Arthneeti
Latest: Kansai Nerolac Paints Ltd Q1 FY27 results →All Q4 FY26 results →
KN

Kansai Nerolac Paints Ltd

Q4 FY26Consumer Durables

Kansai Nerolac Paints Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management said on revenue, margins and capex.

Price₹206
Market cap₹17.0K Cr
P/E26.4
Updated23 Aug 2026
Read3 min read

The short version

Recent 5-month trend shows significant improvement across all verticals, indicating positive fundamental changes in the paint industry. The company aims for EBITDA margins in the range of 13% to 14% for FY 2027, consistent with historical guidance, with an endeavor to reach the higher end.

From Kansai Nerolac Paints Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Recent 5-month trend shows significant improvement across all verticals, indicating positive fundamental changes in the paint industry.
  • Demand momentum sustained in decorative segment with mid-single-digit to mid-digit plus growth in industrial and auto segments.
  • Auto industry showing strong demand with long waiting lists and double-digit growth in auto coatings.
  • Performance coatings targeted for double-digit growth driven by infrastructure spending.
  • Decorative projects contribute about 10% plus of sales; new businesses (waterproofing, construction chemicals, wood finish) contribute slightly higher than 10%.
  • Price hikes in decorative (low teens %) expected to support margins; further hikes possible depending on crude oil price settling.

2 more points from Kansai Nerolac Paints Ltd's call on revenue

Create a free account to keep reading this call

Profitability & Margins

See what Kansai Nerolac Paints Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

- The capex for the year is described as more or less normal and in line with previous years. (Page 7) - Focus appears to be on ongoing projects and new business growth rather than announcing new large-scale capital investments. - Emphasis on consistent investment in technology and innovation to develop premium decorative products. - Expansion of project business to more towns with high double-digit growth indicates strategic focus on growth areas using existing capacity or incremental investments. Overall, the company maintains steady, regular capex without highlighting any significant new or large-scale strategic capital investments in the near future.

Top-ranked in Consumer Durables

Ranked on what management guided this quarter

Guidance-ranked
1Nanta Tech
Rev 1Mar 1
2Visdem Technosys
Rev 1Mar 1
3
Rev 1Mar 2
4
Rev 1Mar 2
5
Rev 1Mar 3
Sign up free to see 3 moreTakes 30 seconds · no cardSign up

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Kansai Nerolac Paints Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

See what Kansai Nerolac Paints Ltd said on order book & pipeline — free account, 30 seconds.

Kansai Nerolac Paints Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹2.0K Cr, net profit ₹110 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

Continue your research

What Kansai Nerolac Paints Ltd's management said in earlier quarters

Others in Consumer Durables this season

  • Sonam Ltd (Q4 FY26)

    Working capital cycle is efficient (29 days debtors, 37 days creditors); cash flow remains strong with 70%-80% sales in advance or credit to old customers. Key…

  • Global Surfaces Ltd (Q4 FY26)

    Q4-FY26 Revenue from Operations: INR 454 Mn, down 21.0% YoY from INR 575 Mn in Q4-FY25 (Page 22). Key investor presentation takeaways from Global Surfaces's Q4

  • Naman Industries Proxima Limited (Q4 FY26)

    Revenue from operations for H2 FY26 was ₹73.6 Cr, down 17.4% YoY from ₹89.1 Cr in H2 FY25. Key investor presentation takeaways from Naman Industries Proxima's Q

  • Yash Optics & Lens Ltd (Q4 FY26)

    Q4/FY26 Revenue from Operations: ₹3,061.4 Lacs (H2 FY26), up 29.1% YoY compared to ₹2,370.8 Lacs in H2 FY25 (Page 26). Key investor presentation takeaways from

Compare:vs Titan Companyvs Asian Paintsvs LG Electronics

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →

Arthneeti Pro · Annual

Kansai Nerolac Paints Ltd and 15K+ more earnings calls,
for less than your morning chai

a day

Every earnings call, ranking and concall Q&A across all four results seasons.

Secure Razorpay payment · instant access

Frequently Asked Questions

What were Kansai Nerolac Paints Ltd Q4 FY26 results?

Recent 5-month trend shows significant improvement across all verticals, indicating positive fundamental changes in the paint industry. The company aims for EBITDA margins in the range of 13% to 14% for FY 2027, consistent with historical guidance, with an endeavor to reach the higher end.

What is Kansai Nerolac Paints Ltd share price analysis?

Kansai Nerolac Paints Ltd currently shows a neutral. The stock trades at a P/E of 26.4 with a market cap of ₹17,014 Cr. Investors should review the full earnings analysis for detailed insights.

Is Kansai Nerolac Paints Ltd planning capital expenditure?

The capex for the year is described as more or less normal and in line with previous years.

Keep Kansai Nerolac Paints Ltd on your radar — track it to get its next earnings analysis in your feed.

This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.