Kamdhenu Limited · NSE:KAMDHENU
Kamdhenu — Investor Presentation (July 2026)
24 slides from Kamdhenu's investor presentation, Jul 30, 2026
Slide 1: Exchange filing cover letter
KL/SEC/2026‐27/33 Date: 30th July, 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 Co
Slide 2: Kamdhenu Limited Investor Presentation July 2026
A Legacy of Trust A Culture of Performance KAMDHENU LIMITED INVESTOR PRESENTATION July 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 unique franchisee-based model, it quickly TMT BAR Player in
Slide 5: Our Journey
OUR JOURNEY Received award - “The Extraordinaire –Brand: Most Trusted Brand - 2024 – The company Infrastructure & Building has been awarded Materials” the “Great Place to 2016 - Name Changed from Work Certification” 1994 - Incorporation of Kamdhenu Ispat Ltd. to Kamdhenu Ispat Limited 2006 - IPO Lis
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 E
Slide 8: 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 9: 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 10: 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 11: 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 12: 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 13: 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 14: 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 15: 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 16: 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 17: 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 18: Financial Highlights – Q1 FY27
FINANCIAL HIGHLIGHTS – Q1 FY27 Revenues from Own Facility Royalty Income through Total Revenues from Operations (In Rs. Crs) Franchisee Sales (In Rs. Crs) (In Rs. Crs) +7.1% +15.6% +8.9% 165.2 48.1 213.3 154.2 195.8 41.6 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 17
Slide 19: Financial Highlights – Q1 FY27
FINANCIAL HIGHLIGHTS – Q1 FY27 Profit Before Tax (PBT) Tax Profit After Tax (In Rs. Crs) (In Rs. Crs) (In Rs. Crs) +27.4% +6.9% +33.9% 36.4 7.7 28.7 7.2 28.6 21.4 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 18
Slide 20: Financial Ratios
FINANCIAL RATIOS Core Steel Business* Return on Capital Employed (%) Return on Equity (%) FY26 Q1FY27# FY26 Q1FY27# 104% 94% 76% 73% Overall Business Return on Capital Employed (%) Return on Equity (%) FY26 Q1FY27# FY26 Q1FY27# 27% 34% 20% 27% Debt Nil * ROCE = EBIT excl. treasury income /(Debt + Eq
Slide 21: Profit and Loss Statement
PROFIT AND LOSS STATEMENT Particulars (Rs. In Crs.) Q1 FY27 Q1 FY26 Y-o-Y Kamdhenu Limited posts highest ever Royalty Income, Franchisee Volumes, Revenue from Operations 213.3 195.8 9% PBT and PAT in Q1 FY27 Total Raw Material 142.0 132.0 ❖ Q1 FY27 revenue rose 9% YoY to ₹213 crore, 71.3 63.8 12% le
Slide 22: 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 23: 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 24: 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