Kansai Nerolac Paints Limited share price

NSE: KANSAINER · ISIN INE531A01024

Key numbers

Market cap
₹ 14,610 Cr
Current price
₹ 180.63
52-week high / low
₹ 264 / 158
Stock P/E
24.4
Book value
₹ 83.0
Dividend yield
1.38%
ROCE
12.1%
ROE
9.0%
Debt to equity
0.05
Sales growth (3 yrs)
2.2%
Profit growth (3 yrs)
7.6%
1-year return
-28.6%

About Kansai Nerolac Paints Limited

Kansai Nerolac Paints Limited engages in the manufacture and supply paints, varnishes, enamels, and lacquers in India. It provides interior and exterior wall paints, wood coatings, metal enamel paints, and ancillary paints, as well as adhesives and waterproofing products; interior textures; general industrial, powder, coil, automotive, auto refinish, and floor coatings; wood finishes, waterproofing solutions, and construction chemicals; and decorative and soldier paints. The company also offers painters, background check, guidance, color consultation, on-site sanitation, quotation, and color selection tools services. It serves residential, commercial, retail, industrial, governmental, and institutional customers, as well as automotive, consumer durables, machinery, equipment, and structural industries. The company was formerly known as Goodlass Nerolac Paints Limited and changed its name to Kansai Nerolac Paints Limited in April 2006. The company was incorporated in 1920 and is headquartered in Mumbai, India. Kansai Nerolac Paints Limited is a subsidiary of Kansai Paint Co., Ltd.

Quarterly results

Consolidated figures in ₹ crores

Mar 2025Jun 2025Dec 2025Mar 2026Jun 2026
Sales1,8172,1621,9821,9542,374
Operating profit166303240217328
Net profit108221121112232
EPS (₹)1.342.731.501.392.86

Concall summary (2026-08-10)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

  • Through this proposition, we aim to foster a positive environment that encourages growth, ownership, continuous learning and open communication across the organization.
  • And with that, I think our ROCE will be slightly on the higher end towards 18% is what our expectation is.

Growth & demand

  • Our focus here is on weighted contractors engagement to drive primary growth and also the same focused market and focused product approach to drive growth.
  • On a stand-alone basis, our net revenue growth for the quarter was 10.2%.

Margins & costs

  • Among the risks and outlook among the risks, geopolitical conflicts are leading to supply chain disruptions, one of the key risk and arising out of that, high commodity prices due to high crude oil mix, the crude oil prices and raw material availability uncertainty and import cost surge due to rupee depreciation.
  • I think that augurs well in terms of offsetting -- if there is any shortfall in the price increase we see, I think it will be helpful for us to really manage that overall cost inflation.

Capex & expansion

  • So, on capex front, our normal capex is about INR150 crores to INR200 crores.
  • And this capex outlay, INR600 crores will be over about 2 years, 2-plus years.

Balance sheet & cash

  • It depends on what our negotiation levels are on how much [(~~SA i NEROLAC Kansai Nerolac Paints Limited August 03, 2026 leverage we get.
  • I think all that will deliver this kind of efforts where my fixed cost leverage will start coming in, where my manpower deployment that has already happened on the ground, investment that have happened in the capacity, all those fixed cost investment will be leveraged.

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