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Asian Paints
SectorConsumer Discretionary
Asian Paints Ltd is India's largest and the world's 9th largest paint company. It operates in 15 countries with 27 manufacturing facilities, serving consumers in over 60 countries. The company produces decorative and industrial paints, coatings, home decor products, and bath fittings. It has manufacturing plants in several Indian states and operates through subsidiaries and joint ventures globally. Asian Paints has expanded its product range to include modular kitchens, wardrobes, decorative lighting, and furniture. The company also offers services such as interior design, safe painting, and waterproofing solutions. Over the years, Asian Paints has grown through acquisitions, joint ventures, and capacity expansions in India and international markets.
In the news
India's top paintmakers hike prices 3-4% ahead of Diwali
Asian Paints Q2 results Oct 29: Dividend, trading window update
Paint stocks down 27% YTD. Elara sees recovery ahead of Diwali
Berger Paints faces Birla Opus, JSW Dulux challenge amid festive demand
Asian Paints names Leo Puri chairman-designate, to host Jefferies meet
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Corporate Pricing, Inflation, and RBI’s Tightrope Walk
Asian Paints Q1FY27: Strong 39.6% profit growth drives bullish ratings
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Asian Paints Q1 FY27 preview: Double-digit growth expected
Asian Paints hikes prices 12% due to West Asia conflict
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Asian Paints Q1FY27 Results on July 29, Dividend Pending
Nomura's Shah: Below-normal monsoon won't derail rural demand
Asian Paints, HUL turn ex-dividend: 2300% vs 2200% payouts
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Asian Paints expects volatile FY27 amid challenges
Asian Paints shares surge 4% on strong Q4 results, brokerages upbeat
Company insights, generated from the most recent coverage.
The ~3% price hike planned for Nov 1, 2026 tests whether Asian Paints can still pass on costs; given margins have fallen every year for three years, realization on this hike is the key variable for FY27 margin stabilization.
Asian Paints trades at 47.56x PE versus Berger at 43.04x and Indigo at 32.65x, while earning the highest EBITDA margin of the three — the premium is now justified purely by scale, not by superior margin stability, leaving no cushion if pricing power keeps weakening.
EBITDA margin fell from 26.20% in FY24 to 24.26% in FY25 to 20.44% in FY26 — 815 bps of compression in three years proves price hikes are not covering input inflation, and the rate of decline is accelerating.