ALFA Finder| Revenue growth | Consolidated up 17.9% YoY; Standalone up 16.7% YoY. |
|---|---|
| Margins | Standalone Gross Margin at 43.8%, up 66 bps YoY. |
| Demand visibility | Positive momentum across rural and urban markets; B2B projects sustained growth. |
| Management confidence | High, citing strong volume momentum and premiumization focus. |
Growth
Consolidated Net Sales grew 17.9% to ₹10,521 cr; Standalone Net Sales grew 16.7% to ₹9,156 cr.
Outlook
Commissioning phase one of VAM-VAE facility by Q2FY27; focusing on brand-building and cost efficiencies to protect margins.
Risks
Renewed conflict creating volatility in raw material costs and supply chain logistics; operating environment remains uncertain.
Last quarter's promises, checked
Delivered
- Guided 18-20% margin range → delivered 21.2% Standalone PBDIT (= BEAT)
- Guided high single-digit volume growth → delivered 9% decorative volume (= BEAT)
- Guided 74 Beautiful Homes stores → delivered 74 stores (= BEAT)
Partly delivered
- Guided VAM-VAE phase 1 in H1FY27 → commissioning scheduled for Q2FY27 (= PARTIAL)
Investor Presentation filed with BSE, 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