BERGEPAINTNSEBerger Paints (I) Limited· PaintsHighNeutral
Announced Tue, 5 Aug · 14:39 IST

Berger Paints (I) Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2025.

Exceptional ItemEbitda Margin ExpansionResults View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Berger Paints reported Q1 FY26 consolidated revenue from operations of Rs. 3,200.8 crores, up 3.6% from Rs. 3,091.0 crores in Q1 FY25. Standalone revenue grew 2.0% to Rs. 2,862.6 crores from Rs. 2,806.3 crores YoY. Consolidated EBITDA rose 1.1% to Rs. 528.4 crores and standalone EBITDA rose 3.3% to Rs. 499.5 crores, with margin expansion on both bases. However, consolidated net profit fell 11.0% to Rs. 315.0 crores and standalone net profit declined 3.8% to Rs. 293.8 crores due to an exceptional loss of Rs. 36.81 crores from a fire at the Barasat, Kolkata warehouse. The auditor's review report is clean with no qualifications. Management cited early monsoon as a demand headwind but noted market share gains, mid-single digit volume growth, and strong performance from waterproofing, construction chemicals, wood coatings, and automotive segments.

Likely market impact

Modest revenue and EBITDA growth with margin improvement signal operational resilience, but the fire-related exceptional loss and resulting profit decline are near-term negatives. Insurance recovery could offset the Rs. 36.81 cr hit if approved. Stock reaction likely to be muted to slightly negative given the PAT miss.