ALFA Finder| Revenue growth | Value growth at 11% YoY; double-digit volume recovery noted. |
|---|---|
| Margins | Gross margins hit all-time high of 45.6% due to deflationary tailwinds. |
| Order book | B2B segment (Juggernaut) seeing strong traction in government infrastructure projects. |
| Demand visibility | Rural demand outperforming urban; long festive season expected to aid visibility. |
| Management confidence | Balanced but cautious regarding geopolitical-led inflation and demand volatility. |
Growth
Double-digit 12.7% volume growth in Q4; value growth lagged at 11%, showing price-volume gap narrowing.
Outlook
Guidance of 18-20% EBITDA margins and high single-digit volume growth for FY27.
Risks
Raw material inflation (20% impact vs 11% pricing), geopolitical supply chain disruptions, and intense competitive discounting.
Earnings Call filed with NSE, NSE: ASIANPAINT. Summary written with AI assistance from the document.
Asian Paints Ltd: key numbers
- Share price
- ₹2,554.00
- Market cap
- ₹2,44,979 Cr
- Revenue (annual)
- ₹35,584 Cr
- Net profit (annual)
- ₹4,325 Cr
- P/E (TTM)
- 50.6×Sector 44.3×
- Promoter holding
- 52.65%+0.02% QoQ
- FII holding
- 13.76%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Asian Paints Ltd
All →Asian Paints Management Change
Asian Paints appointed Leo Puri as Independent Director for five years, approved by shareholders via postal ballot. He becomes Chairman from 23 January 2027.
Asian Paints Annual General Meeting
Asian Paints shareholders approved Leo Puri's appointment as Independent Director via postal ballot. Voting results and the scrutinizer's report were filed.
Asian Paints Earnings Call Transcript: Key Takeaways
Asian Paints delivered 6.4% volume growth but faced severe gross margin pressure due to raw material inflation and a weak product mix.
- Call
- Guides 9% growth
Asian Paints Dividend
Asian Paints declared an interim dividend of Rs 5.75 per equity share for FY 2026-27 at its 29 October 2026 board meeting. Record date is 04-11-2026 and payment is proposed by 13-11-2026.
Asian Paints Investor Presentation: Key Takeaways
Q2 FY27 standalone net sales up 14.8% to ₹8,424 cr; PAT up 14.6% to ₹1,096 cr. Gross margin down 339 bps to 40.3% on steep inflation.
Asian Paints Q2 FY27 Results: Net Profit ₹1,085 Cr, Up 6.6% YoY
Asian Paints Ltd reported revenue from operations of ₹9,976 Cr (+16.9% YoY) and net profit of ₹1,085 Cr (+6.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹1,085 Cr · +6.6% YoY