Paint Company Shares
Analysts turn bullish on Asian Paints as demand, margins show fresh colour
ICICI Securities, which had upgraded the Asian Paints stock in June 2025, said several tailwinds are now in place.
 "Analysts turn bullish on Asian Paints as demand, margins show fresh colour")
Paint major Berger's palette finds contrast in a washed-out quarter
Few stay in frame as soft sales and rising competition blur the outlook canvas
 "Paint major Berger's palette finds contrast in a washed-out quarter")
Asian Paints stares at weak FY26 on margin strain, market share loss
Given the multiple headwinds facing the sector, the stock has shed about 15 per cent over the past year and is down 25 per cent over the past three years
 "Asian Paints stares at weak FY26 on margin strain, market share loss")
Weak demand weighs on Asian Paints Q3; analysts see more pain in near-term
Asian Paints' consolidated net profit attributable to the owners of the company declined 23.3 per cent year-on-year (Y-o-Y) to Rs 1,110.5 crore in Q3FY25, down from Rs 1,447.7 crore in Q3FY24
 "Weak demand weighs on Asian Paints Q3; analysts see more pain in near-term")
Not Asian Paints, Berger and Indigo Paints may shine in H2FY25, says Nuvama
The brokerage sees brighter prospects for these emerging contenders (Berger & Indigo) in the second half of FY25 (H2FY25), citing several headwinds for Asian Paints that could limit its growth
 "Not Asian Paints, Berger and Indigo Paints may shine in H2FY25, says Nuvama")
Near-term outlook remains strong for India's listed paint companies
A bigger canvas for volumes likely in double digits, while margins could expand on lower costs
 "Near-term outlook remains strong for India's listed paint companies")
Easing raw material prices likely to aid margins of Asian Paints
Sales performance in the festival season was muted; volumes expected to recover
 "Easing raw material prices likely to aid margins of Asian Paints")
Demand recovery a rosy picture for paint companies in Apr-Jun quarter
Listed paint companies could report over 30 per cent revenue growth year-on-year (YoY), aided by double-digit volume growth in decorative paints and cumulative gains from pricing action
 "Demand recovery a rosy picture for paint companies in Apr-Jun quarter")
JSW Paints eyes spot among top three players in the country by 2025
JSW Paints, which is present in the south and west of the country, is looking to launch in the north and the east
 "JSW Paints eyes spot among top three players in the country by 2025")
Pallid past, better future for paint firms; price hikes to support earnings
Analysts foresee some cost saving measures to provide additional support to the paint companies' Ebitda margin
 "Pallid past, better future for paint firms; price hikes to support earnings")
