ALFA Finder| Margins | Potential pressure from significant crude price increases. |
|---|---|
| Demand visibility | Good demand in Automotive; Govt. focus on infrastructure. |
Growth
Projects and Construction Chemical/Waterproofing segments achieved double-digit growth; Wood Finish saw high single-digit growth.
Outlook
Planned Rs. 600 Cr capex for Sayakha, Bawal, and Hosur plants adding 65,880 KL/Year capacity.
Risks
Rising crude prices, sharp Rupee depreciation, geopolitical challenges, and delayed monsoon onset impact operating environment.
Last quarter's promises, checked
Delivered
- Guided 13%-14% margin range → delivered 13%-14% (= BEAT)
- Commitment to price hikes → implemented 4 rounds by May 11 (= BEAT)
- Focus on project business growth → delivered high double-digit growth (= BEAT)
Investor Presentation filed with NSE, NSE: KANSAINER. Summary written with AI assistance from the document.
Kansai Nerolac Paints Ltd: key numbers
- Share price
- ₹206.23
- Market cap
- ₹16,681 Cr
- Revenue (annual)
- ₹8,052 Cr
- Net profit (annual)
- ₹589.5 Cr
- P/E (TTM)
- 27.3×Sector 44.3×
- Promoter holding
- 74.95%-0.01% QoQ
- FII holding
- 3.94%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Kansai Nerolac Paints Ltd
All →Kansai Nerolac Paints Earnings Call Transcript: Key Takeaways
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.
Kansai Nerolac Paints Legal & Regulatory
Kansai Nerolac Paints received a tax order from the Assistant Commissioner of Central GST, Raipur, imposing a penalty of ₹0.67 Crore. The demand relates to Input Tax Credit disallowances for FY 2020-21 to 2023-24.
- Value
- ₹0.67 Cr
- From
- Assistant Commissioner, Central GST & CEX, Division II, Raipur
Kansai Nerolac Paints Investor Presentation: Key Takeaways
Q2 FY27 standalone revenue Rs2,269 Cr (+18.9% YoY) and PAT Rs149 Cr (+8.8%). PBDIT margin fell to 9.8% from 11.2% on raw material inflation.
Kansai Nerolac Paints Other Announcement
Kansai Nerolac authorised Pravin Chaudhari, Yash Ahuja and Rukmini Subramanian to determine material events from 1 December 2026. It only lists KMP and contact details.
Kansai Nerolac Paints Management Change
Kansai Nerolac's Company Secretary G.T. Govindarajan retires effective 30 November 2026. Rukmini Subramanian is appointed Company Secretary from 1 December 2026.
Kansai Nerolac Paints Q2 FY27 Results: Net Profit ₹144 Cr, Up 8.0% YoY
Kansai Nerolac Paints Ltd reported revenue from operations of ₹2,317 Cr (+18.6% YoY) and net profit of ₹144 Cr (+8.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹144 Cr · +8.0% YoY