Pidilite Industries Limited · NSE:PIDILITIND
Pidilite Industries — Investor Day (March 2025)
148 slides from Pidilite Industries's investor day presentation, Mar 17, 2025
Slide 1: Letter to stock exchanges - Investor Presentation
17th March, 2025 The Secretary The Secretary BSE Ltd. National Stock Exchange of India Ltd. Corporate Relationship Dept., Exchange Plaza, Plot no. C/1, G Block, 14th floor, P. J. Tower, Bandra-Kurla Complex, Dalal Street, Fort Bandra (E), Mumbai - 400 001 Mumbai - 400 051 Stock Code – 500331 Stock C
Slide 2: Building Bonds: Consistent Profitable Growth
BUILDING BONDS Consistent Profitable Growth PAST PRESENT FUTURE
Slide 3: Our Journey
Our Journey Inception, Building Power Brands and Expanding the Global Footprint and entering into Collaborations 1959-93 1994-2004 2005-19 Plants commissioned for Acron brand Dr. Fixit and M-seal introduced Incorporated “Pidilite Middle East Ltd.” in Dubai of Pigment Emulsion and Fevicol The “Bus” a
Slide 4: Our Journey
Our Journey Expanding the Global Footprint and entering into Collaborations 2020-21 2021-23 2023-25 Pandemic strikes & Lockdown across Business picks up pace despite multiple pandemic waves Launch of new range of interior decorative the globe paints under the brand Haisha paints Investment in startu
Slide 5: Building Bonds: Past
BUILDING BONDS Consistent Profitable Growth PAST 4
Slide 6: Portfolio Approach to Sustained Profitable Growth
We Articulated our Portfolio Approach to Sustained Profitable Growth CORE GROWTH PIONEER Established Brands Emerging categories Nascent Categories with high market with significant potential with huge market maturity and strong for market growth or creation opportunity share position share gain 1-2X G
Slide 7: Portfolio for Creating Value – Then
Portfolio for Creating Value – Then CORE GROWTH PIONEER INTERNATIONAL GEOGRAPHIES 6
Slide 8: Portfolio for Creating Value – Now
Portfolio for Creating Value – Now CORE INTERNATIONAL GEOGRAPHIES GROWTH PIONEER 7
Slide 9: How did we grow our core at 1-2X GDP?
How did we grow our core at 1-2X GDP? CORE GROWTH PIONEER Premiumizing Innovating Reinforcing Brand Leadership 8
Slide 10: Fevicol Story
Fevicol Story Premiumization in Core: Fevicol Evolution Then Now FEATURES Water resistant Anti-bubble Superfast setting, Heat Resistant adhesive adhesive best coverage Rubber Adhesive adhesive APPLICATIONS PVC & Acrylic AC Ducts Foam Sheets EzeeSpray Laminates Fevicol Sofa Fevicol Ezeespray Fevicol
Slide 11: Fevikwik Story
Fevikwik Story Then Now Repair Better Repair Easier Go Beyond Repair Water Proof 30 secs to adjust Easy to use & Multi-surface Application & Shock Proof Non-drip & No Mess stock at home Clear Non-drip Formula Fevikwik Fevikwik Gel Fevikwik Advanced Kabaadiwali Washroom Blind Man 10
Slide 12: How did we build Growth Businesses?
How did we build Growth Businesses? CORE GROWTH PIONEER Creating Categories Holistic Brand Management Driving Penetration International Expansion Inorganic Growth 11
Slide 13: Dr. Fixit Story
Dr. Fixit Story From Pure Waterproofing To Waterproofing + Coating range + Dr. Fixit Centre Dr. Fixit Waterproofing Dr. Fixit Roofseal ka Doctor Rang Rogan 12
Slide 14: Roff Story
Roff Story Large untapped potential • Tile and Stone Solutions market size estimated at Rs. 2500 Cr to Rs. 3000 Cr • Penetration of category estimated at 18% to 20%, as majority market still using cement to fix tiles Roff positioned as an expert Tile and Stone Solutions provider, supported with best
Slide 15: International Expansion
International Expansion Consistent double-digit growth across emerging geographies, with improved profitability Kuwait Bahrain Qatar Algeria Egypt Saudi UAE Arabia Oman India Bangladesh Ghana Sri lanka Cameroon Uganda Kenya Congo Tanzania Mozambique 14
Slide 16: Identifying Pioneer Categories
Identifying Pioneer Categories CORE GROWTH PIONEER Identifying and Building Nascent Categories 15
Slide 17: Pioneer - Araldite & WD-40
Pioneer - Araldite & WD-40 Pidilite acquired Araldite in 2020, a brand with 75 years of WD-40 is the versatile solution for lubrication, legacy, which has a large range of Adhesives and Epoxy rust prevention, and cleaning Clean Circuit Care Smooth Bike Chain Rust Free Tools Spotless Tiles Araldite M
Slide 18: Pidilite ICA Story
Pidilite ICA Story • In 2016, Pidilite entered into a JV with ICA, a leading Italian manufacturer of high-end wood finishes, to manufacture and distribute wood finish products and accessories • ICA's technical expertise combined with Pidilite sales and marketing savvy, has set a new standard of wood
Slide 19: Consistent Performance Over Last 10 Years
Consistent Performance Over Last 10 Years 1,53,330 crores Market Cap as on March 31, 2024 (Increased by 10X over 10 years) NET SALES GROWTH TREND OVER LAST 10 YEARS EBITDA GROWTH TREND OVER LAST 10 YEARS 2,800 2,707 14,000 32% 12,337 2,600 1 1% 11,752 5% 30% R 1 G 12,000 2,400 GR CA 2,200 CA 28% 9,8
Slide 20: Building Bonds: Present
BUILDING BONDS Consistent Profitable Growth PRESENT We are the leading company in the country with presence across major categories in home improvement 19
Slide 21: Enabled by
Enabled by Distribution Expansion Evolution of Marketing Excellence Scaling Up Supply Chain Digital Journey People and Culture Sustainability 20
Slide 22: Anchored Sales & Marketing initiatives to drive Penetration
Multiple Anchored Sales & Marketing initiatives to drive Penetration & Market development 2015 Now Pidilite Rural Involved Site ki Duniya Vans PBP visits Towns covered >14000 > 38500 No. of Pidilite PIL Bike Integrated Partnership ki Duniya ~ 15 > 16200 Sub- with Govt. outlets World ISR Stockists bo
Slide 23: Evolution of Marketing Excellence
Evolution of Marketing Excellence From this Now also these 22
Slide 24: Scaling Up Supply Chain
Scaling Up Supply Chain With a cumulative capex investment of Rs. 2600+ Cr over 10 years, Pidilite currently operates through 60+ manufacturing units and 60+ distribution centres across the country, thereby having created a future ready supply chain. Map represents locations with manufacturing units
Slide 25: Digital Journey
Digital Journey creating real-time, dynamic and customer centric eco-system Then (2015) Now (2025) Retailers Winomkar, HumaraOrder Distributors Users Sales Force 24
Slide 26: People and Culture
People and Culture Building a perennial culture Building an Inspiring Place to Work Leadership Pipeline Focus on EMERGING LEADERS NPS turnaround,with scores at Best-In-Class Frontline PROGRAM Recognised amongst Top 25 companies in Listening Manufacturing workplaces Culture Capability building Career
Slide 27: Sustainability
Sustainability Pidilite embarked on its Sustainability journey and has already achieved quantifiable success till FY24 Environment Social Governance Our Core Combatting Climate Change Servicing People and Responsible Value Creation Pillars & Sustainable Innovation Communities Water Use Intensity Rene
Slide 28: Building Bonds: Future
BUILDING BONDS Consistent Profitable Growth FUTURE 27
Slide 29: It's a Changing World
It’s a Changing World Continuing Growing Digital + AI Sustainability - India’s Geo-Political Emerging as The Long Term Growth Story Uncertainty a Gamechanger Play 28
Slide 30: Strong Long-Term Tailwinds With Some Near-Term Risks
Strong Long-Term Tailwinds With Some Near-Term Risks • GDP forecast to grow at 6.5% in FY25 and FY26 • Soft global economy • Thrust on “Building India” • Continued growth of Infra and real estate • Geopolitical tension • Domestic Manufacturing growth • Emerging areas (electronics, green energy, mobi
Slide 31: Vision to consistently deliver results
We reinforce our vision to consistently deliver results and being well positioned for the future CORE GROWTH PIONEER 30
Slide 32: Growth - Joineries
Growth - Joineries • Rise in joineries in the Indian markets owing to shift of furniture making from On-site to Off-site • Furthered by the need for more efficient and faster turnaround time for Contractors, Architects and Interior designers Tie-up with Jowat: German Engineering backed with the Pidi
Slide 33: Growth - Pidilite Professional Solutions
Growth - Pidilite Professional Solutions Expanding Horizons, Unlocking Potential OPPORTUNITIES: • Medium & Large Developers • Commercial, Offices & Data Centers • Hotels, Hospitals & Education • Industries & Warehouses • Government Sector • EPC & Infrastructue New Parliament Building Mumbai Metro Li
Slide 34: Pioneer - Electronics
Pioneer - Electronics • Exploring and unlocking large opportunity for adhesives used in electronics manufacturing in India • Partnered with CollTech for exclusive distribution of range of electronics adhesives in India in 2023 • Launched an application lab in Bangalore in 2024 to demonstrate our cap
Slide 35: Pioneer - Unofin
Pioneer - Unofin UNOFIN DECORATIVE WATERPROOF RENDER • Joint venture between Pidilite • UnoFin replaces conventional Industries and Grupo Puma of 4Ps (Plaster, Putty, Primer & Spain Paint) system • Driving Applicator Training • Commercial production Program to build application commenced in 2023-24 c
Slide 36: Pioneer - Haisha
Pioneer - Haisha Adding to our existing range of Dr. Fixit WP Coatings, Stainers, Premium Distempers & Wood Finishes Introducing “HAISHA paints” a range of Interior Paint products which stay true to Fevicol’s legacy of “Mazbooti” HAISHA paints offers a of simplified, differentiated and customized ra
Slide 37: Enabled by
Enabled by Accelerating innovation Investing in Emerging Channels Future Ready Supply Chain Digital + AI Building Talent for the Future Embedding Sustainability 36
Slide 38: Accelerating Innovation
Accelerating Innovation Innovations In Core Categories To Future-proof Portfolio Fevicol Fevikwik Nailfree Ultra Professional Range • Modern • Applicable across various surfaces such as Tiles, Marbles & Stones, • Multisubstrate Auto/MRO, Wood working & Signages • Easy to Apply 37
Slide 39: Investing In Emerging Channels
Investing In Emerging Channels • Sales at 21X in around 5 years. We are present on more than 15 E-Commerce & Quick Commerce platforms E-Commerce first launches No.1 Best Sellers on Amazon - Dr. Fixit Kwik-n-Ezee & Fevicryl Art of India Kits Stepping up play on Platform Performance “Instant Fix” Mark
Slide 40: Future Ready Supply chain
Future Ready Supply chain • Automated and robotic solutions for packaging • Use of Supply Chain Analytics & system automation to improve predictability & agility in our service to customers • Implementing best-in-class Warehouse Management System (WMS) with high digitization and automated mobility 3
Slide 41: Digital + AI
Digital + AI AI in Procurement AI in Lead management • Real time last mile stock visibility • Lead management system for for smart procurement, Projects businesses for production & supply planning faster conversion AI in Audit / controls AI in Customer Service • Advanced tools for fraud detection •
Slide 42: Building Talent for the Future
Building Talent for the Future Building a Beta culture Strengthening • Pilot & scale Campus hiring • Passion Projects Leadership Pipeline • Talent from Anchor Campuses Diversity • Succession Planning • Recruitment through Internships • Women at Work • Senior Leaders • Infra upgrades for Bespoke Prog
Slide 43: Embedding Sustainability
Embedding Sustainability 6 Pidilite is geared up to reach world class standards in Sustainability Initiatives, and has a clearly defined roadmap Environment Social Governance Our Core Combatting Climate Servicing People Responsible Value Creation Pillars Change & Sustainable and Communities Innovatio
Slide 44: Giving Back to Society
Giving Back to Society Agriculture & Farmer Water Swachtha Horticulture Producer Initiative Initiative Initiative Organization Education & Khadi and Women Health Skill Handloom Initiative Initiative Initiative Initiative 43
Slide 45: Our Vision
OUR VISION Together We Will Create A High-performance, Innovative, Indian Multi-national Where It Is A Pleasure To Work. 44
Slide 46: Thank you
Thank you 45
Slide 47: Fevicol The Ultimate Adhesive
Fevicol The Ultimate Adhesive 2025
Slide 48: How Fevicol Achieves Sustained Profitable Growth
HOW FEVICOL ACHIEVES SUSTAINED PROFITABLE GROWTH FEVICOL’S SUCCESS IS DUE TO THESE INHERENT STRENGTHS Continuous Premiumization Insightful Innovation Brand & marketing leadership 2025
Slide 49: Rising Incomes & Fancier Home Interior Trends
RISING INCOMES & FANCIER HOME INTERIOR TRENDS A BIG GROWTH OPPORTUNITY FOR FEVICOL Rising income - New substrates & surfaces more spends on interior - Advantage Fevicol Rising Home Ownership Increasing Urbanization - Higher furniture penetration 2025
Slide 50: Continuous Premiumisation in the Core Category
CONTINUOUS PREMIUMISATION IN THE CORE CATEGORY Consistently improving profitability X 1.3X 1.7X 1.8X The Original Bond Waterproof Waterproof Waterproof + Fast setting + Faster setting + Faster setting + Anti Bubble + Anti Bubble + High coverage 2025
Slide 51: Strategic Use of Flanking Brands to Protect Share
STRATEGIC USE OF FLANKING BRANDS TO PROTECT SHARE Bluecoat + Falcofix portfolio bigger than the competitors 2025
Slide 52: Further Building Iconic Brand Leadership
FURTHER BUILDING ICONIC BRAND LEADERSHIP Now catering to youth through Digital & Topical marketing 2025
Slide 53: Strong User & Dealer Connect
STRONG USER & DEALER CONNECT – THE REAL MAZBOOT JOD Healthy emotional relationship with contractors over the years 2025
Slide 54: Continuous Innovation to Stay Ahead
CONTINUOUS INNOVATION TO STAY AHEAD Best in class for existing & new substrates Fast & Sprayable Waterproof Nail Free All-in-one Heat Resistant Lam on Lam Anti-Bubble 2025 New substrates
Slide 55: Innovation & Digitalisation
INNOVATION & DIGITALISATION Digitalisation in Marketing & Field Operations New age digital marketing for Use of Apps, data and technology consumers through engaging content for marketing to contractors 2025
Slide 56: Chutki Mein Chipkaye Fevikwik
CHUTKI MEIN CHIPKAYE FEVIKWIK 2025
Slide 57: Fevikwik is now a category in itself
Fevikwik is now a category in itself 2025
Slide 58: One of the highest penetrated consumer brands
One of the highest penetrated consumer brands Available at 65%+ HH 1.5 Billion + arms length: penetration transactions 3Mn + stores Fevikwik has become a ubiquitous brand for instant adhesives 2025
Slide 59: How did we get there?
How did we get there? 2025
Slide 60: Memorable advertising deep rooted in consumer insights
Memorable advertising deep rooted in consumer & cultural insights Clutter breaking Integrating with popular Defining/ Advertising culture Inspiring culture Sustained Iconic advertising over the decades: Creates significant mental availability across consumer segments 2025
Slide 61: Unmatched availability
Unmatched availability Large retail reach BIC Modern trade visibility Q-com power for NPD Always available at arms length: You are never too far when you need one !! 2025
Slide 62: Building new generation of fans via social media
Continues to build new generation of fans via contextual messaging using social media 2025
Slide 63: Getting future ready...
Getting future ready... 2025
Slide 64: Consumer insights help identify pain points
Consumer insights help identify pain points Built a portfolio for many Indias’ 2025
Slide 65: Sustained clutter breaking advertising
Sustained clutter breaking advertising On-ground activation support Clutter breaking TV Commercials 360 surround activation 2025
Slide 66: Leveraging the q-com opportunity in India
Leveraging the q-com opportunity in India 2025
Slide 67: Expanding segments: Craftsmen & Industrial
Expanding segments: Craftsmen & Industrial Need state out product portfolio launched Extra Fast Extra Strong Extra Thick 2025 Marble, Tiles & Stone Wood Working Auto & MRO Signage & Media
Slide 68: Dr. Fixit Construction Chemicals
Dr. Fixit Construction Chemicals 2025
Slide 69: Category With A Huge Potential
Category With A Huge Potential 70% of India’s urban infrastructure required by 2047 is yet to be built^ For that, India has to build 900 Million Sq. Mt. from now to 2030^ 2025 ^ET Realty
Slide 70: Waterproofing – Big opportunity, Low penetration
Waterproofing – Big opportunity, Low penetration New Construction Opportunity Small Repairs Proactive Renovation Flat Premium Aspirer Deprived CHS* Flat Infra Commercial Builders IHB* IHB * IHB IHB* CHS + IHB Institutional owners 20% of 30% of potential 50% of potential potential ~30% ~15% Category
Slide 71: What are we solving for?
What are we solving for? Creating Create Category Relevance & consumer Creating the define Right Waterproofing Knowledge & Need demand for Waterproofing Aid Consumer Decision Making Process Fulfillment via User-Dealer Provide Information & Solutions ecosystem Servicing the Creating Cadre of Trained
Slide 72: Why Dr. Fixit Continues to win
Why Dr. Fixit Continues to win Brand Innovation Building Repair and New Construction Range Segment Solutions Ecosystem Not Focus Products 2025
Slide 73: Solutions Not Just Products
REPAIR and NEW CONSTRUCTION – Solutions Not Just Products Individual House – All Surfaces Across Project Segments Conc rete, Plaster, Roof Colum ns, Beam s Bathroom Roof, Bathroom, Kitchen Medium & COD - HHE -Hotels, Industries & Government EPC & Inte rna l Walls Below Ground Exte rna l Walls Large
Slide 74: Segment Ecosystem Focus – Across IHB & Projects
Segment Ecosystem Focus – Across IHB & Projects IHB Segment Projects User connects Diagnostics Dr. Fixit’s Dr. Fixit Targeting over 2 lakh users pa through product training programs and demonstrations Support Training Institute Experience Centres Best in class on-site Training courses and Dr. Fixit
Slide 75: Driving Through Innovation
DRIVING THROUGH INNOVATION Dr. Fixit has created the category through consistent innovation, and will continue to drive innovation in the future. The first of its kind Pioneer in Roof Coating latex which can be Image Driving Growths in Category applied with a Roller International Std The game change
Slide 76: Building the Strongest Brand in the Waterproofing space
Building the Strongest Brand in the Waterproofing space Rich history of consistent messaging Latest Campaign 2000 2016, 2021 2001 Roofseal Pidilite buys Mr Fixit we joined hands with Dr Fixits Big Break TV Campaign Campaign Dr. Fixit is born India’s biggest celebrity Dr Fixit 2014 2017- 2022 launche
Slide 77: Building Brand through Execution
Building Brand through Execution ITC Colombo Lodha World One Surat Diamond Bourse 24-meter underground basement India’s Tallest Residential Building World’s Largest Workplace River on One side, Seas on Other (Waterproofing: Basement, Wet areas, Podium (Waterproofing: Basement, Podium, Roof & Wet (4
Slide 78: Building Brand through Execution
Building Brand through Execution Mumbai Metro Line 3 KIA Motors Mfg. Facility New Parliament Building Deepest Underground Metro Rail (One of Largest Industrial Roof with preformed (Basement, Wet areas & Roof including 2025 (Waterproofing: 19 underground stations out of TPO Membrane w/p project) Insu
Slide 79: Tile & Stone Expert
TILE & STONE EXPERT 2025
Slide 80: Why Tile Adhesive?
Why Tile Adhesive??? Tile fixing with cement Tile fixing with tile adhesive Image Image SOLUTION Image Image Image Image 2025 After Some Time… After a Lifetime… Debonding...Lippage..
Slide 81: Category Context
Category Context Scoping Potential Stone 62,000 Cr 25-35% 43,000 Cr • Tile Sizes are increasing 65-75% • Vitrified tiles the new norm • Hence the Adhesive need Tile 2024 2027 Tile Market Size Tile adhesive market growing at 2x of GDP INR 2025 SOURCE:INDUSTRY REPORTS
Slide 82: Tail winds for Category
Tail winds for Category Shift from Ceramic to Thin & Flexible Tiles usage Vitrified tiles increasing Tiles are getting Epoxy Grout usage bigger increasing New substrates/ Imported Marble surfaces - Ceiling, consumption increasing Drywall, Metal Frames i.e. Luxury segment 2025
Slide 83: Constraints to Unlock Latent Potential
Constraints to Unlock Latent Potential Awareness among key 70% consumption of tiles stakeholders is low – on Floor – Floors are not Homeowner, Architects levelled Hesitation of contractor to pitch for adhesive on site, Adhesive cost is 2X fear of losing site. of cement Conviction on using adhesive i
Slide 84: Cement Vs Tile Adhesive Over the Years
Cement Vs Tile Adhesive Over the Years….. LATENT POTENTIAL (Out of every 100 tiles) Cement Cement Usage Usage Tile Adhesive 2025 Usage 7
Slide 85: Cement Vs Tile Adhesive Over the Years
Cement Vs Tile Adhesive Over the Years….. LATENT POTENTIAL (Out of every 100 tiles) Cement Usage Cement Category TaskUsage 1 Tile Adhesive Usage Upgrading non- users Category Task 2 to Adhesives Upgrading users from Basic to Premium Range 2025 8
Slide 86: Our Collaborations with Global Stalwarts
Our Collaborations with Global Stalwarts BEST-IN-CLASS STONE CARE LEADING SPECIALISED GROUT SPANISH EXPERT IN PRODUCT SOLUTIONS FROM ITALY RANGE FROM ITALY POWDER BASED ADHESIVE & MORTAR TECHNOLOGY Roff is the only brand in India with Comprehensive range of Tile & Stone fixing solutions 2025
Slide 87: How to Win… Channel
How to Win… › Rural Market Penetration CHANNEL › Tile Showroom Network › Pidilite channel leverage 2025
Slide 88: How to Win… User
How to Win… Relationship › Going beyond gratification Conversion › Upgrading existing users through right solutions Awareness › Train & Convert Non-users USER 2025
Slide 89: Widest network of Tile Adhesives Plants in the Country
Widest network of Tile Adhesives Plants in the Country... Roff continues to Invest.. 2025
Slide 90: Building Roff as Consumer Brand
Building Roff as Consumer Brand 2025
Slide 91: #MagarKiJakad
#MagarKiJakad 2025
Slide 92: Pidilite International Business
PIDILITE International Business 2025
Slide 93: Establishing itself as an emerging MNC
PIDILITE is establishing itself as an emerging MNC by expanding presence across international markets 7 International Subsidiaries SAARC Countries Middle East SEA Countries Africa 2025
Slide 94: Participating across categories in focussed countries
We participate across categories to address under-served and un-served needs across focussed countries Construction Wood Working Stainers Consumer Products Chemical Grow the Core Under-penetrated in most markets Stainer has Leverage through Reinforce presence in distribution leadership and Greater P
Slide 95: 3 Types of Business Models in International Markets
WE HAVE 3 TYPES OF BUSINESS MODELS IN INTERNATIONAL MARKETS 1 Manufacturing & Bangladesh, Sri Lanka, Distribution Set up Dubai, Thailand, (end to end) Egypt, Kenya 2 Only Distribution Nepal, Key African with some Pidilite Countries, select GCC teams on ground markets 3 Trading Posts (only Importer/d
Slide 96: Our Approach to Un-Lock Growth in International Markets
Our Approach to Un-Lock Growth in International Markets Understand the current user and consumer needs through deep in sighting & better serve it with superior product solutions Invest in user marketing, India like approach with customization basis market requirements Spot future trends, innovate to
Slide 97: Story of Pidilite in Bangladesh
Story of PIDILITE in Bangladesh - creating categories, enduring brands with business growing at 2-3X GDP yearly 100+ 20K direct 450 strong team 2 MFG Distributors covered members Facilities with dealers Automation TILING & STONE Category User development across categories, being Pioneered with launc
Slide 98: Dr Fixit on a mission to build leak proof homes internationally
Building Brands - Dr Fixit on a mission to build LEAK PROOF homes across International markets • Dr. Fixit associates with brand ambassador “Roshan Mahanama” in Sri Lanka • TV and digital presence across Sri-Lanka, Bangladesh with lead generation campaigns & fulfilment 2025
Slide 99: Strengthening footprint in Africa & scaling in Saudi Arabia
Strengthening footprint in Africa sub-continent & scaling frontier in Saudi Arabia Un-locking Growth in Africa Scaling presence in Saudi Arabia • Growing presence in most African countries • Growing presence across wood working, • Play across all major categories of Pidilite (Wood consumer products,
Slide 100: Invest in Talent & strengthen Pidilite Culture internationally
Continue to Invest in Talent & strengthen our PIDILITE Culture across International Markets where it is a pleasure to work. 2025
Slide 101: Growing Pidilite
Growing Pidilite 2025
Slide 102: Tapping Small Town India + Rural Opportunity
TAPPING SMALL TOWN INDIA + RURAL OPPORTUNITY 2025 2025
Slide 103: Emerging India – The Pidilite Definition
Emerging India – The Pidilite Definition 7% > 50 L 8 Metros & 8.5 Cr POP 49 - 10 L 5% 37 Cities & 5.8 Cr POP 9-5L 3% 44 Towns & 3 Cr POP TOWNS/VILLAGES IN INDIA, WITH <2 5-3L LAC POPULATION 2% 59 Towns & 2.2 Cr POP 2% 3-2L 87 Towns & 2.2 Cr POP STI 2-1L 3% 233 Towns & 3.3 Cr POP 1 L - 50 K POPULATIO
Slide 104: EI Business Verticals
EI BUSINESS VERTICALS Small Town India Rurban: Reach more towns • Pop town 50K-2L • Pop towns <50K • 2K+ towns • 20K+ towns • Category led working • Distribution Led Working Small Rurban Town India Emerging India STI+ Pidilite ki STI+ • Pop town 2L-5L Duniya • 92 towns Pidilite Ki Duniya • Addressin
Slide 105: EI's Secret Sauce
EI’S SECRET SAUCE • Dedicated teams in Field & Head Focused Approach Office • Prioritizing relevant products • Creating a set of category Anchored Marketing ambassadors acting as force multipliers • Category specific field marketing BTL - Demand Generation teams in STI & RB • Reaching more towns Cha
Slide 106: Growth Drivers – Core
PRIORITIZING WHAT’S RELEVANT FOR EI CONSUMERS Growth Drivers Core 2025
Slide 107: Anchored Sales & Marketing Initiatives to drive Penetration
Multiple Anchored Sales & Marketing Initiatives to drive Penetration & Market Development 2015 Now Pidilite HUL Involved Site ki Duniya Shakti PBPs Visits Towns Covered 14000 >38000 No. of Pidilite ki Roff Integrated Partnership Duniya 15 >16500 PIL World Premium with Govt Sub Stockists Bodies Outle
Slide 108: Façade Solutions
FAÇADE SOLUTIONS 2025
Slide 109: Pidilite Grupopuma Manufacturing Limited
PIDILITE GRUPOPUMA MANUFACTURING LIMITED Pioneer and market leader in Globally leading in construction India since 1959 sector. World class Spanish Façade Technology A JV between Pidilite and Grupopuma Spain has opened up various opportunities for construction industry in India in providing the best
Slide 110: Façade Wall Construction Practices and Issues in India
FAÇADE WALL CONSTRUCTION PRACTICES AND ISSUES IN INDIA The conventional system having multiple PLASTER layers of wall covering which includes Plaster, PUTTY Putty, Primer and Paint. This system has its PRIMER+PAINT own challenges and issues down the line. ISSUES WITH CONVENTIONAL METHOD 2025 Paint B
Slide 111: UnoFin Renders
UNOFIN RENDERS The UnoFin renders are lime and cement-based renders which are applied directly on substrates, viz. Bricks, AAC Blocks, Concrete, etc., thereby eliminating the issues caused by conventional methods. FEATURES & ADVANTAGES Breathable Crack Resistant Sprayable Factory controlled quality
Slide 112: UnoFin Lifecycle Against Conventional System in 20 Years
UNOFIN LIFECYCLE AGAINST CONVENTIONAL SYSTEM IN 20 YEARS UnoFin saves significant cost vis-à-vis conventional system UnoFin with mechanized application results in saving time with faster completion of projects 2025
Slide 113: Innovation with UnoFin Renders
INNOVATION WITH UNOFIN RENDERS Mechanized Application (Reduce Labor dependency) Faster delivery of projects Improved Improved Masons construction Skillset quality 2025
Slide 114: Sustainable Solution - UnoFin Renders
SUSTAINABLE SOLUTION - UNOFIN RENDERS • LESS CURING – Only 2-3 days • LESS CEMENT CONSUMPTION – Low CO2 emission • ELIMINATE CHEMICAL PAINT • DURABLE – Reduces repeated maintenance 2025
Slide 115: Target Segments
TARGET SEGMENTS – BUILT TO OWN SEGMENTS Industries/ Residential Hospitals Hotels Institutions Warehouses 2025
Slide 116: Target Customers
TARGET CUSTOMERS EPC Contractors – Small/ Medium Plastering L&T, Shapoorji, Tata, Contractors Contractors Ahluwalia, Others 2025
Slide 117: Onsite Application Training & Technical Assistance
ONSITE APPLICATION TRAINING & TECHNICAL ASSISTANCE 2025
Slide 118: Skill Development for Masons
SKILL DEVELOPMENT FOR MASONS Demonstration of Product Product Education Hands on training to skill masons 2025
Slide 119: Sustainability & CSR
Sustainability & CSR 2025
Slide 120: Sustainability
©} © rd Sustainability 2025
Slide 121: Sustainability Journey
SUSTAINABILITY JOURNEY Proactive approach to integrate sustainability into business strategy Core Environment Social Governance Pillars Combating Climate Servicing People & Responsible Value Change Communities Creation 60%* reduction Water Use Zero occupational accidents, intensity Efficient risk ma
Slide 122: UN SDG Aligned Execution
UN SDG ALIGNED EXECUTION At Pidilite, everything we do is aligned to positively impact the United Nations Sustainable Development Goals • Gender diversity council & work stream • Farmer Clubs • Skill training for women & • Solar-powered Khadi unit support for SHGs • Infra upgrade support for schools
Slide 123: Actions So Far on Renewables & Energy Use Reduction
ACTIONS SO FAR ON RENEWABLES & ENERGY USE REDUCTION E Offsite & Onsite Solar Plants Biomass Boilers Windmills 2025 Technology Adoption Automation Initiatives Design Improvements
Slide 124: Actions So Far on Water Use Optimisation & Waste Reduction
ACTIONS SO FAR ON WATER USE OPTIMISATION & WASTE REDUCTION E Effluent Recycling & Reuse STP Installation & Treated Water Reuse Rainwater Harvesting 2025 Solvent Recovery Energy Recovery from Hazardous Waste Shift to Bulk Storage & Reuse
Slide 125: CSR
CSR 2025
Slide 126: Giving Back to the Society
GIVING BACK TO THE SOCIETY S Water Initiative Plantation Initiative Agriculture & Horticulture Initiative 2025 Women Initiative Skill Initiative Plastic Free City
Slide 127: Giving Back to the Society
GIVING BACK TO THE SOCIETY S Health Initiative Education Initiative Animal Husbandry 2025
Slide 128: Corporate Governance
CORPORATE GOVERNANCE G Climate Change Risk Assessment Transparent disclosures Responsible sourcing 2025
Slide 129: Measurable Outcomes
MEASURABLE OUTCOMES The execution of identified actions delivering measurable outcomes Water Use Intensity Energy Use Intensity Renewable Energy Mix [KL/Ton of Production] [GJ/Ton of Production] [% of Renewable Energy in Total Energy Consumed] 51% 56% 7% Reduction 1.8 Reduction Increase 47% 2.38 1.1
Slide 130: Measurable Outcomes
MEASURABLE OUTCOMES The execution of identified actions delivering measurable outcomes Waste Disposal Intensity Virgin Plastic Use Intensity Comparison of Volume Produced and [Kg/Ton of Production] [Ton/Ton of Production] Absolute GHG Emissions 110% Increase in Volume 74% 40% Reduction Reduction 0.0
Slide 131: Future Actions
FUTURE ACTIONS Environment Social Governance Combating Climate Servicing People & Responsible Value Change Communities Creation • Continue to execute actions to • Expand women empowerment • Onboarding value chain achieve 2030 goals programs through SHG partners into ESG framework formation • Expand
Slide 132: People & Culture
People & Culture 2025
Slide 133: Our Approach to People and Organization
OUR APPROACH TO PEOPLE AND 4 ORGANIZATION IS Creating an ‘Inspiring place to work’ ROOTED ON FOUR 3 PILLARS Building an organization ‘Fit for Purpose’ 2 Frontline focus and engagement 1 A Unique Culture which enables performance ‘The Spirit of Pidilite’ 2025
Slide 134: A Unique Culture, Embedded in 'The Spirit of Pidilite'
1. A UNIQUE CULTURE, EMBEDDED IN ‘THE SPIRIT OF PIDILITE’ FRESH and HIGH OWNERSHIP and ORIGINAL IMPROVEMENT Thinking orientation DEEP ‘CAN DO’ EMPATHY, and and RESPECT ‘WILL DO’ attitude 2025
Slide 135: Relentless Focus on Frontline Engagement
2. RELENTLESS FOCUS ON FRONTLINE ENGAGEMENT Well established Career and Development Development Maps Front line engagement centre approach for field teams to and retention to capability promote growth from enhancement within 2025
Slide 136: Building an Organization 'Fit for Purpose'
3. BUILDING AN ORGANIZATION ‘FIT FOR PURPOSE’ A structured approach to L&D portfolio that Talent Management enables talent grooming Hire Right: A clearly Pipeline planning defined hiring with Tomorrow in strategy mind 2025
Slide 137: Creating an Inspiring Place to Work
4. CREATING AN INSPIRING PLACE TO WORK Our Mantra - HAPPY Focus on & HEALTHY PIDILITE EQUITY AND DIVERSITY ACTIVE LISTENING -Birthday Lunches We continue to be recognised -Workplace as a GREAT PLACE TO WORK 2025
Slide 138: Digital Initiatives
Digital Initiatives A Competitive Advantage for Pidilite 2025
Slide 139: Platforms for Distributors
Platforms for Distributors 2025
Slide 140: Platform for Distributors
100% Online Platform for WSS Platform agnostic Upselling recommendations application for Distributors 100% Auto Replenishment Custom built for Pidilite Real time Dashboards Smart platform for Distributors Platform recording all transactions between Distributor & Pidilite 2025
Slide 141: Platforms for Front Line Teams
Platforms for Front Line Teams 2025
Slide 142: 100% Frontline Teams Digitally Empowered
100% Frontline Teams Digitally Empowered Real time Performance End User Profiling & Lead tracking Management Insights Capturing & Drill Intelligent Outlet specific down to Outlet Product level Sales recommendations On the go Data visibility Gamification of Daily Working 2025
Slide 143: Platform for Dealers
Platform for Dealers 2025
Slide 144: 24X7 Digital Assistance for Dealers
24X7 Digital Assistance for Dealers Order Anytime Anywhere Track Loyalty Program status Transparency with dealer Gamification and contests Product info at fingertips 1 click Helpline Support 1/3rd of Pidilite business comes from Genie platform 2025
Slide 145: Platforms for End Users
Platforms for End Users 2025
Slide 146: End User Applications
End User Applications One point connect with Pidilite users Convenience on the go Loyalty Status at fingertips Securely access rewards Intelligent nudges to 24X7 maximize benefits Product info at fingertips 1 click Helpline Support 2025
Slide 147: Thank You
Thank You This document contains forward-looking statements characterized by terms such as “expects,” “intends,” and similar expressions. These statements are based on assumptions and anticipated factors, including market conditions, regulatory changes, geopolitical risks, and fluctuations in input
Slide 148: Investor Contact
Investor Contact CIN : L24100MH1969PLC014336 investor.relations@pidilite.co.in Ramkrishna Mandir Road, Off Mathuradas Vasanji Road, Andheri (E), Mumbai - 400 059. Phone : +91 22 67697000 Fax : +91 22 28216007 Disclaimer: This presentation may contain statements which reflect the management’s current