Kamdhenu Limited — PPTs, 27-05-2026: Investor Presentation

Here's a concise, retail-friendly summary:

**1. Business Performance:**

Kamdhenu, a leading TMT bar player, reported strong FY26 results. Brand Sales hit Rs. 22,928 Cr (+9% 5-yr CAGR), with volumes growing to 39.1 Lakh MT (+11% 5-yr CAGR). Profit Before Tax (PBT) surged 31% YoY to Rs. 105.5 Cr. Q4 FY26 revenues were Rs. 207.6 Cr (+5% YoY) and PBT Rs. 24.4 Cr (+8.3% YoY). Structural steel is a key growth driver.

**2. Growth Drivers or Strategy:**

The company's asset-light, franchisee-based model (100+ franchisees, 12,500+ dealers) ensures nationwide efficiency and quick delivery, boosting market share. Innovation and strong brand promotion are core to its sustained growth strategy.

**3. Recent Developments:**

Kamdhenu earned "Great Place to Work" (2024, 2025) and "Most Trusted Brand" (2025-26) awards. A Rs. 0.4 per share dividend is proposed.

**4. Key Financial Metrics:**

FY26 Royalty Income from franchisees increased 25.4% YoY to Rs. 174.5 Cr. The company boasts a healthy 19.8% ROE and 26.8% ROCE, operating with zero debt. FY26 PAT was Rs. 78.4 Cr (+28.7% YoY).

**5. Management Commentary / Outlook:**

Kamdhenu targets sustainable growth through its brand and asset-light model. Focus includes network expansion, customer satisfaction, and continuous product innovation to maintain market leadership.