Kansai Nerolac Paints Limited · NSE:KANSAINER
Kansai Nerolac Paints — Q1 FY2021 Earnings Presentation
17 slides from Kansai Nerolac Paints's earnings presentation, Aug 4, 2020
Slide 1: Exchange filing cover letter for Q1 FY 20-21 investor presentation
Page 1 of 17 [ ( KANSAI PAINT NEROLAC August 4, 2020 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 - 400051.
Slide 2: Page 2 of 17
Page 2 of 17 All rights for this presentation are reserved with Kansai Nerolac Paints Limited.
Slide 3: Investor Presentation Q1 Update (FY21)
Page 3 of 17 Investor Presentation Q1 Update (FY21) All rights for this presentation are reserved with Kansai Nerolac Paints Limited.
Slide 4: Disclaimer
[ ( KANSAI PAINT Page 4 of 17 NEROLAC Disclaimer 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 5: Agenda
[ ( KANSAI PAINT Page 5 of 17 NEROLAC Agenda Business Environment FY 20-21* Financial Performance FY 20-21* Business Review FY 20-21* Risks and future outlook *The details in the presentation are for the period April – Jun 2020 All rights for this presentation are reserved with Kansai Nerolac Paints
Slide 6: Business Environment 20-21
[ ( KANSAI PAINT Page 6 of 17 NEROLAC Business Environment 20-21 ❑ Lockdown across country from 22nd March to 3rd May due to COVID - 19 ❑ Intermittent lockdown in different states post 3rd May ❑ Demand wipeout in April ❑ Deco Demand improvement in May and June ❑ Slow Demand improvement in Industrial
Slide 7: Agenda
[ ( KANSAI PAINT Page 7 of 17 NEROLAC Agenda Business Environment FY 20-21* Financial Performance FY 20-21* Business Review FY 20-21* Risks and future outlook *The details in the presentation are for the period April – Jun 2020 All rights for this presentation are reserved with Kansai Nerolac Paints
Slide 8: Financials Standalone Q1
[ ( KANSAI PAINT Page 8 of 17 NEROLAC Financials Standalone Q1 Rs. Crore Q1 Q1 Gr% 2019-20 2020-21 Revenue from operations (Net) 1463.5 598.1 -59.1 PBDIT (w/o other income) 249.0 80.5 -67.7 PBDIT as % of sale 17.0 13.5 PAT 147.9 42.7 -71.1 PAT as % of sale 10.1 7.1 All rights for this presentation a
Slide 9: Financial Analysis Q1 2021
[ ( KANSAI PAINT Page 9 of 17 NEROLAC Financial Analysis Q1 2021 ❑ Positive Factors ▪ Benign Raw Material price trend ▪ Strong control on cost and overheads ❑ Negative Factors ▪ Volatile exchange rate ▪ High Fixed cost impact due to low production and sales All rights for this presentation are reser
Slide 10: Agenda
[ ( KANSAI PAINT Page 10 of 17 NEROLAC Agenda Business Environment FY 20-21* Financial Performance FY 20-21* Business Review FY 20-21* Risks and future outlook *The details in the presentation are for the period April – Jun 2020 All rights for this presentation are reserved with Kansai Nerolac Paint
Slide 11: Decorative
[ ( KANSAI PAINT Page 11 of 17 NEROLAC Decorative Nerolac launched its hygiene care range Market :mmmm NEROLAC ....... m•• l:l:l,l;lElll • Growth of upcountry & rural markets was higher than BRI N G BACK SAFE SPACES PROTECTS ALL SURFACES INCLUDING WALLS local markets post opening of lock-down ,,,,_
Slide 12: Industrial
[ ( KANSAI PAINT Page 12 of 17 NEROLAC Industrial Market • Major OEMs operating on reduced manpower under restrictions of maintaining high level hygiene • Many Ancillaries are facing challenges to deliver components to Auto OEMs • Faster recovery in Tractor industry compared to other segments Highli
Slide 13: Subsidiary Performance
[ ( KANSAI PAINT Page 13 of 17 NEROLAC Subsidiary Performance India Subcontinent MARPOL NEPAL • April month was a washout-Nil sale • Lockdown continued from 24th March till 15th June. • Sales starting picking up from May and further in June. LANKA PERMA • The Market was closed for about 50 days sinc
Slide 14: Operations Support
[ ( KANSAI PAINT Page 14 of 17 NEROLAC Operations Support Operational Thrust on Digital • Safe shutdown and start up of plants without any safety • 100% Adoption of Work from Home concept & collaboration issue tool • Compliance to all regulations and conditions imposed by the • Launch of Employee En
Slide 15: Agenda
[ ( KANSAI PAINT Page 15 of 17 NEROLAC Agenda Business Environment FY 20-21* Financial Performance FY 20-21* Business Review FY 20-21* Risks and future outlook *The details in the presentation are for the period April – Jun 2020 All rights for this presentation are reserved with Kansai Nerolac Paint
Slide 16: Risks and Outlook
[ ( KANSAI PAINT Page 16 of 17 NEROLAC Risks and Outlook ❑ Risk ▪ The demand conditions have improved since May’20, however disturbances due to spurt in Covid cases leading to sporadic lockdowns in various states might hit demand ▪ Crude expected to firm up as demand revives and will impact input pr
Slide 17: Thank You
Page 17 of 17 NEROLAC THANK YOU All rights for this presentation are reserved with Kansai Nerolac Paints Limited.
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