Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
KAMDHENU.NS
Strong BuyFull HouseREMOVEKamdhenu Limited · Basic Materials · India · $120M · Avg Vol: $291K/d
Infrastructure materials represent a commodity cyclicals play. While the India story is strong, we refuse to own commodity cyclicals at this stage in the regime cycle unless they possess a unique pricing-power moat, which is not evident here.
COMPANY DESCRIPTION
Kamdhenu Limited engages in manufacturing, marketing, branding, and distribution of thermo mechanical treatment (TMT) bars, structural steel, and allied products under the Kamdhenu brand name in India. The company offers steel rebars, structural steel products, and colour coated profile sheets.
FINANCIAL SUMMARY (INR)
| Year | 2023 | 2024 | 2025 | 2026 | CAGR | TTM |
|---|---|---|---|---|---|---|
| Revenue | 7.3B | 7.2B | 7.5B | 7.6B | 1.4% | 7.8B |
| EPS (INR) | 1.52 | 1.86 | 2.21 | 2.78 | 22.2% | 2.98 |
| Shares | 269.4M | 269.4M | 277.4M | 281.9M | +4.7% | 281.9M |
| Debt | 37.4M | 27.0M | 12.3M | 94.2M | 36.0% | 94.2M |
| Equity | 1.7B | 2.4B | 3.2B | 4.0B | 33.5% | — |
| Op CF | 667.6M | 1.0B | 688.7M | 659.7M | -0.4% | 659.7M |
| Inv CF | -40.3M | -923.5M | -878.7M | -760.9M | — | — |
| Fin CF | -545.2M | 184.5M | 140.3M | 27.9M | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of KAMDHENU.NS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| KAMDHENU.NS | Kamdhenu Limited(you) | $120M | 99 | Strong Buy |
| AEROENTER.NS | Aeroflex Enterprises Limited | $182M | 99 | Strong Buy |
| MANAKSTEEL.NS | Manaksia Steels Limited | $72M | 99 | Strong Buy |
| MUKANDLTD.NS | Mukand Limited | $210M | 89 | Strong Buy |
| MWL.NS | Mangalam Worldwide Limited | $118M | 75 | Buy |
| HARIOMPIPE.NS | Hariom Pipe Industries Limited | $121M | 73 | Buy |
| PRAKASH.NS | Prakash Industries Limited | $240M | 85 | Strong Buy |
| MAITHANALL.NS | Maithan Alloys Limited | $326M | 90 | Strong Buy |
| BHARATWIRE.NS | Bharat Wire Ropes Limited | $128M | 68 | Buy |
| STEELCAS.NS | Steelcast Limited | $354M | 87 | Strong Buy |
Peer medians: ROE 10.1% · P/E 24.5x · Gross margin 38.5%