BERGEPAINTBSEBerger Paints India LtdMediumNeutral
Announced Tue, 12 May · 16:00 IST

Please find attached letter dated 12.05.2026

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

BERGEPAINT · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+10.2%1-day move
₹489.00
prior close
₹505.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+4.2+3.6+2.8+3.0+10.2+8.8+7.4+3.7+3.7+2.2+1.8+6.2+0.8
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AI summary

Berger Paints reported strong Q4 FY26 results with standalone volume growth of 11.8% and value growth of 6.7%. Total income reached ₹2,504 crores. Operating profit grew 17.8% to ₹458.74 crores, with operating margin at an impressive 10-quarter high of 18.3% and gross margin at a 12-quarter high of 42.3%. PAT after exceptional items surged 38.1% to ₹327.28 crores, boosted by an insurance claim recognition. For the full year FY26, standalone total income was ₹10,420.10 crores with PAT of ₹1,095.66 crores. On consolidated basis, PAT grew 27.5% to ₹335.25 crores. The decorative segment delivered strong double-digit volume growth, while Construction Chemicals, Waterproofing, and Automotive Coatings continued to outperform. The group remains net cash positive with cash surplus of ₹1,198 crores.

Likely market impact

The strong margin expansion and PAT growth indicate improved operational efficiency and pricing power, which should be positive for the stock. Management's outlook for gradual demand recovery and commitment to keeping operating margins within guided range provides earnings visibility for FY27.