| 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
- ₹2,444.00
- 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
Asian Paints received an ESG rating of '72' from Niche99, placing it in the 'Leader' category. This rating was assigned independently without company engagement.
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.