| Management target | Revenue 19.0% FY29 |
|---|
| Margins | EBITDA margins steady at 35% despite revenue decline. |
|---|---|
| Demand visibility | Maize demand expected to pick up in Q2 post-rain. |
| Management confidence | High for long-term recovery despite one-off bad year. |
Growth
Revenue down 14% to RS 815 Cr; PAT down 14% to RS 271.3 Cr; EBITDA down to RS 285 Cr.
Outlook
Management targets 15-20% growth over next 2-3 years; exports to reach RS 100 Cr in 3 years.
Risks
Monsoon deficit disrupted cropping patterns; illegal cotton seeds; government-capped cotton seed prices; high inventory levels (RS 1,200 Cr).
Last quarter's promises, checked
Delivered
- Guided 15-20% revenue growth for FY26 → delivered 16.25% (= BEAT)
- Guided cotton volume growth >20% for FY26 → delivered 30.05% revenue contribution (= BEAT)
- Guided EBITDA growth → delivered 8.34% growth to RS 349.75 Cr (= BEAT)
Partly delivered
- Guided margin expansion via lower production costs → delivered steady 35% margins despite revenue drop (= PARTIAL)
Missed
- Guided 15-20% revenue growth for FY27 → delivered -13.76% in Q1FY27 (= MISS)
- Guided volume-led growth for FY27 → delivered revenue/PAT decline due to El Nino (= MISS)
Investor Presentation filed with BSE, 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 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 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