Earning Call Transcript of Q4 & FY 2025-26 results conference call made on Wednesday, 27th May, 2026.
KSCL · price
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Kaveri Seed reported FY26 revenue of INR 1,303.77 crores, up 16.25% YoY, with net profit at INR 283.26 crores, up 6.81%. Q4 revenue was INR 82.21 crores with a net loss of INR 25.65 crores. Management highlighted strong performance in new cotton hybrids (contribution rose from 10.3% to 30.05%), maize (40.17% revenue growth), and exports (90% growth). For FY27, management guided for 15-20% revenue growth with cotton expected to grow over 20%. Production costs are lower due to higher yields, which should help margins improve this year despite no price increases. Inventory levels are intentionally higher due to competitive production areas and strategic buffer stocking. The Seeds Bill is expected to be introduced soon.
The company's strong revenue growth and improving margin outlook are positive signals. Management's confidence in 15-20% FY27 growth driven by new cotton hybrids and lower production costs could support stock performance, though high channel inventory across all crops remains a watch item.