, approved, or rejected during the period.
Kamdhenu Capital Structure Change
Kamdhenu Limited disclosed KVL's allotment of 1.5 crore equity shares on warrant conversion. The balance conversion payment was Rs. 7.65 Crore.
- Value
- ₹7.65 Cr
Kamdhenu Acquisition Worth ₹10.2 Cr
Kamdhenu Limited will acquire 1.5 crore warrants of Kamdhenu Ventures Limited for Rs.10.20 crore cash, a related-party group transaction. The investment supports the group's paints business through its subsidiary.
- Value
- ₹10.20 Cr
- Execution
- Allotment of equity shares on conversion of 1,50,00,000 warrants expected within 15 days
Kamdhenu Acquisition Worth ₹7.65 Cr
Kamdhenu Limited paid Rs 7.65 Crore to Kamdhenu Ventures for converting 1.5 crore warrants into equity shares. The stake would be 8.62% after allotment.
- Value
- ₹7.65 Cr
- Execution
- Allotment of 1,50,00,000 equity shares expected within 15 days
Kamdhenu Investor Presentation: Key Takeaways
Q2 FY27 revenue Rs 215.0 Cr (+12.5% YoY) and PAT Rs 23.8 Cr (+27.3%); H1 FY27 PAT Rs 52.5 Cr (+30.8%). Debt-free franchise model. No explicit guidance.
Kamdhenu Results Update
Kamdhenu's H1 FY27 PAT rose 31% YoY to a record Rs 52.5 crore on 11% revenue growth. Q2 PAT rose 27% to Rs 24 crore.