Berger Paints (I) Limited has informed the Exchange about Investor Presentation
BERGEPAINT · price
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Berger Paints reported Q1 FY26 standalone revenue growth of 2% to ₹2,862.62 crore, with PBDIT up 3.3% to ₹499.49 crore and PBDIT margins improving to 17.4% from 17.2% YoY despite heavy competition. However, standalone PAT fell 3.8% to ₹293.76 crore due to higher depreciation and lower other income. Consolidated revenue grew 3.6% to ₹3,200.76 crore but consolidated PAT declined 11% to ₹315.04 crore, hurt by margin pressures at UK subsidiary Bolix and muted growth at STP/SBL Coatings. The company continued gaining market share (now above 21% vs 18.9% in FY22) on the back of mid single-digit volume growth in decorative, strong automotive segment performance, and over 300 new store additions (now 1,300+ stores). Management cited heavy monsoons in May-June as a moderating factor and expects gradual demand improvement aided by urban momentum, easing inflation, and potential government infrastructure spending in H2 FY26.
Margin improvement at standalone level is a positive signal despite muted top-line growth, but consolidated PAT decline of 11% due to UK operations drag may weigh on investor sentiment. Stock may see limited upside in the near term given demand headwinds, though market share gains and retail expansion provide a positive medium-term story.