Kamdhenu Limited · NSE:KAMDHENU
Kamdhenu — Investor Presentation (August 2025)
23 slides from Kamdhenu's investor presentation, Aug 11, 2025
Slide 1: Cover letter to stock exchanges
KL/SEC/2025-26/37 Date: 11th August, 2025 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
Slide 2: Kamdhenu Limited Investor Presentation August 2025
A Legacy of Trust A Culture of Performance KAMDHENU LIMITED INVESTOR PRESENTATION August 2025
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. 22,150^+ 40 Lakh MT introducing a franchisee-based model, it quickly scaled TMT BAR Player in
Slide 5: Our Journey
OUR JOURNEY • 2024 – The company has been awarded the “Great Place to Work Certification” • 2016 - Name Changed from 1994 - Incorporation of Kamdhenu Ispat Ltd. to Kamdhenu Kamdhenu Ispat Limited • 2019 - Own Manufacturing Ltd. – positioned as branding and • 2006 - IPO Listed Expansion marketing com
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 80+ 10,000+ 400+ 4 Mn Mt Franchisees Dealers Distributors Franchisee Capacity 1 Communication 2 Low Minimums Working with a local manufacturer Ev
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) +20% +7% +5% +13% +11% 22,156 35.6 80.4 21,197 21,201 33.7 30.9 66.9 16,072 24.9 25.5 23.5 23.9 54.9 47.1 48.6 12,027 12,031 10,851 39.0 37.3 FY19 FY20
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 – Q1 FY26
FINANCIAL HIGHLIGHTS – Q1 FY26 Revenues from Operations Profit Before Tax (PBT) Profit After Tax (In Rs. Crs) (In Rs. Crs) (In Rs. Crs) +6.1% +42.6% +38.8% 195.8 28.6 21.4 184.5 20.0 15.4 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 11
Slide 13: Core Steel TMT Business Highlights - Q1 FY26
CORE STEEL TMT BUSINESS HIGHLIGHTS - Q1 FY26 Revenues from Own Facility Royalty Income through Return on Equity (%)^ (In Rs. Crs) Franchisee Sales (In Rs. Crs) +3.1% +19.5% 19.2% 154.1 41.5 149.5 34.8 Return on Capital Employed (%)^ 25.5% Debt^ NIL Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 12 ROCE = EBIT/(Deb
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 T&D 19% North 31% South Steel Division at Bhiwadi, Rajasthan Steel Rebars East 52.5 L West ✓ 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 URS – Asia One Brands 2015 Promising Brand
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.) Q1 FY26 Q1 FY25 Y-o-Y Revenue from Operations 195.8 184.5 6% Total Raw Material 132.0 129.9 Gross Profit 63.8 54.6 17% GP Margin (%) 32.6% 29.6% Employee Expenses 13.0 12.3 Finance Cost 0.0 0.1 Depreciation 1.3 1.3 Other Expenses 29.4 27.5 Other In
Slide 21: Balance Sheet
BALANCE SHEET Particulars (Rs. In Crs) Mar-25 Mar-24 Particulars (Rs. In Crs) Mar-25 Mar-24 Equity Non Current assets Equity Share Capital 27.7 26.9 Property, Plant and Equipments 41.6 43.8 Other Equity 271.4 186.2 Right of Use Assets 0.8 1.7 Money received against share warrants 17.2 24.3 Other Inv
Slide 22: Cashflow Statement
CASHFLOW STATEMENT Cash Flow Statement (Rs. In Crs.) Mar-25 Mar-24 Net Profit Before Tax 80.4 66.9 Adjustments for: Non - Cash Items / Other Investment or Financial Items -4.1 -2.9 Operating profit before working capital changes 76.3 64.0 Changes in working capital 10.7 52.9 Cash generated from Oper
Slide 23: Thank You
THANK YOU For further Information, please contact : CIN: L27101HR1994PLC092205 CIN: U74140MH2010PTC204285 Mr. Harish Kumar Agarwal Mr. Deven Dhruva / Mr. Varun Shivram Group CFO, CRO & Head-Legal +91 98333 73300 / +91 91378 91895 hkagarwal@kamdhenulimited.com deven.dhruva@sgapl.net / varun.shivram@s