Q3 2025 Berger Paints India Ltd Earnings Call Transcript

Feb 11, 2025 / 11:30AM GMT

Release Date Price: ₹475.9 (-1.84%)

Transcript

Key Points

Positve

Berger Paints India Ltd (BOM:509480) reported a high single-digit volume growth in the decorative segment for Q3 FY '25.
The company gained market share, with the current market share exceeding 20%.
Operating margins remained within the guided range of 15% to 17%, showing sequential improvement.
The waterproofing and construction chemical segments experienced strong double-digit growth.
The company improved its net cash position from INR 242 crores in September 2024 to INR 377 crores in December 2024.

Negative

The volume-value gap was attributed to product price decreases and increased sales of low-value products.
Gross margins contracted marginally due to product price reductions and currency depreciation.
The automotive, general industrial, and powder coatings business lines experienced muted growth.
The company's overseas subsidiary, Bollix Poland, faced muted profitability due to one-off project expenses.
The construction chemical segment's profitability was impacted by a deterioration in product mix.

Operator

Good evening, everyone. This is Nitin Gupta from Emkay Global. But the call will start now at 5:15.

Abhijit Roy

Berger Paints India Ltd - Chief Executive Officer, Managing Director, Executive Director

Hi, good evening, everyone. This is Nitin Gupta from Emkay Global. I would like to welcome all tour Paints India Limited Q3 FY '25 result conference call. I thank Bain's management for allowing us to host. We have with us today Mr. Abhijit Roy, managing director and CEO, Mr. Kaushik Ghosh, CFO, Mr. Sujyoti Mukherjee, Vice President - Finance & Accounts, Sayantan Sarkar, GM â Finance & Accounts. I shall now hand over the call to the management for the opening remarks post which we will proceed with the Q&A session over to you the gentlemen.

Kaushik Ghosh

Berger Paints India Ltd - Chief Financial Officer, Vice President

The volume 8 figures.

Sujyoti Mukherjee

Berger Paints India Ltd - Vice President - Finance & Accounts

Hello.

Yeah, we kept.

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