KSCLNSEKaveri Seed Company Limited· Food And Food ProcessingMediumNeutral
Announced Wed, 27 May · 10:01 IST

Kaveri Seed Company Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin PressureInvestor Communications View source PDF

KSCL · price

Loading chart…

▲ 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
-3.5%1-day move
₹898.50
prior close
₹903.45
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.4+0.6+1.1+0.7-3.5-3.7-4.6-4.5-4.1-6.0-4.2+0.7-7.3
Up moveDown movePending
AI summary

Kaveri Seed reported FY26 total revenues of Rs 1,303.77 crore, up 16.25% year-on-year. Non-cotton revenues grew strongly at 23.17% to Rs 1,060.18 crore, driven by maize (+40.17%), hybrid rice (+18.37%), and vegetables (+8.4%). However, cotton revenues declined 6.6% to Rs 243.59 crore due to illegal seed competition and higher production costs. Management flagged that higher cotton seed production costs adversely affected profitability margins. New cotton products contributed 30.05% of cotton sales vs 10.3% previously. Export revenues are expected to grow approximately 90% for FY2025-26. Q4 FY26 revenue was Rs 82.21 crore, up 6.8%, with cotton surging 453.1% on a low base while non-cotton fell 8.1%. Q1 FY27 outlook projects growth across cotton, rainy millet, hybrid rice, exports, and vegetables.

Likely market impact

The company demonstrated strong non-cotton segment growth, but margin pressure from elevated cotton production costs is a concern. The shift to newer cotton hybrids and robust export momentum are positive signals for FY27.