Kansai Nerolac Paints Limited · NSE:KANSAINER
Kansai Nerolac Paints — Q1 FY2021 Earnings Presentation
16 slides from Kansai Nerolac Paints's earnings presentation, August 2020
Slide 1: All rights for this presentation are reserved with Kansai Nerolac Paints Limited.
All rights for this presentation are reserved with Kansai Nerolac Paints Limited.
Slide 2: Investor Presentation Q1 Update (FY21)
Investor Presentation Q1 Update (FY21) All rights for this presentation are reserved with Kansai Nerolac Paints Limited.
Slide 3: Disclaimer
Disclaimer This presentation may contain statements which reflect management’s current views and estimates and could be construed as forward making statements. The future involves certain risks and uncertainties that could cause actual results to differ materially from the current views being expres
Slide 4: Agenda
Agenda Business Environment FY 20-21* Financial Performance FY 20-21* Business Review FY 20-21* Risks and future outlook *The details in the presentation are for the period April – Jun 2020 All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Con call- 1st Quart
Slide 5: Business Environment 20-21
Business Environment 20-21 ❑ Lockdown across country from 22nd March to 3rd May due to COVID - 19 ❑ Intermittent lockdown in different states post 3rd May ❑ Demand wipeout in April ❑ Deco Demand improvement in May and June ❑ Slow Demand improvement in Industrial All rights for this presentation are
Slide 6: Agenda
Agenda Business Environment FY 20-21* Financial Performance FY 20-21* Business Review FY 20-21* Risks and future outlook *The details in the presentation are for the period April – Jun 2020 All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Con call- 1st Quart
Slide 7: Financials Standalone Q1
Financials Standalone Q1 Rs. Crore Q1 Q1 Gr% 2019-20 2020-21 Revenue from operations (Net) 1463.5 598.1 -59.1 PBDIT (w/o other income) 249.0 80.5 -67.7 PBDIT as % of sale 17.0 13.5 PAT 147.9 42.7 -71.1 PAT as % of sale 10.1 7.1 All rights for this presentation are reserved with Kansai Nerolac Paints
Slide 8: Financial Analysis Q1 2021
Financial Analysis Q1 2021 ❑ Positive Factors ▪ Benign Raw Material price trend ▪ Strong control on cost and overheads ❑ Negative Factors ▪ Volatile exchange rate ▪ High Fixed cost impact due to low production and sales All rights for this presentation are reserved with Kansai Nerolac Paints Limited
Slide 9: Agenda
Agenda Business Environment FY 20-21* Financial Performance FY 20-21* Business Review FY 20-21* Risks and future outlook *The details in the presentation are for the period April – Jun 2020 All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Con call- 1st Quart
Slide 10: Decorative
Decorative Nerolac launched its hygiene care range Market • Growth of upcountry & rural markets was higher than local markets post opening of lock-down “Covid Painter fund” created for Launched Campaign ‘Aaj careful to Highlights helping Corona effected painters kal colourful’ on Environment day • V
Slide 11: Industrial
Industrial Market • Major OEMs operating on reduced manpower under restrictions of maintaining high level hygiene • Many Ancillaries are facing challenges to deliver components to Auto OEMs • Faster recovery in Tractor industry compared to other segments Highlights • Auto-refinish business was less
Slide 12: Subsidiary Performance
Subsidiary Performance India Subcontinent MARPOL NEPAL • April month was a washout-Nil sale • Lockdown continued from 24th March till 15th June. • Sales starting picking up from May and further in June. LANKA PERMA • The Market was closed for about 50 days since first week • April month was a washou
Slide 13: Operations Support
Operations Support Operational Thrust on Digital • Safe shutdown and start up of plants without any safety • 100% Adoption of Work from Home concept & collaboration issue tool • Compliance to all regulations and conditions imposed by the • Launch of Employee Engagement Mobile App : Government “IAMNE
Slide 14: Agenda
Agenda Business Environment FY 20-21* Financial Performance FY 20-21* Business Review FY 20-21* Risks and future outlook *The details in the presentation are for the period April – Jun 2020 All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Con call- 1st Quart
Slide 15: Risks and Outlook
Risks and Outlook ❑ Risk ▪ The demand conditions have improved since May’20, however disturbances due to spurt in Covid cases leading to sporadic lockdowns in various states might hit demand ▪ Crude expected to firm up as demand revives and will impact input prices ❑ Outlook ▪ Prediction of Normal M
Slide 16: Thank You
THANK YOU All rights for this presentation are reserved with Kansai Nerolac Paints Limited.
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