ALFA Finder| Management target | Revenue 18.0% FY29 |
|---|
| Revenue growth | Revenue declined 13.7% YoY due to El Nino and delayed monsoon. |
|---|---|
| Margins | EBITDA margin steady at 35% aided by 5% lower production costs. |
| Demand visibility | Delayed demand; visibility depends on rain returning to Karnataka and Maharashtra. |
| Management confidence | Defensive regarding market share loss but optimistic about new hybrid performance. |
Growth
Revenue fell to 815 Cr from 945 Cr; EBITDA margins held steady at 35% through lower production costs.
Outlook
Management aims for 15-20% long-term growth and expects recovery in Q2 if rains improve.
Risks
High inventory levels of 1200 Cr, competition from illegal BT cotton, and significant market share loss.
Last quarter's promises, checked
Delivered
- Guided 15% revenue growth FY26 → delivered 16.25% (= BEAT)
- Guided 6.8% PAT growth FY26 → delivered 6.81% (= BEAT)
- Guided higher gross margins → delivered 35% EBITDA margin (= BEAT)
Missed
- Guided 15-20% revenue growth → delivered -13.7% (= MISS)
- Guided 20% cotton volume growth → delivered double-digit de-growth (= MISS)
- Guided Maize as key growth revenue → delivered -40% volume (= MISS)
Earnings Call Transcript 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