Jsw Dulux Ltd · NSE:JSWDULUX
Jsw Dulux — AkzoNobel India — Shareholder Meeting (August 2019)
27 slides from Jsw Dulux's shareholder meeting presentation, Aug 8, 2019
Slide 1: AkzoNobel India Annual General Meeting
AkzoNobel India Annual General Meeting 8th Aug 2019
Slide 2: Agenda
Agenda About AkzoNobel Global (Pages 3-8) Indian Business Environment Akzo Nobel India Performance Concluding Remarks 2
Slide 3: About AkzoNobel
About AkzoNobel A focused, high performing Paints & Coatings company Strong global brands Leading positions in large and attractive markets Balanced geographic exposure: 50% revenue from emerging markets Well positioned to accelerate growth and enhance profitability Transformation plans in place and
Slide 4: About AkzoNobel
About AkzoNobel 200+ years of 3,000 scientists Presence in 150+ €9.3 bn revenue in World class legacy in Paints & worldwide; 3100 34,500 employees countries 2018 portfolio of brands Coatings patents owned 70 labs, 5 5% reduction in 20% revenue from 13 years of top 10 Listed on Euronext €20 bn* Marke
Slide 5: Winning together
Winning together Our target: 15% ROS by 2020 Our ambition: To be the reference in paints and coatings Our success factors: Passion Precise Powerful Proud for paint processes performance people We put making and We have speed We keep We own and celebrate selling at the heart and discipline in focus a
Slide 6: Protecting the world: You can find us in all seven continents
Protecting the world: You can find us in all seven continents
Slide 7: Proud of…
Proud of… Stunning colors help revive McLaren F1 team’s racing heritage
Slide 8: Proud of…
Proud of… Aerospace coatings Aircraft maker Embraer used our coatings to create eye- catching artworks on four of its E190-E2 commercial jets. The stunning designs – featuring an eagle, a tiger, a shark and a snow leopard – were applied with products from our Alumigrip and Aerodur ranges. The work w
Slide 9: Indian Business Environment
Indian Business Environment 9
Slide 10: The Economy Report Card
The Economy Report Card GDP growth 7.9% 8.2% Despite growth Stable and low 7.7% 7.1% 7.3% 7.0% 6.1% 6.5% 7.2% 7.1% 6.6% 5.8% slowdown, India level of inflation; 5.7% remains the maintained fastest growing within RBI target economy of 4% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 2016 2016 2016 2016 2017
Slide 11: Budget 2019 – Reform, Perform, Transform
Budget 2019 – Reform, Perform, Transform Targeting to be $5 trillion economy by 2024 Plans to achieve 175 GW Aim to be an aviation hub renewable energy by 2022; with airline leasing, mega investments in solar financing, easier FDI norms photo voltaic cells & Paints, charging infrastructure Protectiv
Slide 12: Paints & Coatings Industry Growth – India
Paints & Coatings Industry Growth – India 24.0% 16.0% Paints & 8%-9% Coatings 8.0% Industry 7.0%-7.5% Growth 0.0% 8%-9% 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Coatings Industry Value Growth GDP Growth Slowdown in GDP growth
Slide 13: Akzo Nobel India Performance
Akzo Nobel India Performance 13
Slide 14: Consumer Centric Innovations for Paints
Consumer Centric Innovations for Paints Dulux Flash Dulux Powerflexx Dulux Color Play Tester Fastest Way to protection – Industry’s first Smart release Now you can test out colours on your wall only one product that combines Premium Exterior emulsion with the Dulux Colour Play™ Tester, before primer
Slide 15: Consumer Centric Innovations for Coatings
Consumer Centric Innovations for Coatings Biocide-free & Anti fouling Passive Fire protection The smart refinishing solution Universal anticorrosive for commercial Used by large ships for fuel primer saving installation Used in furniture, cabinets, Expert in Functional Coat the metal containers for
Slide 16: Applauding our innovations
Applauding our innovations CSR Award in Malaysia Receiving Green-pro Certification Golden Peacock Innovative Product Award 16
Slide 17: Corporate Governance
Corporate Governance Listed for past 40+ years Fair basis of sharing benefits with all shareholders: • Consistent dividend paying record • 4 rounds of Share buyback in last 12 years at fair prices High scores in Sustainability; State of Art technology and manufacturing practices: • No added lead or
Slide 18: Key Financial Highlights 2018-19
Key Financial Highlights 2018-19 Revenue from Profit from Fixed Asset Market Operations Operations Turnover* Capitalization Rs. 29,184 mn Rs. 2,771 mn 5.4x Rs. 81 bn 8% YoY growth (L2L) 15% YoY growth Rs. 418 mn invested 1.3% Dividend Yield Contribution Return on Return on Capital Profit after Margi
Slide 19: Focus on Profitable Growth
Focus on Profitable Growth Special EBIT Normal Dividend Dividend 24 11% CAGR 60 50 22 22 20 20 20 20 60 2,923 2,771 2,562 2,498 15 2,088 1,499 1,482 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 Improving profitability….Reward
Slide 20: Our 6-year Journey: 2012-13 to 2018-19
Our 6-year Journey: 2012-13 to 2018-19 2012-13 2018-19 2012-13 2018-19 5% Revenue CAGR 1.2x Fixed Assets 22,320 29,327 (L2L) 4,605 5,384 11% EBIT 105% Return on CAGR ANI shares 1,499 2,771 1,025 1,788 All values in INR mn, except share price data Based on published financials; Data until 2017-18 inc
Slide 21: AkzoNobel India: Creating Better Lives
AkzoNobel India Creating Better Lives AKZONOBEL PAINT ACADEMY SINGAPORE EDUCATION COMMUNITY HEALTH 10,000+ under privileged children 5,000 + villagers been provides access of Trained over 5000 youth including over 100 have received early childhood, non-formal specialist doctors through E health clin
Slide 22: Looking Ahead
Looking Ahead be
Slide 23: AkzoNobel India - Strategy
AkzoNobel India - Strategy Focus on The Core Innovation Adjacent Categories ▪ Bringing best in class global and regional ▪ Leverage global technology to brands to India ▪ Focus on growing adjacent categories of bring Best in Class products to ▪ Focus on key brands. Waterproof & Woodcare Indian Consu
Slide 24: Winning Together
Winning Together We keep focus and deliver on our priorities We own and celebrate our We put making shared success and selling at the heart of all we do We have speed and discipline in execution
Slide 25: Summary
Summary • India to maintain its momentum; poised to grow at ~7% • Sustained growth expectations for the coatings industry (CAGR 8% - 10%) • Driving operational efficiencies with sustainability • On track to create a more fit-for-purpose organization • Rewarding our shareholders for their support thr
Slide 26: Thank you!
Thank you!
Slide 27: Safe Harbour Statement
Safe Harbour Statement This report contains statements which address such key issues as AkzoNobel’s growth strategy, future financial results, market positions, product development, products in the pipeline and product approvals. Such statements should be carefully considered, and it should be under