Kamdhenu Venture

- The company has raised INR97 crores through a preferential equity issue, of which INR45 crores have been received and invested so far in franchisee units, office acquisition, and brand strengthening. - There is no mention of any current or planned fundraising through debt; as of March 31, 2025, Kamdhenu Ventures Limited remains debt-free. - Future fundraising plans include exploring strategic stake acquisition in select franchisee units to reshape the franchisee model and expand in-house manufacturing capacity. - No specific new fundraising through debt or further equity issuance has been announced for FY '26 or beyond.

- For the paint business, no major capex plans for FY26 except additions to tinting machines and some balancing equipment, estimated around INR 10-15 crores. - Exploring outsourcing of material for the paint business to optimize costs. - In steel business, capital is being invested through preferential issue proceeds (INR 45 crores received out of INR 97 crores), primarily used for franchisee units, office acquisition, and brand strengthening. - Focus on expanding existing franchisee capacity in steel rather than adding new franchisee numbers, targeting a 20% capacity increase by the end of FY26. - Exploring strategic stake acquisitions in select franchisee units to reshape the franchisee model and expand in-house manufacturing capacity. - No closures of sales depots in paint; strengthening retail network and considering new projects in central or South India to overcome freight disadvantages.

- Steel business targets a volume growth of around 14% in FY26 (Harish Agarwal, Page 12). - Franchisee capacity planned to increase by 20% by end FY26, with 10-12% operational within the year (Page 10). - Overall steel revenue expected to grow alongside volume increase; royalty income projected to increase by 9% (Pages 6 and 10). - Paint business expects to increase brand expenditure by 20% in FY26 to support growth (Page 10). - Paint segment aims for 20-25% increase in bottom line (revenue/profit) in FY26-27, focusing on premium products and expanded dealer network (Pages 9-10). - Expansion in dealer presence planned especially in South and West regions for paint business (Page 10). - Steel business to maintain 20-25% growth this year, leveraging 20% market share and government infrastructure push (Page 8). - No major capex planned for paint; small additions of INR10-15 crores (Page 9).

- Steel business targets volume growth of around 14% in FY26 (Harish Agarwal, Page 12). - Revenue and profit before tax (PBT) expected to increase by 20%-25% in FY26-FY27 (Harish Agarwal, Page 9). - Brand expenditure planned to increase by 20% in FY26 to support anticipated growth (Page 9). - Paint business expected to stabilize post competitive turmoil, with growth resuming in next 3-6 months (Satish Agarwal, Page 7). - Focus on climbing up the value chain via premium products to drive higher average selling price and improved profitability (Page 5). - Royalty income from steel franchisee expected to grow with increased capacity; no major capex in paint but some equipment additions planned (~INR10-15 crores) (Pages 9-12). - Steel business aims for 20%-25% growth in bottom line and royalty income (Page 8). - Overall profit growth is targeted with sustained operational efficiencies and expanded dealer network (Multiple pages).

The transcript provided does not explicitly mention details about the current or expected order book or pending orders for Kamdhenu Ventures Limited. However, relevant points indicating business outlook and growth expectations include: - Steel business volume growth target for FY26 is around 14% over FY25. - Steel business franchisee capacity added in FY25 was 52.5 lakh metric tons with 34.2 lakh metric tons achieved. - The company is focused on expanding capacity through existing franchisee network rather than increasing the number of franchisees. - Strong growth in steel industry demand projected at around 9% for 2026, supported by government infrastructure initiatives. - Paint business is facing competitive pressures; however, the company is strategizing to grow through product innovation and market expansion. - No specific order book figures or pending orders disclosed in the earnings call transcript. If order book details are required, it is likely captured elsewhere or may need to be requested directly from the company.