Asian Paints 80th AGM transcript: margins up to 18.9%, dividend up 11%
ASIANPAINT · price
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Chairman R Seshasayee addressed the 80th AGM on 9 July 2026, his last before retirement. FY25-26 consolidated net sales rose 5.1% to 35,516 crores, operating margins expanded to 18.9% from 17.8%, and net profit grew 17.9% to 4,325 crores. Total dividend up 11% to 27.50 per share with 60% payout. Twelve percent price hikes taken to offset West Asia-driven input costs. Dahej VAE-VAM plant and Fujairah white cement facility commissioned. PPG joint venture extended 15 years.
Strong FY25-26 results with margin expansion to 18.9% and 17.9% profit growth. Chairman retirement and capex on backward integration are key watch points.