KAMDHENUNSEKamdhenu LimitedMediumNeutral
Announced Wed, 27 May · 19:11 IST

Kamdhenu Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

KAMDHENU · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-7.8%1-day move
₹25.50
prior close
₹25.16
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.9-0.9-2.1-2.3-7.8-7.1-3.7+1.4-1.6+7.4+13.3+13.9
Up moveDown movePending
AI summary

Kamdhenu Limited, India's largest branded TMT bar player, filed its May 2026 investor presentation. The company reported FY26 revenue of Rs. 763.4 Crores (up 2% YoY) with strong profitability gains - PBT grew 31% to Rs. 105.5 Crores and PAT rose 29% to Rs. 78.4 Crores. Gross margin expanded to 33% from 30.1%, while PBT margin improved significantly to 13.8% from 10.8%. Royalty income from its franchisee model jumped 25% to Rs. 174.5 Crores. The company maintains a debt-free balance sheet with ROE of 19.8% and ROCE of 26.8%. Brand sales turnover stands at ~Rs. 23,000 Crores with 39 lakh MT volumes sold. The Board proposed a dividend of Rs. 0.4 per share.

Likely market impact

The strong margin expansion and royalty income growth signal improving profitability in the asset-light franchisee model. The debt-free status and high return ratios are positives for shareholders, though modest revenue growth may limit immediate stock upside.