Q4 2026 Berger Paints India Ltd Earnings Call Transcript
Key Points
- Berger Paints India Ltd (BOM:509480) reported a volume growth of 11.8% in Q4 FY26, driven by strong performance across key business segments.
- The company's gross and operating margins reached a 12-quarter and 10-quarter high, respectively, supported by a favorable mix and reduced raw material costs.
- PAT before exceptional items increased by 23%, while PAT after exceptional items grew by 38%, aided by insurance claim recognition.
- The decorative business line delivered strong double-digit volume growth, supported by pre-price hike channel pickup and premium emulsion traction.
- Retail footprint expanded to 1,900 stores with over 700 additions during the year, enhancing market presence.
- The annual value growth was relatively muted due to higher contributions from construction chemicals and economic segment price cuts.
- The company faced challenges from rupee depreciation, which impacted profit margins despite overall margin improvements.
- STP Limited's top line continued to be impacted, with muted operating profit due to scale issues.
- BJN-Nepal's revenue growth and profitability remained subdued due to political instability, although recovery is expected.
- The company anticipates continued competitive intensity and potential inflationary pressures, which could impact future performance.
Hi, good evening, everyone. This is Rajesh Kumar from Emkay Global. I'd like to welcome all to the Berger Paints India Limited Q4 FY26 Results Conference Call. I thank Berger Paints management for allowing us to host. We have with us today Mr. Abhijit Roy, Managing Director and CEO; Mr. Kaushik Ghosh, CFO; Mr. Sayantan Sarkar, GM, Finance and 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, sir.
Thank you, and a very warm welcome to all of you to today's earnings call for quarter four of financial year '26. I'll take you through a short presentation, giving the details of this quarter's presentation and the annual presentation and then subsequently open it up for question and answer.
So the first part is dealing with the stand-alone results of quarter four financial year '26. Volume growth
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