| Revenue growth | Standalone revenue +18.9% YoY in Q2; H1 +14.2% |
|---|---|
| Margins | PBDIT margin 9.8% vs 11.2%; material cost 70.1% of sales |
| Demand visibility | Auto buoyant; RBI sees healthy demand; discretionary spend at risk |
Growth
Standalone Q2 revenue +18.9% YoY, H1 +14.2%. Q2 PBDIT +4.9% and PBT +4.3%, trailing topline on cost pressure.
Outlook
No quantified guidance or capex plans disclosed. Management expects buoyant auto demand from launches and festive inventory build-up.
Risks
West Asia tensions, supply disruption, high crude and currency volatility raising import costs. Inflation may dent discretionary spend.
Last quarter's promises, checked
Partly delivered
- Q2 price hikes: deco +3%+, industrial +3–5% → Q2 standalone revenue +18.9% YoY, price split undisclosed (= PARTIAL)
Missed
- FY27 margin 13–14% (PBDIT basis assumed) → Q2 PBDIT margin 9.8% (= MISS)
- Q2 margins held vs last-year quarter → 9.8% vs 11.2% (= MISS)
Investor Presentation filed with NSE, NSE: KANSAINER. Summary written with AI assistance from the document.
Kansai Nerolac Paints Ltd: key numbers
- Share price
- ₹202.02
- Market cap
- ₹16,341 Cr
- Revenue (annual)
- ₹8,052 Cr
- Net profit (annual)
- ₹589.5 Cr
- P/E (TTM)
- 26.7×Sector 43.7×
- 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 Legal & Regulatory
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- Value
- ₹0.67 Cr
- From
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- Key figure
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