Kamdhenu Limited : H1 FY26 Profit after tax increased by 28% to ₹40 crore

 Kamdhenu Limited : H1 FY26 Profit after tax increased by 28% to ₹40 crore



  • Commenting on the results, Mr. Satish Kumar Agarwal, Chairman & Managing Director said
  • Kamdhenu’s H1 FY26 performance underscored ability to deliver resilient profitability amid a dynamic steel environment. 
  • This was primarily driven by robust growth in royalty income and cost-optimization efforts. 
  • Revenue from operations stood at ₹387 crore, up 3% YoY, while profit before tax grew by 33% to ₹54 crore. 
  • PBT margin expanded by 310 basis points from 10.9% in H1 FY25 to 14.0% in H1 FY26. 
  • Profit after tax increased by 28% to ₹40 crore. 
  • Royalty income in H1 FY26 witnessed a robust growth of 27% year-on-year to ₹86 crore, which also includes a one-time royalty payment received during the period. 
  • This underscores the increasing brand penetration and the continued success of asset-light franchise model. 
  • This income stream remains highly capital-efficient and RoCE-accretive, enabling  to scale faster without incremental manufacturing investments. 
  • Revenue from own facilities in H1 FY26 stood at ₹301 crore with sales volumes of ~61,400 MT, while franchise volumes rose by 8% year-on-year to 18 lakh MT. 
  • During the quarter, some of key operating regions witnessed abnormal weather conditions and extended periods of rainfall. This temporarily impacted volumes and revenue growth. However, this is a oneoff seasonal effect, and we expect momentum to normalize as conditions improve. Additionally, average selling prices were softer during the quarter due to weaker steel prices, impacting realizations. 
  • Despite these near-term factors, the overall demand environment remains healthy, with TMT bars continuing to be among the fastest-growing product categories driven by sustained infrastructure spending and strong construction activity.
  •  As a highly trusted brand with a nationwide presence, Kamdhenu benefits from an extensive franchise network and well-established pan-India distribution capabilities. 
  • With these structural strengths in place and India’s infrastructure momentum expected to remain strong are confident of sustaining robust growth and delivering enhanced value in the years to come

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