Kamdhenu Ventures Limited — PPTs, 13-02-2025: Investor Presentation

1. **Financial Highlights:** Kamdhenu Ventures reported total revenue of ₹74.0 crore with an EBITDA of ₹4.6 crore for the third quarter of FY25. Year-over-year, this represents a decline of 6% in revenue and a 25% drop in EBITDA margin to 6.3%. The PAT for the quarter stands at ₹2.0 crore, reflecting a significant year-on-year decrease of 51%.

2. **Strategic Initiatives and Growth Drivers:** The company is focusing on premiumization of its product portfolio, aimed at increasing market share. Plans to expand its dealer network and target underpenetrated markets are key components of its growth strategy.

3. **Business Developments:** The signing of Bollywood actress Preity G Zinta as a brand ambassador is expected to enhance brand visibility and consumer appeal, aligning with the company's strategy to solidify its presence in the decorative paints segment.

4. **Market Position and Competitive Advantage:** Kamdhenu Paints holds a strong position in Tier II and III cities, targeting urbanization trends. A robust dealer network of over 4,300 dealers underpins its market presence.

5. **Investor Implications:** Despite current financial pressures reflected in recent revenue declines, the company's strategic focus on premium offerings and dealer expansion could position it favorably for future growth. Watch closely for shifts in market dynamics and strategic execution.