| 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
- ₹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 Investor Presentation: Key Takeaways
Kaveri Seed Q1FY27 revenues fell 13.78% YoY to ₹815 Cr, impacted by a 40% rainfall deficit affecting maize and rice sowing. Focus remains on new product launches and export 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