| 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
- ₹2,444.00
- Market cap
- ₹2,34,428 Cr
- Revenue (annual)
- ₹35,584 Cr
- Net profit (annual)
- ₹4,325 Cr
- P/E (TTM)
- 49.2×Sector 45.9×
- Promoter holding
- 52.63%+0.00% QoQ
- FII holding
- 13.32%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 Promoter Selling (Off-Market)
Jalaj Ashwin Dani HUF disclosed an inter-se transfer of 1,64,000 Asian Paints Limited shares by the promoter group. The transaction occurred via the block deal window.
- Promoter stake change
- -0.02%
Asian Paints Promoter Buying (Off-Market)
Smiti Holding, a promoter, acquired 1.64 lakh shares of Asian Paints via an inter-se transfer. This internal transaction maintains the promoter group's overall shareholding.
- Promoter stake change
- +0.02%
Asian Paints Share Pledge
Smiti Holding, a promoter of Asian Paints, filed a disclosure regarding the creation of share pledges. These encumbrances were executed for loans.
Asian Paints Other Announcement
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Asian Paints Production Started
Asian Paints has commenced commercial production of VAE at its new Dahej facility. This project has an installed capacity of 1,50,000 tons per annum.
- VAE manufacturing capacity
- 150000.0 tons per annum
Asian Paints Credit Rating
Asian Paints Limited announced that CRISIL Ratings has reaffirmed the company's existing credit ratings across various debt and bank loan facilities.