Jsw Dulux Ltd · NSE:JSWDULUX
Jsw Dulux — Akzo Nobel India — Q2 2023-24 Earnings Presentation
12 slides from Jsw Dulux's earnings presentation, Nov 3, 2023
Slide 1: RAJIV LOCHAN JHA Date:
Digitally signed by RAJIV RAJIV LOCHAN JHA LOCHAN JHA Date: 2023.11.02 15:40:01 +05'30'
Slide 2: Akzo Nobel India Ltd. Investor Call
Akzo Nobel India Ltd. Investor Call 3rd Nov 2023
Slide 3: Our strategic priorities – a recap
Our strategic priorities – a recap Hold onto pricing gains Adjust cost base to to expand margins market reality Margin Operating Management Expenses Working Capital Integrated Supply Chain Inauguration of robotic palletizer at Thane site by AkzoNobel CEO, Grégoire (Greg) Poux-Guillaume Respond more
Slide 4: Paints: Commercial aggression, demand softness impacting growth
Paints: Commercial aggression, demand softness impacting growth • Premium leading category growth • Demand for Projects business remained strong given continuing Real Estate growth • Accelerating urbanization in semi- urban markets translating into higher growth than metros and Tier-1 cities • Prese
Slide 5: Innovations driving growth
Innovations driving growth All weather protection with Dulux New Dulux AssuranceTM Reimagining wood finishes with Weathershield Protect Rainproof warranty program 2,000+ colour options Featured amongst world’s best creative work in Lürzer's Archive Investor Call – Q2 2023-24 4
Slide 6: Coatings: Double digit growth continued for Powder, MPY; recovery for ICO
Coatings: Double digit growth continued for Powder, MPY; recovery for ICO Auto & Specialty Coatings Industrial Coatings Powder Coatings Marine & Protective Coatings Revving up the performance for Sustainable solutions for Powering the future with new Fire-proofing and anti-corrosion McLaren construc
Slide 7: Q2 2023-24 Performance
Q2 2023-24 Performance Quarter characterized by demand softness, margins expansion Quarter Highlights H1 Highlights • Revenue growth of 3% • Record performance across all parameters in absolute terms Growth driven by B2B businesses • Revenue growth of 5% • Subdued demand and erratic rains impact in
Slide 8: Q2 and H1 FY 2023-24 Performance
Q2 and H1 FY 2023-24 Performance Quarter ended H1 ended (₹ mn) 30-Sep-23 30-Sep-22 30-Sep-23 30-Sep-22 Income Revenue from operations 9,563 9,262 3% 19,555 18,639 5% Other income 89 48 171 89 Total income 9,652 9,310 19,726 18,728 Expenses Cost of goods sold 5,292 5,708 10,985 11,429 Employee benefi
Slide 9: OWC and Cash Flow
OWC and Cash Flow Continued improvement in working capital… …resulting in stronger operating cash flow DIO DSO DPO OWC/Revenue (₹ mn) H1 2023-24 H1 2022-23 15 .0 % Operating profit before Working cap changes 3,084 2,300 18 0 16 0 9.6% 10 .0 % Tax (758) (596) 14 0 5.7% 5.0% Working cap movements 424
Slide 10: Steadily progressing towards our ESG ambitions by taking daily action
Steadily progressing towards our ESG ambitions by taking daily action Renewable sources meeting 45% of Supporting lives & livelihoods in Safety, Integrity & Sustainability energy requirements aspirational districts ingrained in our Code of Conduct Circular use for 56% of our obsolete Independent Dir
Slide 11: 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
Slide 12: Thank you!
Thank you!