Kansai Nerolac Paints Limited has released its investor presentation for the third quarter of the financial year 2025-26. The presentation was shared following a conference call hosted by the company's management on February 4, 2026, to discuss the financial results. The presentation covers various aspects of the company's performance and outlook, including the "Nerolac Story," business environment, decorative and industrial updates, media campaigns, ESG initiatives, and financial performance. Key highlights from the decorative segment include double-digit contributions from Paint+ and growth in construction chemicals, waterproofing, and premium wood-finishes. The project/institutional business also witnessed double-digit growth, and the company expanded its dealer network by over 3,500 in the year to December 2025. In the industrial segment, stable demand was observed, with notable wins in Premium PU and strong growth in General Industrial driven by construction equipment and PEB. The automotive segment showed robust growth in Q3, fueled by GST 2.0, with a focus on innovation and expanding the total addressable market. The company also highlighted its ESG initiatives, receiving recognition in various global indices and ratings for its sustainability efforts. Financially, for Q3 FY25-26 on a standalone basis, Net Revenue was ₹19,073.5 million, showing a 3.5% growth compared to the previous year. PBDIT stood at ₹2,472.8 million (0.2% growth), and PBT (before exceptional items) was ₹2,197.1 million (-3.7% growth). Consolidated Net Revenue for Q3 FY25-26 was ₹19,819.9 million, a 3.1% increase. Consolidated PBDIT was ₹2,396.9 million (2.0% growth), and PBT (before exceptional items) was ₹2,061.3 million (-3.7% growth). The outlook suggests sustained momentum in construction activity and the automotive segment, driven by government focus on infrastructure and GST 2.0, although risks related to geopolitical tensions, commodity price volatility, and currency depreciation remain.
