Logotype for Kansai Nerolac Paints Limited

Kansai Nerolac Paints Limited (500165) investor relations material

Kansai Nerolac Paints Limited Q1 25/26 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Kansai Nerolac Paints Limited
Q1 25/26 earnings summary5 Aug, 2025

Executive summary

  • Q1 FY26 saw consolidated revenue up 1.4% and standalone up 1.8% year-over-year, with modest growth across segments.

  • EBITDA declined by 8% consolidated and 6.7% standalone; PBT down 4.1% consolidated.

  • Decorative segment volumes were flat, with new products contributing over 10% of sales; industrial segment outperformed, especially in auto and protective coatings.

  • North and East regions performed well, but South lagged due to competition; Bangladesh faced challenges, Nepal performed well.

  • Recognized for ESG and innovation, ranking high in global indices and winning multiple industry awards.

Financial highlights

  • Standalone revenue grew 1.8% to ₹20,874M; consolidated revenue up 1.4% to ₹21,620M.

  • Standalone EBITDA declined 6.7%; consolidated EBITDA declined 8%.

  • Standalone PAT margin at 11.1%, consolidated PAT margin at 10.0% for Q1 FY26.

  • Standalone EPS (basic) for Q1 FY26 was ₹2.86; consolidated EPS (basic) was ₹2.73.

  • Material costs rose to 63.9% of revenue; operating expenses at 22.1% of revenue (consolidated).

Outlook and guidance

  • Q2 expected to improve with early festive season, favorable monsoon, and construction activity.

  • FY26 EBITDA margin guidance is 13–14%, up from 12.8% in FY25, barring unforeseen competition.

  • Decorative demand to improve in August–September; industrial segment to maintain strong growth.

  • Auto segment growth expected in mid-single digits; non-auto industrial to grow high single to double digits.

  • Management remains cautious due to ongoing geopolitical and forex uncertainties.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Kansai Nerolac Paints Limited earnings date

Logotype for Kansai Nerolac Paints Limited
Q2 25/267 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Kansai Nerolac Paints Limited earnings date

Logotype for Kansai Nerolac Paints Limited
Q2 25/267 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Kansai Nerolac Paints Limited is a leading company in the paint and coatings industry, primarily engaged in the production and sale of a wide array of products including decorative paints, industrial coatings, and automotive coatings. The company serves various sectors such as automotive, chemicals, construction, general industry, and agriculture. Their product range includes interior and exterior paints for homes and commercial spaces, as well as specialized coatings for industrial applications. The company is headquartered in Mumbai, Maharashtra, and its shares are listed on the National Stock Exchange of India.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage