Kansai Nerolac Paints Limited — PPTs, 03-02-2026: Investor Presentation

Kansai Nerolac Paints reported approximately 1982 Cr in consolidated net revenue for the quarter, a 3.1% year-on-year increase. Consolidated PBDIT grew 2.0% to about 240 Cr. However, consolidated PBT before exceptional items saw a 3.7% decline to roughly 206 Cr, with overall PAT significantly impacted by one-time items. The Decorative segment showed strength with double-digit growth in construction chemicals, waterproofing, and projects. Industrial segment demand was stable, boosted by automotive (GST 2.0) and general industrial growth.

The company is focused on innovation, launching 11 new products and adding over 3500 dealers year-to-date to expand its network and portfolio. Strategic initiatives include leveraging new technologies in product development for both decorative and industrial applications, alongside a strong ESG commitment. Recent developments include securing notable bodyshop wins and earning industry accolades.

Management anticipates sustained momentum in construction and automotive, with infrastructure development further bolstering demand for high-end coatings. Key risks include geopolitical tensions, commodity price volatility, and currency fluctuations.