Kamdhenu Ventures Limited has informed the Exchange about Investor Presentation
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Awaiting price reaction for this filing.
Kamdhenu Ventures filed its Investor Presentation for February 2026, highlighting its paints business (Kamdhenu Paints) and Q3/9M FY26 results. Revenue declined 15% YoY to Rs 63.2 Cr in Q3 FY26 and 7% YoY to Rs 170.3 Cr in 9M FY26, with PAT falling sharply by 50% and 40% respectively. EBITDA margins remained flat at 6.3% (Q3) and 6.5% (9M), showing limited pricing power despite a product mix shift toward premium water-based paints (83% of mix). The company showcased its 4,400+ dealer network, celebrity-led brand campaigns, and stated that dealer penetration 'can be easily tripled in 5 years'. Growth strategies focus on premiumization, pan-India expansion, South India entry via contract manufacturing, and institutional sales.
The weak Q3 results with revenue and profit declines raise concerns about near-term growth, though management's multiyear dealer expansion plan and premiumization story could support long-term thesis. Investors should watch for execution on the South India expansion and whether ASP recovery (Rs 82 vs Rs 90 in FY24) translates into margin improvement.