Kamdhenu Limited has informed the Exchange about Investor Presentation
KAMDHENU · price
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Kamdhenu Limited submitted its investor presentation for February 2026 to the exchanges. The company is a leading branded TMT bar and structural steel player with an asset-light franchisee model, 100+ franchisees, 10,000+ dealers and 500+ distributors. For Q3 FY26, revenue from operations stood at Rs 168.8 Cr (down 3.5% YoY), but profit after tax jumped 67% YoY to Rs 20.8 Cr, with PAT margin expanding sharply to 12.3% from 7.1% a year ago. For 9M FY26, revenue grew 1% to Rs 555.8 Cr while PAT rose 39% to Rs 60.9 Cr. Royalty income from franchisee sales for 9M FY26 was up 28% at Rs 128.9 Cr. The company remains debt-free with ROE of 22% and ROCE of 30%.
Strong margin expansion and robust royalty income signal improving profitability, which is positive for shareholders. However, the decline in Q3 own-facility revenue due to lower TMT bar realisations is a soft spot to watch.