Consulting Club - Perspective August-2012 | Page 5

Industry Analysis: Indian Paint Industry - Ritesh Kumar & Vikash Thakur

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Introduction:

The Indian paint industry is approximately valued at INR 24,500 Cr. with a growth potential to reach INR 1 Lakh Cr in the next 10 years. The industry has achieved growth of around 15%-16% per cent per year in the past five years, which is 1.5 times India’s Gross Domestic Product growth. The industry is broadly divided into two sectors – organized and unorganized which contribute around 65% and 35% of revenues respectively. It is primarily segmented into two categories - decorative paints and industrial paints which account for 72% and 28% of revenues respectively. However, this ratio is reverse globally. This indicates enormous growth potential for the market players in the industrial paint segment. In FY11, the decorative segment achieved growth of 16% by volume and theindustrial segment achieved growth of 10% by volume.

and the 3rd largest player in decorative paints with a market share of 13%. Berger Paints is the 3rd largest market player in the Indian Industry.

Key Drivers of the Industry:

Demand and consumer behaviour:

While the decorative segment has grown at a higher rate, industrial paint segment has underperformed.Decorative paint derives its demand from real estate development while industrial paintderives its demand from infrastructure development in the country. Residential construction growth has been high mainly because of the housing demand-supply mismatch, economic development, easy financing options, tax incentives, and favourable demographics in terms of age and disposable income. On the other hand, demand for industrial paint is... contd

Market Player:

The number of listed and non-listed companies in the industry is 57.However, the unorganized sector has around 2500 SMEs. Production was 1.15 million tons in 2011. Decorative paints are less technologically intensive and hence unorganized players are more active in this segment. This is the prime reason why decorative paints in India has grown at a faster rate compared to industrial paints. On the other hand, industrial paints are highly technology

intensive and the segment is controlled only by organized players who have alliances with leading global players.

Major players in the industry are - Asian Paints, Kansai Nerolac, Berger Paints, Azko Nobel India, Shalimar, Nippon Paint (India) Ltd, and Jenson and Nicholson. Asian Paints is the largest player in the Indian industry, a market leader in decorative coating, and Asia’s third largest paint company. Kansai Nerolac is the 2nd largest market player in the Indian industry, a leader in industrial paints with a market share of over 40%,

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