Kansai Nerolac Paints Limited · NSE:KANSAINER
Kansai Nerolac Paints — Q3 2017-18 Earnings Presentation
16 slides from Kansai Nerolac Paints's earnings presentation, March 2018
Slide 1: Investor Presentation Q3 2017-18
Investor Presentation Q3 2017-18 March 2018 March 2018
Slide 2: Disclaimer
Disclaimer This presentation may contain statements which reflect management’s current views and estimates and could be construed as forward making statements. The future involves certain risks and uncertainties that could cause actual results to differ materially from the current views being expres
Slide 3: Agenda
Agenda Business Environment FY 17-18* Financial Performance FY 17-18* Business Review FY 17-18* Risks and future outlook *The details in the presentation are for the period April – December 2017 March 2018
Slide 4: Business Environment 17-18
Business Environment 17-18 Recovery in business environment which was impacted due to demonetization and implementation of GST GDP growth on an upward trend in Q3 Decorative demand picked up in past 2 quarters after a largely good monsoon across different regions Industrial production has al
Slide 5: Agenda
Agenda Business Environment FY 17-18* Financial Performance FY 17-18* Business Review FY 17-18* Risks and future outlook *The details in the presentation are for the period April – December 2017 March 2018
Slide 6: Financials Q3 and YTD
Financials Q3 and YTD Rs. Million Q3 Q3 YTD YTD Standalone % Gr % Gr 2017 2016 2017 2016 Gross Sales 12629 11105 13.7 38431 33691 14.1 Net Sales 11450 10085 13.5 34830 30576 13.9 PBDIT 1923 1815 6.0 6209 5666 9.6 PBDIT % of Net Sales 16.8 18.0 17.8 18.5 PAT 1252 1240 1.0 4106 3898 5.3 PAT % of Net S
Slide 7: Growth Trend – Net Sales
Growth Trend – Net Sales (over LY same period) March 2018
Slide 8: Agenda
Agenda Business Environment FY 17-18* Financial Performance FY 17-18* Business Review FY 17-18* Risks and future outlook *The details in the presentation are for the period April – December 2017 March 2018
Slide 9: Decorative 1718
Decorative 1718 Decorative Paints business registered double digit volume and higher than market value growth No Price increase in Q3 Cumulative price increase around 2.7% Continued increase in Dealer Network Launch of Nerolac Colour guide Increased visibility of the Brand Sponsoring o
Slide 10: Decorative 1718
Decorative 1718 Nerolac Cricket Live Aggressive Campaign for Economy Range IPL Marketing Campaigns Nerolac Colour Guide March 2018
Slide 11: Industrial 1718
Industrial 1718 Double digit and higher than market volume growth in automotive coatings Capture of New Business and New CED lines led to further increase in Market Share Auto- refinish continues to grow at accelerated pace and better than the market Revival in Industrial Liquid and Powder s
Slide 12: International Operations 1718
International Operations 1718 Nepal Higher than Market Growth in Nepal leading to continued increase in Market Share Lanka Entire range introduced More than 1000 Dealers registered and billed March 2018
Slide 13: Other Areas 1718
Other Areas 1718 Received overall excellence award from Maruti Received best vendor award from SML Isuzu in new product development Successful transition to GST Trial batches started at new plant, Saykha Rise in crude oil accelerated the cost of raw materials leading to Inflationary pressu
Slide 14: Agenda
Agenda Business Environment FY 17-18* Financial Performance FY 17-18* Business Review FY 17-18* Risks and future outlook *The details in the presentation are for the period April – December 2017 March 2018
Slide 15: Risk and Outlook
Risk and Outlook Raw material prices continue have an upward trend and appropriate price revision expected Short Term Signs of improvement and double digit growth is expected Long Term Further improvement expected in conditions going forward Good growth in the agriculture sector coupled
Slide 16: Thank You
2g” NEROLAC Thank You —. March 2018
Kansai Nerolac Paints — Q3 2017-18 Earnings Presentation on 6ix