Kamdhenu Ventures Ltd. · NSE:KAMOPAINTS
Kamdhenu Ventures — Investor Presentation (October 2026)
27 slides from Kamdhenu Ventures's investor presentation, Oct 30, 2026
Slide 1: Exchange Intimation Letter - Investor Presentation
Ref: KVL/SEC/2026-27/52 Date: 30th October, 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: KAMOPAINTS B
Slide 2: Kamdhenu Ventures Limited Investor Presentation October 2026
KAMDHENU VENTURES LIMITED INVESTOR PRESENTATION October 2026
Slide 3: Safe Harbor
Safe Harbor Th is p rese ntat io n a nd the acc o mp any i ng s l i des (th e “Pres entat io n” ), wh i ch h a ve bee n p rep ar ed b y K a md he n u Ve n tu res Li m it ed (t he “ C om pa ny” ), hav e bee n p re pa re d so l e l y fo r in fo r mat io n pu rp oses a nd do not c onst itute a ny off e
Slide 4: About Kamdhenu Colour and Coatings Limited
About Kamdhenu Colour and Coatings Limited About Us Our Products Our Strengths • Established in 2008, a wholly owned • Comprehensive range of exterior & • Focused on sustainability with water- subsidiary of Kamdhenu Ventures interior emulsions, primers, wood based, low-VOC paints and eco- Limited. f
Slide 5: Kamdhenu Paints – Leading Brand in Indian Decorative Paints Segment
Kamdhenu Paints – Leading Brand in Indian Decorative Paints Segment Headquarters Gurugram 4,450+ Dealers as on 30th September 26 36,000 KL p. a. Own Capacity 20,000+ Painter Network Our Product Range Our Presence Certifications Product Mix & Awards Water Weather 81% Based Weather Supreme Weather Wea
Slide 6: Extensive Product Portfolio (1/2)
Extensive Product Portfolio (1/2) Diversified and Eco-friendly Product Portfolio Premium Exterior Emulsions Premium Interior Emulsions Premium Dual Emulsions Weather Supreme Weather Supreme Kamo Hi-Sheen Velvety KamoDual KamoDual Shyne Advance Shyne Luxury Emulsion Platinum Weather Supreme Weather C
Slide 7: Extensive Product Portfolio (2/2)
Extensive Product Portfolio (2/2) Diversified and Eco-friendly Product Portfolio Texture Wood Coatings Wood Adhesives Mosaccio Pearla Kamolac PU Wood Kamolac Water Base KD – 44 KD – 445 Finish Wood Finishes Stucco Velvitino Kamolac PU Metal Kamolac Advance KD - 48 KD - 50 Gloss finish Wood Finishes
Slide 8: Brand Promotions
Brand Promotions Promotional Print Media Digital Campaign Materials National Newspaper ✓ Distribution of catalogues ✓ Brochures ✓ Visiting cards ✓ Shop branding ✓ Sample board, pen, pad, mason kit having branding of Kamdhenu products. ✓ Social media campaigns to educate consumers about benefit of it
Slide 9: Focus on Premiumization of Portfolio
Focus on Premiumization of Portfolio Average Selling price per FY16 H1 FY27 KG/Ltr Rapid Shift in Product 7% 22% +32% Mix with a higher focus 12% on Premium Products Leading to 87 76 Improved ASP per KG 58 58% per Liter 20% Water Based Products 81% Powder based products Solvent based products FY15 F
Slide 10: Well-Entrenched and Highly Incentivized Dealer Network
Well-Entrenched and Highly Incentivized Dealer Network A Targeted Dealer Network with a Core How we build a strong relationship Penetration can be easily tripled Focus on Premium Products with our Dealers in 5 years No of Dealers +38% Target linked incentives in form of gifts-in-kind, gift vouchers,
Slide 11: Prominence in India’s Emerging Cities
Prominence in India’s Emerging Cities Prominence in Tier I, II & III Cities through 34 Sales Depots Focused strategy to set base in the smaller Indian towns identifying an underserved gap in the paint industry ~70% of India’s urban population resides in Tier II & III cities, where majority of Kamdhe
Slide 12: State-of-the-art Manufacturing Facilities & Infrastructure
State-of-the-art Manufacturing Facilities & Infrastructure Reduces disposal of excess Minimizes inventories and paint as hazardous waste ensures just-in-time delivery Robust Tinting Infrastructure 1 2 1,820+ Active Tinting Machines 4 3 Reduces labour requirements Reduces procurement costs and space
Slide 13: Participation of Noted Celebrities
PARTICIPATION OF NOTED CELEBRITIES Brand Promotions, Event Participation Have Helped Strengthen Dealer Connect & Expand Visibility Dia Mirza Emraan Hashmi Madhuri Dixit Kanika Kapoor Tapsee Pannu Jacqueline Fernandez Kangana Ranaut Malaika Arora Sonam Kapoor Preity G Zinta Sonu Nigam Rakul Preet Kar
Slide 14: Target Ka Badshah Mega Paints Event
‘TARGET KA BADSHAH’ Mega Paints Event for Dealer & Distributor Awards Award functions and cultural events on annual basis Notable celebrity affiliations through brand promotions, event participations help strengthen emotional connect with dealers where relationships were formative 13
Slide 15: Brand Promotions
Brand Promotions Outdoor Brand Educational Television Campaigns Activities Campaign ✓ Dealers & Distributor Meets ✓ Painters Meets ✓ Seminars, conferences ✓ Workshops ✓ International Trips ✓ Motivational Sessions ✓ Strong presence on various national and regional TV Channels such as Aajtak, Zee News
Slide 16: Experienced Board of Directors
Experienced Board of Directors Mr. Sunil Kumar Agarwal Mr. Saurabh Agarwal Mr. Sachin Agarwal Chairman Managing Director Non Executive Director Mr. Ramesh Chand Surana Mr. Madhusudan Agrawal Independent Director Independant Director 15
Slide 17: Growth Strategies
Growth Strategies India’s growth engine and Kamdhenu’s proven building materials play make for a powerful growth runway Urbanization Product Brand Equity Increased Market Share Reduced Increased Housing Premiumization Investments Capacity Gains Repainting Cycle Dealer for all Density Kamdhenu Paints
Slide 18: Q2 & H1FY27 Key Performance Highlights
Q2 & H1FY27 Key Performance Highlights Revenue from Operations EBITDA & EBITDA Margins PAT and PAT Margins (Rs Cr.) (Rs Cr.) (Rs Cr.) Consolidated Kamdhenu Ventures 6.5% 1.9% 6.6% (0.9%) 1.8% (2.6%) 1.8% (5.7%) 107.0 104.4 7.0 1.0 1.9 56.8 58.1 3.7 1.1 -1.5 -0.9 -5.9 Q2 FY26 Q2FY27 H1 FY26 H1 FY27 Q
Slide 19: Profit & Loss Statement (Kamdhenu Ventures Limited - Consolidated)
Profit & Loss Statement (Kamdhenu Ventures Limited - Consolidated) (Rs. Crores) Particulars Q2 FY27 Q2 FY26 YoY H1 FY27 H1 FY26 YoY Revenue from Operations 58.1 56.8 2% 104.4 107.0 -2% Cost of materials consumed 34.8 23.4 72.2 57.9 Purchases of stock-in-trade 3.5 3.8 8.5 7.7 Changes in inventories -
Slide 20: Balance Sheet (Kamdhenu Ventures Limited - Consolidated)
Balance Sheet (Kamdhenu Ventures Limited - Consolidated) (Rs. Crores) (Rs. Crores) Particulars Sep-26 Mar-26 Particulars Sep-26 Mar-26 Equity Non Current assets Equity Share Capital 32.9 32.9 Property, Plant and Equipment 49.4 44.4 Other Equity 140.0 145.8 Capital Work in Process 0.5 3.0 Total Equit
Slide 21: Cash Flow Statement (Kamdhenu Ventures Limited - Consolidated)
Cash Flow Statement (Kamdhenu Ventures Limited - Consolidated) (Rs. Crores) Cash Flow Statement Sep-26 Sep-25 Net Profit Before Tax -6.2 2.7 Adjustments for: Non - Cash Items / Other Investment or Financial Items 6.4 4.9 Operating profit before working capital changes 0.2 7.6 Changes in working capi
Slide 22: Profit & Loss Statement (Kamdhenu Colour and Coatings Limited)
Profit & Loss Statement (Kamdhenu Colour and Coatings Limited) (Rs. Crores) Particulars Q2 FY27 Q2 FY26 YoY H1 FY27 H1 FY26 YoY Revenue from Operations 58.1 56.8 2% 103.5 107.0 -3% Cost of materials consumed 34.8 23.4 72.2 57.9 Purchases of stock-in-trade 3.5 3.8 7.6 7.7 Changes in inventories -5.6
Slide 23: Balance Sheet (Kamdhenu Colour and Coatings Limited)
Balance Sheet (Kamdhenu Colour and Coatings Limited) (Rs. Crores) (Rs. Crores) Particulars Sep-26 Mar-26 Particulars Sep-26 Mar-26 Equity Non Current assets Equity Share Capital 0.0 0.0 Property, Plant and Equipment 49.4 44.4 Other Equity 114.8 107.5 Capital Work in Process 0.5 3.0 Total Equity 114.
Slide 24: Cash Flow Statement (Kamdhenu Colour and Coatings Limited)
Cash Flow Statement (Kamdhenu Colour and Coatings Limited) (Rs. Crores) Cash Flow Statement Sep-26 Sep-25 Net Profit Before Tax -6.1 3.1 Adjustments for: Non - Cash Items / Other Investment or Financial Items 6.4 4.9 Operating profit before working capital changes 0.3 8.0 Changes in working capital
Slide 25: Historical Profit & Loss Statement of Paints Business
Historical Profit & Loss Statement of Paints Business (Rs. Crores) Particulars FY26 FY25 FY24 FY23 FY22 Revenue from Operations 245.3 266.1 291.7 259.5 241.4 Total Raw Material 142.1 148.8 159.8 170.3 158.8 Gross Profit 103.1 117.3 131.9 89.2 82.6 GP Margin (%) 42.0% 44.1% 45.2% 34.4% 34.2% Employee
Slide 26: Historic Balance Sheet of Paints Business
Historic Balance Sheet of Paints Business (Rs. Crores) (Rs. Crores) Particulars Mar-26 Mar-25 Mar-24 Mar-23 Mar-22 Particulars Mar-26 Mar-25 Mar-24 Mar-23 Mar-22 Equity Non Current assets Equity Share Capital 32.9 31.4 31.4 13.5 0.0 Property, Plant and Equipments 44.4 43.3 43.6 43.7 43.3 Other Equit
Slide 27: Thank You
THANK YOU For further Information, please contact: CIN: L51909HR2019PLC089207 CIN: U74140MH2010PTC204285 Mr. Harish Kumar Agarwal Mr. Deven Dhruva / Ms. Krisha Shrimankar Group CFO +91 98333 73300 / +91 87797 99281 [email protected] [email protected] / [email protected] ww
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