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Kamdhenu Ltd

Q4 FY25Industrial Products

Kamdhenu Q4 FY25 earnings call: Revenue & Margins

Q4 FY25 earnings call: what management guided on revenue, margins and order book.

Price₹35
Market cap₹976 Cr
P/E11.4
Updated23 Aug 2026
Read4 min read

The short version

Steel business targets around 14% volume growth in FY26 over FY25 (Harish Agarwal, Page 12). Steel Business: - Targeting 14% volume growth in FY26.

From Kamdhenu Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Steel business targets around 14% volume growth in FY26 over FY25 (Harish Agarwal, Page 12).
  • Royalty income in steel expected to grow by 9% in the current year (Satish Agarwal, Page 8).
  • Revenue growth in steel business was 3% in FY25 with franchisee volumes up 6% and own manufacturing volumes up 5% (Satish Agarwal, Page 3).
  • Brand expenses for paint business planned to increase 20% in FY26 to support growth (Harish Agarwal, Page 10).
  • Paint business anticipates 20%-25% increase in bottom line (revenue and profitability) in FY26–27 (Harish Agarwal, Page 10).
  • Expansion focus on strengthening dealer network and supply chain to increase product reach (Page 5).

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Profitability & Margins

See what Kamdhenu Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • No major capex planned for the paint business in FY26, except additions to tinting machines and some balancing equipment, estimated between INR10-15 crores.
  • Exploring outsourcing material for paint business to optimize costs.
  • For steel business, no focus on increasing number of franchisees; instead, emphasis on expanding capacity of existing franchise units by 20% in FY26, with 10-12% expected to be operational within the year.

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Top-ranked in Industrial Products

Ranked on what management guided this quarter

Guidance-ranked
1Susan Electrical
Rev 1Mar 1
2Shera Energy
Rev 1Mar 1
3
Rev 1Mar 1
4
Rev 1Mar 2
5
Rev 1Mar 2
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

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Order Book & Pipeline

The transcript provided does not explicitly mention the current or expected order book or pending orders for Kamdhenu Limited. However, related insights include: - Kamdhenu's steel business is targeting around 14% volume growth for FY26. - The company is focusing on expanding capacity through existing franchisee units by about 20% by year-end, with 10-12% expected operational within FY26. - Steel franchisee units growth and capacity expansions indicate a positive order flow scenario supported by government infrastructure push.

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Kamdhenu Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹208 Cr, net profit ₹17 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Kamdhenu's management said in earlier quarters

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Frequently Asked Questions

What were Kamdhenu Ltd Q4 FY25 results?

Steel business targets around 14% volume growth in FY26 over FY25 (Harish Agarwal, Page 12). Steel Business: - Targeting 14% volume growth in FY26.

What is Kamdhenu Ltd share price analysis?

Kamdhenu Ltd currently shows a neutral. The stock trades at a P/E of 11.4 with a market cap of ₹976 Cr. Investors should review the full earnings analysis for detailed insights.

Is Kamdhenu Ltd planning capital expenditure?

No major capex planned for the paint business in FY26, except additions to tinting machines and some balancing equipment, estimated between INR10-15 crores.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.