In a companion paper, Maiolino et al. (2001) presented various observationa
l evidences for "anomalous" dust properties in the circumnuclear region of
AGNs and, in particular, the reduced EB-V/N-H and A(V)/N-H ratios, the abse
nce of the silicate absorption feature in mid-IR spectra of Sy2s and the ab
sence of the carbon dip in UV spectra of reddened Sy1s. In this paper we di
scuss various explanations for these facts. The observational constraints f
avor a scenario where coagulation, catalyzed by the high densities in the c
ircumnuclear region, yields to the formation of large grains. The resulting
extinction curve is featureless, flatter than Galactic and the EB-V/N-H an
d A(V)/N-H ratios are significantly reduced. These results should warn abou
t an inappropriate use of the standard Galactic extinction curve and A(V)/N
-H ratio when dealing with the extreme gas conditions typical of the circum
nuclear clouds of AGNs. We also investigated alternative scenarios for the
observed anomalous properties of dust in AGNs. Some of these scenarios migh
t explain some of the observed properties for a few objects, but they gener
ally fail to account for all of the observational constraints obtained for
the large sample of AGNs studied in these works.