Kamdhenu Limited — PPTs, 11-08-2025: Investor Presentation

**Financial Highlights:**

Kamdhenu Limited's Q1 FY26 showed strong growth: Revenue increased 6.1% YoY to ₹195.8 Cr. Profit Before Tax surged 42.6% to ₹28.6 Cr, and Profit After Tax was up 38.8% to ₹21.4 Cr, with notable margin expansion. Royalty income from franchisees jumped 19.5% to ₹41.5 Cr. For FY25, the company maintained NIL debt, boasting ROCE of 25.5% and ROE of 19.2%.

**Strategic Initiatives & Growth Drivers:**

The company leverages an asset-light, franchisee-based model, enabling rapid pan-India expansion with over 80 franchisees and 10,000+ dealers. This decentralized network drives efficiency through quick deliveries and reduced logistics costs. Brand building, R&D, and franchisee training are key growth pillars.

**Business Developments:**

Kamdhenu continually expands its product portfolio with innovations like Kamdhenu Nxt TMT bars and an increasing focus on the fast-growing structural steel segment. Its paints business was demerged in January 2023.

**Market Position & Competitive Advantage:**

As India's largest branded TMT bar player, Kamdhenu's strength lies in its extensive network, powerful brand equity, quality assurance, and robust marketing efforts including celebrity endorsements.

**Investor Implications:**

The strong Q1 performance, combined with a zero-debt, asset-light model, and market leadership, indicates positive growth potential for Kamdhenu. The consistent rise in royalty income highlights the success of its brand and distribution strategy.