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Earnings Call

Berger Paints (India) Earnings Call: Key Takeaways

Berger Paints reported Q4 FY26 standalone revenue growth of 6.7% with significant margin expansion, achieving 12-quarter high gross margins (42.3%) and 10-quarter high PBDIT margins (18.3%).

Highlights
Revenue growth6.7% YoY standalone for Q4; 2.5% for full year FY26.
MarginsGross margin at 42.3%; PBDIT margin hit 10-quarter high 18.3%.
Demand visibilityGradual recovery expected across decorative and industrial segments in FY27.
Management confidenceConfident in recovery despite competitive intensity and raw material costs.

Growth

Standalone Q4 PAT up 38.1% YoY to ₹327.28cr; Consolidated FY26 revenue at ₹11,880.25cr, up 2.9% YoY.

Outlook

Expects recovery in FY27 via staggered price hikes from March, new product launches, and retail footprint expansion.

Risks

West Asian disturbances, crude volatility, INR depreciation, and elevated competitive intensity remain key sector monitorables.

Source

Earnings Call filed with NSE, NSE: BERGEPAINT. Summary written with AI assistance from the document.

Read the document ↗

Berger Paints (India) Ltd: key numbers

Share price
₹458.35
Market cap
₹53,439 Cr
Revenue (annual)
₹11,880 Cr
Net profit (annual)
₹1,127 Cr
P/E (TTM)
43.9×Sector 45.9×
Promoter holding
74.98%+0.00% QoQ
FII holding
4.82%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Promoter stake change
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