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Earnings Call

Kaveri Seed Company Earnings Call: Key Takeaways

Kaveri Seed delivered 16.25% revenue growth in FY26, driven by non-cotton segments. Focus remains on hybrid rice and maize expansion despite high inventory levels.

Highlights
Revenue growthFY26: 16.25% YoY; FY27 Guidance: 15-20%.
MarginsExpect margin expansion in FY27 due to lower production costs.
Order bookLower customer advances by ₹75-80cr due to tight cash flows.
Demand visibilityStrong demand for hybrid rice, maize, and export markets.
Management confidenceHigh on new hybrid cotton growth exceeding 20%.

Growth

FY26 Revenue grew 16.25% to ₹1,303.77cr; PAT increased 6.8% to ₹283.26cr. Q4FY26 revenue up 6.84%.

Outlook

FY27 revenue guidance of 15-20% growth. 20%+ growth targeted in cotton. ₹129cr consolidated capex for R&D/processing.

Risks

Higher inventory levels, monsoon delays, and tight farmer cash flows affecting advance payments.

Source

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

Read the document ↗

Kaveri Seed Company Ltd: key numbers

Share price
₹804.55
Market cap
₹4,139 Cr
Revenue (annual)
₹1,395 Cr
Net profit (annual)
₹295.8 Cr
P/E (TTM)
16.6×Sector 29.0×
Promoter holding
60.50%+0.00% QoQ
FII holding
17.54%Current quarter

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

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