| Margins | Pressure from lower volumes in high-value segments. |
|---|---|
| Demand visibility | Low due to monsoon; potential spill-over in Q2. |
| Management confidence | Moderate; contingent on Q2 rainfall recovery. |
Growth
Revenue down 13.78% YoY; Cotton revenue flat at ₹213.43 Cr; Non-cotton revenue fell 17.19% to ₹601.57 Cr; Exports grew 4x YoY.
Outlook
Expects spill-over demand in Q2FY27 if rainfall improves. Developing new variants across maize, vegetables, rice, and cotton segments.
Risks
Deficient monsoon (40% deficit) impacted maize and rice sowing; illegal cotton seeds and reduced sowing acreage remain headwinds.
Last quarter's promises, checked
Delivered
- Guided for new product growth → delivered 30.05% cotton volume from new hybrids (= BEAT)
- Guided for strong export performance → delivered 4x YoY growth (= BEAT)
Partly delivered
- Guided for margin expansion via lower costs → delivered pressure from low volumes (= PARTIAL)
Missed
- Guided 15-20% revenue growth → delivered -13.78% YoY (= MISS)
- Guided 15-plus% growth in maize/rice → delivered -39% maize volume (= MISS)
- Guided >20% cotton volume growth → delivered flat volume (= MISS)
Investor Presentation filed with NSE, NSE: KSCL. Summary written with AI assistance from 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.
More from Kaveri Seed Company Ltd
All →Kaveri Seed Company Legal & Regulatory
Kaveri Seed disclosed an ITAT hearing notice for a ₹56.21 Crore income-tax appeal filed by the IT Department. The company expects no material adverse impact.
- Value
- ₹56.21 Cr
Kaveri Seed Company Annual Report
Kaveri Seed Company Limited filed its Annual Report for the financial year 2025-26 and the Notice for its 39th Annual General Meeting.
Kaveri Seed Company Annual General Meeting
Kaveri Seed Company Limited has issued a notice for its 39th Annual General Meeting, scheduled to be held on September 29, 2026, via video conferencing.
Kaveri Seed Company Investor Presentation: Key Takeaways
Q1FY27 revenue fell 13.76% YoY to RS. 815 Cr, with PAT at RS. 271.3 Cr. Performance was severely impacted by El Nino and delayed monsoons, affecting maize and cotton sowing windows.
- Call
- Guides 19% growth
Kaveri Seed Company Earnings Call Transcript: Key Takeaways
Management struggled to explain a 13.7% revenue drop despite maintaining margins, blaming poor rainfall for severe de-growth in major markets like Karnataka and Madhya Pradesh.
- Call
- Guides 18% growth
Kaveri Seed Company Q1 FY27 Results: Net Profit ₹279.8 Cr, Down 14.5% YoY
Kaveri Seed Company Ltd reported revenue from operations of ₹742.5 Cr (-13.5% YoY) and net profit of ₹279.8 Cr (-14.5% YoY) for Q1 FY27.
- Key figure
- Net profit ₹279.8 Cr · -14.5% YoY