Q1 2026 Berger Paints India Ltd Earnings Call Transcript

Aug 5, 2025 / 12:00 PM GMT

Release Date Price: ₹572.5 (+0.50%)

Transcript

Key Points

Positve

Berger Paints India Ltd (BOM:509480) achieved strong double-digit volume growth and the highest market share gain among listed players on a year-on-year and quarter-on-quarter basis.
The company outperformed industry growth rates consistently, with a growth rate of 2.7% compared to the industry's 0.8%.
Operating margins outperformed guidance, with expectations of further improvement in the upcoming quarters.
The decorative business recorded double-digit volume growth, and the construction chemical and waterproofing business showed strong performance.
Berger Paints India Ltd (BOM:509480) is aggressively expanding its network, adding over 1,900 retail touchpoints and installing more than 1,800 color bank machines.

Negative

Value growth was moderated due to a 5% product price reduction in previous quarters and a mix shift towards high-volume, low-value products.
Luxury product sales were impacted in key markets like Kerala and West Bengal, affecting the overall mix and value growth.
The company's subsidiary in Nepal continues to face challenges with persistent liquidity issues and unfavorable market conditions.
The automotive and general industrial business experienced muted growth due to subdued performance in the commercial vehicle segment.
There was a marginal decline in profitability for the joint venture Berger Becker coatings, impacted by product price reductions to regain market share.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BRGR.NS - Berger Paints India Ltd
Q1 2026 Berger Paints India Ltd Earnings Call
Aug 05, 2025 / 12:00PM GMT

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