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Asian Paints Beats Q2 Estimates With 43% Profit Jump, Wider Margins

Margin gains reflect cost efficiencies despite higher brand and retail spending.

Overview

  • Consolidated net profit rose to Rs 994 crore for July–September as revenue increased 6% to Rs 8,531 crore, topping Bloomberg estimates.
  • EBITDA climbed to Rs 1,503 crore with margin expanding to 17.6%, up about 220 basis points year-on-year.
  • Domestic decorative volumes grew 11% in the quarter as targeted regional activations helped offset a prolonged monsoon.
  • International sales grew roughly 10% to Rs 846 crore while industrial businesses posted steady double-digit growth and bath, kitchen and white teak segments declined.
  • The board declared an interim dividend of Rs 4.5 per share with a Nov. 18 record date and payment on or after Nov. 27, and the stock rose as much as 5.7% intraday.