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Investor Presentation

Kansai Nerolac Paints Investor Presentation: Key Takeaways

Kansai Nerolac reports Q1 FY27 results, focusing on 'Paint+' product strategy, network expansion, and technology leadership in industrial coatings.

Highlights
MarginsPotential pressure from significant crude price increases.
Demand visibilityGood 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)
Source

Investor Presentation filed with NSE, NSE: KANSAINER. Summary written with AI assistance from the document.

Read the document ↗

Kansai Nerolac Paints Ltd: key numbers

Share price
₹180.63
Market cap
₹14,609 Cr
Revenue (annual)
₹8,052 Cr
Net profit (annual)
₹589.5 Cr
P/E (TTM)
24.3×Sector 45.9×
Promoter holding
74.96%+0.00% QoQ
FII holding
4.02%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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