Kansai Nerolac Paints Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Kansai Nerolac reported standalone net revenue growth of 10.2%, PBDIT growth of 7.7% and PBT growth of 5.1% for Q1 FY27, with consolidated net revenue up 9.8%, PBDIT up 8.3% and PBT up 5.8%. Management described decorative value growth as high single digit while decorative volume growth was low single digit, and industrial segments including auto, performance coatings and powder coatings recorded double-digit growth. The company also outlined a capex plan of INR601 crores for automotive, powder coating and resin capacity expansion at Sayakha, Bawal and Hosur to be spread over roughly two to two-and-a-half years.
Kansai Nerolac reported standalone Q4 FY26 revenue growth of 7.6%, PBDIT up 21%, and PBT before exceptional items up 12.8%, while consolidated Q4 PBDIT rose 30.6%. Management described improved mix in both decorative and industrial segments, multiple price increases taken since late March in response to crude oil and rupee-driven input cost inflation, and continued double-digit growth in auto and two-wheeler segments. The Board recommended a dividend of 250%, or Rs 2.5 per share, for the year.