Kamdhenu Ventures Limited has informed the Exchange about Investor Presentation
KAMOPAINTS · price
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Kamdhenu Ventures, which owns the Kamdhenu Paints brand through its wholly-owned subsidiary Kamdhenu Colour and Coatings, shared an investor presentation covering FY25 results and growth plans. FY25 consolidated revenue fell 9% YoY to Rs. 266.1 Cr, while PAT dropped sharply by 52% to Rs. 6.7 Cr and EBITDA margin compressed from 7.7% to 6.3%. Q4 FY25 was particularly weak, with revenue down 3% YoY to Rs. 82.8 Cr and PAT falling 55% to Rs. 1.9 Cr. Despite weak numbers, the company highlighted its premiumization shift—premium products now make up 84% of revenue mix versus 10% in FY15—and average selling price has risen 51% to Rs. 87/KG/Liter. The company outlined a 5-year vision to triple its dealer network from 4,400+ to cover more of India's 50,000+ paint dealers, expand into South India via contract manufacturing, and invest in brand-building campaigns.
Sharply lower FY25 profitability, with PAT nearly halving, signals margin pressure and weak demand in the paints business—negative for near-term sentiment. However, the clear shift to premium products, rising ASPs, and dealer expansion plans could support a gradual recovery if execution improves.