BSECompany Update3 Aug 2026 · 3 Aug 2026, 04:40 pm

Investor presentation is enclosed.

Kansai Nerolac Paints Ltd · 500165

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Kansai Nerolac Paints Ltd. has released an investor presentation for Q1 FY 2026-27 financial results, discussing business environment, decorative update, and financial performance.

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Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk5/10
Liquidity Impact9/10
Market Sentiment7/10

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Kansai Nerolac Paints Ltd - 500165 - Announcement under Regulation 30 (LODR)-Investor Presentation

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Page 1 of 36 KANSAI NEROLAC PAINT 3rd August, 2026 1. Corporate Relationship Department 2. Manager – Listing BSE Limited National Stock Exchange of India Ltd. Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, Dalal Street, Bandra Kurla Complex, Bandra (E), Mumbai - 400001. Mumbai - 400051. Sub.: Q1 FY 2026-27 Financial Results Conference Call– Investor Presentation Ref.: 1. Regulation 30(6) of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 2. BSE Scrip Code - 500165, NSE Symbol - KANSAINER Dear Sirs, Further to the intimation done by the Company on 22nd July, 2026 with respect to the conference call to be hosted by the Management of our Company on Monday, 3rd August, 2026 at 17:00 hrs India Time to discuss Q1 FY 2026-27 Financial Results of the Company, we are enclosing herewith an Investor Presentation. For KANSAI NEROLAC PAINTS LIMITED G. T. GOVINDARAJAN COMPANY SECRETARY Encl.: As above KANSAI NEROLAC PAINTS LIMITED Registered Office: 28th Floor. A-wing. Marathon Futurex. N. M. Joshi Marg. Lower Parel. Mumbai -400 013. India T: •91 22 4060 2500/2501 I www.nerolac.com CIN: L24202MH1920PLC000825 Page 2 of 36 Q1 - Investor Presentation 3rd August 2026 All rights for this presentation are reserved with Kansai Nerolac Paints Limited. [(KANSAI NEROLAC PAINT Disclaimer Page 3 of 36 This presentation may contain statements which reflect management’s current views and estimates and could be construed as forward making statements. The future involves certain 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 fluctuations, competitive product and pricing pressures and regulatory developments All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd Aug’26 KANSAI Page 4 of 36 AGENDA 1. Nerolac Story 2. Business Environment 3. Decorative Update 4. Industrial Update 5. Financial Performance 6. Risk and Outlook All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd Aug’26 Page 5 of 36 NEROLAC STORY All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd Aug’26 [(KANSAI NEROLAC PAINT Purpose: Create environments for a healthy and beautiful future Page 6 of 36 Vision: We design solutions that protect, inspire and touch lives everyday METRO AC WOOD TOWEL CC BRIDGE Tile INTERIOR WALL HELMET METAL EXTERIOR WALL EV Underbody, Alloy Wheel ARTIFICIAL HAIR MICROWAVE WASHING REFRIGERATOR CAR WHEELER JEWELLERY CLIP MACHINE ESG: Water Positive, Emission reduction, Green energy All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd Aug’26 [(KANSAI NEROLAC PAINT We Are A Powerhouse Of Paint Page 7 of 36 “Emotional Connect builds long-term equity” Expertise and Legacy Brand Nerolac Innovator’s Spirit 2nd JAPANESE Strongest TECHNOLOGY Consumer Paint Brand LEADERS IN INDUSTRIAL Ranked in No.2 among paint brand (Brand equity index) • State of the art R&D center • Technological Tie Ups • Innovative technologies THE NEROLAC JINGLE PAINT+ PRODUCTS IN DECORATIVE • Cutting-edge Solutions CORE VALUES * * * Respect Entrepreneurial Mindset Innovation Integrity Customer Focus Accountability All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd Aug’26 [(KANSAI NEROLAC PAINT Employee Value Proposition Page 8 of 36 Launched our Employee Value Proposition WHERE YOUR PASSION WHERE YOUR TAKES COLOUR PASSION TAKES COLOUR This year, we introduced our Employee Value Proposition, ‘Where Your Passion Takes Colour,’ reflecting our belief that the passion of our workforce is central to everything we do. Through this proposition, we aim to foster a positive environment that encourages growth, ownership, continuous learning and open communication across the organisation. All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd Aug’26 Page 9 of 36 BUSINESS ENVIRONMENT All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd Aug’26 [(KANSAI NEROLAC PAINT Business Environment Q1 26-27 Page 10 of 36 Significant Crude Price Sharp Depreciation in Geopolitical Challenges Increase Rupee Good demand in Govt. focus on Delayed Onset of Monsoon Automotive Infrastructure All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd Aug’26 Page 11 of 36 DECORATIVE UPDATE All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd Aug’26 [(KANSAI NEROLAC PAINT Decorative Strategy Page 12 of 36 NEWPRODUCTS BRANDING & MEDIA SPEND PROJECTS BUSINESS INFLUENCER PROGRAM (B2B) CONSTRUCTION CHEMICAL NETWORK EXPANSION & WATERPROOFING FOCUS GEOGRAPHY WOOD FINISH Driving Strategic Business Outcomes through: Scheme Integrated Business Distributorship Management Planning Management Software All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 10 3rd Aug’26 [(KANSAI Decorative Highlights NEROLAC PAINT Page 13 of 36 Retail Project/ Institutional Business Network Expansion 1,700+ NXTGEN & AID DOUBLE-DIGIT GROWTH Dealers added to the network Services is aiding the Primary business with IncreaseGeographical Reach 80+ Cities Mid-Single-Digit % contribution of Decorative Business Build pipeline of Project Sites Distribution Network 250+ • Paas: Present in cities • AID: Present in 45+ cities • Distribution expansion in low 65K+ Separate range of Products – Super Series presence towns • Pragati: Painter participation All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd Aug’26 [(KANSAI NEROLAC PAINT CONSTRUCTION CHEMICAL, WATER PROOFING & WOOD FINISH Page 14 of 36 CONSTRUCTION CHEMICAL & PREMIUM WOOD FINISH WATER PROOFING DOUBLE-DIGIT GROWTH HIGH SINGLE-DIGIT GROWTH ❑ Explore & execute international collaborations for launching ❑ Focus on Weighted Contractors engagement to drive Primary Growth technology backed solutions ❑ Focus Market and Focus Product approach ❑ Focus Market and Focus Product approach APPLICATIONS APPLICATIONS Water-proofing Tile Adhesives Admixture Waterborne coating Pigmented Wood system Wood flooring All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd Aug’26 [(KANSAI NEROLAC PAINT Retail Platform for Customers (Offline) Page 15 of 36 NXTGEN SHOPPE SHOP IN SHOP NEROLAC PAINT+ ZONE 180+ NXTGEN SHOPPE 270+ SHOP IN SHOP 380+ NP+ ZONE All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation All rights for15 this presentation are reserved with Kansai Nerolac Paints Limited. 3rd Aug’26 [(KANSAI PAINT Product Portfolio Page 16 of 36 INTERIOR EMULSION EXTERIOR EMULSION New New NEROLAc ' IMPRESSIONS SHEEN Super Premium Super Premium Premium Premium Economy Economy All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd Aug’26 [(KANSAI NEROLAC PAINT Product Portfolio Page 17 of 36 Waterproofing Premium Wood Finish Range Perma Tile Adhesive Popular Wood Finish Range Other Range All rights for this presentation are reserved with Kansai Nerolac Paints Limited. Investor Presentation 3rd Aug’26 [(KANSAI NEROLAC PAINT New Product Highlight Page 18 of 36 EXTERIOR PREMIUM EXTERIOR EMULSION WATERPROOFING EXCEL EXCEL PERMA TOTAL FLOOR EVERLAST 20 NODAMP NXT COAT Bulletproof Protection — Rich Sheen. Superior Protection. Elastomeric Waterproof Coating Industry First Lasting Performance. India's first exterior paint with a 20-year Premium water-based exterior emulsion High-strength, [Showing first 8,000 characters — download PDF for full document]