Jsw Dulux Ltd · NSE:JSWDULUX
Jsw Dulux — Akzo Nobel India — Investor Presentation (March 2025)
12 slides from Jsw Dulux's investor presentation, Mar 7, 2025
Slide 1: Investor Presentation filing letter to stock exchanges
Akzo Nobel India Limited 7th March 2025 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 Mu
Slide 2: Akzo Nobel India Ltd. Investor presentation March 2025
Akzo Nobel India Ltd. Investor presentation March 2025
Slide 3: Safe Harbor Statement
Safe Harbor Statement This presentation contains statements which address such key issues as AkzoNobel’s growth strategy, future plans, future financial results, market positions, product development, products in the pipeline and product approvals. Such statements should be carefully considered, and
Slide 4: Step change in performance as a Paints & Coatings company
Step change in performance as a Paints & Coatings company Sharpened focus on core business post Chemicals divestment (2017-18) Revenue CAGR 6% in past 5 years EBIT CAGR up from 12% to 15% post divestment Consistent double-digit profitability Stronger returns to shareholders (₹13.8 bn dividend (₹303
Slide 5: Continued growth and strong profitability retention
Continued growth and strong profitability retention Outperformed industry despite difficult market conditions Revenue growth EBIT% EBIT% variation YoY 4 ANI EBIT excludes Royalty for a L2L comparison Investor presentation | March 2025 Industry represents top 5 listed Paints & Coatings players
Slide 6: Parent company conducting portfolio review – Oct 2024
Parent company conducting portfolio review – Oct 2024 Akzo Nobel India is uniquely positioned to benefit from development of Indian market • AkzoNobel announced strategic portfolio review in October 2024 • Parent company is looking to redeploy capital towards growing its core coatings businesses • I
Slide 7: Akzo Nobel India gaining autonomy: strategic rationale (1/4)
Akzo Nobel India gaining autonomy: strategic rationale (1/4) Creating separate specialized entities for liquid and powder coatings Board of Directors of Akzo Nobel India requested by Parent in January 2025 to commence exploratory steps towards • a potential sale of the Company’s Powder Coatings busi
Slide 8: Akzo Nobel India gaining autonomy: strategic rationale (2/4)
Akzo Nobel India gaining autonomy: strategic rationale (2/4) Streamlining core business and strengthening position in target markets • Powder represents fundamentally different technology vs liquid coatings Divestment • Requires separate manufacturing infrastructure, R&D and expertise, of Powder sta
Slide 9: Akzo Nobel India gaining autonomy: proposed transaction (3/4)
Akzo Nobel India gaining autonomy: proposed transaction (3/4) Enhancing focus on core liquids business; special dividend to shareholders Powder Coatings business R&D center Akzo Nobel AkzoNobel India Deco IP rights Net proceeds as Proceeds of ₹9.9 bn1 based special dividend2 on proposed valuation Sh
Slide 10: Akzo Nobel India gaining autonomy: valuation (4/4)
Akzo Nobel India gaining autonomy: valuation (4/4) Recommendations derived from independent valuation reports Valuation reports prepared by KPMG and Grant Thornton Powder business (₹20.7 bn) R&D center (₹700 mn) Deco IP rights (₹11.5 bn) • Discounted cash flows; • Discounted cash flows; • Relief fro
Slide 11: Concluding Remarks
Concluding Remarks Transactions to provide specific support for Liquid and Powder coatings businesses: ➢ Acquisition of Powder Coatings operations and International Research Center by AkzoNobel NV ➢ Transfer of Decorative Paints IP to Akzo Nobel India Advantages of the transactions: ➢ Position Akzo
Slide 12: Questions?
AkzoNobel Questions?
Akzo Nobel India — Investor Presentation (March 2025) on 6ix