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Asian Paints (ASIANPAINT) investor relations material
Asian Paints Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary12 Nov, 2025
Executive summary
Achieved 10.9% volume growth and 6.4% consolidated net sales growth in Q2 FY26, with strong contributions from decorative, industrial, and international segments.
Gross margin improved to 43.1% (up 250 bps), driven by material cost deflation and operational efficiencies.
PBDIT margin expanded to 17.7% (up 220 bps), with standalone margin at 18.5% (up 230 bps).
PAT before exceptional items increased by 16.5% year-over-year in Q2 FY26; consolidated net profit after minority interest rose 43%.
Interim dividend of ₹4.50 per share declared for FY26.
Financial highlights
Q2 FY26 consolidated net sales up 6.4% to ₹8,514 crores; standalone net sales up 5.8% to ₹7,336 crores.
Q2 FY26 consolidated PBDIT increased 21.3% to ₹1,503 crores; margin at 17.7% (up 220 bps).
Q2 FY26 consolidated net profit after minority interest up 43% to ₹993.6 crores; standalone net profit up 60% to ₹955.6 crores.
H1 FY26 consolidated net sales up 2.9% to ₹17,438.2 crores; net profit after minority interest up 12.3% to ₹2,093.4 crores.
Dividend payout ratio at 60%, with interim dividend of ₹4.50 for FY26.
Outlook and guidance
Expect mid-digit value growth for the full year, with volume growth outpacing value by 4-5%.
Demand conditions are improving, with festive and marriage seasons expected to boost sales.
Margin guidance maintained at 18-20% amid benign raw material prices and ongoing investments in marketing and technology.
Competitive intensity remains high; focus on innovation, brand saliency, and cost efficiency.
Cautious on geopolitical and currency risks affecting raw material costs.
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Next Asian Paints earnings date
Q3 202627 Jan, 2026
Next Asian Paints earnings date
Q3 202627 Jan, 2026
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Frequently asked questions
Asian Paints Limited, manufactures and sells paints and coatings for decorative and industrial use in India and internationally. It offers decorative paints, such as emulsions, enamels, distempers, All-in-One paint, laminates and wood finishes, primers, putties and fillers, metal finishes, home painting tools, toilet cleaners and sprays. Asian Paints Limited was founded in 1942 and is headquartered in Mumbai, India.
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