Kamdhenu Ventures Limited — PPTs, 14-08-2025: Investor Presentation

**1. Financial Highlights:**

Recent quarter revenue dipped 8% to Rs 50.2 Cr, with EBITDA down 15% to Rs 3.3 Cr and PAT falling 45% to Rs 0.9 Cr, signaling margin pressure. A positive: Cash from Operations turned positive at Rs 1.0 Cr from a prior negative Rs 15.2 Cr.

**2. Strategic Initiatives & Growth Drivers:**

Company is heavily focused on premiumization, boosting water-based product share to 81% this quarter and raising average selling prices by 25% since FY15. Plans include tripling dealer network (4,400+) over five years, Pan-India expansion, and targeting urban institutional sales.

**3. Business Developments:**

Kamdhenu offers a broad paint portfolio. Strong distribution via 4,400+ dealers and 20,000+ painters, deeply penetrating Tier II/III cities and rural areas. Extensive brand promotion includes celebrity tie-ups and dealer incentives.

**4. Market Position & Competitive Advantage:**

A leading Indian Decorative Paints brand, Kamdhenu excels in underserved rural and smaller urban markets. Commands strong North/East India share, leveraging its group's established networks.

**5. Investor Implications:**

Despite recent quarterly headwinds, the strategic focus on premiumization, aggressive dealer growth, and brand building points to positive long-term potential. Execution remains critical.