Kansai Nerolac Paints Limited · NSE:KANSAINER
Kansai Nerolac Paints — Q2 FY2023-24 Earnings Presentation
21 slides from Kansai Nerolac Paints's earnings presentation, Nov 2, 2023
Slide 1: Investor Presentation cover letter to exchanges
Page 1 of 21 [ ( KANSAI PAINT NEROLAC 2nd November, 2023 1. Corporate Relationship Department 2. Manager – Listing BSE Limited, National Stock Exchange of India Ltd. PhirozeJeejeebhoy Towers, Exchange Plaza, C-1, Block G, Dalal Street, BandraKurla Complex, Bandra (E), Mumbai - 400001. Mumbai - 40005
Slide 2: Q2 2023-24 Investor Presentation
Page 2 of 21 Q2 2023-24 Investor Presentation 3rd November 2023 All rights for this presentation are reserved with Kansai Nerolac Paints Limited.
Slide 3: Disclaimer
[ ( ~~SA,--1_ _ _ _ _ _ _ _ _ _ _ _ _ _Page _ 3_ _ _ _ _ _ _ _ _ _ _ _ _ _. . N of 21 !.,. .3. !E !!!!.ROLAC !, Disclaimer 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
Slide 4: Agenda
Page 4 of 21 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 3rd November 2023
Slide 5: 1. Nerolac Story
Page 5 of 21 1. Nerolac Story All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd November 2023
Slide 6: ESG: Water Neutral, Emission reduction, Green energy
[ ( KANSAI PAINT Page 6 of 21 NEROLAC Purpose: Create environments for a healthy and beautiful future. Vision: We design solutions that protect, inspire and touch lives everyday Beauty & Protection METRO ESG: Water Neutral, Emission reduction, Green energy Investor Presentation All rights for this p
Slide 7: Brand Nerolac
[ ( KANSAI PAINT Page 7 of 21 NEROLAC BRAND INNOVATOR’S EXPERTISE AND NEROLAC: SPIRIT: LEGACY: JAPANESE TECHNOLOGY LEADERS IN INDUSTRIAL 2nd STRONGEST BRAND THE NEROLAC JINGLE UNIQUE PRODUCTS: IMPRESSIONS KASHMIR EXCEL EVERLAST 12 PERMA NODAMP+ PERMA CRYSTALSEAL BEAUTY LITTLE MASTER SHEEN Investor P
Slide 8: 2. Business Environment
Page 8 of 21 2. Business Environment All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd November 2023
Slide 9: Business Environment Q2 2023-24
Business Environment Q2 2023-24 [ ( KANSAI PAINT Page 9 of 21 NEROLAC Decent Demand in Automotive Infrastructure Growth Slower Rural Demand Geopolitical Challenges Crude Oil Price Fluctuation Forex Volatility ® Investor Presentation 3rd November 2023 All rights for this presentation are reserved wit
Slide 10: 3. Business Update
Page 10 of 21 3. Business Update All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd November 2023
Slide 11: Marketing and Media Campaigns
[ ( KANSAI NEROLAC PAINT Marketing and Page Media 11 of 21 Campaigns Television Commercials NEROLAC PAINT+ PAINT+ MATLAB Investor Presentation 3rd November 2023 All rights for this presentation are reserved with Kansai Nerolac Paints Limited.
Slide 12: Marketing and Media Campaigns
[ ( KANSAI NEROLAC PAINT Marketing and Page Media 12 of 21 Campaigns Social Media Campaigns Co-Associate Sponsor and Presence in Entertainment Channel Investor Presentation All rights for this presentation are reserved with Kansai Nerolac Paints Limited. 3rd November 2023
Slide 13: Decorative Highlights
Decorative Highlights NEROLAC [ ( KANSAI Page 13 of 21 PAINT New product saliency on an uptick New Products Introduced in H1 First company to Launch a unique Product Impressions Kashmir Impressions Beauty Little Master Excel Total having good sheen in Economy range High Sheen Kashmir Matt Sheen
Slide 14: Industrial Highlights
Industrial Highlights [ ( KANSAI Page 14 of 21 PAINT Automotive Auto Refinish Passenger Vehicle Single digit growth Good trajectory in Premium Demand Drivers : SUV Segment segment and New Models Improved presence in A Class body shops Introduced Next Gen Waterborne paints Two-Wheeler & 3-W
Slide 15: CSR Initiatives
[ ( KANSAI PAINT CSR Initiatives Page 15 of 21 NEROLAC Ensuring EnsuringEnvironment Sustainability Environment Sustainability Community Development Community Development “Tree Plantation” Using “Miyawaki Technique” near Jainpur “Fencing and Maintenance work” was carried out at Plant. Garden near Goi
Slide 16: 4. Financial Performance
Page 16 of 21 4. Financial Performance All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd November 2023
Slide 17: Financials Standalone Q2 & H1 23-24
[ ( KANSAI PAINT Financials Standalone Q2 & H1 23-24 Page 17 of 21 Q2 % to Q2 % to H1 % to H1 % to Rs. In Millions Net Net Net Net 2022-23 2023-24 2022-23 2023-24 Revenue Revenue Revenue Revenue Net Revenue 18,143 18,456 37,588 39,167 Material Cost 12,955 71.4 11,873 64.3 26,583 70.7 25,273 64.5 Ope
Slide 18: Financials Consolidated Q2 & H1 23-24
[ ( KANSAI PAINT Financials Consolidated Page 18 of 21 Q2 & H1 23-24 Q2 % to Q2 % to H1 % to H1 % to Rs. In Millions Net Net Net Net 2022-23 2023-24 2022-23 2023-24 Revenue Revenue Revenue Revenue Net Revenue 19,310 19,565 39,823 41,133 Material Cost 13,744 71.2 12,600 64.4 28,123 70.6 26,561 64.6 O
Slide 19: Subsidiaries
Subsidiaries NEROLAC [ ( KANSAI Page 19 of 21 PAINT Nepal Bangladesh Sri Lanka • Degrowth in Net Sales in Q2 • Decent Net Sales growth in Q2 • Robust increase in Net Value and Volume sales leading to market share • High single digit EBITDA recorded in • Low single digit EBITDA recorded in gains Q2 2
Slide 20: Risks and Outlook
[ ( KANSAI NEROLAC Risks and Outlook PAINT Page 20 of 21 Risk Fluctuations in the foreign exchange and crude oil markets To stay watchful about the changing geo-political situation and its impact Macroeconomic situation continues to be a significant concern in International Geographies Outlook
Slide 21: Thank you
Page 21 of 21 Thank you All rights for this presentation are reserved with Kansai Nerolac Paints Limited. 20
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