Kansai Nerolac Paints Limited · NSE:KANSAINER
Kansai Nerolac Paints — Q2 FY2025-26 Earnings Presentation
24 slides from Kansai Nerolac Paints's earnings presentation, Nov 3, 2025
Slide 1: Kansai Nerolac Paints exchange filing cover letter
Page 1 of 24 KANSAI NEROLAC PAINT PAINT+ 3rd November, 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: Q2 - Investor Presentation
Page 2 of 24 Q2 - Investor Presentation 4th November 2025 All rights for this presentation are reserved with Kansai Nerolac Paints Limited.
Slide 3: Disclaimer
[ ( KANSAI NEROLAC PAINT Disclaimer Page 3 of 24 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 24 AGENDA 1. Nerolac Story 2. Business Environment 3. Decorative Update PAINT 4. Industrial Update 5. Financial Performance 6. Risk and Outlook All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 4th Nov’25
Slide 5: Nerolac Story
Page 5 of 24 NEROLAC STORY All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 4th Nov’25
Slide 6: Nerolac purpose and vision
[ ( KANSAI PAINT NEROLAC Purpose: Create environments for a healthy and beautiful future Page 6 of 24 Vision: We design solutions that protect, inspire and touch lives everyday Entered within last 3 yrs ESG: Water Positive, Emission reduction, Green energy All rights for this presentation are reserv
Slide 7: We Are A Powerhouse Of Paint
[ ( KANSAI NEROLAC PAINT We Are A Powerhouse Of Paint Page 7 of 24 Expertise and Legacy Brand Nerolac Innovator’s Spirit + JAPANESE TECHNOLOGY 2nd Strongest Consumer Paint Brand LEADERS IN INDUSTRIAL R&D Ranked in No.2 among paint brand （Top of mind awareness & Brand equity • State of the art R&D ce
Slide 8: Business Environment
Page 8 of 24 BUSINESS ENVIRONMENT All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 4th Nov’25
Slide 9: Business Environment Q2 25-26
[ ( KANSAI NEROLAC PAINT Business Environment Q2 25-26 Page 9 of 24 Stable demand in Govt. focus on Prolonged Monsoon Automotive Infrastructure Geopolitical Challenges Rupee Depreciated Crude Price Range Bound All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor
Slide 10: Decorative Update
Page 10 of 24 DECORATIVE UPDATE All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 4th Nov’25
Slide 11: Decorative Highlights
[ ( KANSAI NEROLAC PAINT Decorative Highlights Page 11 of 24 Paint+ Project/ Institutional Business Network Expansion • Added 2500+ dealers in network in • Paint+ performance improved by • Double digit growth witnessed in Projects H1’25 240 basis points over H1’24 business • Nerolac NextGen Shopee,
Slide 12: Innovation – Leveraging new technologies in product development
[ ( KANSAI NEROLAC PAINT Innovation – Leveraging new technologies in product development Page 12 of 24 Decorative ▪ Beauty Gold Washable + (White & CCD Base): offering ultra rich sheen, stain resistance and super smooth finish ▪ Epoxy Tile grouts Nerolac Perma R Poxy 2K and Nerolac Perma R Poxy 3K i
Slide 13: Branding, Marketing & Media Campaigns
[ ( KANSAI NEROLAC PAINT Branding, Marketing & Media Campaigns Page 13 of 24 ExceUentSaatch &Stainresistance • Excellent Gloss Tcoghness & Transpa'"""f All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 4th Nov’25
Slide 14: Industrial Update
Page 14 of 24 INDUSTRIAL UPDATE All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 4th Nov’25
Slide 15: Industrial Highlights
[ ( KANSAI NEROLAC PAINT Industrial Highlights Page 15 of 24 Automotive ▪ Auto segment witnessed lower single digit growth in Q2. However, GST 2.0 and festive season onset provided demand push towards end of the quarter ▪ Focus on Innovation and creating New technologies to increase Total Addressabl
Slide 16: Accolades – H1'25
[ ( KANSAI NEROLAC PAINT Accolades – H1’25 Page 16 of 24 Decorative Z .,l :2025 KVOORIUS CREATIVE AWARDS “Dragons of Asia Marketing Awards” Gold Winner Ambient Media 12 Awards won 7 Baby Blue Elephant Awards - Gold Dragon: Business to Business 1 x Grand Prix (Best in Industry) Marketing 3 x Gold | 2
Slide 17: ESG ratings
[ ( KANSAI NEROLAC ESG PAINT Page 17 of 24 - - - - - - - - - - - - - - - - - - -11- - - - - - - - - - - - - - - - - - - - r - - - - - - - - - - - - - - - - - - - ... - - - - - - - - - - - - - - - - - - -1 II I II ~~. I ,/ : S&P Dow J,ones : BRONZE I Top 35% ecovadis Crisil ESGRafngs : Indices SUSTAI
Slide 18: CSR Initiatives
[ ( KANSAI PAINT CSR Initiatives Page 18 of 24 LOTE PLANT SAYAKHA PLANT Empowering Dreams: Swayam Strengthening Community Bonds - Laying the Path to Progress Construction of Iron Providing Computers Project - First Workshop for Rural Provision of chairs for Community – Paver Block Installation in Sh
Slide 19: Financial Performance
Page 19 of 24 FINANCIAL PERFORMANCE Beautiful walls guaranteed with Nerolac Impressions Kashmir Introducing Nerolac Impressions Kashmir to give luxury finish to your walls and 5 years warranty All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 4th
Slide 20: Financials Standalone Q2 & H1 FY 25-26
[ ( KANSAI PAINT Financials Standalone Q2 & H1 FY 25-26 Page 20 of 24 Q2 % to Q2 % to H1 % to H1 % to Rs. In Millions Net Net Net Net 2024-25 2025-26 2024-25 2025-26 Revenue Revenue Revenue Revenue Net Revenue 18638 100.0% 18710 100.0% 39141 100.0% 39584 100.0% Material Cost 12310 66.0% 12158 65.0%
Slide 21: Financials Consolidated Q2 & H1 FY 25-26
[ ( KANSAI PAINT Financials Consolidated Q2 & H1 FY 25-26 Page 21 of 24 Q2 % to Q2 % to H1 % to H1 % to Rs. In Millions Net Net Net Net 2024-25 2025-26 2024-25 2025-26 Revenue Revenue Revenue Revenue Net Revenue 19514 100.0% 19542 100.0% 40844 100.0% 41162 100.0% Material Cost 12884 66.0% 12661 64.8
Slide 22: Risk & Outlook
Page 22 of 24 RISK & OUTLOOK All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 4th Nov’25
Slide 23: Risk and Outlook
[ ( KANSAI NEROLAC PAINT Risk and Outlook Page 23 of 24 Risk • Geopolitical tensions leading to supply chain disruptions and volatility in commodity prices • Inflationary risk due to the tariffs • Import cost surge due to rupee depreciation Outlook • As per RBI, Construction activity to sustain mome
Slide 24: Thank You
[ ( KANSAI PAINT NEROLAC Page 24 of 24 NEROLAC PAINT+ Nerolac Paints ha bharosa, Rahhe tension-free humesha. THANK YOU All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation All rights for this presentation are reserved with Kansai Nerolac Paints Limi
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