Jsw Dulux Ltd · NSE:JSWDULUX
Jsw Dulux — Q2 FY27 Earnings Presentation
17 slides from Jsw Dulux's earnings presentation, Nov 4, 2026
Slide 1: Cover letter to stock exchanges: Investor Presentation
4th November 2026 Department of Corporate Services The Listing Department BSE Limited National Stock Exchange of India Ltd. 1st floor, New Trading Ring Exchange Plaza, 5th floor, Rotunda Building, P J Towers Bandra-Kurla Complex Dalal Street, Fort Bandra (E) Mumbai - 400 001 Mumbai – 400051 Scrip Co
Slide 2: Investors Call 4th Nov 2026
Investors Call 4th Nov 2026
Slide 3: Safe Harbour Statement
Safe Harbour Statement This presentation contains statements which address such key issues as the Company’s growth strategy, future financial results, market positions, product development, products in the pipeline and product approvals. Such statements should be carefully considered, and it should
Slide 4: Content Index
1. Introduction 2. Performance Highlights 3. Concluding Remarks CONTENT INDEX 3
Slide 5: Introduction
Introduction 4
Slide 6: About JSW Group (Listed entities)
About JSW Group (Listed entities) 1: Further 4.5mtpa capacity in Joint Venture currently, growing to 16mtpa by FY32 5 Note: Market caps as on 3rd June 2026. JSW Paints is unlisted
Slide 7: About JSW Group (Unlisted verticals)
About JSW Group (Unlisted verticals) UAS: Unmanned Aerial Systems. ATV: All-Terrain Vehicles 6
Slide 8: JSW Dulux at a glance
JSW Dulux at a glance Market share of 5% in Decorative Paints, 7% in Industrial Paints #4 Gurugram #Headquartered in Mumbai, presence across >5,000 towns Gwalior Mohali Decorative Paints Decorative and Leader in Premium portfolio with Industrial Paints iconic brands (Dulux, Sikkens, International) 5
Slide 9: Performance Highlights
Performance Highlights 8
Slide 10: Resilient growth amidst cost and currency volatilities
Resilient growth amidst cost and currency volatilities FY27 GDP growth intact Declining consumer confidence Rising inflation; RBI target breached Crude prices at elevated levels Trade disruptions impacting TiO2 prices ₹ weighed down by FII outflows, crude Sources: Ministry of Statistics, RBI, Energy
Slide 11: Q2 FY27 Business Highlights
Q2 FY27 Business Highlights New ad campaign of VT Eterna Expanding breadth of product portfolio Building scale and throughput Strong moats in Industrial Paints Leveraging strength of JSW Group 10
Slide 12: Q2 FY27 Comparable Performance (Standalone)
Q2 FY27 Comparable Performance (Standalone) Continued progress on our Strategic Priorities Revenue GM EBITDA PAT *| | | | 793.3 961.9 21.3% 331.1 353.8 6.8% 106.3 110.9 4.4% 69.8 71.2 2.0% | | | | LY | CY 41.7% 36.8% 13.4% 11.5% 8.8% 7.4% • Volume +22%; fourth • Impact of GM% dilution consecutive qu
Slide 13: Entity Reported P&L (Standalone)
Entity Reported P&L (Standalone) Q2 Comparable* Statutory reported Particulars (₹ Cr) FY26 FY27 FY26 FY27 Net Revenue 793.3 ^ 961.9 827.6 ^ 961.9 % growth 21.3% 16.2% Gross Margin 331.1 353.8 337.4 353.8 Gross Margin % 41.7% 36.8% 40.8% 36.8% % growth 6.8% 4.9% EBITDA 106.3 110.9 110.6 110.9 EBITDA%
Slide 14: Project Akshaya: Unlocking Synergies through operational efficiencies
Project Akshaya Unlocking Synergies through operational efficiencies; ₹7.3 Cr realised in Q2 Supply Chain efficiencies Re design end-to-end supply chain to maximize efficiency, faster response to market ERP & Systems Cross integration manufacturing Harmonizing digital eco Optimise capacity system to
Slide 15: Concluding Remarks
Concluding Remarks 14
Slide 16: Concluding remarks
Concluding remarks • Accelerating growth through scale, innovation and execution • Delivering strong and sustainable improvement in absolute Profits • Enhancing Investor engagement • Creating enduring value for all stakeholders • Getting “Better Everyday” 15
Slide 17: Thank You
7 Duux4 THANK YOU