Asian Paints Limited — PPTs, 29-05-2026: Investor Presentation

Asian Paints reported a strong Q4 FY26, with consolidated Net Sales rising 10.8% to ₹9,228 Cr and PAT (excluding exceptional items) surging 34.1%. India's Decorative business volumes grew 12.4%, supported by robust Industrial segment performance and resilient International business growth, particularly in Sri Lanka, Egypt, and UAE.

The company is driving growth through intensified brand building, innovation, and expanding its integrated Home Décor ecosystem, transitioning from 'surface to space' with 74 Beautiful Homes stores. Recent developments include new product launches like enhanced Damp Proof and Luxury Wood Finish, contributing ~17% to overall revenues.

Key Q4 financials saw Gross Margin improve by 100 bps to 44.7%, and PBDIT jump 24.4%. The Board has proposed a total dividend of ₹27.50 per share for FY26, maintaining a 60% payout.

Management anticipates steady demand for Q1 FY27, acknowledging persistent macro volatility and inflationary risks. They expect strong growth in Industrial Coatings and steady international performance, backed by calibrated pricing actions and cost optimization efforts.