Kansai Nerolac Paints Limited · NSE:KANSAINER
Kansai Nerolac Paints — Q3 FY2024-25 Earnings Presentation
25 slides from Kansai Nerolac Paints's earnings presentation, Feb 6, 2025
Slide 1: Kansai Nerolac Paint - Investor Presentation Cover Letter
Page 1 of 25 KANSAI NEROLAC PAINT PAINT+ 6th February, 2025 1. Corporate Relationship Department 2. Manager – Listing BSE Limited National Stock Exchange of India Ltd. Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, Dalal Street, Bandra Kurla Complex, Bandra (E), Mumbai - 400001. Mumbai - 4
Slide 2: Investor Presentation Q3 2024-25 (7 February 2025)
Page 2 of 25 Investor Presentation Q3 2024-25 th (7 February 2025) All rights for this presentation are reserved with Kansai Nerolac Paints Limited.
Slide 3: Disclaimer
[ ( KANSAI NEROLAC PAINT Disclaimer Page 3 of 25 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 material
Slide 4: Agenda
Page 4 of 25 I 1 Nerolac Story 2 Business Environment 3 Business Update 4 Financial Performance 5 Risk and Outlook All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 7th February 2024-25
Slide 5: 1. Nerolac Story
Page 5 of 25 1. Nerolac Story All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 7th February 2024-25
Slide 6: Vision and Purpose
[ ( KANSAI PAINT Purpose: Create environments for a healthy and beautiful future. NEROLAC Vision: We design solutions that protect, inspire and touch lives everydayPage 6 of 25 CC CC CC Tile CC EV Underbody, CC Alloy Wheel ESG: Water Positive, Emission reduction, Green energy All rights for this pre
Slide 7: We Are A Powerhouse Of Paint
[ ( KANSAI NEROLAC PAINT We Are A Powerhouse Of Paint Page 7 of 25 INNOVATOR’S SPIRIT: EXPERTISE AND LEGACY: JAPANESE TECHNOLOGY LEADERS IN INDUSTRIAL BRAND NEROLAC: 2nd STRONGEST BRAND PAINT+ PRODUCTS IN DECORATIVE THE NEROLAC JINGLE All rights for this presentation are reserved with Kansai Nerolac
Slide 8: 2. Business Environment
Page 8 of 25 2. Business Environment All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 7th February 2024-25
Slide 9: Business Environment Q3 2024-25
[ ( KANSAI NEROLAC PAINT Business Environment Q3 2024-25 Page 9 of 25 Decrease in Crude Oil Stable Demand in Rural Demand Recovery Govt. focus on Price Automotive Infrastructure ______. 1111 Geopolitical Challenges Rupee Depreciated All rights for this presentation are reserved with Kansai Nerolac P
Slide 10: 3. Business Update
Page 10 of 25 3. Business Update All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 7th February 2024-25
Slide 11: Marketing and Media Campaigns
[ ( KANSAI NEROLAC PAINT Marketing and Media Campaigns Page 11 of 25 NEROLAC NEROLAC PAINT+ PAINT+ From designs to colours, His vision filled our nacion every dewil mailers! with colours #HappyWort.dArchitectureDay #HappyGandhiJayanti l'J TOLL FREE No - 1800 266 5566 All rights for this presentation
Slide 12: Decorative – New Product Launched - YTD Q3
[ ( KANSAI NEROLAC PAINT Decorative – New Product Launched - YTD Q3 Page 12 of 25 EXTERIOR EMULSION WOW WHITE RANGE INTERIOR EMULSION WOOD FINISH & CONSTRUCTION CHEMICAL All rights for this presentation are reserved with Kansai Nerolac Paints Limited.
Slide 13: Decorative Highlights
[ ( KANSAI PAINT Decorative Highlights NEROLAC Page 13 of 25 ❑ New Product ➢ New product contribution >10% of Decorative Business ➢ 20+ New Products till Q3. ❑ Paint+ ➢ Continued the growth trajectory with increase in saliency >10% ❑ New Business ➢ contributing now >10% to Decorative sales Sustained
Slide 14: Marquee Projects over the years
[ ( KANSAI PAINT Marquee Projects over the years Page 14 of 25 Atal Medical Institute (Lucknow) IIT Roorkee (Roorkee) Ludlow Castle Sports Complex (Delhi) IIT Delhi (Delhi) Jaslok Hospital (Mumbai) All rights for this presentation are reserved with Kansai Nerolac Paints Limited.
Slide 15: Industrial Highlights
[ ( KANSAI PAINT Industrial Highlights Page 15 of 25 Automotive Passenger Vehicle & 2- Wheeler ▪ PV & 2W segment witnessed good growth on account of the Festive Season Commercial Vehicle & Tractors ▪ Subdued growth in the segment Auto Refinish ▪ High Single digit growth in the segment ▪ Notable wins
Slide 16: Prominent Projects and New Products in Industrial
[ ( KANSAI PAINT Prominent Projects NEROLAC Page 16 of 25 Mumbai Metro line 5 Thane Bridge Project MRIDC Bridge Project (Chandrapur) New Products in Industrial ▪ Everlast matt clear Coat on Passenger Vehicle body with excellent line workability. ▪ Special PU Clear for 2W customer to achieve finish a
Slide 17: Environmental, Social & Governance
[ ( KANSAI NEROLAC PAINT Environmental, Social & Governance Page 17 of 25 Rated in top 8% globally within chemical industry S&P Dow Jones group (CSA 2024). Indices A Division of S&P Global KNPL is a constituent company in the S&P Global Large Midcap ESG Index. Rated in top 12% globally within Constr
Slide 18: Community Development CSR Initiatives
[ ( KANSAI Development Community PAINT CSR Initiatives Page 18 of 25 Security Post Children Park Construction of (Portable Cabin) and Open Gym Tin shed for at Urban Estate, Equipment Park, Kasola Thana Kapurthala Kapurthala Vehicle Parking Prev. Health care & Sanitation Syntex water Construction of
Slide 19: Accolades
[ ( KANSAI NEROLAC PAINT Accolades Page 19 of 25 Corporate Social Responsibility 2024 Winner of ‘Golden Peacock Award for Corporate Social Responsibility’ for the year 2024 Corporate Social Responsibility 2024 All rights for this presentation are reserved with Kansai Nerolac Paints Limited.
Slide 20: 4. Financial Update
Page 20 of 25 4. Financial Update All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 7th February 2024-25
Slide 21: Financials Standalone Q3 & YTD FY 24-25
Financials Standalone Q3 & YTD FY 24-25 Page 21NEROLAC [ ( KANSAI PAINT of 25 Q3 % to Q3 % to YTD % to YTD % to Rs. In Millions Net Net Net Net 2023-24 2024-25 2023-24 2024-25 Revenue Revenue Revenue Revenue Net Revenue 18149 100.0 18422 100.0 57316 100.0 57563 100.0 Material Cost 11583 63.8 11919 6
Slide 22: Financials Consolidated Q3 & YTD FY 24-25
Financials Consolidated Q3 & YTD FY 24-25Page 22NEROLAC [ ( KANSAI PAINT of 25 Q3 % to Q3 % to YTD % to YTD % to Rs. In Millions Net Net Net Net 2023-24 2024-25 2023-24 2024-25 Revenue Revenue Revenue Revenue Net Revenue 19187 100.0 19219 100.0 60321 100.0 60063 100.0 Material Cost 12266 63.9 12446
Slide 23: 5. Risk and Outlook
Page 23 of 25 5. Risk and Outlook All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 7th February 2024-25
Slide 24: Risk and Outlook
[ ( KANSAI NEROLAC PAINT Risk and Outlook Page 24 of 25 Risk • Rupee depreciation will increase cost of imports • Uncertain Geopolitical conditions Outlook • As per RBI bulletin, • Rural demand continues to gain momentum • Revival in public capex on infrastructure is likely to stimulate growth in ke
Slide 25: Thank You!
[ ( KANSAI PAINT NEROLAC Page 25 of 25 Thank You! RESISTS TOUGH INDIAN STAINS: All rights for this presentation are reserved with Kansai Nerolac Paints Limited.
Kansai Nerolac Paints — Q3 FY2024-25 Earnings Presentation on 6ix