!Jj - &. J G O V l . A N i ' C O M P S E C R - PDF document

~ Page 1 of 63 ~ KANSAI N l ; : R O L A C PAINTS LIMITtD March 13, 2020 1. Cor porate Relationship Department 2. Manager - Listing B S E L i m i t e d , N a t i o n a l S t o c k E x c h a n g e of I n d i a L t d . Phiroze Jeejeebhoy Towers , Exchange Plaza, C-1, Block G, Dalal St reet, S a n d r a Kurla Co mpl ex , S an dr a ( E ) , Mumbai - 400 00 1. Mumbai - 400 051. S u b . : I n t i m a t i o n o n b e h a l f of K a n s a i Ne r o l a c P a i n t s L i m i t e d ( " C o m p a n y " ) w i t h r e s p e c t t o P r e s e n t a t i o n to A n a l y s t s / I n v e s t o r s R e f . : 1 . R e g u l a t i o n 3 0 { 6 ) ( r e a d w i t h S c h e d u l e I I I - P a r t A ) of t h e S e c u r i t i e s a n d E x c h a n g e B o a r d of I n d i a ( L i s t i n g O b l i g a t i o n s a n d D i s c l o s u r e R e q u i r e m e n t s ) R e g u l a t i o n s , 2 0 1 5 2. Scrip Codes: BSE - 500165 1 NSE - KANSAINER Dear Sirs, Pursuant to the provisions of Regulati on 30(6) of Securities and Exc hange Board of India (Listing O b li gations and Disclosure Requir eme nts) Regulations, 20 15, this is to inform you t h a t Presentation (Corporate Presentation and Investor Presentation) will be made by the Management of the Com pany to Analysts / Investors on Tuesday, March 17, 2020 over Video Conference. T h e Presentation is attached for yo ur reference. T h e s a m e wi ll also b e uploaded o n the website of our Company, www.nerolac.com. The above is for your information and re co rd. For KANSAIN . OLAC;. A I N T S L I M I T E D !Jj - &. J G O V l . A N i ' C O M P S E C R E T ARY Enc l. : As above

of 63 ~ N~ROLAC => ~ KANSAI NEROLAC PAINTS LIM I Tl;:D Corporate Presentation March 2020 - ~ --------- March 2020

of 63 ~ Nl;:ROLAC CORPORATE OVERVIEW March 2019 -- ~ ------------- March 2020

of 63 1;:RO AC Kansai Nerolac Paints Ltd. Parameter Ownership Subsidiary of Kansai Paint, Japan Founded 1920 Market Position One of India’s largest Paint company Leader in Industrial Paints Turnover (FY 18-19 standalone) Rs. 51736 Mn. PBT (FY 18-19 standalone) Rs. 7134 Mn. Market Cap (31st March 2019) Rs. 247094 Million March 2019 - ~ --------- March 2020

of 63 ~ N~ROLAC Company Vision “We design solutions that Protect, Inspire and Touch Lives every day” March 2019 - ~ --------- March 2020

of 63 ~ Nl;:ROLAC Company Mission We leverage superior technology to contribute to our Customers and Society, in a sustainable manner, with innovative Products and Services, through a competent workforce, built on a culture of Customer Focus, Integrity and Respect to our Stakeholders. March 2019 -- ~ ------------- March 2020

of 63 1;:RO AC Core V; e C cco Ii oc C 0 C - ~ --------- March 2019 March 2020

of 63 ~ N~ROLAC icare! Logo Representation of an Different colours enthusiastic group of acknowledge and people, together encourage our around a single diversity as a purpose group “i”stands for “!”represents ar the role that the each irreverenc organisation e in Innovation member plays Initials of each Core Value Call for commitment (“I Care!”) in living the Core Values March 2019 - ~ --------- March 2020

of 63 1;:RO AC Strong Legacy 99 Years History Year Key Milestone 1920 Started as Gahagan Paints and Varnish Co. Ltd 1957 Changed name to Goodlass Nerolac Paints Ltd. 1976 Became Part of TATA group 1986 Acquisition of stake by Kansai Paint, Japan 2000 Became subsidiary of Kansai Paint, Japan 2006 Change of name to Kansai Nerolac Paints Ltd. 2012 Acquisition in Nepal 2017 Commencement of operations in Sri Lanka 2018 Acquisition of Marpol (Powder Coating) Acquisition in Bangladesh(RAK Paints) Acquisition of Perma (Construction Chemicals) 2019 Joint Venture with Polygel (Adhesives) March 2019 - ~ --------- March 2020

2.-C! .- □ □ Page 10 of 63 1;:RO AC Kansai Paint, Japan • Japan’s largest paint company • 8 th largest Paint company globally • Among top 5 global automotive paint companies • Presence in 80 countries via 152 companies • Gross sales over 3.9B USD Net Sa les (c-onso lid.at-ed ) 427425 li' o s of ye 01 977 34-9 3.33 ~,.2:3'5 a IQ 20.m. 2015 2iO 7 March 2019 - ~ --------- March 2020

■ ■ ■ Page 11 of 63 1;:RO AC Shareholding Pattern (31 st March, 19) KPJ Institutional Others 9.65% 15.36% 74.99% KPJ-Kansai Paint Japan March 2019 - ~ --------- March 2020

of 63 ~ Nl;:ROLAC INDUSTRY OVERVIEW March 2019 -- ~ ------------- March 2020

■ ■ ~ ~ Page 13 of 63 1;:ROLAC Indian Economy - Revenue -Expenditure Asa %ofGDP Overall balance (Right-hand scale) 32 0 - - I I I 7.9 I 2 1 : I I -2 24 - • .3 ~ 21.3 21 Political Stability i' J I -4 16 Fiscal Prudence I 8 -5 A -6 J -6.6 0 --~--~---~--~---~---~--~- -8 2017 2019 2016 2018 2020 2021 2022 Revenue minus expenditure may not equal exact balance due to rounding off . Graphic by Sub ra ta Ja n a/ Mint Source: IMF Fiscal Monitor *Source: IMF Fiscal Monitor(Estimated) Series of reforms Ease of Doing Business Ranking Pro- Industry environment 2015 2016 2017 2018 2019 Strong Governance 142 130 100 77 63 *Source: World bank *Source: 2.5 GDP Per Capita World bank 2.0 (in USD 1.9 2.0 Increasing GDP 1.7 Thousands) 1.6 1.6 1.4 Increasing Per Capita Income 1.5 1.0 2013 2014 2015 2016 2017 2018 March 2019 - ~ --------- March 2020

of 63 1;:RO AC Indian Paint Industry Facts Parameter Facts Size Over $7 Billion Growth Rates Double digit since 1991 Organized : Un-organized Market 70:30 Per Capita consumption ~4 kg (Global average @12-15 kg) • Favorable demographics • Rapid urbanization • Make in India Future Growth Drivers • Infrastructure growth • Unorganized to Organized with GST implementation March 2019 - ~ --------- March 2020

of 63 ~ Nl;:ROLAC KANSAI NEROLAC PAINTS LTD March 2019 -- ~ ------------- March 2020

of 63 1;:RO AC Powder Coatings High performance General Industrial Coatings Coatings Traditional Business Markets 2W Automotive Coatings Decorative Coatings Auto Refinish (ARF) Coatings - ~ ---------- March 2019 March 2020

of 63 1;:RO AC Decorative Coatings Exterior Economy Popular Premium Super Premium Interior Popular Premium Super Premium Economy Decorative Range: Enamels, Distemper, Emulsions, Primers, Putty, Wood finishes March 2019 - ~ --------- March 2020

of 63 1;:RO AC Automotive Coatings Automotive : Leadership with Full system (Primer+ Top Coat + Clear Coat, including plastic paints) March 2019 - ~ --------- March 2020

of 63 1;:RO AC General Industrial Coatings Sewing Machine Drums & Barrel Gas Cylinder Helmet Coating Security Equipment Electrical Equipments ZIp Agricultural Equipment Generator Sets Pre Engineering Building General Industrial : Market leader with wide range to cater to a variety of Industries March 2019 - ~ --------- March 2020

of 63 1;:RO AC High Performance Coatings Petroleum / Petrochemical Metal Industries Fertilizer Industries Cement Industry Railways Infra High Protective Coatings: Wide range to tackle corrosion protection March 2019 - ~ --------- March 2020

of 63 1;:RO AC Powder Coatings 0 O J ~ i Light Fixtures Electrical Equipments Fans Auto Ancillary Refigerators Washing Machine Air Conditioner Microwaves Powder Coatings: Leadership through a variety of products March 2019 -- ~ ------------- March 2020

~ ~ ~ Page 22 of 63 1;:RO AC Selective List of Customers * D MARUTI ~ TOYOTA SUZUKI TVS Co1.Jnt on ve BAJAJ HOND A ~ HONDA .r. TATA ASHOK LEYLAND mahindra TATA MOTORS SUZUKI TAFE EICHER ,~ OYAMAHA Hero Automotive Coatings And many more... ====~ ----------------------------------- March 2019 March 2020

of 63 1;:RO AC Selective List of Customers BCW!lff Lcu»rie S1UDDS ZAMILSTEEL " ORIENT Panasonic FANS e t llfe HAVELLS General Industrial Coating ,r f1.llldllll NTPC Bharat Ambuja Petroleum ADANI Cement THERMAX High Performance Coating Panasonic Powder Coating And many more... March 2019 --- ~ ------------------------ March 2020

of 63 1;:RO AC ---1 Floor Coatings Rebar Coatings Railway Coatings Construction Chemicals New/Emerging Business Markets 2W Coil Coatings Adhesives March 2019 - ~ --------- March 2020

~ Page 25 of 63 1;:RO AC Subsidiaries Nepal ... .... • Operations Started in 2012 • Fastest growing company • 3 rd biggest player in Nepal Amt NPR Mn On Acquisition March 2018 March 2019 Turnover 250.0 1027.8 1348.5 PBT (10.0) 145 224.2 " r Sri Lanka \.. • Operations Started in 2017 • Tie-up with one of the largest conglomerates in Lanka Amt LKR Mn March 2018 March 2019 Turnover 203.7 306.1 PBT (172.6) (275) March 2019 - ~ --------- March 2020