Jsw Dulux Ltd · NSE:JSWDULUX
Jsw Dulux — Q4 FY2025-26 Earnings Presentation
12 slides from Jsw Dulux's earnings presentation, May 13, 2026
Slide 1: Exchange filing cover letter: Investor Presentation
13th May 2026 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 Mumbai – 400051 Scrip Code:
Slide 2: JSW Dulux Investor Call 14th May 2026
JSW Dulux Investor Call 14th May 2026
Slide 3: Safe Harbour Statement
Safe Harbour Statement This media release contains statements which address such key issues as the Company’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
Slide 4: Corporate Updates
Corporate Updates Strengthening of the Board: • Mr. Kaustubh Sudhakar Kulkarni appointed as Non- Executive Director and Ms. Sutapa Banerjee appointed as Independent Director. Change of Company name: • Amendment of Company name to “JSW Dulux Limited” in Articles of Association, Stock Exchanges. Chang
Slide 5: Strong finish to the year
Strong finish to the year H1 impacted by Strategic Review; Renewed focus in H2 4 Investor call Q4 2025-26 * Excludes carved-out/ AN-retained business
Slide 6: Decorative Paints vertical
Decorative Paints vertical Focused on market share gains • Rebound in volume growth amidst competitive pressure. • In Jan-Feb, pricing corrections were taken to reduce the pricing premium in select categories. Price increases of ~10% taken in March-May. • New launches across portfolio: VT Luxury Fin
Slide 7: Industrial Paints vertical
Industrial Paints vertical Customer focused solutions across industries Auto & Specialty Coatings: • Expansion of market presence in Premium. Competitive pressure in Mid market segment. • Maintained and expanded our exclusive partnership through strategic new wins with a leading OEM manufacturer in
Slide 8: Q4 2025-26 Performance – excluding carved-out business
Q4 2025-26 Performance – excluding carved-out business^ Strong finish to the year; Double-digit profitability sustained. Final dividend ₹50 per share recommended (subject to shareholder approval) Revenue GM EBITDA PAT | | | | 831.7* | 883.3 | 358.5 | 126.9 | 125.7 6.2% 364.2 -1.6% 124.3 2.1% 82.9 51
Slide 9: Entity P&L (consolidated) – excluding carved-out business
Entity P&L (consolidated) – excluding carved-out business^ Q4 FY (₹ Cr) LY CY % change LY CY % change Revenue 831.7 * 883.3 6% 3,618.0 * 3,599.2 -1% GM 364.2 358.5 -2% 1,555.7 1,490.4 -4% OPEX 239.8 231.6 -3% 1,009.7 981.9 -3% Exceptional items include the EBITDA 124.3 126.9 2% 546.1 508.5 -7% follo
Slide 10: Entity P&L (consolidated) – Reported
Entity P&L (consolidated) – Reported Q4 FY (₹ Cr) LY CY % change LY CY % change Revenue 1,014.4 * 883.3 -13% 4,069.3 * 3,599.2 -12% GM 433.7 358.5 -17% 1,751.3 1,490.4 -15% OPEX 274.3 231.6 -16% 1,109.8 981.9 -12% EBITDA 159.3 126.9 -20% 641.5 508.5 -21% PBT 137.6 169.7 23% 570.0 2,365.5 315% PAT 10
Slide 11: JSW Dulux Ambition
JSW Dulux Ambition Market share gains across our businesses Geographic expansion (6,000 towns by next year) Be the preferred brand of choice for consumers, customers & employees Product range expansion. driven by Innovation, Superior Innovative offerings fit-for-market quality and customer service w
Slide 12: Thank you
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