ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every Kansai Nerolac Paints earnings call we streamed: the live audio and our summary of what management said.
Standalone revenue grew 18.9% but PBDIT only 4.9%, as raw-material inflation of about 25% outran 7-8% price hikes. Management deflects to 'sequential improvement' rather than quantifying margin recovery.
Standalone revenue grew 18.9% but PBDIT only 4.9%, as raw-material inflation of about 25% outran 7-8% price hikes. Management deflects to 'sequential improvement' rather than quantifying margin recovery.
Sept price hikes flow into Q3; Q3 growth 'should be good' unquantified; 13-14% EBITDA margin aimed by Q4.
Kansai Nerolac reports Q4 FY26 consolidated revenue growth of 7.5% and PBDIT up 30.6%. Strategy focuses on premiumization, new growth drivers, and industrial segment expansion.
KNPL presented its Q4 FY26 results focusing on strategic expansion in Decorative and Industrial segments despite macroeconomic headwinds like crude oil price hikes and rupee depreciation.
KNPL reported 7.6% Q4 revenue growth (standalone) with a focus on 'Paint+' product innovation and industrial segment leadership.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.