Kamdhenu Ventures Ltd Q1 FY27 Results

On a consolidated basis (primary, since the paints business sits entirely in subsidiary Kamdhenu Colour and Coatings Ltd), Kamdhenu Ventures reported Q1 FY27 revenue of ₹46.29 Cr, down 7.9% YoY from ₹50.24 Cr and down 38.3% QoQ from ₹75.00 Cr in the seasonally stronger Q4 FY26. PAT swung to a loss of ₹4.41 Cr against a ₹0.87 Cr profit a year ago, and the loss widened roughly 65% sequentially from ₹2.67 Cr in Q4 FY26 — a third straight quarter in the red for the group.

NPM fell to -9.51% from -3.54% in Q4 FY26 and +1.73% a year ago; OPM slid to -4.43% from -2.02% and +6.62% respectively, with total consolidated expenses of ₹50.93 Cr running ahead of total income of ₹46.40 Cr. No exceptional or one-off items are separately disclosed in this filing, so the swing to loss reflects underlying operating performance rather than a one-time charge — adjusted YoY PAT decline is effectively the same as the reported move.

The stock went into the print at ₹4.55, down 1.1% over the past month of trading.

Board re-appointed independent directors Madhusudan Agarwal and Ramesh Chand Surana for a second five-year term (18 Jul 2027–17 Jul 2032), subject to shareholder approval

The standalone entity, essentially the listed holding company, posted income of just ₹0.93 Cr and a ₹0.12 Cr loss; nearly all group revenue and the full consolidated loss sit inside the wholly-owned subsidiary, so standalone and consolidated figures diverge sharply in scale and standalone should be read as secondary. Management issued no press release or commentary alongside the numbers — only the regulatory outcome letter and financial statements — and has no formal guidance on record, so there is nothing to grade the print against; a search for analyst/consensus estimates on Kamdhenu Ventures (NSE: KAMOPAINTS) turned up no coverage, so a street comparison is not possible this quarter. Alongside the results, the board approved the resignation of Company Secretary Mr. Rohit (from both the parent and subsidiary KCCL, effective close of business 13 Aug 2026) and appointed Mr. Ankit as the new CS & Compliance Officer effective 14 Aug 2026, plus the re-appointment of two independent directors for a second five-year term — governance items unrelated to the quarter's financial performance.