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Dhruv Saraf

Bowhead India Fund
KSCL

Kaveri Seed Company Limited

All company calls
FY2026 Q1
14 Aug 2026
Open call
  1. In Q1 numbers, if I compare the seed revenues of other large companies such as Bayer, such as Advanta, their maize seed revenues almost grew by 20% plus, while we had a 40% decline. Sir, can you help me pin down why this big difference in performance?

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  2. Okay. Right, sir. So but even we are strong in areas like Madhya Pradesh as well where the acreage has grown. So were we not able to perform well in those markets? because the numbers are quite divergent: us, it is minus 40%; them, it is plus 20%. So I'm just trying to understand, apart from Karnataka...

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  3. Yes.

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