KANSAINER

- Kansai Nerolac received an order providing partial relief, reducing a penalty to ₹1,45,58,104/- related to FY 2017-18 ITC disallowance. The company states no material impact on financials/operations and will appeal further.

- Q1 FY27 Consolidated Net Revenue growth of 9.8%, PBDIT growth of 8.3%, and PBT growth of 5.8%. - Decorative segment achieved high-single digit value growth, with volume growth in low-single digits due to a strategic focus on premium products. - Industrial coatings business registered double-digit growth. - Planned capital expenditure of ₹601 crores over 2-2.5 years for capacity expansion in automotive, powder coating, and resin. - Company aims to maintain margins of 13-14% for FY27, with a mid-term target of achieving higher than 14% within 2-3 years. - Pricing growth in Q1 was 4-5% consolidated; anticipates additional 3% for decorative and 3-5% for industrial in Q2. - Acknowledges challenges from significant oil price increases, rupee depreciation, and geopolitical conflicts, but expects to manage through internal efficiencies.

- Audio recording of the Q1 FY 2026-27 Financial Results conference call held on August 3, 2026, is now available on the company's website. - The transcript will be shared and uploaded in due course.

- Kansai Nerolac approved ₹601 Cr capacity additions for Industrial Paints (4,275 KL/month), Powder Coating (1,215 MT/month), and Industrial Resins (815 MT/month). - Across Sayakha, Bawal, and Hosur plants, funded by internal cash, targeting FY28-29 completion, driven by market growth.

- Consolidated Revenue ₹2373.59Cr vs ₹2162.03Cr (▲9.8% YoY) - EBITDA ₹383.31Cr vs ₹355.76Cr (▲7.7% YoY) - PAT ₹228.41Cr vs ₹215.59Cr (▲5.9% YoY) - EBITDA Margin 16.15% vs 16.45% (▼30bps)

- Consolidated Revenue ₹2,373.59Cr vs ₹2,162.03Cr (▲9.8% YoY) - EBITDA ₹328.37Cr vs ₹303.15Cr (▲8.3% YoY) - PAT ₹228.41Cr vs ₹215.59Cr (▲5.9% YoY) - EBITDA Margin 13.8% vs 14.0% (▼19bps)