Akzo Nobel India Limited has informed the Exchange about Investor Presentation
Akzo Nobel India Limited
5th August 2025
Department of Corporate Services BSE Limited 1st floor, New Trading Ring Rotunda Building, P J Towers Dalal Street, Fort Mumbai - 400 001 Scrip Code: 500710
Dear Sir/Madam,
Sub: Investor Presentation
The Listing Department National Stock Exchange of India Ltd. Exchange Plaza, 5th floor, Bandra-Kurla Complex Bandra (E) Mumbai – 400051 Symbol: AKZOINDIA
Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the investor call presentation document basis the unaudited financial results as approved by the Board of Directors on 4th August 2025, for the quarter ended 30th June 2025.
Kindly take this on record.
Thanking you.
Yours truly, For Akzo Nobel India Limited
Rajiv L Jha Company Secretary & Compliance Officer FCS5948
Encl: as above.
Magnum Tower, 9th Floor T +91 124 485 2400 Golf Course Extension Road, Sector- 58 www.akzonobel.co.in
Gurugram – 122 011, Haryana, India
Registered office: 801A, South City Business Park, 770, Anandapur, E M Bypass, Near Fortis Hospital, Kolkata – 700 107 CIN: L24292WB1954PLC021516
Akzo Nobel India Ltd. Investor Call
5th Aug 2025
Let’s Colour project at Spiti
Safe Harbor Statement This presentation contains statements which address such key issues as AkzoNobel’s growth strategy, future financial results, market positions, product development, products in the pipeline and product approvals apart from potential synergies from partnering with JSW Paints. Such statements should be carefully considered, and it should be understood that many factors could cause forecast and actual results or outcomes to differ from these statements. These factors include, but are not limited to, price fluctuations, currency fluctuations, developments in raw material and personnel costs, pensions, physical and environmental risks, legal issues, and legislative, fiscal, and other regulatory measures and approvals, as well as significant market disruptions. Stated competitive positions are based on management estimates supported by information provided by specialized external agencies. For a more comprehensive discussion of the risk factors affecting our business, please see our latest annual report. Also, the Company has been releasing the required disclosures/clarification/updates from time to time, as the case may be, to BSE and NSE pertaining to portfolio review by AkzoNobel NV and the latest updates thereon, and the management would not be responding to any general and/or specific query in this regard. However, the investors/public at large would be kept informed of any updates in this regard as per listing regulations.
Business Performance Impact of muted consumer demand, competitive intensity and strategic review
Q1 Performance
Other Highlights
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•
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Revenue down 4%
B2B sustained growth with healthy orders. B2C muted
Double-digit profitability sustained
• Other income includes ₹51 mn from sale of
real estate
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•
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Accelshield 700 BPX-Ni beverage can end internal coatings recognized with the FIPSA 2025 Responsible Packaging Award * for Commercial Sustainability
“Commendation for Significant Achievement in Corporate Social Responsibility” at the 19th CII ITC Sustainability Awards
Special dividend of ₹156 per share recommended (inter alia, based on income on slump sale as approved by shareholders)
3
Investor call Q1 2025-26
* organized by the Foundation for Innovative Packaging and Sustainability (FIPS) and National Institute of Design, Madhya Pradesh (Ministry of Commerce & Industry, Govt. of India)
Decorative Paints vertical Focusing on strengthening our portfolio
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•
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Stressed quarter due to muted consumer sentiment, competitive intensity and strategic review
Focus on key consumer propositions and launches across categories
Reimagining the future of living spaces through Dulux Maestro program
4
Investor call Q1 2025-26
Coatings vertical Recognition for our innovative solutions
ASC: New wins and exclusive partnerships
MPY: Fire protection even in the most demanding conditions
• Auto OEM growth led by auto industry buoyancy • New wins in Premium
business
• Strong growth in
Protective business due to uptick in power and infrastructure sectors.
• Slow business
environment for Marine business
ICO: Next generation range of packaging coatings
Powder: Expanding low cure range for sustainable solutions
• Strong orders in Coil and Extrusion businesses.
• Packaging business driven
by FCG portfolio. • Won FIPSA 2025
Responsible Packaging Awards
• Good growth across
sectors driven by broad based demand
5
Investor call Q1 2025-26
OEM: Original Equipment Manufacturers FIPSA award organized by FIPS (Foundation for Innovative Packaging & Sustainability) and the National Institute of Design, Madhya Pradesh (Ministry of Commerce & Industry, Govt. of India).
FCG: Food, Caps & Closures, General Line
Q1 2025-26 Performance B2B sustained growth; Retail remains muted
• B2B – Healthy orders. However, high base limited growth • B2C – stress due to muted demand and competitive intensity. Impact of strategic review on revenue development
• GM% impacted by
vertical mix
• Profitability
impacted by GM dilution and investment in future growth projects
• PAT decline of 21% • Other income of 51 mn on account of sale of real estate
6
Investor call Q1 2025-26
LY | CY
Values in ₹ mn
||||||||44.6%42.8%14.2%11.7%11.1%9.1%Revenue-4%9,95110,363PAT1,146910-21%GM4,6264,262-8%EBIT1,4711,162-21% Q1 2025-26 Performance
*
* Change in OPEX/ Revenue
7
Investor call Q1 2025-26
30-Jun-2530-Jun-24IncomeRevenue from operations9,95110,363-4%Other income9097Total income10,04110,460ExpensesCost of goods sold5,6895,737Employee benefits expense975884Finance costs2725Depreciation and amortisation expense183218Other expenses 1,9432,053Total expenses8,8168,9171%Exceptional Items00Profit before tax1,2251,543Tax expense 315397Net Profit for the period9101,146-21%Quarter ended(₹ mn) New Horizons
JSW Paints to acquire 74% stake in ANI A new partnership for Liquid Coatings in India
• Leading premium player in Decorative Paints in India, but undersized in terms of distribution in a consolidating market.
₹ 8,926 Cr Transaction Value
• Underutilized power of
the Dulux brand.
22x EV/ EBITDA
• ANI to benefit from long- term partnership with JSW Paints having deep local expertise and strong ambitions in the sector
• Launched in 2019; part of $23 bn JSW Group. Portfolio spans decorative and industrial paints.
• The acquisition positions
JSW as a serious challenger in India’s fast- growing paints market.
• To also benefit from
AkzoNobel’s technology and partnership in coatings.
9
/ Investor call Q1 2025-26
subject to regulatory approvals and a mandatory open offer to minority shareholders
Concluding Remarks
“Combine the magic of Dulux and thoughtfulness of JSW Paints” - Parth Jindal, Managing Director - JSW Paints
• Recognized for our products and services, innovation and
customer service
• Maintaining our commitment to shareholder value creation
• ESG embedded in our ways of working; Committed to our
Sustainability ambitions
“Commendation for Significant Achievement in Corporate Social Responsibility” at the 19th CII ITC Sustainability Awards
10
/ Investor call Q1 2025-26
Thank you!