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Kansai Nerolac Paints Limited (500165) investor relations material
Kansai Nerolac Paints Limited Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary4 Nov, 2025
Executive summary
Net revenue for Q2 FY25-26 grew 0.4% year-over-year; H1 revenue up 1.1%, with profitability under pressure from higher costs.
Decorative segment saw slightly negative value and volume growth overall, but double-digit growth in projects, construction chemicals, waterproofing, and premium wood finishes.
Industrial segment posted lower single-digit growth, with automotive and performance coatings showing resilience and strong demand in premium auto refinish.
Over 2,500 dealers added in H1, with strong expansion in new retail formats and project business.
Innovation and premiumization remain key, with new product launches contributing 10-12% of H1 revenue.
Financial highlights
Standalone Q2 net revenue was ₹1,871.02 crore (+0.4% YoY), consolidated Q2 revenue ₹1,954.18 crore (+0.1% YoY); H1 standalone revenue ₹3,958.44 crore (+1.1% YoY).
Q2 EBITDA declined 1.5% YoY to ₹211.85 crore; PBT fell 4% to ₹184.39 crore; H1 EBITDA down 4.7%, PBT down 4.1%.
Standalone Q2 PAT was ₹136.94 crore (7.3% margin); consolidated Q2 PAT ₹133.31 crore (6.8% margin).
Gross margin improved due to lower crude prices, partially offset by rupee depreciation.
Other income declined sequentially due to lower interest rates and dividend payout.
Outlook and guidance
Construction activity and infrastructure growth expected to sustain demand, especially for high-end coatings.
Automotive demand likely to benefit from GST rate cuts and policy measures.
Gradual recovery anticipated in Decorative segment as monsoon impact subsides; margin guidance maintained at 13-14% short term, aspiring to 15% long term.
Consumption demand expected to pick up in H2, supported by tax relief and employment measures.
Nerofix amalgamation status and timeline?
Decorative segment recovery strategy?
Drivers for PBT decline despite benign raw materials?
What makes industrial segment hard to replicate?
What levers protect margins from volatility?
What drives H2 growth given Q2 Decorative softness?
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Next Kansai Nerolac Paints Limited earnings date
Q3 25/266 Feb, 2026
Next Kansai Nerolac Paints Limited earnings date
Q3 25/266 Feb, 2026
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Frequently asked questions
Kansai Nerolac Paints Limited is a leading company in the paint and coatings industry, primarily engaged in the production and sale of a wide array of products including decorative paints, industrial coatings, and automotive coatings. The company serves various sectors such as automotive, chemicals, construction, general industry, and agriculture. Their product range includes interior and exterior paints for homes and commercial spaces, as well as specialized coatings for industrial applications. The company is headquartered in Mumbai, Maharashtra, and its shares are listed on the National Stock Exchange of India.
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