Jsw Dulux Ltd · NSE:JSWDULUX
Jsw Dulux — Akzo Nobel India — Q2 2022-23 Earnings Presentation
19 slides from Jsw Dulux's earnings presentation, Nov 4, 2022
Slide 1: Investor Presentation filing letter to BSE and NSE
Akzo Nobel India Limited 4 November 2022 Department of Corporate Services The Listing Department BSE Limited National Stock Exchange of India Ltd. 1st floor, New Trading Ring Exchange Plaza, 5th floor, Rotunda Building, P J Towers Bandra-Kurla Complex Dalal Street, Fort Bandra (E) Mumbai - 400 001 M
Slide 2: Akzo Nobel India Ltd. – Investors Call
Akzo Nobel India Ltd. – Investors Call 4th Nov 2022 Blue City given “Let’s Colour” transformation
Slide 3: About Us
About Us
Slide 4: New Group Leadership
New Group Leadership Gregoire Poux-Guillaume took over as the new Chief Executive Officer of AkzoNobel w.e.f. November 1, succeeding Thierry Vanlancker. Gregoire (52), a French national, is an international business leader with 25 years of experience in building successful, profitable businesses in
Slide 5: About Akzo Nobel India – a recap
About Akzo Nobel India – a recap Mohali ~1,460 employees; 5 offices Paints & Coatings 5 manufacturing sites; Capacity augmentation & NOIDA expansion plans in place Gurgaon Colour Centre & Coatings Office Scaling up distribution through online and Paints Office North - Delhi offline channels Gwalior
Slide 6: Business Environment
Business Environment
Slide 7: India's growth divergent, but not decoupled from global risks
India’s growth divergent, but not decoupled from global risks Crude prices expected to remain high Global inflation at record high despite recent corrections India’s growth tempered in a global Currency volatility continues recessionary environment Sources: Investor Call - Q2 2022-23 Inflation: Fina
Slide 8: Continued progress on Grow & Deliver ambition
Continued progress on Grow & Deliver ambition
Slide 9: Here's how we are driving Grow & Deliver
Here’s how we are driving Grow & Deliver Focusing on the core with consumer preferred differentiation, Customer- Brand Building focused solutions; Winning in adjacencies; expanding offerings Expanding breadth and depth through Distribution 2.0, e-Commerce; ~150 Distribution new towns covered Digital
Slide 10: Decorative Paints: Festive demand, successful campaigns driving growth
Decorative Paints Festive demand, successful campaigns driving growth ‘Parul aur Painter’ campaign for Dulux Aquatech: 1st Economy Primer Launch & Scale Up: 1st Smart Choice Digital campaign wins prestigious IAA INDIA Awards Interior primer launched Successful execution of VT Club event for top deal
Slide 11: Paint The Future India Challenge - Two LoIs signed
Paint The Future India Challenge - Two LoIs signed Startup Name City Winning Solution in Brief HyperReality Bengaluru Collaborative platform for inspiration, Technologies visualization of your space in metaverse Multi-channel conversational immersive and Fluid AI Mumbai interactive AI platform to gu
Slide 12: Coatings: New wins and Sustainability initiatives
Coatings New wins and Sustainability initiatives Industrial Automotive & Marine & Powder Coatings Specialty Coatings Protective Strong growth in Healthy growth Core sector driving Growth across both Infrastructure, Oil & across Architecture growth across Coil Premium and Value Gas and Power, (conduc
Slide 13: Q2 and H1 2022-23 Performance
Q2 and H1 2022-23 Performance Quarter ended H1 ended (₹ mn) 30-Sep-22 30-Sep-21 30-Sep-22 30-Sep-21 Income Revenue from operations 9,262 7,408 25% 18,639 13,672 36% Other income 48 31 89 128 Total income 9,310 7,439 18,728 13,800 Expenses Cost of goods sold 5,708 4,426 11,429 8,034 Employee benefits
Slide 14: Q2 2022-23 Performance
Q2 2022-23 Performance Strong growth momentum continues across businesses; Inflationary pressure persists Revenue +25% | EBIT +15% | PAT +17% Revenue GM & GM% EBIT & EBIT% 38.4% 4 ,5 0 1 5 . 0 % 1 0 , 0 0 1 ,2 5 0 40.2% 4 5 . 0 % 1 4 . 0 % 4 ,0 0 9.4% 9 ,0 0 1 3 . 0 % 1 ,0 5 0 10.1% 3 ,5 0 8 ,0 0 1
Slide 15: OWC and Cash Flow
OWC and Cash Flow Improved inventory management; OWC/ Revenue @ 9.6% Operating profit and Investments supporting capex, dividend payout DIO DSO DPO (₹ mn) H1 2022-23 H1 2021-22 Operating profit before Working cap changes 2,300 1,702 141 Tax (596) (565) 113 107 Working cap movements (342) (2,189) 99
Slide 16: ESG integrated in our Value Chain
ESG integrated in our Value Chain • Member of Together for Sustainability (TfS) Environment • Bringing sustainable difference through Let’s Colour project @ Jodhpur Blue City • All sites covered by Lloyd’s Assessment Guided by our company purpose - People. Planet. Social Governance Paint. • Skill tr
Slide 17: Concluding Remarks
Concluding Remarks: • To stay on course of Grow & Deliver ambition whilst managing macroeconomic uncertainties • Continuing focus on Brand, Innovation, Distribution, Digitization and Sustainability • Regular Investor engagements
Slide 18: Thank you!
Thank you! Mural from Jodhpur’s “Let’s Colour” project
Slide 19: Safe Harbour Statement
Safe Harbour Statement This report contains statements which address such key issues as AkzoNobel’s growth strategy, future financial results, market positions, product development, products in the pipeline and product approvals. Such statements should be carefully considered, and it should be under