Jsw Dulux Ltd · NSE:JSWDULUX
Jsw Dulux — AkzoNobel India — Shareholder Meeting (August 2020)
20 slides from Jsw Dulux's shareholder meeting presentation, Aug 28, 2020
Slide 1: AkzoNobel India Annual General Meeting
AkzoNobel India Annual General Meeting 28th Aug 2020
Slide 2: Agenda
Agenda About Us 2019-20 Recap Adapting to the New Normal Concluding Remarks 2
Slide 3: About AkzoNobel N.V.
About AkzoNobel N.V. A focused, high performing Paints & Coatings company World class 200+ years of Presence in 150+ portfolio of brands legacy in Paints & countries Coatings 20% revenue from 3% reduction in eco-premium value chain carbon solutions 33,800 employees emissions 4,000 scientists, Listed
Slide 4: AkzoNobel in India
AkzoNobel in India 5 manufacturing Presence across At 46%, highest GM% sites; 2 R&D Only player to achieved in ANI history in Decorative Paints & centers “coat any surface”! 2019-20 Industrial Coatings Awarded for our Crossed ₹100 bn Market High scores in ₹ 26,618 mn revenue innovations, Capitalizat
Slide 5: We coat every surface!
We coat every surface! 1 3 5 7 2 4 6 1. Decorative Paints 2. Waterproofing Solutions 3. Woodcare & Specialty Products 4. Automotive & Specialty Coatings Confidential & restricted 5 5. Marine & Protective Coatings 6. Powder Coatings 7. Industrial Coatings
Slide 6: 2019-20 Recap
2019-20 Recap
Slide 7: 2019-20: quarters of normalcy; last quarter hit by black swan event
2019-20: 3 quarters of normalcy; last quarter hit by black swan event 3.1% 5.9% 4.4% $61/bbl 70.9 GDP growth (Jan- Retail inflation Repo Rate Brent Crude US$-Rupee Mar 2020) (March) (March) (2019-20 avg) (2019-20 avg) Credit crisis impacted Only 1% growth in Green shoots of Power sector (20% of RE i
Slide 8: ANI 2019-20 Performance
ANI 2019-20 Performance Highest profitability achieved in 2019 before the pandemic Structural cost interventions like a single ERP platform, setting up of Shared ₹26,618 mn services, Integrations across business 9% YoY decline Transformation Revenue from Operations Financial ₹ 6,367 mn Cash & Invest
Slide 9: Technology-led differentiation
Technology-led differentiation Made in India for more than 60 years Protection in a world of microbes #vocalforlocal through anti-bacterial powder coatings 44-countries supply deal with BMW Proud to partner Vande Bharat express Global products for Indian markets 9
Slide 10: Consistent Investors Engagement
Consistent Investors Engagement • Almost quarterly interactions; 4 held pertaining to 2019-20 • Meetings/ calls with domestic and international investors • Boosting investors’ confidence with regular updates • Senior Management involved 10
Slide 11: Adapting to the New Normal
Adapting to the New Normal
Slide 12: Covid-19: A black swan event
Covid-19: A black swan event A rare disaster: over 23 mn confirmed Deep downturn in 2020; Sluggish Crude prices to be range-bound; Rupee cases globally turnaround in 2021 to remain weak from risk-off sentiment Growth Projections (%) 2019 2020 2021 5.5 5.9 6 4.8 4.2 2.9 3.7 1.7 -3 -4.9 -4.5 -8 Global
Slide 13: Our focus during pandemic: Rings of Protection
Our focus during pandemic: 3 Rings of Protection • Safety of our People • All Government and local • Financial Strength (Strong continues to be our authority guidelines being Liquidity, Zero Debt, Profitability utmost priority adhered to improvement) • De-risking Supply Chain • Zero Spend mindset du
Slide 14: Emerging Trends and Our Strategy
Emerging Trends and Our Strategy Focus on Short-term shift towards essentials the Core Medium-term focus in home improvement. Health & Well-being emerging segment. Innovation & Quality Slowdown in new construction ANI Strategy Growth in smaller towns and rural markets faster than Metros Adjacent Dig
Slide 15: DULUX PROMISE SmartChoice
DULUX PROMISE SmartChoice Launch into entry-level emulsion #1 Entry level Emulsion #2 Available in ~1400 colours #3 Interior & Exterior #4 Low Complexity : 8 SKUs MRP* : ₹98/liter (interior), #5 1₹121/liter (exterior) * MRP based on 20 liter packs 15
Slide 16: Akzo Nobel India Cares
Akzo Nobel India Cares Continuing our support even during challenging times Donated to PM Cares Provided 8,000 PPE Kits Dulux Protect E-Health initiatives Partnered Faridabad fund to strengthen Govt. to frontline healthcare programme, which aims through Arogya Disha and Dist. Prison to create of Ind
Slide 17: Concluding Remarks
Concluding Remarks
Slide 18: Summary
Summary Rewarding Organization Agile Adapt to Optimize and our Reset Organization Market shifts Innovate Shareholders Transformation Changed direction Renewed focus Continue to drive ₹14/share initiatives helped to ensure on profitable operational Dividend to tide through employee safety, growth eff
Slide 19: Thank you!
Thank you!
Slide 20: Safe Harbour Statement
Safe Harbour Statement This media release 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 b