Asian Paints Ltd. · NSE:ASIANPAINT
Asian Paints — Q4 FY2021 Earnings Presentation
23 slides from Asian Paints's earnings presentation, May 12, 2021
Slide 1: Regulation 30 exchange filing cover letter
APL/SEC/19/2021-22/13 12th May, 2021 BSE Limited The National Stock Exchange of India Limited Corporate Relationship Department Exchange Plaza, Plot No. C/1, Phiroze Jeejeebhoy Towers, Block G, Bandra – Kurla Complex, 25th Floor, Dalal Street, Bandra (East), Fort, Mumbai – 400 001 Mumbai – 400 051 S
Slide 2: Q4 - FY2021 Results
Opas — Conferenad Q4 - FY2021 Results
Slide 3: Disclaimer
Op asianpaints Disclaimer This communication, except for the historical information, may contain statements which reflect the Management’s current views and estimates and could be construed as forward looking statements. The future involves certain risks and uncertainties that could cause actual res
Slide 4: Delivering joy since 1942
oe aSlal ipa Nts t Delivering joy since 1942... fj Y We exist to Beautify, Preserve, Transform all Spaces and Objects, \ i bringing happiness to the World! ae
Slide 5: Best in class Products
Best in class Products
Slide 6: F ibd
F ibd af oP = j A \ HEALTH SHIELD #7 asianpaints asianpaints asianpaints
Slide 7: Large count of Colour Worlds across the country
Large count of Colour Worlds, distributed across the length and breadth of the country 450+ Colour Ideas stores, inspiring people across 400 cities World class 16 Beautiful Home stores 150+ EzyCR speciality stores (WoodTech, Waterproofing, Play, Implements) raz k KITCHEN STUDIO op aslanpaints
Slide 8: Professional & Relevant Services
oe asianpaints . Professional & Relevant Services Uy, Op asianpaints introducing Waterproofing Solutions ezycolour from Safe Painting Service consultancy online Safe Bilkul safe hai © 80504 80504 G Asian Paints Safe Painting Service 4 Sanitization is a state of mind with “+ 55,000+ sites serviced un
Slide 9: Beautiful Homes with Asian Paints
BEAUTIFUL HOMES with asianpaints ‘Inspiration that provides people with the means, to help build their house of dreams’ BeautifulHomes.com: More than 45 lac visitors
Slide 10: Beautiful Homes Service
oe asia npaints BEAUTIFUL oo HOMES SERVICE with asianpaints op Caan We make your interior design journey AGA OO Partneri ng for completely Neate Spr é. Beautiful Home Your Way delivering their @ © @ dream Décor Pr ae ols Execution # lo | Sa BEAUTIFUL HOMES SERVICE eos We create tailor-made | interio
Slide 11: Force to reckon in Projects Space
Op asianpaints Fc orce to reckon in Projects Space Education 1 W4 Strong growth in Projects & iss large institutional sales, especially in Q3 & Q4 z Builders Gade ba Bod Bd Lr ee | Paiript as Tt Terr Co-op Hsg Societies | Corporates orate: <= Painting Solutions Waterproofing Solutions Technologists
Slide 12: Domestic Decorative Business Performance
oe asianpaints Domestic Decorative Business Performance “+ Strong growth momentum continued in Q4 following a positive Q2 & Q3 “+ Strong performance continued in Tier 2/3/4 markets ~¢ Tier 1 & Metros picked up further from Q3 x* Strong volume growth in each of the months in the quarter; as well as l
Slide 13: International Business Performance
Op asianpaints International Business Performance Revenues “+ Strong Volume growth continued in Q4, like in India “* Robust performance in Asia, Middle East & Africa “* Double digit volume growth for all units in Q4 “* Ethiopia, Bahrain, Indonesia & South Pacific — few of the exceptions “* Product p
Slide 14: Industrial Business Performance
op asianpaints i Industrial Business Performance Gua asian REVENUES paints 1,094 +» Auto sector sales and builds data exhibit a continued recovery momentum “* Sequential uptick in all business segments “* Robust performance in Q4 supported by strong growth across business segments asian gem ‘a paint
Slide 15: Home Improvement Business Performance
a Op asianpaints Home Improvement Business Performance 0 F REVENUES Kitchen Business “* Strong growth in Q4 supported by both Components as well as Full Kitchens; Full year double digit growth %* Project segment sequential up tick continued in Q4 ** PBT level loss substantially lesser for full year;
Slide 16: Standalone Financials
oe asia npaints 5,671 Revenue Standalone Financials Quarter 4 18517 Bp * PBDIT Revenue PBDIT PBT mCY BLY mCY BLY Figuresin Rs. crores Figuresin Rs. crores * PBT before Exceptio
Slide 17: Consolidated Financials
oe asia npaints Consolidated Financials Quarter 4 e 21,713 FY 20-21 PBDIT PBT Revenue Bcy @Ly Revenue Figuresin Rs. crores Figures in Rs. crores
Slide 18: Strong Returns
op asianpaints i Strong Returns . ROCE* ROE* Market Cap (Rs. bn) F 2433.2 1598.5 35.2% 36.2% 76.6% 27:6% Mi FY 19-20 [J FY 20-21 Consolidated ROCE & ROE: FY 19-20 ROCE & ROE adjusted for the one-time impact (write back) of tax rate change on deferred tax balance
Slide 19: Consistently rewarding Shareholders
. WE 7p =| Op asianpaints Consistently rewarding Shareholders Dividend Payout FY 15-16 53.4% | FY 16-17* 65.9% | FY 17-18 53.0% FY 18-19 56.7% : FY 19-20 51.1% | FY 20-21 56.1% * FY 16-17 data including Rs. 2 per share special dividend Figures in Rs. are Divi
Slide 20: Investing for Sustainable Future
oe asianpaints Investing for Sustainable Future e* ENVIRONMENT 6 188% water Replenishment 75.9%* reduction 7 58.9%* reduction mey in Specific effluent generation in Specific Non-process Fresh Water Consumption “o> 34.7%* reduction 3%* i & 65.3%* reduction in Specific Electricity Consumption in Speci
Slide 21: Strong Social Commitment
O) Strong Social Commitment SOCIAL a arnt W Vocational Training: 1,68,000+ lives touched Education: 6,500+ lives touched 2 Disaster Management Contribution to various State Disaster Management Authorities & Implementing Agencies against COVID-19 pandemic
Slide 22: Looking Forward
oe asianpaints Looking Forward «+ Uncertainty again on the rise with the Second wave of Covid-19 seemingly far more wide-spread “* In India as well as some in International markets, especially in South Asia “* Vaccination rollout, across a wide cross section of the population, very critical “* Well
Slide 23: Thank You
=~ Bee, Pee Pe OP asianpaints Thank You