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Investor Presentation

Kamdhenu Investor Presentation: Key Takeaways

Q2 FY27 revenue Rs 215.0 Cr (+12.5% YoY) and PAT Rs 23.8 Cr (+27.3%); H1 FY27 PAT Rs 52.5 Cr (+30.8%). Debt-free franchise model. No explicit guidance.

Highlights
Revenue growthQ2 revenue +12.5% YoY to Rs 215.0 Cr
MarginsQ2 GP margin 32.6%, down 60 bps YoY

Growth

Q2 own-facility revenue +14.0% to Rs 167.3 Cr; royalty income +7.4% to Rs 47.7 Cr. H1 total revenue +10.7% to Rs 428.3 Cr.

Outlook

No explicit FY27 guidance. Solar plant commissioned June 2026. Net fixed assets rose to Rs 56.4 Cr.

Risks

Q2 gross margin fell 60 bps YoY to 32.6%. Royalty growth slowed to 7.4%. Other expenses rose to Rs 25.7 Cr.

Last quarter's promises, checked

Missed

  • Guided royalty rate +10-15%/yr plus ~10% volume growth → Q2 royalty income +7.4% to Rs 47.7 Cr, below even the rate hike alone (= MISS)
  • Guided treasury policy for INR300-odd Cr cash, 'will come back' → no treasury policy or shareholder return in Q2 extract (= MISS, unverified)
Source

Investor Presentation filed with BSE, NSE: KAMDHENU. Summary written with AI assistance from the document.

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Kamdhenu Ltd: key numbers

Share price
₹34.24
Market cap
₹965.2 Cr
Revenue (annual)
₹763.4 Cr
Net profit (annual)
₹78.35 Cr
P/E (TTM)
10.6×Sector 16.7×
Promoter holding
49.03%+0.00% QoQ
FII holding
1.65%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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