Press Release- Financial Highlights for Q4 & FY26
KAMOPAINTS · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Kamdhenu Ventures reported a challenging FY26 with revenue declining 8% to Rs. 245.3 crore due to elevated crude oil prices, geopolitical disruptions, and raw material inflation (solvents, binders, monomers). EBITDA dropped 44% to Rs. 9.5 crore with margins contracting by ~240 basis points to 3.9%. Q4 was particularly weak with negative EBITDA of Rs. -1.5 crore and PAT of Rs. -2.7 crore. Management plans 5-6% price increases over the next few quarters and focuses on product premiumization, achieving a record ASP of Rs. 97. The company raised Rs. 5.04 crore via convertible warrants to parent Kamdhenu Limited, with an additional Rs. 7.47 crore from warrant conversions during Q4. Outstanding warrants of 1.50 crore remain pending conversion within 18 months.
The steep margin contraction and negative Q4 profitability signal significant near-term pressure on the stock. While planned price hikes may support recovery, investors should monitor raw material costs and execution of the premiumization strategy. The capital raise provides liquidity but also indicates funding needs amid challenging conditions.