Kamdhenu Ventures Limited — Investor Meet, 20-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Kamdhenu Ventures has announced a board meeting to consider the financial results for the quarter and half-year.

Steel revenue grew 3% YoY to INR748 Cr with volumes up 5-6%, PBT up 20% at INR80 Cr, and PAT at INR61 Cr, backed by zero debt and a 25.5% ROCE. Paints revenue declined to INR266 Cr with EBITDA at INR17 Cr and PAT at INR7 Cr amid competition but remained profitable with cost focus. Steel volume growth of 14% is targeted for FY26, supported by capacity expansions. Paints aims to boost premium products, expand dealer network (4,400+), and increase brand spend by 20%. Management is confident on infrastructure-driven steel demand and paint recovery, despite stock volatility linked to competitive pressures. The tone is cautiously optimistic on growth and turnaround prospects.