Any current/future new fundraising through debt or equity?

Kamdhenu Ventures Limited plans fundraising of INR1,000 crores by FY 2028, starting planning now (possibly this or next fiscal). Fundraising methods include private equity, strategic investors, or other modes. Past fundraising included INR65.25 crores through preferential issuance to inject capital into wholly owned subsidiary Kamdhenu Colours and Coatings Limited. Paint business plans to raise funds in the near future for expansion via private equity or strategic investors. There are no immediate plans to raise debt; current paint business debt is only INR20 crores working capital, no term lo

Any current/future capex/capital investment/strategic investment?

Steel Business: - No immediate need to increase capacity as current facilities are sufficient. - For low-value products, outsourcing is preferred over capacity expansion. - Fundraising planned for FY '28 with a target of INR1,000 crores, with planning already underway. Paint Business: - Plan to add one new plant in Central India to achieve INR1,000 crores revenue by FY '28. - Raised INR65.25 crores through preferential issuance to inject capital into Kamdhenu Colours and Coatings Limited. - Exploring strategic investors/private equity to raise funds for expansion. - Recent fun

Future growth expectations in sales/revenue/volumes?

Steel business targets 16%-20% growth over the next 5 years, aiming to double current capacity of 50 Lakh MT through franchise route. Kamdhenu expects to convert unorganized steel sector units into organized units, driving ambitious growth of around 20% in steel segment over the next 5 years. Paint business aims for revenues of around INR1,000 crores by FY '28, driven by expansion into Tier 2 and Tier 3 cities and addition of a new plant in Central India. Paint revenue growth momentum seen in Q1 FY '24 (13% YoY) is expected to continue with improved product mix and efficiency. Steel volume fro

Future growth expectations in earnings/operating earnings/profits/EPS?

Kamdhenu Ventures aims for 16%-20% growth in the steel segment over the next 5 years, targeting organic growth and capacity doubling from current 50 Lakh MT via franchise routes. The steel business expects more than 20% growth in the next 5 years through expansion and converting unorganized sectors via an asset-light franchise model. For Q1 FY '24, steel business PAT grew 20% YoY; EPS improvement is implied with revenue and profit growth. Kamdhenu targets EBITDA of around 8% in the steel business by FY '25, up from 6.8% in Q1 FY '24. Paint business aims for INR1,000 crores revenue by FY '28, w

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Kamdhenu Ventures LtdQ2 FY23Consumer Durables

Kamdhenu Ventures Ltd Q2 FY23 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹5.14P/E: 37.5Market Cap: ₹178 CrSector: Consumer Durables

Management growth scorecard

Revenue

Category 2

Margin

Category 3

Fundraise

Yes

Order

N/A

Capex

Yes

2 of 4 growth signals are positive.

Full analysis

Revenue guidance

Category 2

→Steel business targets 16%-20% growth over the next 5 years, aiming to double current capacity of 50 Lakh MT through franchise route.
→Kamdhenu expects to convert unorganized steel sector units into organized units, driving ambitious growth of around 20% in steel segment over the next 5 years.
→Paint business aims for revenues of around INR1,000 crores by FY '28, driven by expansion into Tier 2 and Tier 3 cities and addition of a new plant in Central India.
→Paint revenue growth momentum seen in Q1 FY '24 (13% YoY) is expected to continue with improved product mix and efficiency.
→Steel volume from franchisee route grew 12% YoY in Q1 FY '24, reflecting strong market demand.
→Focus on organic growth and asset-light franchising model to expand franchise and dealer network continuously.

Margin guidance

Category 3

→Kamdhenu Ventures aims for 16%-20% growth in the steel segment over the next 5 years, targeting organic growth and capacity doubling from current 50 Lakh MT via franchise routes.
→The steel business expects more than 20% growth in the next 5 years through expansion and converting unorganized sectors via an asset-light franchise model.
→For Q1 FY '24, steel business PAT grew 20% YoY; EPS improvement is implied with revenue and profit growth.
→Kamdhenu targets EBITDA of around 8% in the steel business by FY '25, up from 6.8% in Q1 FY '24.
→Paint business aims for INR1,000 crores revenue by FY '28, with plans to add new plants and explore strategic investors.
→Paint business turnaround with PAT turning positive in Q1 FY '24, supported by better product mix and raw material cost reduction.
→Raw material prices expected to remain stable or reduce, aiding margin improvement in FY '24 and onward.

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Fundraise plans

Yes

→Kamdhenu Ventures Limited plans fundraising of INR1,000 crores by FY 2028, starting planning now (possibly this or next fiscal).
→Fundraising methods include private equity, strategic investors, or other modes.
→Past fundraising included INR65.25 crores through preferential issuance to inject capital into wholly owned subsidiary Kamdhenu Colours and Coatings Limited.
→Paint business plans to raise funds in the near future for expansion via private equity or strategic investors.
→There are no immediate plans to raise debt; current paint business debt is only INR20 crores working capital, no term loans.
→Recent fundraising funds were used mainly for working capital reduction and capex like tinting machines to improve EBITDA.
→Some confusion over equity fundraising pricing formula led to appeal with regulatory authority (SAT).

Order book

The provided transcript does not explicitly mention details about the current or expected order book or pending orders for Kamdhenu Ventures Limited. However, some related insights include: - The steel business is expecting strong growth, targeting 16%-20% growth over the next 5 years, with plans to double current capacity (50 Lakh MT) through franchise expansion. - The steel segment sold around 8 lakh tons in Q1 FY '24, indicating healthy demand. - The company plans continuous expansion of franchise and dealer networks to sustain and grow sales volumes. - In the paint business, the company is planning expansion targeting INR1,000 crores turnover by FY '28. - No explicit mentions about specific orderbook value or pending orders were disclosed during the Q&A or management commentary. If a precise orderbook figure is required, further detailed disclosures or investor communications would be needed.

Capex plans

Yes

→Steel Business:
→ - No immediate need to increase capacity as current facilities are sufficient.
→ - For low-value products, outsourcing is preferred over capacity expansion.
→ - Fundraising planned for FY '28 with a target of INR1,000 crores, with planning already underway.
→Paint Business:
→ - Plan to add one new plant in Central India to achieve INR1,000 crores revenue by FY '28.
→ - Raised INR65.25 crores through preferential issuance to inject capital into Kamdhenu Colours and Coatings Limited.
→ - Exploring strategic investors/private equity to raise funds for expansion.
→ - Recent funds utilized for reduction of working capital debt, capex on tinting machines, and branding expenditure.
→Franchise Expansion in Steel:
→ - Continuous addition of new franchisees and capacity expansion of existing franchise outlets.
→ - The asset-light model leverages franchisee CapEx for retail expansion; company incurs branding and marketing costs.

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