Asian Paints Ltd

APL/SEC/32/2022-23/29
27th June, 2022
BSE Limited
Corporate Relationship Department
Phiroze Jeejeebhoy Towers,
25th Floor, Dalal Street,
Fort, Mumbai – 400 001
Scrip Code: 500820
Sir/Madam,
Sub: Investors presentation
Asian Paints Limited
Asian Paints House
GA, 5hantinagar
Santacruz (E)
Mumbai 400 055
T: (022) 62181000
F: (022) 6218 llll
www.asianpaints.com
National Stock Exchange of India Limited
Exchange Plaza, Plot No. C/1,
Block G, Bandra – Kurla Complex,
Sandra (East),
Mumbai-400 051
Symbol: ASIANPAINT
Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and
Disclosure Requirements) Regulations, 2015, please find enclosed the presentation made to the
members of the Promoter(s)/Promoter(s) Group on the financial performance of the Company for
the financial year ended 31st March, 2022, at the meeting held today. No information other than
what is generally available in public domain/disclosed to the Stock Exchanges/investors was
shared at the meeting.
This is for your information and records.
Thanking you,
Yours truly,
For ASIAN PAINTS LIMITED

Disclaimer
This communication, except for the historical information, may contain statements which reflect
the Management’s current views and estimates and could be construed as forward-looking
statements. The future involves many 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 and commodity price fluctuations,
competitive product and pricing pressures and regulatory developments.

Growth led by T1/T2 centers: Good double-digit growths, especially in Luxury & Premium range
❖ T3/T4 : Good growth here as well; Double-digit growth in Economy range
❖ Project / Institutional business growing at higher clip than retail
❖ Big surge in business across T1/T2/T3 centers from the Builder segment
❖ Strong growth from Government, Factories segments
❖ Distribution footprint expansion in big city suburbs and T3/T4 cities in a big way
❖ Co-existence of a unique Distributor and Direct Dealer model; Adding more than 15,000 retail points
taking AP presence across 1,45,000 retail points
❖ Increasing the per capita paint consumption & enlargement of the Paint market
❖ Introducing new categories to fuel growth – like Hygiene Paints / Fire retardant Paints / Glass Paints /
Floor paints / Wood Polish Market (Glow Max) / Super Economy Emulsions (Tractor/ Ace Sparc range)
❖ Increasing Paint application productivity through mechanized tools

❖ Best in Class Painting Service
❖ Unique Painting Service Model : Globally the biggest and best service model
❖ Unparalleled Consumer delight measured through NPS
❖ Delivered through more than 1,50,000 trained painters
❖ Presence across 240 towns in India
❖ A Range of services offered:
❖ Colour Consultancy and Visualization
❖ Express Painting services : Quick Makeover
❖ Waterproofing Solutions
❖ Wood Finishes Solutions
❖ Hygiene Services

BREAKING THE STEREOTYPE
Experimental considerations
Creative problem solving
Normal is boring
Dare to dream : retain the context
Sociological experiences

WE ARE BREAKING THE STEREOTYPE
Breaking the stereotype with new avenues, foraying into new categories
reinforcing our point of view.
Asian Paints the new emerging voice of design brings you innovation and
inspiration through multiple product experiences from wall finishes to
now larger strides in decor – furnishings, lighting, kitchen, bath and
• services

❖ World class Exterior Textures with an international range of more than 180 texture patterns
❖ Unique range, outclassing best in the world
❖ Suitable to Indian sensibilities and weather conditions

❖ First time introduction in India of a Fire-Retardant category
❖ A unique hydrophobic ‘Lotus Effect’ technology
❖ Matched with the best Anti-Stain Absorption or Removal performance

❖ First time introduction of Anti-Crack durable coatings
❖ A unique Teflon Luxury offering with Anti-Stain Absorption
❖ Sophisticated finish, benchmarked to Uber – Luxe

One of its kind, pioneering solutions for customers
❖ Simplified waterproofing and Efflorescence solution
with patented technology
❖ Unique waterproofing repair range
❖ An Epoxy and Polyurethane Flooring Tech coatings
❖ Wood Finish solutions, benchmarked to best

AP HOME DECOR FORAY
Asian Paints being a forerunner in inspirational
and excitin9 Home Decor l?artnering the
customers 1n making her ctream home!
Transitioning from ‘Share of Surface’—+’Share of Space’ ·
within the Homes
Asian Paints providing Home Decor under one
roof : Beautiful Home Stores
Beautiful Homes Service – Personalized
Interior Design to Professional
• Central Inspiration Model:
• BeautifulHomes.com
Strengthened by our partnership with
5000+ AID firms

Furnishings: Partnership with GM Syntex Kitchen & Kitchen Hardware & Components: Sleek; A new factory in Maharashtra in 22-23 Designer and General Tiles: Green Field foray in 21-22 Wardrobe and Vanities: Green Field foray in 20-21 AP HOME I DECOR FORAY Designer Wall Paper: Green Field foray – Ink aipur Furniture: AP Design Range under Nilaya / Royale / Ador – Outsourcing Model Rugs – Partnership with Jaipur Rugs Two new acquisitions announced in April 2022 • White Teal< in Decorative & Designer Lighting • Weatherseal in Doors & Windows Makes AP a unique player in the Indian market which operates in the Ecom, Physical and the services space with almost all categories being owned / manufactured by the brand

❖ Kitchen Business
❖ Rs. 100 crores+ delivery for 3rd consecutive quarter
❖ Full Kitchen solutions as well as Components
business doing well
❖ Projects business gaining traction
❖ Network expansion continued in Full Kitchen dealer
network
❖ Significantly lower loss compared to LY; benefit of
scale inspite of rising inflation
❖ Loss of Rs. 9 crores this year (vs Rs. 21 crores
loss LY)
❖ Bath Business
❖ Rs. 100 crores+ delivery for 2nd quarter in a row
❖ Solid footing in the Projects business in
collaboration with the Decorative Project team
❖ Premium range ‘Bath Sense’ & Sanitary ware
expanding well
❖ Profitable quarter & Full year
❖ Benefit of scale; Raw material inflation partially
offset by price increases