Asian Paints 80th AGM: FY26 sales up 5.1%, PAT up 17.9%, dividend up 11%

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureInvestor Communications View source PDF

ASIANPAINT · price

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AI summary

FY26 consolidated net sales grew 5.1% to Rs 35,516 cr; PBDIT margins expanded to 18.9% from 17.8%. PAT rose 17.9% to Rs 4,325.4 cr. Total dividend Rs 27.50/share, up about 11% with 60% payout. Took 12% price hike to counter West Asia-driven input cost pressures. Added 6,000 retail touchpoints; new products contributed 16% of revenue. Extended PPG industrial JV by 15 years. Building VAM-VAE plant at Dahej (150,000 MT VAE, 100,000 MT VAM). Chairman R Seshasayee's final tenure year.

Likely market impact

Strong FY26 with margin expansion, 17.9% PAT growth, and 11% higher dividend. Raw material headwinds flagged; 12% price hike taken to mitigate.