DINESH

Kaveri Seed

Industry: Agribusiness
Latest CMP 780
Today's Change ▲ 0.99%
52-Week High / Low 1,196 | 715
Price Date: 14-Aug-2026
Recommendation Sell
Target Price 538
Expected Upside -17.0%
Forecast Horizon 2 Years
Historical CAGR 17.3%
1,000 Invested 04-Oct-2007
Today's Value 20,194
Investment Period 19 Years

Stock Snapshot

Post Results Return
-4.1%
Mild Negative Re-rating
1-Year Target Price
547
2-Year Target Price
538
52-Week High / Low
1,196 / 715
20-Day Return
-7.7%
Market Cap (Cr.)
4,013
Current PE
14.7
P/BV Ratio
2.2
Dividend Yield
0.6%
Industry PE
22.1

Price Performance

Basis of our Recommendation

Kaveri Seed's recent performance reflects a challenging landscape, as management has indicated that revenue growth is moderating compared to historical levels, primarily due to seasonal revenue behavior and competitive pressures within the fragmented agribusiness sector. This trend is critical as it directly impacts earnings and margins, which are also expected to face pressure moving forward. Despite the agribusiness sector being in a sunrise growth state, characterized by improving pricing power, Kaveri Seed's market share remains stable at approximately 1.9%, suggesting limited competitive advantage in a sector with significant players. Vista's financial outlook anticipates continued revenue moderation and margin pressure, aligning with the company's current trajectory. The balance sheet remains stable, which is a positive aspect, but the overall valuation appears fair, reflecting cautious investor sentiment. Macro conditions in India, including favorable liquidity and contained inflation, provide a supportive backdrop; however, the ongoing challenges in fertilizer policy and global supply dynamics could hinder long-term growth. Over the next 12-24 months, Kaveri Seed must navigate these pressures while capitalizing on opportunities in agrochemicals to enhance its competitive position and drive sustainable growth

👍 Why We Like This Stock

Things To Watch Out For

Key Parameters

Balance Sheet Strength
Stable Financial Structure
Market Share
Stable
Industry Outlook
Improving
Analyst View
Not Available
Dividend History
Consistent
FII Holdings
Reducing

Financial Snapshot

Actuals Forecast
FY24 FY25 FY26 FY27 FY28
Revenue (Cr.) 1,146 1,202 1,395 1,176 1,152
Profit Before Tax (Cr.) 283 275 306 249 246
PBT Margin 24.7% 22.8% 2193.5% 21.2% 21.4%
Net Profit (Cr.) 269 266 291 187 185
Earnings Per Share 52.1 51.5 56.6 36.3 35.9

Analyst Recommendations

No analyst recommendations available.

Consensus Recommendation ► None
Consensus Target
Coverage 0 Analysts
Analysts' Viewpoint

Company Overview

Show Company Profile

Kaveri Seed Company Limited produces, distributes, sells, and markets seeds in India. The company operates through three segments: Seeds, Micronutrients, and Vegetables. Its product portfolio includes seeds for various field crops, such as maize, cotton, sunflower, mustard, sorghum, paddy, pulses, bajra, and wheat; and vegetables, including tomatoes, okra, chilies, watermelon, gourds, and brinjal. The company also engages in the sale of micronutrients, as well as exports its products. It serves farmers, retailers, and distributors. The company was founded in 1976 and is headquartered in Secunderabad, India.