Consumer Durables
Balance Sheet: Strong Balance Sheet.
Profitability: Very strong Profitability. One year profit margin are 51%.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Dividend: Pays a strong dividend yield of 8.16%.
Size: Market Cap wise it is among the top 20% companies of india.
Smart Money: Smart money is taking extra interest in the stock as they increase their holdings.
Technicals: SharesGuru indicator is Bearish.
Momentum: Stock has a weak negative price momentum.
Insider Trading: Significant insider selling noticed recently.
Growth: Poor revenue growth. Revenue grew at a disappointing -3.3% on a trailing 12-month basis.
Valuation | |
|---|---|
| Market Cap | 14.29 kCr |
| Price/Earnings (Trailing) | 7.18 |
| Price/Sales (Trailing) | 3.64 |
| EV/EBITDA | 5.68 |
| Price/Free Cashflow | 75.49 |
| MarketCap/EBT | 6.01 |
| Enterprise Value | 14.04 kCr |
Fundamentals | |
|---|---|
| Revenue (TTM) | 3.93 kCr |
| Rev. Growth (Yr) | -15% |
| Earnings (TTM) | 1.99 kCr |
| Earnings Growth (Yr) | 1.62% |
Profitability | |
|---|---|
| Operating Margin | 13% |
| EBT Margin | 61% |
| Return on Equity | 88.27% |
| Return on Assets | 54.53% |
| Free Cashflow Yield | 1.32% |
Growth & Returns | |
|---|---|
| Price Change 1W | 0.20% |
| Price Change 1M | -6.5% |
| Price Change 6M | -8.2% |
| Price Change 1Y | -9.9% |
| 3Y Cumulative Return | 12.7% |
| 5Y Cumulative Return | 7% |
| 7Y Cumulative Return | 10% |
| 10Y Cumulative Return | 8.5% |
Cash Flow & Liquidity | |
|---|---|
| Cash Flow from Investing (TTM) | 122.66 Cr |
| Cash Flow from Operations (TTM) | 311.01 Cr |
| Cash Flow from Financing (TTM) | -459.51 Cr |
| Cash & Equivalents | 249.81 Cr |
| Free Cash Flow (TTM) | 204.5 Cr |
| Free Cash Flow/Share (TTM) | 44.9 |
Balance Sheet | |
|---|---|
| Total Assets | 3.65 kCr |
| Total Liabilities | 1.4 kCr |
| Shareholder Equity | 2.26 kCr |
| Current Assets | 1.81 kCr |
| Current Liabilities | 1.27 kCr |
| Net PPE | 426.62 Cr |
| Inventory | 610.79 Cr |
| Goodwill | 0.00 |
Capital Structure & Leverage | |
|---|---|
| Debt Ratio | 0.00 |
| Debt/Equity | 0.00 |
| Interest Coverage | 219.58 |
| Interest/Cashflow Ops | 32.19 |
Dividend & Shareholder Returns | |
|---|---|
| Dividend/Share (TTM) | 256 |
| Dividend Yield | 8.16% |
| Shares Dilution (1Y) | 0.00% |
| Shares Dilution (3Y) | 0.00% |
Summary of Akzo Nobel India's latest earnings call, featuring management's outlook on business performance, financial results, and analyst Q&A sessions that highlight key strategic initiatives and market challenges.
Last updated:
The management of Akzo Nobel India Limited provided an outlook emphasizing a focus on regaining growth after a challenging quarter. Specifically, they reported a revenue decline of about 4%, with flat volumes observed. The decorative paints sector experienced a slight decline, while the coatings business, which usually grows in high single digits, saw only low single-digit growth. Management highlighted that gross margins were diluted due to a shift in business mix towards lower-margin products and ongoing investments in future growth initiatives.
Key forward-looking points include:
Growth Recovery: Management anticipates a return to growth, particularly in the "Diwali quarter" (October-December), as overall consumption begins to rise. They expect that decorative paints could see a growth spurt due to seasonal demand.
Investment in Innovation: The team is focusing on launching new products and innovations, particularly in the construction chemicals segment, which the organization is entering. This could provide a fresh avenue for revenue.
Market Strategy: The management stated they are actively re-engaging lapsed dealers and enhancing their customer outreach, anticipating a gradual recovery in market share despite increased competition.
Financial Projections: Management now aims for a high single-digit growth in revenues for FY26, with a cautious approach to EBITDA guidance, indicating stability without worrying about significant dilution.
Dealer Relationships and Competition: Management noted their efforts to maintain dealer relationships and mitigate competition impacts by rapidly addressing dealer concerns post-strategic review. They reported positive improvements in market stability and dealer sentiment following direct engagement.
Overall, management is optimistic about reversing recent declines and positioning the company for future growth while managing competitive pressures effectively.
Last updated:
Here are key Q&A highlights from the Akzo Nobel India Limited earnings call on August 5, 2025:
Question from Lakshminarayanan Ganapathi: "Will there be a change in senior management, and what is the status of attrition?"
Answer: I have received a positive message from Mr. Parth Jindal, which has energized our team. For now, management will remain unchanged as he operates both companies separately. Attrition spiked a few months ago but has since tapered off, with minimal changes in middle and senior management.
Question from Niharika Karnani: "What will drive revenue growth moving forward, and what competitive landscape do you see?"
Answer: The paint industry is currently flat with some recovery expected in the Diwali quarter, as consumption trends improve. We aim to re-engage lapsed dealers and introduce innovative products, particularly in mass economy segments, enhancing our market share.
Question from Maathangi Anirudh: "What steps are being taken to enhance the distribution network?"
Answer: We currently serve 5,500+ towns and aim for 8,000 in two years, leveraging a classical FMCG distribution model. Our focus extends to expanding product offerings, especially in construction chemicals, to grow market reach.
Question from Aniruddha Joshi: "Can you share pro forma numbers post the powder coating business spin-off?"
Answer: We will disclose necessary financials by September, embracing all regulation requirements. We will categorize our business after the transition, including any changes due to discontinued operations, to ensure clarity in reporting.
Question from Rohan Kandare: "What is the revenue and EBITDA guidance for FY26?"
Answer: We are targeting high single-digit growth for FY26 following a lower-than-expected first quarter. The EBITDA guidance remains stable, influenced by external factors like anti-dumping duties, yet manageable with current stock levels.
Analysis of Akzo Nobel India's financial performance, highlighting revenue trends, growth patterns, and key metrics through quarterly analysis.
Last Updated: Sep 30, 2025
| Description | Share | Value |
|---|---|---|
| Paints | 100.0% | 834.9 Cr |
| Total | 834.9 Cr |
Understand Akzo Nobel India ownership landscape with insights into key distribution patterns, offering investors a clear view of stakeholder dynamics.
| Shareholder Name | Holding % |
|---|---|
| IMPERIAL CHEMICAL INDUSTRIES LTD | 45.46% |
| AKZO NOBEL COATINGS INTERNATIONAL B.V | 24.3% |
| Hdfc Mutual Fund - Hdfc Childrens Fund | 2.68% |
| Nippon Life India Trustee Ltd-A/C Nippon India Multi Cap Fund | 1.82% |
| Aditya Birla Sun Life Trustee Private Limited A/C - Aditya Birla Sun Life Large Cap Fund | 1.75% |
| The New India Assurance Company Limited | 1.63% |
| Wf Asian Smaller Companies Fund Limited | 1.16% |
| AKZO NOBEL CHEMICALS INTERNATIONAL B.V. | 0% |
| PANTER B.V. | 0% |
| AKZO NOBEL ( C ) HOLDINGS B.V. | 0% |
Distribution across major stakeholders
Distribution across major institutional holders
Detailed comparison of Akzo Nobel India against industry peers, highlighting key financial metrics, valuation ratios, and performance indicators to provide competitive context within the sector.
Ticker | Name | Mkt Cap | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|---|
| ASIANPAINT | Asian Paints | 2.67 LCr | 35.01 kCr | -3.20% | +22.00% | 68.54 | 7.63 | - | - |
| BERGEPAINT | Berger Paints India | 64.47 kCr | 11.8 kCr | -4.50% | +24.60% | 59.78 | 5.46 | - | - |
| KANSAINER | Kansai Nerolac Paints | 20.05 kCr | 8.01 kCr | +6.90% | -5.70% | 17.51 | 2.5 | - | - |
| INDIGOPNTS | Indigo Paints | 5.51 kCr | 1.37 kCr | -9.40% | -15.00% | 38.28 | 4.03 | - | - |
| SHALPAINTS | Shalimar Paints | 467.44 Cr | 625.72 Cr | -16.90% | -57.10% | -7.27 | 0.75 | - | - |
Comprehensive comparison against sector averages
AKZOINDIA metrics compared to Consumer
| Category | AKZOINDIA | Consumer |
|---|---|---|
| PE | 7.21 | 56.81 |
| PS | 3.65 | 1.56 |
| Growth | -3.3 % | 37.6 % |
Akzo Nobel India is a prominent paints company with the stock ticker AKZOINDIA. It has a substantial market capitalization of Rs. 16,236 Crores.
The company is involved in the manufacturing, distribution, and sale of a wide range of paints and coatings both in India and internationally. Their product offerings include:
Akzo Nobel India's products serve multiple industries such as oil and gas, power, infrastructure, and even sectors like architecture and automotive. They are marketed primarily under well-known brands like Dulux, Sikkens, International, and Interpon.
The company has a rich history, having been founded in 1792 and previously known as ICI India Limited before rebranding in February 2010. Headquartered in Gurugram, India, it operates as a subsidiary of Imperial Chemical Industries PLC.
In terms of financial performance, Akzo Nobel India reported a trailing 12 months revenue of Rs. 4,077.5 Crores and a profit of Rs. 429.7 Crores over the past quarters. The company also offers dividends to its investors, boasting a dividend yield of 4.07% per annum, returning Rs. 145 per share in the last year. Additionally, Akzo Nobel India has demonstrated impressive growth, achieving a 32.1% revenue growth over the past three years.
This is an informational page just to provide a quick 'first look' at the stock. You must do your own deeper research. Know your risk appetite. Consult a SEBI-registered financial advisor before making any investment decisions.
AKZOINDIA vs Consumer (2021 - 2025)