| Management target | Revenue FY27 |
|---|
| Revenue growth | Standalone 10.2%, Consolidated 9.8% YoY. |
|---|---|
| Margins | Endeavoring to maintain 13% to 14% margins. |
| Demand visibility | Sustained demand for infrastructure and automotive expected. |
| Management confidence | High on premiumization strategy and industrial market leadership. |
Growth
Standalone revenue grew 10.2% YoY; PBDIT up 7.7%; PBT up 5.1%. Consolidated revenue grew 9.8%.
Outlook
Capex of INR 601 Cr over 2-plus years for 66k KL/year capacity; targeting 13-14% margins mid-term.
Risks
High commodity prices from crude oil mix, rupee depreciation, and geopolitical West Asia crisis affecting supply chains.
Investor Presentation filed with BSE, 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