Jsw Dulux Ltd · NSE:JSWDULUX
Jsw Dulux — Akzo Nobel India — Q2 2025-26 Earnings Presentation
11 slides from Jsw Dulux's earnings presentation, Nov 7, 2025
Slide 1: Exchange filing cover letter: Investor Presentation
Akzo Nobel India Limited 7th November 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
Slide 2: Akzo Nobel India Ltd. Investor Call
Akzo Nobel India Ltd. Investor Call 7th Nov 2025 5 years of Dulux Assurance celebrated with ‘Lage Shaandaar, Chale Shaandaar’ campaign
Slide 3: Safe Harbor Statement
Safe Harbor Statement This presentation 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 apart from potential synergies from partnering with JSW Paints. Su
Slide 4: Business Performance (excluding carved out business)
Business Performance (excluding carved out business^) Volume growth offset by pricing corrections; Double-digit profitability sustained Q1 Performance Other Highlights • 5 years of Dulux Assurance celebrated with • Volume up 3%; Revenue down 1.5% ‘Lage Shaandaar, Chale Shaandaar’ campaign • B2C – im
Slide 5: Decorative Paints vertical
Decorative Paints vertical Playing to our strengths • High single digit growth in Premium led by brand and market activation • Impact of extended monsoons on demand • Relaunched propositions in Mass (Promise) and Exterior Emulsions (Weathershield Projects). 4 Investor call Q2 2025-26
Slide 6: Coatings vertical
Coatings vertical Customer focused solutions across industries MPY: Intumescent coatings enhancing fire safety ASC: New wins and exclusive partnerships ICO: Conducive demand driving growth • Growth in Power and Mining businesses in • Premium grew supported by new customer • Strong orders in Coil and
Slide 7: Q2 2025-26 Performance – excluding carved-out business
Q2 2025-26 Performance – excluding carved-out business^ Topline impacted by weather disruptions, competitive pressure; EBIT% ~stable Revenue GM EBIT* PAT* | | | | | 8,349 | 3,447 | 923 | 730 8,477 -1.5% 3,640 -5.3% 945 -2.4% 758 -3.7% 42.9% 41.3% 11.2% 11.1% 8.9% 8.7% ^ Powder and IRC * excluding ex
Slide 8: Entity P&L
Entity P&L Q2 H1 (₹ mn) 2025-26 2024-25 % change LY restated % change 2025-26 2024-25 % change LY restated % change Revenue 8,349 9,823 -15.0% 8,477 -1.5% 18,300 20,186 -9.3% 18,840 -2.9% GM 3,447 4,290 -19.6% 3,640 -5.3% 7,709 8,916 -13.5% 8,266 -6.7% OPEX 2,524 3,047 -17.2% 2,695 -6.3% 5,624 6,203
Slide 9: Update on JSW acquisition
Update on JSW acquisition • CCI approval received (16th Sep) • Clearance on open offer received from SEBI (23rd Oct) • Tender window closed (6th Nov) • Conclusion expected by end November 8 / Investor call Q2 2025-26
Slide 10: Concluding Remarks
Concluding Remarks “Combine the magic of Dulux and thoughtfulness of JSW Paints” - Parth Jindal, Managing Director - JSW Paints • Recognized for our products and services, innovation and customer service • Finetuning strategy to drive market share gains • Maintaining our commitment to shareholder va
Slide 11: Thank you!
AkzoNobel Thank you!