Pidilite Industries Limited · NSE:PIDILITIND
Pidilite Industries — Investor Presentation (February 2026)
45 slides from Pidilite Industries's investor presentation, Feb 6, 2026
Slide 1: Exchange intimation letter: Investor Presentation
6th February, 2026 The Secretary The Secretary BSE Ltd. National Stock Exchange of India Ltd. Corporate Relationship Dept., Exchange Plaza, Plot no. C/1, G Block, 14th floor, P. J. Tower, Bandra-Kurla Complex, Dalal Street, Fort Bandra (E), Mumbai - 400 001 Mumbai - 400 051 Stock Code – 500331 Stock
Slide 2: Building Bonds: Delivering Consistent Profitable Growth
Building Bonds Delivering Consistent Profitable Growth 1
Slide 3: Index
Index Our Journey Portfolio Evolution Performance Growth Enablers Looking Ahead Doing Well & Doing Good 2
Slide 4: Our Journey
Our Journey Inception, Building Power Brands Entering into Collaborations 1959-93 1994-2004 2005-19 Plants commissioned for Acron brand of Dr. Fixit and M-seal introduced Incorporated “Pidilite Middle East Ltd.” in Dubai Pigment Emulsion and Fevicol brand of The “Bus” ad wins the Silver Lion award a
Slide 5: Our Journey
Our Journey Expanding the Global Footprint and Accelerating Collaborations 2020-21 2021-23 2023-25 Pandemic strikes & Lockdown across the Business picks up pace despite multiple pandemic waves Launch of new range of interior decorative paints globe under the brand Haisha Paints Investment in startup
Slide 6: Portfolio Evolution
Building Bonds Consistent Profitable Growth Portfolio Evolution 5
Slide 7: Portfolio Approach to Sustained Profitable Growth
Portfolio Approach to Sustained Profitable Growth CORE GROWTH PIONEER Established Brands Emerging categories with Nascent Categories with high market significant potential for with huge market maturity and strong market growth or share gain creation opportunity share position 1-2X GDP 2-4X GDP... 100
Slide 8: Portfolio for Creating Value
Portfolio for Creating Value CORE GROWTH Joineries PIONEER 7
Slide 9: How did we grow our Core at 1-2X GDP?
How did we grow our Core at 1-2X GDP? CORE GROWTH PIONEER Premiumizing Innovating Reinforcing Brand Leadership 8
Slide 10: Fevicol Story
Fevicol Story Then Now FEATURES Water resistant Anti-bubble Superfast setting, Heat Resistant adhesive adhesive best coverage Rubber Adhesive adhesive APPLICATIONS PVC & Acrylic AC Ducts Foam Sheets EzeeSpray Laminates Fevicol Sofa Fevicol Ezeespray Fevicol Jugalbandi Fevicol Sofa Fevicol Ezeespray
Slide 11: Fevikwik Story
Fevikwik Story Then Now Better Strength Better Ease of Use Water Proof 30 secs to adjust Easy to use & Multi-surface Application & Shock Proof Non-drip & No Mess stock at home Clear Non-drip Formula Fevikwik Gel Washroom Fevikwik Advanced Blind Man Fevikwik Anniversary Fevikwik Fevikwik Gel Fevikwik
Slide 12: How did we build Growth Businesses?
How did we build Growth Businesses? CORE GROWTH PIONEER Creating Categories Holistic Brand Management Driving Penetration International Expansion Inorganic Growth 11
Slide 13: Dr. Fixit Story
Dr. Fixit Story From Pure Waterproofing To Waterproofing + Coating range + Dr. Fixit Centre Dr. Fixit Waterproofing Ka Expert Dr. Fixit Roofseal Rang Rogan Dr. Fixit Waterproofing Ka Dr. Fixit Roofseal Expert Rang Rogan 12
Slide 14: Roff Story
Roff Story Large untapped potential Tile and Stone Solutions market size estimated at Rs. 5000 Cr Penetration of category estimated at 18% to 20%, as majority market still using cement to fix tiles Roff positioned as an expert Tile and Stone Solutions provider, supported with best-in-class portfolio
Slide 15: WD-40 Story
WD-40 Story WD-40 is the versatile solution for lubrication,rust prevention, and cleaning Clean Circuit Care Smooth Bike Chain Can in Every Home Rust Free Tools Spotless Tiles WD40 Prison WD40 Prison 14
Slide 16: Pidilite ICA Story
Pidilite ICA Story In 2016, Pidilite entered into a JV with ICA, a leading Italian manufacturer of high-end wood finishes and accessories ICA's technical expertise combined with Pidilite sales and marketing savvy, has set a new standard of wood finishes Architects Product Marketing and IDs Expertise
Slide 17: Emerging India - Taking Our Reach to the Last Mile
Emerging India - Taking Our Reach to the Last Mile EI’s Reach STI: ~2.1K towns Rurban: 38K towns ~2000 Authorized Stockists, ~3000 Sub-Stockists: ~3.8 lakhs dealers Tailored Reach Anchored Marketing DFPP (Dr Fixit Premium Partner) ~2.3K towns RPP (Roff Premium Partner) ~1.5K towns DFC (Dr Fixit Cent
Slide 18: International Expansion
International Expansion Consistent double-digit growth across emerging geographies Kuwait Bahrain Qatar Algeria Egypt Saudi UAE Arabia Oman India Bangladesh Ghana Sri lanka Cameroon Uganda Kenya Congo Tanzania Mozambique 17
Slide 19: Identifying Pioneer Categories
Identifying Pioneer Categories CORE GROWTH PIONEER Identifying and Building Nascent Categories 18
Slide 20: Litokol Story
Litokol Story Pidilite entered into a Joint Venture with Litokol in 2019 to launch the Starlike Brand in India Complementing Roff's Tile Adhesive Portfolio, we have been able to scale up the brand quickly Starlike makes grouting simple & safer for our users Lines that matter PATENTED QUARTZ ITALIAN
Slide 21: Feviseal Story
Feviseal Story Pidilite launched the Feviseal brand of Construction & Adhesive Sealants Strengthens our presence in categories with construction driven tailwinds Glass Windows Wood Working ACP Panels 20
Slide 22: Integrating Araldite into Pidilite
Integrating Araldite into Pidilite Pidilite acquired Araldite in 2020, a brand with 75 years of legacy, which has a large range of Adhesives and Epoxy We have doubled the brand’s sales in 4 years 21
Slide 23: Performance
Building Bonds Consistent Profitable Growth Performance 22
Slide 24: Consistent Performance Over Last 10 Years
Consistent Performance Over Last 10 Years 1,44,929 crores Market Cap as on March 31, 2025 (Increased by 5X over 10 years) 3,300 3,013 32% 3,000 EBITDA GROWTH TREND OVER LAST 10 YEARS 14,000 2,707 30% NET SALES GROWTH TREND OVER LAST 10 YEARS 13,094 12,337 2,700 11,752 28% 12,000 12,337 2,400 26% 10,
Slide 25: Growth Enablers
Building Bonds Consistent Profitable Growth Growth Enablers 24
Slide 26: Growth Enablers
Growth Enablers Distribution Expansion Marketing Excellence Scaling Up Supply Chain Digital Ecosystem People and Culture Sustainability 25
Slide 27: Multiple Anchored Sales & Marketing Initiatives to drive Penetration
Multiple Anchored Sales & Marketing Initiatives to drive 1 Penetration & Market Development 2015 2022 Now Pidilite Involved Pidilite Site ki Autorized Saathi Visits Towns/ Duniya Stockists Villages 14000 25000 >40000 Covered No. of Pidilite ki Roff Solvent Dr. Fixit Duniya 15 5000 >20000 PIL World P
Slide 28: Marketing Excellence
Marketing Excellence Digital Traditional Media OOH Dr Fixit KBC collaboration Roff Naak Kat Gayi Roff Ind vs Pak Branding Fevicol Marol Naka Branding Fevicol Louvre Post Fevikwik AI Pack Campaign 27
Slide 29: Scaling Up Supply Chain
Scaling Up Supply Chain With a cumulative capex investment of Rs. 2,700+ Cr over 10 years, Pidilite currently operates through ~70 manufacturing units and 50+ distribution centres across the country, thereby having created a future ready supply chain. Map represents locations with manufacturing unit
Slide 30: Digital Ecosystem
Digital Ecosystem A real-time, dynamic and customer centric ecosystem Retailers Distributors Users Genie Video M CONNECT Genie Video Connect & Grow Sales Force 29
Slide 31: People
People Listen, Reward, Develop Leadership Pipeline Focus on EMERGING LEADERS Frontline PROGRAM Recognition Capability building Listening Career map for field teams Culture Engaged teams MyPidilite Pidilite Gurukool Helpline for all stakeholders, including employees 30
Slide 32: Culture
Culture Building a perennial culture Building an Inspiring Place to Work Extended NPS turnaround,with scores at Best-In-Class Family Recognised amongst Top 25 companies in Manufacturing workplaces Continuous Listening Engagement Culture TM Recognised amongst Top 50 India's Best Workplaces Listening
Slide 33: Strong Progress on Sustainability
Strong Progress on Sustainability Pidilite has achieved quantifiable success till FY25 Environment Social Governance Our Core Combatting Climate Change & Servicing People and Responsible Value Creation Pillars Sustainable Innovation Communities Water Use Intensity Renewable Energy Mix Reduction in G
Slide 34: Looking Ahead
Building Bonds Consistent Profitable Growth Looking Ahead 33
Slide 35: It's a Changing World
It’s a Changing World Continuing Growing Geo- Digital + AI Sustainability - India’s Growth Political Emerging as The Long Term Story Uncertainty a Gamechanger Play 34
Slide 36: Gearing for Key Shifts: Jowat
Gearing for Key Shifts: Jowat Partner for On-site to Off-site Rise in joineries in the Indian markets owing to shift of furniture making from On-site to Off-site Driven by the need for more efficient and faster turnaround time for Contractors, Architects and Interior designers German Engineering bac
Slide 37: Gearing for Key Shifts: PPS
Gearing for Key Shifts: PPS Accelerating Project Growth OPPORTUNITIES: • Medium & Large Developers • Commercial, Offices & Data Centers • Hotels, Hospitals & Education • Industries & Warehouses • Government Sector • EPC & Infrastructue New Parliament Building Mumbai Metro Line 3 Lodha World One Deep
Slide 38: Gearing for Key Shifts: Electronics
Gearing for Key Shifts: Electronics Partnership for Building for Tomorrow Exploring and unlocking large opportunity for adhesives used in electronics manufacturing in India Leveraging Pidilite’s R&D strength and partnering with industry leaders to build a robust presence Electric Vehicle Smart Speak
Slide 39: Building Into Adjacencies: Unofin Renders
Building Into Adjacencies: Unofin Renders For Long-Lasting Waterproofing • Joint venture between Pidilite • UnoFin replaces conventional 4Ps Industries and Grupo Puma of (Plaster, Putty, Primer & Paint) Spain system • Driving Applicator Training • Commercial production Program to build application co
Slide 40: Building Into Adjacencies: Haisha
Building Into Adjacencies: Haisha Addressing Demand from Small Towns & Rurban Adding to our existing range of Dr. Fixit WP Coatings, Stainers, Premium Distempers & Wood Finishes “HAISHA paints” is our brand of Interior Paint products that offers a simplified, differentiated and customized range Hais
Slide 41: Doing Well & Doing Good
Building Bonds Consistent Profitable Growth Doing Well & Doing Good 40
Slide 42: Doing Well and Doing Good: Giving Back to Society
Doing Well and Doing Good: Giving Back to Society Agriculture & Farmer Producer Water Swachtha Horticulture Initiative Initiative Initiative Organization Education Khadi and Women Health & Skill Handloom Initiative Initiative Initiative Initiative 41
Slide 43: Our Vision
OUR VISION Together We Will Create A High-performance, Innovative, Indian Multi-national Where It Is A Pleasure To Work. 42
Slide 44: Thank you
Thank you 43
Slide 45: Investor Contact
Investor Contact CIN : L24100MH1969PLC014336 investor.relations@pidilite.co.in Ramkrishna Mandir Road, Off Mathuradas Vasanji Road, Andheri (E), Mumbai - 400 059. Phone : +91 22 67697000 Fax : +91 22 28216007 Disclaimer: This presentation may contain statements which reflect the management’s current
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