Kansai Nerolac Paints Limited · NSE:KANSAINER
Kansai Nerolac Paints — Q1 FY2026-27 Earnings Presentation
36 slides from Kansai Nerolac Paints's earnings presentation, Aug 3, 2026
Slide 1: Q1 FY 2026-27 Financial Results Conference Call Investor Presentation
Page 1 of 36 [ ( KANSAI PAINT NEROLAC 3rd August, 2026 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 - 400051
Slide 2: Q1 - Investor Presentation
Page 2 of 36 Q1 - Investor Presentation 3rd August 2026 All rights for this presentation are reserved with Kansai Nerolac Paints Limited.
Slide 3: Disclaimer
[ ( KANSAI NEROLAC PAINT Disclaimer Page 3 of 36 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 Page 4 of 36 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 3rd Aug’26
Slide 5: Nerolac Story
Page 5 of 36 NEROLAC STORY □ All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd Aug’26
Slide 6: Purpose and Vision
[ ( KANSAI PAINT NEROLAC Purpose: Create environments for a healthy and beautiful future Page 6 of 36 Vision: We design solutions that protect, inspire and touch lives everyday METRO AC WOOD TOWEL BRIDGE CC INTERIOR Tile WALL HELMET FAN METAL EXTERIOR WALL EV Underbody, Alloy Wheel TWO ARTIFICIAL HA
Slide 7: We Are A Powerhouse Of Paint
[ ( KANSAI NEROLAC PAINT We Are A Powerhouse Of Paint Page 7 of 36 “Emotional Connect builds long-term equity” Expertise and Legacy Brand Nerolac Innovator’s Spirit + 2nd Strongest Consumer JAPANESE TECHNOLOGY Paint Brand LEADERS IN INDUSTRIAL R&D Ranked in No.2 among paint brand （Brand equity index
Slide 8: Employee Value Proposition
[ ( KANSAI NEROLAC PAINT Employee Value Proposition Page 8 of 36 Launched our Employee Value Proposition WHERE YOUR PASSION WHERE YOUR TAKES COLOUR PASSION TAKES This year, we introduced our Employee Value Proposition, ‘Where COLOUR Your Passion Takes Colour,’ reflecting our belief that the passion
Slide 9: Business Environment
Page 9 of 36 BUSINESS ENVIRONMENT All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd Aug’26
Slide 10: Business Environment Q1 26-27
[ ( KANSAI NEROLAC PAINT Business Environment Q1 26-27 Page 10 of 36 Significant Crude Price Sharp Depreciation in Geopolitical Challenges Increase Rupee Good demand in Govt. focus on Delayed Onset of Monsoon Automotive Infrastructure All rights for this presentation are reserved with Kansai Nerolac
Slide 11: Decorative Update
Page 11 of 36 DECORATIVE UPDATE All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd Aug’26
Slide 12: Decorative Strategy
[ ( KANSAI NEROLAC PAINT Decorative Strategy Page 12 of 36 NEW PRODUCTS BRANDING & MEDIA SPEND PROJECTS BUSINESS (B2B) INFLUENCER PROGRAM CONSTRUCTION CHEMICAL NETWORK EXPANSION & WATERPROOFING FOCUS GEOGRAPHY WOOD FINISH Driving Strategic Business Outcomes through: Scheme Integrated Business Distri
Slide 13: Decorative Highlights
[ ( KANSAI NEROLAC PAINT Decorative Highlights Page 13 of 36 Retail Project/ Institutional Business Network Expansion NXTGEN & AID DOUBLE-DIGIT GROWTH 1,700+ Dealers added to the network Services is aiding the Primary business with Increase Geographical Reach 80+ Cities Mid-Single-Digit % contributi
Slide 14: Construction Chemical, Water Proofing & Wood Finish
[ ( KANSAI NEROLAC CONSTRUCTION CHEMICAL, WATER PROOFING & WOOD FINISH PAINT Page 14 of 36 CONSTRUCTION CHEMICAL & PREMIUM WOOD FINISH WATER PROOFING DOUBLE-DIGIT GROWTH HIGH SINGLE-DIGIT GROWTH ❑ Explore & execute international collaborations for launching ❑ Focus on Weighted Contractors engagement
Slide 15: Retail Platform for Customers (Offline)
[ ( KANSAI NEROLAC PAINT Retail Platform for Customers (Offline) Page 15 of 36 NXTGEN SHOPPE SHOP IN SHOP NEROLAC PAINT+ ZONE 180+ NXTGEN SHOPPE 270+ SHOP IN SHOP 380+ NP+ ZONE All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation All rights for this
Slide 16: Product Portfolio
[ ( KANSAI PAINT Product Portfolio Page 16 of 36 INTERIOR EMULSION EXTERIOR EMULSION New New "< NEROLAc ' IMPRESSIONS SHEEN Super Premium Super Premium Premium Premium Economy Economy All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd Aug’26
Slide 17: Product Portfolio
[ ( KANSAI NEROLAC PAINT Product Portfolio Page 17 of 36 New Waterproofing Premium Wood Finish Range Perma Tile Adhesive ~ ~ l_J l_J Popular Wood Finish Range Other Range All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd Aug’26
Slide 18: New Product Highlight
[ ( KANSAI NEROLAC PAINT New Product Highlight Page 18 of 36 EXTERIOR PREMIUM EXTERIOR EMULSION WATERPROOFING EXCEL EXCEL PERMA TOTAL FLOOR EVERLAST 20 NODAMP NXT COAT Bulletproof Protection — Rich Sheen. Superior Protection. Elastomeric Waterproof Coating Industry First Lasting Performance. India's
Slide 19: Media Campaign – Excel Everlast
[ ( KANSAI PAINT Media Campaign – Excel Everlast Page 19 of 36 REACH & ENGAGEMENT ~550Mn+ 110Mn Impressions across key geographies Views on Social Media 52Mn ~2Mn Views on YouTube Clicks 30Mn+ 1.2Mn+ Views on Reel Views on YT Shorts DIGITAL PLATFORMS: All rights for this presentation are reserved wi
Slide 20: Media Campaign – No Heat
[ ( KANSAI NEROLAC PAINT Media Campaign – No Heat Page 20 of 36 Temple Videos 4 AI Videos HEAT KO KARO BEAT WITH NOH EAT COMPARED TO CURRENT MARKET SOLUTIOMS " Bringing Comfort and Faith Together I REACH & ENGAGEMENT Nerolac Perma NoHeat Initiative 6.2M views • 2 months ago House So Cool, Even Pengu
Slide 21: Advertisement and Digital Marketing
[ ( KANSAI PAINT Advertisement and Digital Marketing Page 21 of 36 160+ OOH Hoardings across 27 cities All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd Aug’26
Slide 22: Industrial Update
Page 22 of 36 INDUSTRIAL UPDATE All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd Aug’26
Slide 23: Automotive Business
[ ( KANSAI NEROLAC PAINT Automotive Business Page 23 of 36 CONTINUE TO EXPAND THE BUSINESS Strengths/ Uniqueness New Business New Segment ➢ We are accessible to the global latest technology through the tie-up with Japan and other countries ➢ Increase presence in ➢ Seam sealer & I ➢ Focus on Innovati
Slide 24: Performance Coating Business
[ ( KANSAI NEROLAC PAINT Performance Coating Business Page 24 of 36 General Industrial & High Performance Coating Powder Infrastructure • Construction • Rebar • Super durables Premiumisation • Bridges • Appliances Premiumisation • Construction • Pipe coating • Railways • Electricals • Alloy wheels •
Slide 25: Auto Refinish (ARF)
[ ( KANSAI NEROLAC PAINT Auto Refinish (ARF) Page 25 of 36 Premiumisation • Increase sale of Premium PU • High solids paint system New Technologies • Water borne coatings • Increase count of body shops Network Expansion • New approvals Business Performance ▪ Growth flattish ▪ In the Premium PU, we h
Slide 26: New Products – Industrial
[ ( KANSAI NEROLAC PAINT New Products – Industrial Page 26 of 36 Automotive Performance coating Liquid Powder Coating Focus on enhancing Finishes and Functionality, offer versatile Applications and prioritize Environmental Sustainability Tine Free CED: Water based Technology: Transition from liquid
Slide 27: Performance Coating Paints
[ ( KANSAI NEROLAC PAINT Performance Coating Paints Page 27 of 36 DIVERSE APPLICATIONS, DIVERSE BUSINESS OPPORTUNITIES Powder General Industrial High Performance Coatings White Goods Kitchen Helmet Can Coating Coil Coating Floor Coating Air conditioner Washing Machine Construction Agricultural Plant
Slide 28: Accolades
[ ( KANSAI NEROLAC PAINT Accolades Page 28 of 36 Manufacturing Decorative “Golden Peacock Award” ABBY 2026 Awards for 1 Grand Prix, 1 Gold, 6 “Energy Efficiency” Silver and 3 Bronze at Hosur Plant All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation
Slide 29: Capacity Expansion
[ ( KANSAI NEROLAC PAINT Capacity Expansion Page 29 of 36 Sayakha Plant Bawal Plant Hosur Plant Business Segments: Business Segment: Business Segment: Powder Automotive Automotive Automotive Resin Coating Capacity Expansion at Sayakha, Bawal and Hosur ~ Rs. 600 Cr Total Capacity Addition- Paint+Powd
Slide 30: ESG Ratings
[ ( KANSAI NEROLAC ESG PAINT Page 30 of 36 - - - - - - - - - - - - - - - - - - - - , - - - - - - - - - - - - - - - - - - - r- - - - - - - - - - - - - - - - - - - "" - - - - - - - - - - - - - - - - - S&P Dow Jones Crisil / 1 BRONZE I Top 35% ecovadis ESGRafngs SUSTAINALYTICS a Morningstar company Ind
Slide 31: Financial Performance
Page 31 of 36 FINANCIAL PERFORMANCE All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd Aug’26
Slide 32: Financials Standalone Q1
[ ( KANSAI NEROLAC PAINT Financials Standalone Q1 Page 32 of 36 Q1 % to Q1 % to Rs. In Millions Net Net 2025-26 2026-27 Revenue Revenue Net Revenue 20874.2 100.0 22995.2 100.0 Material Cost 13336.2 63.9 14940.6 65.0 Operating Expenses 4418.3 21.2 4695.7 20.4 PBDIT 3119.7 14.9 3358.9 14.6 PBT 3100.8
Slide 33: Financials Consolidated Q1
[ ( KANSAI NEROLAC PAINT Financials Consolidated Q1 Page 33 of 36 Q1 % to Q1 % to Rs. In Millions Net Net 2025-26 2026-27 Revenue Revenue Net Revenue 21620.3 100.0 23735.9 100.0 Material Cost 13820.7 63.9 15439.8 65.0 Operating Expenses 4768.1 22.1 5012.4 21.1 PBDIT 3031.5 14.0 3283.7 13.8 PBT 2954.
Slide 34: Risk & Outlook
Page 34 of 36 RISK & OUTLOOK All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd Aug’26
Slide 35: Risk and Outlook
[ ( KANSAI NEROLAC PAINT Risk and Outlook Page 35 of 36 Risk • Geopolitical conflicts leading to supply chain disruptions • High commodity prices due to high Crude Oil price and Raw Material availability uncertainty • Imports cost surge due to Rupee depreciation Outlook • As per RBI, sustained deman
Slide 36: Thank You
[ ( KANSAI PAINT NEROLAC Page 36 of 36 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 Limited. 3rd Aug’26
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