ALFA Finder| 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
- ₹697.20
- Market cap
- ₹3,586 Cr
- Revenue (annual)
- ₹1,395 Cr
- Net profit (annual)
- ₹295.8 Cr
- P/E (TTM)
- 14.0×Sector 29.0×
- Promoter holding
- 60.50%+0.00% QoQ
- FII holding
- 17.56%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 Earnings Call Transcript: Key Takeaways
Kaveri Seed delivered a Q2 recovery after an El Niño-impacted Q1, though H1 figures remain dragged down by maize degrowth. Management is pivoting toward international expansion through new subsidiaries to offset domestic volatility.
- Call
- Guides 100% growth
Kaveri Seed Company Results Update
Kaveri Seed reported Q2FY27 revenue of ₹125.44 Cr, up 29.84% YoY, with EBITDA turning positive at ₹5.42 Cr. H1FY27 net profit stood at ₹268.09 Cr.
Kaveri Seed Company Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹125.44 cr (+29.8% YoY), net loss narrowed to ₹3.21 cr. H1 FY27 revenue ₹940.44 cr (-9.7%), EBITDA margin 30.48%.
Kaveri Seed Company Management Change
Kaveri Seed appointed M. Bhanu Prakash as CFO and KMP effective 28 October 2026. The board also declared a 250% interim dividend and approved eight foreign subsidiaries.
Kaveri Seed Company Dividend
Kaveri Seed Company declared an interim dividend of 250% (₹5 per share) for FY 2026-27. The record date for eligibility is fixed as 6th November 2026.
Kaveri Seed Company Q2 FY27 Results: Net Loss of ₹8.8 Cr, Loss Narrows
Kaveri Seed Company Ltd reported revenue from operations of ₹244.1 Cr (+11.5% YoY) and a net loss of ₹8.8 Cr for Q2 FY27.
- Key figure
- Net loss ₹8.8 Cr