| Revenue growth | 2% YoY in FY26 |
|---|---|
| Margins | PBT margin at 13.8% for FY26; soft TMT pricing offset by volume |
| Demand visibility | Strong; backed by government infrastructure outlay of ₹12.2 lakh cr |
| Management confidence | High; cited enduring brand strength and scalable model |
Growth
FY26 revenue grew 2% to ₹763cr; PBT rose 31% to ₹106cr. Franchisee volumes grew 10% to 39 lakh MT.
Outlook
Targeting 10-15% annual royalty rate hikes and 10% volume growth. Expanding franchisee network in Southern India.
Risks
Volatile input costs (crude, natural gas) and domestic iron ore price uptrend mentioned as margin pressures.
Last quarter's promises, checked
Delivered
- Guided 20-25% steel PBT growth → delivered 31% (= BEAT)
- Guided 14% volume growth → delivered 10% (= PARTIAL)
- Guided 20% brand spend hike → delivered 25% royalty growth (= BEAT)
Partly delivered
- Guided 10-12% operational capacity addition → delivered 10% volume growth (= PARTIAL)
Earnings Call filed with BSE, NSE: KAMDHENU. Summary written with AI assistance from the document.
Kamdhenu Ltd: key numbers
- Share price
- ₹38.08
- Market cap
- ₹1,073 Cr
- Revenue (annual)
- ₹763.4 Cr
- Net profit (annual)
- ₹78.35 Cr
- P/E (TTM)
- 12.5×Sector 18.4×
- Promoter holding
- 49.03%+0.00% QoQ
- FII holding
- 2.06%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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