Akzo Nobel India Limited — PPTs, 15-05-2025: Investor Presentation

1. Financial Highlights:

Akzo Nobel India reported revenue exceeding ₹4,000 Cr for FY25, growing 3% YoY, with six straight years of double-digit EBIT margins. Gross margin saw a slight dip due to product mix changes and forex impact but profitability stayed steady, with PAT at ₹1,075 mn for Q4 and ₹4,286 mn for the full year. Operating costs grew in line with revenue, reflecting strong working capital discipline. EPS increased to ₹94.11, supported by a total dividend of ₹100 per share for FY25.

2. Strategic Initiatives & Growth Drivers:

The firm continues pushing premium product launches and enhancing consumer experience, expanding Dulux experiential stores across seven states. Focus remains on premium segments and urban markets. In coatings, innovation in sustainable solutions is driving growth in powder, packaging, and automotive segments, especially targeting electric and mobility sectors alongside infrastructure projects.

3. Business Developments:

B2B order wins fueled revenue growth despite weaker B2C demand amid heightened competition. The projects business led growth momentum, with strong orders in coil and extrusion segments. Packaging growth was supported by food and caps & closures divisions, while the marine business faced a challenging environment.

4. Market Position & Competitive Advantage:

Akzo Nobel India is gaining market share through product innovation and superior customer service in a competitive market. It maintains leadership with strong working capital metrics and a diversified portfolio across decorative paints and specialty coatings.

5. Investor Implications:

Positive growth potential stems from diversified verticals and premiumization, supported by stable profits and disciplined capital use. Investors should watch execution on growth initiatives and B2C competitive pressure, balanced by steady shareholder returns and advancing ESG efforts.