Kansai Nerolac Paints Limited · NSE:KANSAINER
Kansai Nerolac Paints — Q2 FY2026-27 Earnings Presentation
36 slides from Kansai Nerolac Paints's earnings presentation, Nov 5, 2026
Slide 1: Q2 FY 2026-27 Financial Results Conference Call – Investor Presentation
Page 1 of 36 KANSAI [ ( PAINT NEROLAC 5th November, 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 Strseet, Bandra Kurla Complex, Bandra (E), Mumbai - 400001. Mumbai - 400
Slide 2: Q2 - Investor Presentation
Page 2 of 36 Q2 - Investor Presentation 5th November 2026 All rights for this presentation are reserved with Kansai Nerolac Paints Limited.
Slide 3: Disclaimer
[ ( KANSAI NEROLAC PAINT Disclaimer Page 3 of 36 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
~ KANSAI • PAINT Page 4 of 36 AGENDA 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 5th Nov’26
Slide 5: Nerolac Story
Page 5 of 36 NEROLAC STORY All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 5th Nov’26
Slide 6: Purpose, Vision and ESG: Water Positive, Emission reduction, Green energy
[ ( KANSAI PAINT NEROLAC Purpose: Create environments for a healthy and beautiful future Page 6 of 36 Vision: We design solutions that protect, inspire and touch lives everyday METRO AC WOOD TOWEL BRIDGE CC INTERIOR Tile WALL HELMET FAN METAL EXTERIOR WALL EV Underbody, Alloy Wheel TWO ARTIFICIAL HA
Slide 7: We Are A Powerhouse Of Paint
[ ( KANSAI NEROLAC PAINT We Are A Powerhouse Of Paint Page 7 of 36 “Emotional Connect builds long-term equity” Expertise and Legacy Brand Nerolac Innovator’s Spirit + 2nd Strongest Consumer JAPANESE TECHNOLOGY Paint Brand LEADERS IN INDUSTRIAL R&D Ranked in No.2 among paint brand （Brand equity index
Slide 8: Employee Value Proposition
[ ( KANSAI NEROLAC PAINT Employee Value Proposition Page 8 of 36 WHERE YOUR PASSION TAKES COLOUR This year, we introduced our Employee Value Proposition, ‘Where Your Passion Takes Colour’ reflecting our belief that the passion of our 0 Where your passion takes colour workforce is central to everythi
Slide 9: Business Environment
Page 9 of 36 BUSINESS ENVIRONMENT All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 5th Nov’26
Slide 10: Business Environment
[ ( KANSAI NEROLAC PAINT Business Environment Page 10 of 36 Elevated, volatile Geopolitical Challenges Rupee depreciation crude oil price Volatile crude prices impacting Rupee depreciation putting Global uncertainties creating input costs pressure on margins market volatility Good demand in Automoti
Slide 11: Decorative Update
Page 11 of 36 DECORATIVE UPDATE All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 5th Nov’26
Slide 12: Decorative Strategy
[ ( KANSAI NEROLAC PAINT Decorative Strategy Page 12 of 36 NEW PRODUCTS BRANDING & MEDIA SPEND • Innovative, differentiated Stronger brand presence and consumer-relevant to drive preference solutions and market leadership PROJECT BUSINESS INFLUENCER PROGRAM (828) • • Engage and empower Expand presen
Slide 13: Decorative Highlights
[ ( KANSAI NEROLAC PAINT Decorative Highlights Page 13 of 36 Retail .... Project/ Institutional Network Expansion I Business NXTGEN & AID Services is aiding the Primary business G [• Double Digit Growth ] 3000+ with Mid to high single digit contribution of Decorative Business [e Increase Geographica
Slide 14: Construction Chemical, Water Proofing & Wood Finish
[ ( KANSAI NEROLAC CONSTRUCTION CHEMICAL, WATER PROOFING & WOOD FINISH PAINT Page 14 of 36 CONSTRUCTION CHEMICAL & WATER PROOFING PREMIUM WOOD FINISH > Double Digit Growth witnessed > Overall wood-finish grew at healthy pace > Explore & execute international collaborations for > Focus on Weighted Co
Slide 15: Retail Platform for Customers (Offline)
[ ( KANSAI NEROLAC PAINT Retail Platform for Customers (Offline) Page 15 of 36 NXTGEN SHOPPE SHOP IN SHOP NEROLAC PAINT ZONE 190+ NXTGEN SHOPPE 270+ SHOP IN SHOP 490+ PAINT ZONE All rights for this presentation are reserved with Kansai Nerolac Paints Limited. 15 Investor Presentation 5th Nov’26
Slide 16: Product Portfolio
[ ( KANSAI NEROLAC PAINT Product Portfolio Page 16 of 36 INTERIOR EMULSION EXTERIOR EMULSION New New "< NEROLAc ' IMPRESSIONS SHEEN Super Premium Super Premium Premium Premium New Economy Emulsion Primer Economy All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Invest
Slide 17: Product Portfolio
[ ( KANSAI NEROLAC PAINT Product Portfolio Page 17 of 36 New Waterproofing Premium Wood Finish Range Perma Tile Adhesive New ~ ~ l_J l_J Popular Wood Finish Range Other Range All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 5th Nov’26
Slide 18: New Product Highlight – H1
[ ( KANSAI NEROLAC PAINT New Product Highlight – H1 Page 18 of 36 EXTERIOR EXTERIOR EMULSION WATERPROOFING PREMIUM EMULSION PRIMER EXCEL EXCEL PERMA NOVA 2 IN 1 EVERLAST 20 TOTAL FLOOR NODAMP NXT COAT Rich Sheen. Bulletproof Protection — Elastomeric Waterproof Advanced Bond Superior Protection. Indu
Slide 19: Media Campaign – TNPL Activation (Q2)
[ ( KANSAI NEROLAC Media Campaign – TNPL Activation (Q2) PAINT Page 19 of 36 Madurai Depot: NxtGen Lead Scaleup : Activating targeted digital lead generation via Tamil vernacular •~ Madurai Depot Activation ads (Meta & Google). NxtGen Lead TN Premier Scale-Up League sponsorship – • Activating target
Slide 20: Noor-E-Kashmir
[ ( KANSAI PAINT Noor - E- Kashmir Page 20 of 36 More stories. More homes. More of Kashmir. --------- ♦ ------- A cinematic celebration of Kashmir's p eople, traditions and craftsmanship - brought to life through the homes that carry its Noor. More stories. More homes. More of Kash mir. The joumey c
Slide 21: Contractor Outreach
[ ( KANSAI PAINT Contractor Outreach Page 21 of 36 Medium of Communication WhatsApp via Official Nerolac Paints Channel Campa ign video and scheme details shared directly with painters YouTube Shorts Campaign Akola, Shiv Thakare Leke Aaya featuring Shiv Thakare Nerolac Ka Superhit Monsoon Offer! Our
Slide 22: Digital Marketing
[ ( KANSAI NEROLAC PAINT Digital Marketing Page 22 of 36 § nerolocpmnh ~, =- NEROLAC l EXCEL MICA MARBLE BUILT FOR LAST/NC. BE'AUrY All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 5th Nov’26
Slide 23: Industrial Update
Page 23 of 36 INDUSTRIAL UPDATE All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 5th Nov’26
Slide 24: Automotive Business
[ ( KANSAI NEROLAC PAINT Automotive Business Page 24 of 36 CONTINUE TO EXPAND THE BUSINESS Strengths/ Uniqueness New Business New Segment > We have access to the latest global technology > Increase presence in > Seam sealer & identified accounts Underbody black > Focus on Innovation, creating new an
Slide 25: Performance Coating Business
[ ( KANSAI NEROLAC PAINT Performance Coating Business Page 25 of 36 General Industrial & High Performance Coating Powder > Infrastructure > Construction > Rebar > Super durables Premiumisation > Bridges > Appliances Premiumisation > Construction > Pipe coating > Railways > Electricals > Alloy wheels
Slide 26: Auto Refinish (ARF)
[ ( KANSAI NEROLAC PAINT Auto Refinish (ARF) Page 26 of 36 Premiumisation > Increase sale of Premium PU > High solids paint system New Technologies > Water borne coatings > Increase count of body shops Network Expansion > New approvals Business Performance ▪ Growth witnessed but mix deteriorated ▪ P
Slide 27: New Products – Industrial
[ ( KANSAI PAINT New Products – Industrial Page 27 of 36 WIP Auto 4W Auto 2W Auto CV PC - Liquid PC - Powder Focus on enhancing Finishes and Functionality, offer versatile Applications and prioritize Environmental Sustainability ● Wet-on-Wet Seam Sealer ● Lead-Free TSA Bright ● Anti-Rust Clear appro
Slide 28: Performance Coating Paints
[ ( KANSAI NEROLAC PAINT Performance Coating Paints Page 28 of 36 DIVERSE APPLICATIONS, DIVERSE BUSINESS OPPORTUNITIES @ Powder @ General Industrial @ High PerformanceCoatings White Goods Kitchen Helmet Can Coating Washing Machine All rights for this presentation are reserved with Kansai Nerolac Pai
Slide 29: Accolades – H1
[ ( KANSAI NEROLAC PAINT Accolades – H1 Page 29 of 36 C:) Manufacturing G Decorative ABBY 2026 Awards 1 Grand Prix, 1 Gold, 6 Silver and 3 Bronze E4m Real Time - "Golden Peacock Award" 1 ------- ~ Gamification in for Advertising "Energy Efficiency" at Hosur Plant All rights for this presentation are
Slide 30: ESG
[ ( KANSAI NEROLAC ESG PAINT Page 30 of 36 r--------------- ----------------, -----------------, Crisil SUSTAINALYTICS S&P Dow Jones ESGRatings &Analytics FTSE4Good aMorningstar company ~CDP DISCLOSURE INSIGHT ACTION Indices A □ivieion of S&P Global Recognized in KNPL has been Ranked in the Top Rate
Slide 31: Financial Performance
Page 31 of 36 FINANCIAL PERFORMANCE All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 5th Nov’26
Slide 32: Financials Standalone Q2 & H1 FY 26-27
[ ( KANSAI PAINT Financials Standalone Q2 & H1 FY 26-27 Page 32 of 36 Q2 % to Q2 % to H1 % to H1 % to Rs. In Millions Net Net Net Net 2025-26 2026-27 2025-26 2026-27 Revenue Revenue Revenue Revenue Net Revenue 19074.6 100.0 22687.7 100.0 40306.9 100.0 46016.0 100.0 Material Cost 12396.0 65.0 15907.5
Slide 33: Financials Consolidated Q2 & H1 FY 26-27
[ ( KANSAI PAINT Financials Consolidated Q2 & H1 FY 26-27 Page 33 of 36 Q2 % to Q2 % to H1 % to H1 % to Rs. In Millions Net Net Net Net 2025-26 2026-27 2025-26 2026-27 Revenue Revenue Revenue Revenue Net Revenue 19541.8 100.0 23173.8 100.0 41162.1 100.0 46909.7 100.0 Material Cost 12660.5 64.8 16207
Slide 34: Risk & Outlook
Page 34 of 36 RISK & OUTLOOK All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 5th Nov’26
Slide 35: Risk and Outlook
[ ( KANSAI NEROLAC PAINT Risk and Outlook Page 35 of 36 Risk • Continued West Asia tensions leading to supply chain disruptions and market uncertainty • Sustained high crude oil and derivative prices, coupled with currency volatility, continue to exert pressure on import costs and procurement planni
Slide 36: Thank You
[ ( KANSAI PAINT NEROLAC Page 36 of 36 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. 5th Nov’26
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