Kansai Nerolac Paints Limited · NSE:KANSAINER
Kansai Nerolac Paints — Q1 FY2025-26 Earnings Presentation
25 slides from Kansai Nerolac Paints's earnings presentation, Aug 4, 2025
Slide 1: Q1 FY 2025-26 Financial Results Conference Call – Investor Presentation
Page 1 of 25 KANSAI NEROLAC PAINT PAINT+ 4th August, 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 - 400
Slide 2: Q1 - Investor Presentation
Page 2 of 25 Q1 - Investor Presentation 5th August 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
~ KANSAI • PAINT Page 4 of 25 AGENDA 1. Nerolac Story 2. Business Environment 3. Decorative Update 4. Industrial Update 5. Financial Performance 6. Risk and Outlook All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 5th Aug’25
Slide 5: 1. Nerolac Story
1. Nerolac Story Page 5 of 25 All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 5th Aug’25
Slide 6: Purpose and Vision
[ ( KANSAI PAINT NEROLAC Purpose: Create environments for a healthy and beautiful future Page 6 of 25 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 PAINT We Are A Powerhouse Of Paint Page 7 of 25 Expertise and Legacy Brand Nerolac Innovator’s Spirit 2nd Strongest JAPANESE Consumer TECHNOLOGY 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 center index
Slide 8: 2. Business Environment
2. Business Environment Page 8 of 25 All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 5th Aug’25
Slide 9: Business Environment Q1 25-26
[ ( KANSAI NEROLAC PAINT Business Environment Q1 25-26 Page 9 of 25 Sluggish Demand in Govt. focus on Decrease in Crude Oil Automotive Infrastructure Price Geopolitical Challenges Early Monsoon Rural Demand Stable All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Inve
Slide 10: 3. Decorative Update
3. Decorative Update Page 10 of 25 All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 5th Aug’25
Slide 11: Decorative Highlights
[ ( KANSAI NEROLAC PAINT Decorative Highlights Page 11 of 25 Paint + New Product • Paint+ product range continue to • 3 New Products Launched in Q1 gain traction PAINT+ • New product contribution >10% of • Uptick in Saliency Decorative Business New Business Project/ Institutional Business • Continue
Slide 12: Innovation – Leveraging new technologies in product development
[ ( KANSAI NEROLAC PAINT Innovation – Leveraging new technologies in product development Page 12 of 25 Decorative ▪ Nerolac Perma No Heat: Unique product with Superior whiteness, excellent dirt pick up resistance and 15 deg surface temperature reduction ▪ Soldier Rain Raksha White Emulsion: Low VOC
Slide 13: Branding, Marketing & Media Campaigns
[ ( KANSAI PAINT Branding, Marketing & Media Campaigns Page 13 of 25 NEROLAC PAINT+ Pa, jab aayogl, aapka gha, hogo Monsoon ready with Opt for Nerolac Uow Whites........ Protect your walls with Nerolnc Waterproonng Paints jlskl safedl de Nerolac Waterproofing wow wall f eeling. Paints NEROLAC PAINT+
Slide 14: Decorative Accolades
[ ( KANSAI NEROLAC PAINT Decorative Accolades Page 14 of 25 2025 GOLDEN AWARD OFMONTREUX Z ~ KVOORIUS CREATIVE AWARDS ~~wul 12 Awards won 1 x Grand Prix (Best in 7 Baby Blue Gold Winner Industry) Elephant Awards Ambient Media 3 x Gold | 2 x Silver | 6 x Bronze All rights for this presentation are re
Slide 15: 4. Industrial Update
4. Industrial Update Page 15 of 25 All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 5th Aug’25
Slide 16: Industrial Highlights
[ ( KANSAI NEROLAC PAINT Industrial Highlights Page 16 of 25 Automotive ▪ On the back of sluggish demand, we continued to perform well and gain market share. ▪ Focus on Innovation and creating New technologies to increase Total Addressable Market Performance Coating Liquid ▪ Protective coating has r
Slide 17: Industrial Accolades
[ ( KANSAI NEROLAC PAINT Industrial Accolades Page 17 of 25 •••:--~.,••,- .. ••,..,,,••,,.,,••,,.,,,,,,.,,,,,.,..,/' ,.- u , , o••••,"••"•'',•,/' " ,'• I!f MAAUTI ~~ $ SUZUKI ('.! t ;<; C ERTIF ICATE OF APPRECIATION ::' n l'A."ien ledto •• •:_;,~ K1-nni Nt'rolu P.ainlt Umll«l :,,',: 1n n_--rogm 1ion
Slide 18: ESG Ratings
[ ( KANSAI NEROLAC ESG PAINT Page 18 of 25 - - - - - - - - - - - - - - - - - - -11- - - - - - - - - - - - - - - - - - - - r - - - - - - - - - - - - - - - - - - - ... - - - - - - - - - - - - - - - - - - -1 II I II ~~. I ,/ : S&P Dow J,ones : BRONZE I Top 35% ecovadis Crisil ESGRafngs : Indices SUSTAI
Slide 19: CSR Initiatives
[ ( KANSAI PAINT CSR Initiatives Page 19 of 25 LOTE PLANT BAWAL PLANT SAYAKHA PLANT Creating a Sacred Grove (Devrai) for a Greener Caring for the Community - Painting of R. K. Vakil Higher Secondary School, Ilav Tomorrow – Development of Green Belt Medical Camp Empowers Rural Health ----------------
Slide 20: 5. Financial Performance
Page 20 of 25 5. Financial Performance All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 5th Aug’25
Slide 21: Financials Standalone Q1 FY 25-26
[ ( KANSAI NEROLAC PAINT Financials Standalone Q1 FY 25-26 Page 21 of 25 Q1 % to Q1 % to Rs. In Millions Net Net 2024-25 2025-26 Revenue Revenue Net Revenue 20504 100.0% 20874 100.0% Material Cost 12918 63.0% 13336 63.9% Operating Expenses 4242 20.7% 4418 21.2% PBDIT 3344 16.3% 3120 14.9% PBT 3234 1
Slide 22: Financials Consolidated Q1 FY 25-26
[ ( KANSAI NEROLAC PAINT Financials Consolidated Q1 FY 25-26 Page 22 of 25 Q1 % to Q1 % to Rs. In Millions Net Net 2024-25 2025-26 Revenue Revenue Net Revenue 21331 100.0% 21620 100.0% Material Cost 13477 63.2% 13821 63.9% Operating Expenses 4557 21.4% 4768 22.1% PBDIT 3296 15.5% 3032 14.0% PBT 3081
Slide 23: 6. Risk and Outlook
6. Risk and Outlook Page 23 of 25 All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 5th Aug’25
Slide 24: Risk and Outlook
[ ( KANSAI NEROLAC PAINT Risk and Outlook Page 24 of 25 Risk • Geopolitical tensions leading to supply chain disruptions and volatility in commodity prices • Inflationary risk due to the tariffs Outlook • As per RBI, Construction activity to sustain momentum • In Automotive, • PV & 2W segment demand
Slide 25: Thank You
[ ( KANSAI PAINT NEROLAC Page 25 of 25 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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