Kamdhenu Ltd — earnings calls

1 quarter summarised from transcripts filed with the exchange, every statement cited. Newest first.

Kamdhenu Limited reported FY26 profit before tax of INR106 crores versus INR80 crores in FY25, a growth of approximately 31%, with total sales volume growing 10% year-on-year to 39 lakh metric tons. Royalty income through franchisees grew 25% year-on-year to INR175 crores in FY26, driven partly by an increase in the royalty rate per ton to INR435 from INR398. Management described the franchisee-based asset-light model as central to the business and discussed steel industry demand trends, competitive positioning, and regional volume distribution during the Q&A.