Q4 2026 Kaveri Seed Company Ltd Earnings Call Transcript
Key Points
- Revenue from operations grew by 16.25% to INR1,303.77 crores, indicating strong overall performance.
- PAT increased by 6.8% to INR283.26 crores, driven by growth in non-cotton segments like rice, maize, and vegetables.
- Contribution from new cotton hybrids improved significantly from 10.3% to 30.05%, showing strong market acceptance.
- Export business delivered exceptional performance with approximately 90% growth during the financial year.
- Maize volumes increased by 18.84% and revenues by 40.17%, supported by improved acreage and stronger market demand.
- Net loss in Q4 was INR25.65 crores, although it was an improvement from the previous year's INR29.25 crores.
- Inventory levels increased by 17%, which could indicate potential overproduction or slower sales.
- Lower advances received from customers, indicating tighter cash flow across channels.
- High inventory levels across all three major crops, which could pressure pricing and margins.
- Continued presence of illegal BT cotton in Gujarat, posing a challenge to legal market growth.
Ladies and gentlemen, good day, and welcome to the Kaveri Seed Company's Q4 and FY26 earnings conference call. (Operator Instructions) Please note that the conference call will be recorded.
Joining us today on this call is Mr. Mithun Chand, Executive Director. Before we begin, I would like to mention that some of the statements made in today's call may be forward-looking in nature and may involve risks and uncertainties. For a list of such considerations, please refer to the earnings presentation.
I would now like to hand over the call to Mr. Mithun Chand. Over to you, sir.
Thank you. Good evening, and welcome, everyone, to our quarter four financial year '26 earnings conference call. We hope you had a chance to review the presentation of our results, which is also available on our website. I will touch upon the operational and financial performance of the company and then open the floor for Q&A session.
Financial highlights. Revenue from operations was at INR82
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