Abnish Roy · Noama
directDemand outlook for Q4 and volume growth vs sales gap.
Yes, Amish very much. ... In my view this quarter unless there are again any external events ... it should be a pretty strong quarter from a volume perspective.
AKZONOBELINDIA / Q3-FY26 / claim-ledger
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Akzo Nobel India · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
75%
Numeric claims
3
Consistency
mixed
Question ledger
What was answered, and how?
Abnish Roy · Noama
directVolume growth vs sales gap and competitive intensity outlook.
From an industry perspective we expect it to be between five and six ... we will be at about maybe 1 or 2% a little higher in terms of the volume value gap for about a couple of quarters.
Abnish Roy · Noama
directWhether competitive intensity has peaked or will continue.
Personally what I would love to believe is that the worst is behind us but ... it will still take a two three quarters for it to really play out.
Manoj Men · IC Securities
evasiveRevenue synergies from JSW Paints and Dulux combination.
It's a little too early for me to talk ... there are obviously certain elements of confidentiality ... at a very high level ... Dulux has got markets where we've got greater than 10 15% market share.
Manoj Men · IC Securities
evasiveIntegration aspects on people and culture side.
Look, I think for people ... there is a reality check ... we've been given a very warm welcome ... very early days ... it's a difficult question to answer.
Lakshmi Naran · Tunga Investments
directDecorative volume growth, cash levels, royalty usage, and success markers.
9 months would be between 1 and 2%. ... cash position is ballpark roughly around 200 to 225 crores of free cash. ... royalty cease to exist which translates to roughly around 60 to 65 crores ... committed to redeploy towards growth initiatives.
Lakshmi Naran · Tunga Investments
partialMarkers of success over the next three years.
Success for first and foremost ... we are clear number four now ... the quick clarity is to say that how do we quickly move to number three and then beyond.
Pratik Goi · HSBC
directEmployee expenses decline QoQ and business model change to direct distribution.
It's a combination of the iteration and then the refill rate of the company and there is no structural change per se. ... There will be a combination and they will also continue to be our distributors.
Pratik Goi · HSBC
directCompetitive intensity in different segments.
Where all the new players have been able to really impact is in the mass and the below ... in premium I don't think that the order is really reversed.
Runay Zogrear · Asit Ma investment
directNear-term growth drivers and medium-term strategy for coatings.
In quotings we've been playing largely in the premium space while we entered the mid market ... our real focus is around R&D ensuring technical expertise.
Anirut Zoshi · Research desk
partialMargin outlook with royalty savings and brand strategy post-merger.
Without synergy our endeavors to be in that band of ... between 14 and a half to 15 ... the brand work is just about to commence.
Akshai Krishnan · ICICA securities
directGuard rails to protect brand and profitability while scaling up.
The guardrail would be to make sure that ... we are not dialing in into one area or one vector of growth ... we continue our focus in terms of innovation.