Berger Paints India (BERGEPAINT) — concall transcript

📢 Key Event
Berger Paints India reported strong Q1 FY27 growth with high single-digit volume expansion, 12.7% value growth, and nearly 20% operating profit growth in decorative segment.

🔄 What Changed
Operating profit growth of nearly 20% in decorative segment and 40 bps PBDIT margin expansion to 17.4%

🔮 What's Next
Double-digit revenue growth expected in FY27, with full price increase benefits from Q2, festive demand, and monsoon supporting rural sentiment

💡 Investor Takeaway
Shareholders can expect sustained double-digit growth supported by pricing, volume, and rural demand tailwinds.

Berger Paints India reported strong Q1 FY27 growth with high single-digit volume expansion, 12.7% value growth, and nearly 20% operating profit growth in decorative segment, driven by volume, mix, and pricing. Gross margin moderated to 39.3% due to delayed industrial price pass-through, while PBDIT rose 40 bps to 17.4%. Consolidated PAT grew 29% on 26% standalone growth. Management expects double-digit revenue growth in FY27, supported by full price increases from Q2, festive demand, and monsoon boosting rural sentiment. Store network expanded to 1,900+ locations, and new products like Color Plus gained traction. JV performance was robust, though Bolex and STP faced seasonal headwinds. Q2 volume growth is forecast at 7.5-8% with pricing at 7.5-8%, and margins expected to improve on better mix and operating leverage.

📄 View Original Announcement (PDF)

📊 Stock Analysis — BERGEPAINT ✨ Ask AI About This

About Berger Paints India Ltd (BERGEPAINT)

Consumer Durables · Paints/Varnish · Listed on BSE

Market Cap: ₹57,268.23 Cr P/E: 47.0 ROE: 17.6% ROCE: 23.6% Div Yield: 0.81%

View full BERGEPAINT stock details →

📡 Get AI alerts when BERGEPAINT files next

Free • Daily 5 PM digest • Track filings, board meetings, and corporate actions

Track BERGEPAINT — Free

💡 Ask AI about this filing

"How will margin expansion sustain with raw material volatility?" "What is the contribution of construction chemicals to overall growth?" "When will full price increases fully reflect in Q2 revenue?"

Ask AI Free →

📊 More BERGEPAINT filings

See all BERGEPAINT filings →

🔥 Also filed on 30 June 2026

SHIRPUR-G Shirpur Gold Refinery Limited Announcement REFEX Refex Industries Limited Corporate Action ROLLT Rollatainers Limited Announcement SAMMAANCAP Sammaan Capital Limited Corporate Action RUSTOMJEE Keystone Realtors Limited Announcement ZEEMEDIA Zee Media Corporation Limited Corporate Action

View all today's announcements →

Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

Editorial & Data Transparency Notice

This analysis was programmatically compiled using StockFin AI utilizing official regulatory disclosures from the BSE and NSE. Content is automatically synthesized and audited against public financial filings. StockFin.ai is an educational research platform and is NOT a SEBI-registered investment advisor or research analyst.

📡 Get AI alerts when BERGEPAINT files new disclosures

Track BERGEPAINT filings, board meetings, and corporate actions. Free email alerts at 5 PM.

Track BERGEPAINT — Free

Free account · 2 AI queries/day

About · Privacy Policy · Terms of Service · Pricing

Today's Announcements · Screener · Insights · AI Chat

Data provided by CMOTS Internet Technologies Pvt Ltd