Nuvama analyst Abneesh Roy says the FMCG sell-off driven by weak monsoon and El Nino fears is overdone. He expects strong Q1-Q2 prints from Nestle, Marico, Asian Paints, Pidilite, Dabur, Colgate and Varun Beverages, supported by price hikes and resilient consumption demand.

NDTV Profit · 6/2/2026, 9:47:47 AM

Q4FY26 scorecard: Eternal (Zomato/Blinkit) posted 346% PAT growth, 196% revenue jump, and 575% EBITDA expansion. Trent, Titan, Tata Consumer, Asian Paints and Nestle delivered strong prints, but Reliance's 13% PAT decline weighed on the index. Aggregate Nifty 50 PAT rose just 4% YoY—the eighth straight single-digit quarter.

Mint · Markets · 6/2/2026, 5:42:31 AM

Q4FY26 net profit surged 69.3% YoY to Rs 1,172.1 cr on revenue of Rs 9,228.5 cr (+10.8%). Management guides 8-10% volume growth and 10-11% price hikes. Systematix, ICICI Direct and Nomura reiterate buy with targets of Rs 3,055-3,600, citing easing competitive intensity. Final dividend Rs 23/share takes FY26 payout to Rs 27.50.

Business Today · Latest · 6/1/2026, 10:38:28 AM

Third price increase to defend margins against volatile raw material costs. Q4 revenue ₹9,247 cr, net profit ₹1,185.5 cr at 19.3% margin. Volume growth 12.7% outpaced value growth of 11%, signalling mix pressure. Targets 18-20% margin band via premiumisation; rural outpaces urban, Middle East ops disrupted.

CNBC-TV18 · Companies · 6/1/2026, 9:47:35 AM

Asian Paints posted Q4FY26 net profit of ₹1,185.5 cr, up 69% YoY, on revenue of ₹9,247 cr (+10.6%). Decorative paint volumes grew 12.4% — the strongest in seven quarters — while EBITDA margin expanded over 200 bps to 19.3%, signaling demand recovery and pricing discipline despite intensifying competition.

Business Today · Latest · 6/1/2026, 8:18:28 AM

Q4FY26 net profit surged 69.4% YoY to Rs 1,172 cr on 10.6% revenue growth to Rs 9,247 cr, with EBITDA margin at 19.3% and a Rs 23/share dividend. Yet the stock fell 4% intraday as Citi and Morgan Stanley maintained sell calls, signalling competitive pressure concerns despite the beat.

NDTV Profit · 6/1/2026, 5:25:04 AM

Asian Paints posted Q4 revenue of Rs 9,247 cr (+10.6%) and net profit of Rs 1,172 cr (+69.4%), with Ebitda margin at 19.3%. Management guided 8-10% volume growth for FY27 alongside 11%+ price hikes. Jefferies and Macquarie stay Buy; Citi and Goldman Sachs hold Sell despite raising targets.

NDTV Profit · 6/1/2026, 2:12:50 AM

Q4FY26 decorative volumes jumped 12.4%, lifting revenue 10.6% YoY to ₹9,247 cr and Ebitda margin to 19.3%. Management guides 8-10% FY27 volume growth and 18-20% Ebitda margin, signaling peak profitability as raw material inflation hits ~20% and Birla Opus, JSW intensify competition. Stock down 3% YTD on FY27 P/E of 53.

Mint · Markets · 6/1/2026, 12:25:56 AM

Asian Paints, Berger, Kansai Nerolac and AkzoNobel project healthy FY27 volume growth on reviving urban-rural demand, even as 30-35% crude-linked input costs force calibrated 9-12% price hikes. Top three still hold 75%+ share, but Birla Opus and JSW Paints sharpen the competitive squeeze.

The Hindu BusinessLine · 5/31/2026, 9:58:21 AM

Asian Paints, Berger, Nerolac, AkzoNobel and JSW Dulux flag improving urban-rural demand into FY27, but 30-35% crude-linked input basket forces calibrated hikes — Berger at 11-12% cumulative, JSW Dulux 9.7% by mid-May, with another 3-4% still needed to protect margins.

ET Small Business · 5/31/2026, 9:29:50 AM

Berger Paints is scaling its Uttar Pradesh footprint, leveraging a 6,000-strong dealer network, a Rs 1,200 crore Sandila manufacturing investment, and Rs 200 crore in further expansion. UP delivers Rs 1,500 crore in annual revenue and is growing 12-15%, anchoring the company's small-town strategy.

ET Small Business · 5/30/2026, 11:07:20 AM

Asian Paints expects 8-10% volume growth in FY27, supported by steady rural and urban demand, an extended festive window and favorable Diwali timing. Q4 decorative volumes rose 12.4% with 10.2% value growth, though management flagged geopolitical inflation and intensifying competition as risks.

NDTV Profit · 5/30/2026, 8:18:38 AM

Mumbai-based paints major posted Q4 sales of ₹9,228.5 cr (+11%) and FY26 revenue of ₹35,516 cr on 8.7% volume growth. CEO Syngle guides 18-20% PBDIT margins for FY27, flags 'calibrated' price hikes after ~11% taken to offset West Asia cost pressures. Dividend declared at ₹23/share.

ET Retail · 5/30/2026, 5:46:05 AM

CEO Syngle targets 8-10% volume growth and 18-20% PBDIT margin in FY26, backed by backward integration and premium mix. Q4 sales rose 11% to ₹9,228.5 cr; FY26 sales up 5.1% to ₹35,516.4 cr. Dividend of ₹23/share declared.

ET Small Business · 5/29/2026, 7:01:21 PM

FY26 revenue rose 5% to ₹35,583 cr and PAT climbed 18% to ₹4,325 cr, with Q4 PAT surging 69%. Company absorbed part of 20% input inflation via 10.5-11% price hikes, delivering 8.7% volume growth. But West Asia conflict, competitive discounting from Berger and Kansai Nerolac cloud outlook. Shares slipped 0.6% to ₹2,688.

Mint · 5/29/2026, 5:15:15 PM

Revenue rose 11% to ₹9,247 cr as domestic decorative volumes grew 12% and industrial coatings posted double-digit gains. Home Décor stayed muted, though Beautiful Homes Store expanded to 20 states. Kitchen +16%, White Teak +17%, Weatherseal +25%. FY26 net profit ₹4,395 cr (+18%); ₹23/share dividend declared.

The Hindu BusinessLine · 5/29/2026, 2:08:03 PM

Revenue rose 11% to Rs 9,228 cr in Q4FY26 as decorative volumes grew 12.4% and value 10.2%. Board declared Rs 23 final dividend, taking FY26 payout to Rs 27.50/share. Management warned of near-term demand uncertainty linked to West Asia conflict.

Financial Express · BrandWagon · 5/29/2026, 11:37:15 AM

Q4FY26 revenue rose 11% to ₹9,228 cr as domestic decorative volumes grew 12.4% and value 10.2%. FY26 net profit climbed 18% to ₹4,325 cr. Board declared ₹23 final dividend, taking FY26 payout to ₹27.50/share. Industrial and Beautiful Homes segments posted strong growth.

Outlook Business · 5/29/2026, 10:49:24 AM

Asian Paints posted a 69.4% YoY surge in Q4 FY25 net profit to Rs 1,172 crore, ahead of street estimates. Revenue grew 10.6% to Rs 9,247 crore while EBITDA margin expanded 210 bps to 19.3%. Board recommended a final dividend of Rs 23/share, taking total FY payout to Rs 27.50.

NDTV Profit · 5/29/2026, 10:22:11 AM

Asian Paints posted Q4FY26 net profit of Rs 1,172 crore, up 69.4% YoY, on revenue of Rs 9,247 crore (+10.6%). EBITDA margin expanded 200 bps to 19.3% as domestic decorative volumes rose 12.4% and value 10.2%. Board declared final dividend of Rs 23/share, signalling a demand recovery in the core paints franchise.

NDTV Profit · 5/29/2026, 10:22:09 AM

Q4 consolidated net sales rose 10.8% to ₹9,228 cr while standalone PAT jumped 67.1% to ₹1,160.7 cr on cost deflation and a 12.4% domestic decorative volume surge. FY26 PAT climbed 17.9% to ₹4,325 cr; board declared ₹27.50/share total dividend including ₹23 final.

The Hindu BusinessLine · 5/29/2026, 10:10:20 AM

Paintmaker beat estimates with Q4FY26 revenue up 10.6% YoY to Rs 9,247 cr and EBITDA margin at 19.3%. Board recommended Rs 23/share final dividend, taking FY26 payout to Rs 27.50. Record date set for June 23, 2026.

NDTV Profit · 5/29/2026, 8:56:56 AM

Asian Paints posted a sharp Q4 FY26 rebound with consolidated net profit climbing 69% YoY to ₹1,185.5 crore from ₹701 crore, supported by 12.4% volume growth. The company declared a ₹23 per share dividend, signalling renewed momentum in India's decorative paints category.

Mint · Markets · 5/29/2026, 8:54:57 AM

NDTV Profit's live blog tracks Q4FY26 results from 131 companies on May 29, spanning consumer-facing heavyweights Asian Paints and IndiGo alongside Steel Strips, Aegis Logistics, NMDC and Glenmark. Focus areas: margin trajectory, urban consumption signals and forward demand commentary.

NDTV Profit · 5/29/2026, 7:56:32 AM

Asian Paints expected to post just 4.7% revenue growth with decorative volumes +9% YoY but GP margin compressed to 44.3% on downtrading. IndiGo eyes 5% ASK growth at 44.2bn with PLF 86% and avg fare ₹6,149. NMDC steady at ₹1,700 EBITDA/t. Urban demand signal weak.

Mint · Markets · 5/29/2026, 3:11:59 AM

Bata's bottom line collapsed on a one-time loss even as topline grew modestly. Peers diverge sharply: Vadilal revenue jumped 51% to Rs 416 cr, PC Jeweller surged 33% to Rs 927 cr, and Asian Paints revenue rose 50.7%. Reliance AGM is set for June 19; Paytm flagged a Rs 5,712 cr GST show-cause notice.

NDTV Profit · 5/28/2026, 6:47:16 PM

Decorative paints leader reports Q4FY26 and full-year results May 29 with possible final dividend. With ~50% market share, the print will signal renovation and consumer durables demand. Q3 delivered Rs 7,602 cr revenue, Rs 1,025 cr PAT, 44.9% gross margin. Stock at Rs 2,672 vs 52-wk high Rs 2,985.

NDTV Profit · 5/27/2026, 9:59:35 AM

Indigo Paints, Berger and Grasim have layered back-to-back price hikes totaling ~12% to absorb a 50-100% surge in crude-linked raw materials. With inflation at 20-23%, hikes still under-recover costs. Q2-Q3 FY26 volume response from consumers and contractors will test pricing power against Asian Paints' competitive stance.

NDTV Profit · 5/25/2026, 10:56:58 AM

May 25-30 brings Q4 prints from a cross-section of consumer names: Asian Paints (paints), Gillette India (personal care), PC Jeweller (jewellery), Hawkins Cookers (kitchenware), and Brainbees/FirstCry (kids retail). Three jewellery and apparel SME IPOs—Yaashvi, SMR, Rajnandini—also open, signalling continued small-cap retail listing appetite.

NDTV Profit · 5/24/2026, 6:10:12 PM

A heavy earnings week lands May 25-30 with over 1,900 companies reporting Q4FY25, including a cluster of consumer-facing names — Asian Paints, Gillette India, Hawkins Cookers, PC Jeweller, Pine Labs, Coffee Day Enterprises and Brainbees (FirstCry) — offering a broad read-through on discretionary demand, paint volumes, jewellery margins and digital commerce traction.

NDTV Profit · 5/23/2026, 4:59:41 AM