Berger Paints (I) Limited — PPTs, 05-08-2025: Investor Presentation

Here's a summary of the attached document:

**Financial Highlights:**

Berger Paints' Q1 FY26 standalone total income grew 2.0% to 2862.62. Standalone PBDIT rose 3.3% to 499.49, improving margins to 17.4%; gross margins stable. Consolidated topline grew 3.6% to 3200.76, though Bolix (UK) margin pressures impacted consolidated PBDIT.

**Strategic Initiatives & Growth Drivers:**

The company gained market share (now >20% among listed peers). Growth boosted by strong traction in Roof Kool, Seal (construction chemicals) & wood coatings. Retail network expanded by 300+ stores (total 1,300+), with 2500+ tinting machine installations.

**Business Developments:**

Automotive segment and international operations delivered strong growth. Joint ventures, including BNPA (OEM sales) and Berger Becker (post-fire turnaround), showed robust performance. Differentiated products maintained strong momentum.

**Market Position & Competitive Advantage:**

Berger Paints consistently outperformed the industry, strengthening its market leadership. Margin resilience, despite competitive pressures, stemmed from stable gross margins, operating leverage, and improved Sandila plant utilization.

**Investor Implications:**

These updates highlight positive growth potential from market share gains, strategic expansion, and robust JV contributions. However, intense market competitiveness and specific international margin pressures represent execution risks for investors to monitor.