KANSAINERNSEKansai Nerolac Paints Limited· PaintsMediumNeutral
Announced Wed, 6 May · 17:12 IST

Kansai Nerolac Paints Limited has informed the Exchange about Presentation

Investor Communications View source PDF

KANSAINER · price

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Price reaction · full curve 14 horizons · vs prior close
+8.8%1-day move
₹202.24
prior close
₹215.00
base price
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AI summary

Kansai Nerolac reported Q4 FY26 standalone net revenue of Rs 18,734 million, up 7.6% YoY, with strong operating profit growth of 21% to Rs 2,151 million. Full year revenue grew 3.2% to Rs 77,392 million, but PAT declined 8% to Rs 6,199 million due to exception items. Material costs remained flat at 65.4% of revenue in Q4. The company faced headwinds from West Asia crisis, crude oil price surge, and rupee depreciation impacting input costs. Both decorative new business and industrial projects showed robust growth with expansion to 80+ towns. Capex was significantly reduced to Rs 1,741 million from Rs 3,496 million in FY25. Dividend was cut to Rs 2.50 per share from Rs 3.75.

Likely market impact

Q4 operating performance improved significantly, but full-year profitability declined due to one-time gains in FY25. Management flagged uncertain demand outlook due to inflation while maintaining construction activity expectations. The dividend cut signals conservative cash deployment amid cost pressures.