Kansai Nerolac Paints Limited has filed an investor presentation with BSE and NSE ahead of a strategic conference call by its Japanese promoter, Kansai Paint Co., Ltd., Japan. The presentation was submitted on February 24, 2026, under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Conference Call Details

The conference call is scheduled for February 26, 2026, at 4:00 p.m. Japan Standard Time (12:30 p.m. Indian Standard Time). The session will focus on business strategy briefing regarding India operations, providing insights into the company's strategic direction and market positioning.

Strategic Portfolio Positioning

The presentation emphasizes the company's balanced portfolio approach across three critical segments:

The company operates with a mission to contribute to India's development through its diversified portfolio catering to automotive, industrial, and construction sectors. This multi-segment approach enables the achievement of growth, stability, and long-term sustainability.

Business Transformation Framework

The presentation outlines key business transformation drivers categorized into two main areas:

Growth Drivers:

• Portfolio management
• One-Kansai initiative
• Leveraging past M&A activities

Operational Improvement:

• Strategic resource allocation
• Asset utilization and global purchases
• Enhanced agility and market responsiveness
• Cash Conversion Cycle (CCC) as key performance driver

Financial Performance Highlights

The company demonstrated consistent revenue growth over the last decade, with revenue reaching approximately 7,500 Cr. INR by FY2024. Operating profit peaked at about 850 Cr. INR in FY2023, showcasing resilient business fundamentals despite temporary COVID-19 impacts.

Segment Performance and Market Position

Automotive Segment: The company maintains dominant market share in India's 2/3-wheeler segment, which represents the world's largest production hub with 18,500 units ('000). Market share improved from 58.1% in FY2022 to 61.0% in FY2024, consistently outpacing market growth.

Industrial Segment: Focused growth segments including powder coatings, construction equipment, white goods, and furniture are driving expansion. The company leverages its strength in functionality, brand recognition as a Japanese-origin company, and network expansion with 2,000+ dealers.

Decorative Segment: Despite hyper-competitive market conditions, the company sustains its #3 position through focused market approach, project segment growth of 10%+, and construction chemicals growth of 15%+.

Strategic Collaborations

The presentation highlights active collaboration with global Kansai Paint entities:

• Technical support for construction chemicals with Plascon
• Business development assistance from Kansai Helios for ACE and Railway segments
• Comprehensive automotive and industrial support from Kansai Paint Japan

Nerofix Integration Progress

The Nerofix sales trend index reached 7.8 in FY2025, marking record-high sales progress. The organizational amalgamation of Nerofix aims to eliminate inefficiencies, reduce duplication, and create enhanced collaboration opportunities through unified business and support functions.

Kansai nerolac paints Limited announced a significant change in its Board of Directors following a meeting held on February 3, 2026. The company disclosed the resignation of Executive Director Hirokazu Kotera, marking an important leadership transition.

Executive Director Resignation Details

Hirokazu Kotera, holding Director Identification Number 10707431, has submitted his resignation as Executive Director of the company. The resignation will take effect from the close of business on March 31, 2026.

Board Meeting Proceedings

The Board of Directors convened on Tuesday, February 3, 2026, to consider and approve the change in the Board composition. The meeting commenced at 1.50 p.m. and concluded at 6.30 p.m. During the session, the Board formally accepted Kotera's resignation and acknowledged his contributions during his tenure with the company.

Promoter Company Direction

The resignation stems from directions issued by Kansai Paint Co. Ltd., Japan, the promoter company that had originally nominated Kotera as a Director on the Board of Kansai Nerolac Paints Limited. This indicates a strategic decision by the parent company to restructure its representation on the Indian subsidiary's Board.

Regulatory Compliance

The company has fulfilled its disclosure obligations under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. The announcement was made in compliance with Schedule III, Part A requirements and relevant SEBI circulars, ensuring transparency for stakeholders and market participants.

The resignation letter was formally submitted by Kotera to the Board of Directors, confirming his decision to step down from his executive role as directed by the Japanese parent company.