ALFA Finder| Revenue growth | 9% YoY in Q1 FY27. |
|---|---|
| Margins | PBT margin expanded 250 bps to 17.1% YoY. |
| Demand visibility | Strong, franchisee volumes increased to 10.3 lakh MT. |
| Management confidence | High, citing highest ever royalty income and franchisee volumes. |
Growth
Q1 FY27 Revenue at Rs. 213.3 Cr (+9% YoY); PAT at Rs. 28.7 Cr (+34% YoY); Royalty income +15.6%.
Outlook
Commissioned 5MWp solar plant to save Rs. 4-5 Cr annually. Management targets scaling franchisee capacity to 52.5L MT.
Risks
Legal expenses (Rs. 1.76 Cr) and West Asia war-related fuel costs (Rs. 3 Cr) impacted Q1 margins.
Last quarter's promises, checked
Delivered
- Targeted 10% volume growth → delivered 9.6% (= BEAT)
- Targeted 10-15% royalty rate increase → delivered 15.6% (= BEAT)
- Commitment to remain debt-free → delivered Zero Debt (= BEAT)
Partly delivered
- Targeted scaling franchisee capacity to 5M MT → delivered 5.25M MT target in progress (= PARTIAL)
Investor Presentation 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.