Investor Presentation

APL/SEC/57/2026-27/ 21 29th July 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, Dalal Street, Bandra Kurla Complex, Bandra (East), Mumbai – 400 001 Mumbai – 400 051 Security Code: 500820 Symbol: ASIANPAINT Sir/Madam, Sub: Intimation under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 - Investor Presentation Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“Listing Regulations”), please find enclosed the presentation to be made to the investors on the business and financial performance of the Company for the quarter ended 30th June 2026. The audio recording and transcript of the Investor Conference will be uploaded on the website of the Company (www.asianpaints.com) and the Stock Exchanges, as prescribed under the Listing Regulations. You are requested to take the above information on record. Thanking you, Yours truly, For ASIAN PAINTS LIMITED R J JEYAMURUGAN CFO & COMPANY SECRETARY Encl.: As above Investor Conference Q1 – FY2027 Results Delivering Joy Since 1942.. We exist to Beautify, Preserve, Transform all Spaces and Objects, bringing happiness to the World! Disclaimer This communication, except for the historical information, may contain statements which reflect the Management’s current views and estimates and could be construed as forward-looking statements. The future involves many risks and uncertainties that could cause actual results to differ materially from the current views being expressed. Potential risks and uncertainties include such factors as general economic conditions, foreign exchange and commodity price fluctuations, competitive product and pricing pressures and regulatory developments. Key Growth Initiatives 01 02 03 Innovation for Massive Upsurge Services Ignition Differentiation and on Brand Building Premiumization 04 05 06 Regional Market Widening the Net Backward Integration Ignition in B2B Raising the bar in Economy Segment with Anti-Damp Technology  Anti-damp technology helps prevent the appearance of watermarks on walls  Reiterates the brand’s commitment to making advanced solutions accessible to every Indian home  Backed by a 4-year warranty on key performance parameters Link for Commercial Ad Asian Paints Colour Warranty Colour so long lasting, it becomes your real Address Ghar Pehchaan System built through Colours  The Campaign celebrates the uniquely Indian way of recognizing and remembering homes through colour  Also, partnered with Zomato to bring the ‘Ghar Pehchaan System’ to life • The integration was live for 15 days across nearly ~4 million deliveries nationwide Link for Commercial Ad Asian Paints Damp Proof: Dual Protection Against Leakage and Heat  Heat-reflective coating, that reduces surface temperature by up to 10°C  Thick and Seamless waterproofing membrane that prevents water ingress  Protects home from water seepage and harsh weather conditions  Designed to deliver long-lasting protection with 10-years waterproofing warranty Link for Commercial Ad Launched WoodTech Emporio Orano  Ultra luxury Italian PU finish  Designed and made in Italy for India  Best in class grain filling and film clarity  Excellent Durability  Suitable for wide range of Interior and Exterior applications  8-years of Warranty  Wide Range of 11 attractive Translucent Asian Paints WoodTech Wood Stains Feather Touch Finish For Interiors and 6 Attractive WoodTech Wood Stains For Exterior Distinctness of Image Unmatched Build Best in class Grain Filling Winning Markets with Region-inspired Editions ACE and Tractor Royale Woodtech PU Luxury Wood Finish Celebrating Rajasthan’s cultural heritage with Tribute to Andhra Pradesh Tribute to the distinctive wood artistic depictions of regional icons and Telangana craft of Chittoor, Andhra Pradesh Services as a Differentiator 01 02 Our flagship direct-to-consumer service Timely completion Tailored colour guidance Service specializing in preventive Dedicated supervision maintenance of large factories Tech Integration further driving Customer Delight Comprehensive assessments • AI Visualizer – WOW in Shade Selection Expert execution • AI led Supervision • AI NPS: Customer Delight Score Service aimed at partnering clients in Highly-sophisticated, predictive executing waterproofing work asset-protection service for B2B Tailored and comprehensive solution Data-driven model to forecast corrosion End-to-end Project Management 03 Tailor-made maintenance solutions 04 Accelerating B2B Sales by Capitalizing on the Infrastructure Growth Factories Hospitality Segment Government Strong growth in Buildings, Factories and Government segments driving synergy across Coatings solutions and services Building India’s first integrated VAM-VAE Manufacturing Ecosystem  First phase to be commissioned by Q2FY27  Annual Production Capacity of 100,000 MT (VAM) and 150,000 MT (VAE) Volume Growth Momentum Carries into Q1FY27 )aidnI( ssenisuB evitaroceD 12.4% 10.9% 9.7% 9.0% 7.9% 7.1% 3.9% 1.8% 1.6% -0.5% Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Broad-Based Growth Across Decorative and Industrial )aidnI( ssenisuB evitaroceD lairtsudnI sulP evitaroceD Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 16.6% 16.5% 9.0% 9.0% 3.9% 4.2% -0.2% -1.2% Volume Gr% Value Gr% Volume Gr% Value Gr% Q1FY27 was a strong quarter, with performance improving across key metrics  Strong revenue growth driven by healthy volume growth & pricing action  A good mix with strong focus on premiumization  Growth witnessed across rural and urban markets, with rural markets continuing to grow ahead of urban  B2B Projects business sustained strong momentum across Buildings, Factories and Government Segment  Continued enhancement of distribution reach and network depth  Innovation-led propositions continued to gain traction; new products contributing ~17% of overall revenues  The planned commissioning of the first phase of VAM-VAE expected to meaningfully strengthen our ability to develop and launch differentiated product propositions Har Ghar Kuch Kehta Hai: From Surface Décor to Space Décor: Owning Homes No. 1 Integrated Home Décor Player No. 1 in ~ 4% of Decorative Decorative Modular Kitchen, Kitchen Bath Fittings & Sanitaryware Fabrics & Furnishings Lighting Hardware & Components 74 Beautiful Revenue Homes Stores / Studio – One Stop Home Décor Destinations No. 1 in No. 2 in Fabric & Wallcovering & Wardrobes and Vanities Furniture Wall Coverings Furnishing Textures Collaborations with Sabyasachi, Jaipur Rugs, Sarita Handa Decorative Lighting Rugs uPVC Windows and Doors Home Decor Business Kitchen Bath Q1 FY26 Q1 FY27  Revenue up 10.1% to ₹108 cr  Revenue for the quarter came in at  PBT loss narrowed to near break-even, ₹85 cr, lower by 4.3% from ₹9 cr loss in Q1FY26  PBT losses increased to ₹9 cr compared to ₹2 cr loss in Q1FY26 89 85 Kitchen Revenue Bath Revenue White Teak Weatherseal  Revenue down 7.4% to ₹19 cr  Revenue at ₹17 cr for the quarter, higher by 11.2% Note: Figures in columns in ₹ cr Q1 FY26 Q1 FY27 White Teak Revenue Weatherseal Revenue Industrial Business PPGAP  Revenue growth of 13.5% in the quarter; driven by General Industrial and Automotive segment  PBT margin at 15.7% for the quarter; lower by 119 bps yoy APPPG Q1 FY26 Q1 FY27  Revenue growth of 21.3% in the quarter; driven by Protective Coatings and Powder segment  PBT margin at 6.9% for the quarter; lower by 114 bps yoy 25 26 Net Sales PBT Note: Figures in columns in ₹ cr Q1 FY26 Q1 FY27 97 103 Net Sales PBT Global Presence 1 2 3 4 5 6 7 19 New Product Launches in International Markets ROYALE STELLAR ( UAE, BAHRAIN & OMAN )  Ultra-Luxury Interior Emulsion at the highest price point across Gulf Co-operation Council  Royale Stellar is infused with PU-Serum that gives flawless velvet smooth walls held in s [Showing first 8,000 characters — download PDF for full document]