Kamdhenu Limited · NSE:KAMDHENU
Kamdhenu — Investor Presentation (May 2026)
23 slides from Kamdhenu's investor presentation, May 27, 2026
Slide 1: Covering letter to stock exchanges
KL/SEC/2026-27/15 Date: 27th May, 2026 To, To, The Manager- Listing The Manager- Listing National Stock Exchange of India Limited, BSE Limited, Exchange Plaza, Bandra Kurla Complex, Phiroze Jeejeebhoy Towers, Bandra (E), Mumbai-400 051 Dalal Street, Mumbai- 400 001 NSE Symbol: KAMDHENU BSE Scrip Cod
Slide 2: Kamdhenu Limited Investor Presentation May 2026
A Legacy of Trust A Culture of Performance KAMDHENU LIMITED INVESTOR PRESENTATION May 2026
Slide 3: Safe Harbor
SAFE HARBOR This present ati on and t he accom panying sli des ( the “Pr esentation”) , whi ch have been prepar ed by Kamdhenu L imited ( the “C ompany”) , have been prepared s ol ely for inf ormati on purposes and do not const it ute any of fer, recommendation or invi tati on t o purchase or subscr
Slide 4: Kamdhenu at a Glance
Kamdhenu at a Glance Inception Brand Sales WE ARE THE *Steel Rebar Turnover Kamdhenu Limited started in 1994 with a steel plant in Largest Branded Capacity Rajasthan and is headquartered in Gurugram. By ~Rs. 23,000 40 Lakh MT introducing a franchisee-based model, it quickly scaled TMT BAR Player in
Slide 5: Our Journey
OUR JOURNEY • 2026 – The company has been • 2024 – The awarded the “The company has Extraordinaire –Brand: Most been awarded Trusted Brand - Infrastructure the “Great Place & Building Materials” to Work Certification” • 2016 - Name Changed from 1994 - Incorporation of • 2006 - IPO Kamdhenu Ispat Ltd
Slide 6: Strong Product Portfolio for All User Segments
STRONG PRODUCT PORTFOLIO FOR ALL USER SEGMENTS Kamdhenu combines superior quality with unmatched affordability Kamdhenu Kamdhenu – Nxt Kamdhenu Kamdhenu Structural TMT PAS 10000 Colour Max Steel ✓ Next Generation ✓ Produced under a ✓ Unique Rib design which ✓ Colour Coated profile Interlock Steel fe
Slide 7: Pan-India Decentralized Manufacturing & Marketing Network
PAN-INDIA DECENTRALIZED MANUFACTURING & MARKETING NETWORK We at Kamdhenu have a strong presence across India with a robust distribution and dealer network 100+ 12,500+ 500+ 4+ Mn Mt Franchisees Dealers Distributors Franchisee Capacity 1 Communication 2 Low Minimums Working with a local manufacturer
Slide 8: Sustainable Growth Through Brand Creation
SUSTAINABLE GROWTH THROUGH BRAND CREATION Kamdhenu Brand Sales Turnover Volumes Sold Profit Before Tax (In Rs. Crs) (In Lakh MT Tonnes) (In Rs. Crs) +9% +11% +10% +31% +21% 22,928 39.1 105.5 22,156 21,197 21,201 35.6 33.7 30.9 80.4 16,072 25.5 66.9 54.9 48.6 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 F
Slide 9: Asset Light Business Model
ASSET LIGHT BUSINESS MODEL… Kamdhenu Limited Innovator – We do Research and introduce new products based on Customer Requirement in the Market Franchisee Distributors / Dealers ✓ Committed chain of Dealers and ✓ Manufactures products based Distributors connected with on technology, design and Franch
Slide 10: Creating Long Term Sustainability
… CREATING LONG TERM SUSTAINABILITY Benefits to Kamdhenu Win – Win for Franchises Expertise & Quality Ready Centralized Enhanced Experience Assurance Marketplace Publicity Easy revenue and availability of increase in Saving Increase in Provide franchise Assurance of Ready Platform in Assistance to p
Slide 11: Structural Steel - Fastest Growing Segment
STRUCTURAL STEEL - FASTEST GROWING SEGMENT Kamdhenu Limited manufactures Structural Steel under franchisee arrangement Description Special Contours End-User Industry Advantages ✓ High Strength and High ✓ One such product which Ductility continues to pioneer new ✓ Production of a multitude of ✓ Super
Slide 12: Financial Highlights – Q4 & FY26
FINANCIAL HIGHLIGHTS – Q4 & FY26 Revenues from Operations Profit Before Tax (PBT) Profit After Tax (In Rs. Crs) (In Rs. Crs) (In Rs. Crs) +2.1% +31.2% +28.7% 747.5 763.4 105.5 78.4 80.4 60.9 +5.0% +8.3% +2.0% 197.8 207.6 22.5 24.4 17.1 17.4 Q4 FY25 Q4 FY26 FY25 FY26 Q4 FY25 Q4 FY26 FY25 FY26 Q4 FY25
Slide 13: Core Steel TMT Business Highlights – Q4 & FY26
CORE STEEL TMT BUSINESS HIGHLIGHTS – Q4 & FY26 Revenues from Own Facility Royalty Income through Return on Equity (%) (In Rs. Crs) Franchisee Sales (In Rs. Crs) +25.4% 19.8% 607.7 174.5 588.5 139.1 Return on Capital Employed (%) 26.8% +19.1% 159.5 162.0 45.5 Debt 38.2 NIL Q4 FY25 Q4 FY26 FY25 *FY26
Slide 14: Huge Capacities at Low Cost
HUGE CAPACITIES AT LOW COST Production Capacity Region-Wise Installed Capacity Company Owned - of Franchisees Manufacturing, R&D and North T&D 19% 31% South East Steel Division at Bhiwadi, Rajasthan Steel Rebars West 52.5 L ✓ Production Capacity 1,20,000 MT per annum 40 Lacs (Realigned to support th
Slide 15: Awards & Acknowledgements
AWARDS & ACKNOWLEDGEMENTS We truly believe that Customer delight and satisfaction are the true award we vouch for and our efforts to meet the customers’ expectation have brought many accolades to us World's Greatest Asia's Most Indian Power World's Greatest Icon of Trust – URS – Asia One The Extraor
Slide 16: Brand Promotions
BRAND PROMOTIONS Promotional Print Media Digital Campaign Materials National Newspaper ▪ D is t r ib u t i o n o f c a t a lo g u es ▪ B r o c h u r es ▪ V is it in g c a r d s ▪ S h o p b r a n d in g ▪ S a mp le b o a r d , p en , p a d , m a s o n k it h a v in g b r a n d in g o f K a m d h en u
Slide 17: Brand Promotions
BRAND PROMOTIONS Outdoor Campaigns Television Campaign Brand Educational Activities ▪ Dealers & Distributor Meets ▪ Customer Meets ▪ Seminars, conferences ▪ Workshops Strong presence on various ▪ International Trips national and regional TV ▪ Motivational Sessions Channels such as Aajtak, Zee News,
Slide 18: Participation of Noted Celebrities
PARTICIPATION OF NOTED CELEBRITIES Brand Promotions, Event Participation Have Helped Strengthen Dealer Connect & Expand Visibility Preity G Zinta Emraan Hashmi Madhuri Dixit Kanika Kapoor Tapsee Pannu Jacqueline Fernandez Kangana Ranaut Malaika Arora Sonam Kapoor Dia Mirza Sonu Nigam Rakul Preet Kar
Slide 19: Experienced Board of Directors
EXPERIENCED BOARD OF DIRECTORS Mr. Satish Kumar Mr. Sunil Kumar Mr. Sachin Mr. Saurabh Agarwal Agarwal Agarwal Agarwal Chairman & Managing Director Whole Time Director Whole Time Director Non-Executive Director Mr. Baldev Raj Mr. Madhusudan Mrs. Pravin Mr. Vivek Jindal Mr. Harish Kumar Sachdeva Agra
Slide 20: Profit and Loss Statement
PROFIT AND LOSS STATEMENT Particulars (Rs. In Crs.) Q4 FY26 Q4 FY25 Y-o-Y FY26 FY25 Y-o-Y Revenue from Operations 207.6 197.8 5% 763.4 747.5 2% Total Raw Material 140.6 136.6 511.4 522.5 Gross Profit 67.0 61.2 10% 252.0 225.0 12% GP Margin (%) 32.3% 30.9% 33.0% 30.1% Employee Expenses 13.7 12.5 53.3
Slide 21: Balance Sheet
BALANCE SHEET Particulars (Rs. In Crs) Mar-26 Mar-25 Particulars (Rs. In Crs) Mar-26 Mar-25 Equity Non Current assets Equity Share Capital 28.2 27.7 Property, Plant and Equipments 39.5 41.6 Other Equity 368.2 271.4 Capital work-in-progress 10.8 0.0 Money received against share warrants 0.0 17.2 Righ
Slide 22: Cashflow Statement
CASHFLOW STATEMENT Cash Flow Statement (Rs. In Crs.) Mar-26 Mar-25 Net Profit Before Tax 105.5 80.4 Adjustments for: Non - Cash Items / Other Investment or Financial Items -2.8 -4.1 Operating profit before working capital changes 102.7 76.3 Changes in working capital -9.9 10.7 Cash generated from Op
Slide 23: Thank You
THANK YOU For further Information, please contact : CIN: L27101HR1994PLC092205 CIN: U74140MH2010PTC204285 Mr. Harish Kumar Agarwal Mr. Deven Dhruva / Ms. Krisha Shrimankar Group CFO, CRO & Head -Legal +91 98333 73300 / +91 87797 99281 hkagarwal@kamdhenulimited.com deven.dhruva@sgapl.net / krisha.shr