Kansai Nerolac Paints Limited · NSE:KANSAINER
Kansai Nerolac Paints — Q3 FY2026 Earnings Presentation
25 slides from Kansai Nerolac Paints's earnings presentation, Feb 3, 2026
Slide 1: Kansai Nerolac Investor Presentation Intimation to Exchanges
Page 1 of 25 KANSAI NEROLAC PAINT PAINT+ 3rd February, 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 - 4
Slide 2: Q3 - Investor Presentation
Page 2 of 25 Q3 - Investor Presentation 4th February 2026 All rights for this presentation are reserved with Kansai Nerolac Paints Limited.
Slide 3: Disclaimer
[ ( KANSAI NEROLAC PAINT Disclaimer Page 3 of 25 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
AGENDA Page 4 of 25 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 4th Feb’26
Slide 5: Nerolac Story
NEROLAC STORY Page 5 of 25 All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 4th Feb’26
Slide 6: Purpose, Vision and ESG
[ ( KANSAI PAINT NEROLAC Purpose: Create environments for a healthy and beautiful future Page 6 of 25 Vision: We design solutions that protect, inspire and touch lives everyday Entered within last 3 yrs ESG: Water Positive, Emission reduction, Green energy All rights for this presentation are reserv
Slide 7: We Are A Powerhouse Of Paint
[ ( KANSAI NEROLAC PAINT We Are A Powerhouse Of Paint Page 7 of 25 ~Expertise - . and - Legacy -~ Brand Nerolac Innovator’s Spirit + JAPANESE TECHNOLOGY 2nd Strongest Consumer Paint Brand LEADERS IN INDUSTRIAL R&D Ranked in No.2 among paint brand （Brand equity index) • State of the art R&D center •
Slide 8: Business Environment
BUSINESS ENVIRONMENT Page 8 of 25 All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 4th Feb’26
Slide 9: Business Environment Q3 25-26
[ ( KANSAI NEROLAC PAINT Business Environment Q3 25-26 Page 9 of 25 Good demand in Govt. focus on Extended Monsoon in Shorter Festive Season Automotive Infrastructure Quarter beginning Geopolitical Challenges Rupee Depreciated Crude Price Range Bound All rights for this presentation are reserved wit
Slide 10: Decorative Update
DECORATIVE UPDATE Page 10 of 25 All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 4th Feb’26
Slide 11: Decorative Highlights
[ ( KANSAI NEROLAC PAINT Decorative Highlights Page 11 of 25 Paint+ PAINT+ Project/ Institutional Business New Business • Paint+ contribution stands at • Double digit strong performance in • Double digit growth witnessed in Projects double digit of Decorative Construction chemicals, Water business B
Slide 12: Innovation – Leveraging new technologies in product development
[ ( KANSAI NEROLAC PAINT Innovation – Leveraging new technologies in product development Page 12 of 25 Decorative 1. Excel Everlast 20: Offers 20 years performance with excellent weather resistance and & water proofing features 2. Water base Excel Total Floor coat: Offers excellent resistance to abr
Slide 13: Media Campaigns
[ ( KANSAI NEROLAC PAINT Media Campaigns Page 13 of 25 Ghar ki Raunak 14,000+ spots across top channels Campaign Digital 65Cr+ impressions planned across resulting in 12% ad share during TV campaign Video platforms like Youtube, Meta and OTT’s Tactical presence in Asia Cup on TV as well Asia Spread
Slide 14: Branding & Marketing
[ ( KANSAI NEROLAC PAINT Branding & Marketing Page 14 of 25 All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 4th Feb’26
Slide 15: Industrial Update
INDUSTRIAL UPDATE Page 15 of 25 All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 4th Feb’26
Slide 16: Industrial Highlights
[ ( KANSAI NEROLAC PAINT Industrial Highlights Page 16 of 25 Automotive ▪ Auto segment witnessed strong growth in Q3 fuelled by GST 2.0 ▪ Focus on Innovation and creating New technologies to increase Total Addressable Market Performance Coating Liquid ▪ Strong demand growth witnessed in General Indu
Slide 17: Accolades – YTD'25
[ ( KANSAI NEROLAC PAINT Accolades – YTD’25 Page 17 of 25 Decorative Z .,l :2025 KVOORIUS CREATIVE AWARDS “Dragons of Asia Marketing Awards” Gold Winner Ambient Media 12 Awards won 7 Baby Blue Elephant Awards - Gold Dragon: Business to Business 1 x Grand Prix (Best in Industry) Marketing 3 x Gold |
Slide 18: ESG
[ ( KANSAI NEROLAC ESG PAINT Page 18 of 25 ------------------ : : - - ~ : - - - - - - - - - - - - - - - - - - - : I - - - - - - - - - - - - - - - - - - - -1 r - - - - - - - - - - - - - - __ r- - - - - - - - - - - - I I ~~-- I I I I I I - - - ~ I ~CDP : ;~::~~:; i Crisil ES.GRa_tings i ~~rc~!wJones i
Slide 19: CSR Initiatives
[ ( KANSAI PAINT CSR Initiatives Page 19 of 25 LOTE PLANT SAYAKHA PLANT Distribution of Installation of sweaters among Paver block at students of Pisad Argama and Primary School, Kolavana Village Vagra Empowering Women Women – Empowerment - ~ - I '------I_ ______, Enhancing Community Facilities – Pr
Slide 20: Financial Performance
FINANCIAL PERFORMANCE Page 20 of 25 All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 4th Feb’26
Slide 21: Financials Standalone Q3 & YTD FY 25-26
[ ( KANSAI PAINT Financials Standalone Q3 & YTD FY 25-26 Page 21 of 25 Q3 % to Q3 % to YTD Dec % to YTD Dec % to Rs. In Millions Net Net Net Net 2024-25 2025-26 2024-25 2025-26 Revenue Revenue Revenue Revenue Net Revenue 18421.6 100.0% 19073.5 100.0% 57562.8 100.0% 58657.9 100.0% Material Cost 11919
Slide 22: Financials Consolidated Q3 & YTD FY 25-26
[ ( KANSAI PAINT Financials Consolidated Q3 & YTD FY 25-26Page 22 of 25 Q3 % to Q3 % to YTD Dec % to YTD Dec % to Rs. In Millions Net Net Net Net 2024-25 2025-26 2024-25 2025-26 Revenue Revenue Revenue Revenue Net Revenue 19218.9 100.0% 19819.9 100% 60063.2 100% 60982.0 100% Material Cost 12446.2 64
Slide 23: Risk & Outlook
Page 23 of 25 RISK & OUTLOOK All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 4th Feb’26
Slide 24: Risk and Outlook
[ ( KANSAI NEROLAC PAINT Risk and Outlook Page 24 of 25 Risk • Geopolitical tensions leading to supply chain disruptions and volatility in commodity prices • Inflationary risk due to the tariffs • Import cost surge due to rupee depreciation Outlook • As per RBI, Construction activity to sustain mome
Slide 25: Thank You
[ ( KANSAI PAINT NEROLAC Page 25 of 25 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. 4th Feb’26
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