📈 Live Market Tracking
Every NSE and BSE corporate filing, read and explained by AI within minutes — impact, key figures, short/long-term view and what to watch.
Live · AI analyzer runs every 5 min (07:00–23:55 IST)
Latest filing: 2026-09-08 19:32
122 analysed today
FollowTelegram
122
Today
149,523
All-time analysed
42,890
Positive
6,652
Negative
91,308
Neutral
8,605
Watch
📊 Last 7 days — analysed filings by sentiment
Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
16 announcements match the current filters (relevance ≥ 5).
Berger Paints Begins Commercial Production at Rs 188+ Cr Hindupur Facility
Berger Paints has announced the commencement of commercial production at its new automated solvent-based paint manufacturing facility in Hindupur, Andhra Pradesh, starting September 9, 2026. The plant has an annual production capacity of 36,000 KL / MT. The company has invested more than Rs 188 crore into this project, which equals approximately 3% of its net worth (Rs 6,343 crore) and 1.5% of TTM revenue (Rs 12,263 crore). This expansion reinforces manufacturing capability in the solvent-based segment to serve regional demand.
Confidence: HIGH
What changedCommercial production has officially commenced at the Hindupur solvent-based paint manufacturing unit as of September 9, 2026.
Why it mattersThe new facility adds 36,000 KL/MT of annual capacity, helping Berger Paints cater to industrial and solvent-based demand while improving supply-chain efficiencies in southern India.
Annual Capacity Added: 36,000 KL / MT per annumInvestment Amount: more than Rs 188 croresCapex vs Net Worth: ~3.0%Capex vs TTM Revenue: ~1.5%Commercial Production Date: 9th September, 2026
📅 Short termPositive sentiment from successful on-time commissioning of capital expenditure without operational overhang.
📈 Long termEnhances Berger's non-decorative and industrial coatings supply capabilities, supporting management's target to expand market share outside pure decorative paints.
⚠ Risk flags
- Ramp-up utilization risks amidst competitive pricing pressures in the paint sector
- Input cost sensitivity to crude-linked raw materials for solvent formulations
Key Highlights
Commercial production starts on 9th September, 2026 at Hindupur, Andhra Pradesh
Annual production capacity of 36,000 KL / MT for solvent-based paints
Capital investment exceeding Rs 188 crore incurred for the facility
Investment represents ~3.0% of net worth (Rs 6,343 crore) and ~1.5% of TTM revenue (Rs 12,263 crore)
👀 What to Watch
Monitor capacity ramp-up schedules and volume contribution in upcoming quarterly disclosures, along with management commentary on non-decorative and solvent-based demand trends.
Berger Paints Re-appoints Abhijit Roy as MD & CEO for 4-Year Term Starting July 2027
Shareholders of Berger Paints have approved the re-appointment of Mr. Abhijit Roy as Managing Director & CEO for a four-year term from July 1, 2027, to June 30, 2031. Mr. Roy has led the company since 2012, a period during which the company has maintained its position as India's second-largest paint manufacturer with TTM revenue of ₹11,880 Cr. This extension ensures leadership continuity as the company navigates a competitive landscape and targets a 15-17% growth rate. The decision was finalized at the 102nd Annual General Meeting held on August 12, 2026.
Confidence: HIGH
What changedThe shareholders have officially extended the tenure of the incumbent MD & CEO, Abhijit Roy, for four additional years beyond his current term ending June 2027.
Why it mattersLeadership continuity is critical for Berger Paints as it executes its strategy to increase market share in the non-decorative segment (currently 20% of revenue) and defends its position against new entrants.
New Term Duration: 4 yearsEffective Date: July 01, 2027TTM Revenue: ₹11,880 CrMarket Cap: ₹65,283 CrROCE: 24.0%
📅 Short termThe announcement provides clarity on long-term leadership, which is likely to be viewed neutrally to positively by the market in the coming weeks.
📈 Long termStructural stability is maintained; the focus remains on whether the established leadership can pivot effectively toward construction chemicals and wood coatings to sustain double-digit growth.
⚠ Risk flags
- Key person dependency given the long tenure
- Increasing competition from new large-scale entrants in the paint industry
Key Highlights
Re-appointment for a 4-year term effective from July 1, 2027, to June 30, 2031
Mr. Roy has held the MD & CEO position since July 1, 2012, marking over 14 years of leadership by the start of the new term
Company maintains a healthy ROCE of 24.0% and TTM PAT of ₹1,128 Cr under current management
Strategic target remains expanding the tinting machine network to 10,000+ units by the end of FY26
Current market capitalization stands at ₹65,283 Cr with a promoter holding of 75.0%
👀 What to Watch
Investors should watch for the company's ability to maintain its 15.4% OPM and 15-17% growth guidance under the continued leadership, especially as new large-scale competitors enter the decorative paints market.
28.6% PAT Growth in Q1 FY27; Berger Paints Reports 12.7% Standalone Value Growth
Berger Paints delivered a robust Q1 FY27, with consolidated PAT growing 28.6% YoY and standalone value growth at 12.7%. The decorative segment led the performance with 13.5% value growth and ~20% operating profit growth, despite a slight moderation in gross margins to 39.3% due to delayed industrial price pass-throughs. The company maintained a healthy standalone operating margin of 17.4%, exceeding its typical 15-17% guidance range. Management confirmed a cash surplus of ₹1,424 cr, which will fund upcoming capacity expansions in Panagarh and Odisha.
Confidence: HIGH
What changedThe filing provides the detailed transcript of the Q1 FY27 earnings call, confirming strong volume growth of 8.4% and margin resilience despite competitive pressures.
Why it mattersIt demonstrates Berger's ability to maintain its position as the second-largest player while expanding margins (40 bps expansion in consolidated PBDIT) and investing in future capacity.
Consolidated PAT Growth: 28.6%Standalone Value Growth: 12.7%Operating Profit Margin (Standalone): 17.4%Cash Surplus: ₹1,424 crCash Surplus vs Market Cap: ~2.27%
📅 Short termPositive sentiment is expected as the company outperformed its margin guidance and reported strong double-digit bottom-line growth.
📈 Long termStructural growth remains supported by aggressive retail expansion (1,900+ stores) and new capacity additions, though competition from new entrants remains a key monitorable.
⚠ Risk flags
- Volatility in crude oil prices impacting 60% of revenue costs
- Delayed price pass-through in the industrial segment
- Increased competitive intensity from new large-scale entrants
Key Highlights
Consolidated PAT increased by 28.6% YoY, while standalone PAT grew by 25.5%
Decorative business outperformed with 13.5% value growth and nearly 20% operating profit growth
Standalone operating profit margin reached 17.4%, supported by calibrated price increases
Cash surplus grew to ₹1,424 cr as of June 2026, up from ₹1,198 cr in the previous period
Tinting machine installations exceeded 2,100 units during the quarter, supporting retail expansion
👀 What to Watch
Watch for the full impact of industrial price hikes in Q2 FY27 and the execution progress of the two new manufacturing plants in Panagarh and Odisha.
28.6% PAT Growth in Q1 FY27; Consolidated Revenue Up 12% to ₹3,584 Cr
Berger Paints reported a robust Q1 FY27 with consolidated revenue growing 12% YoY to ₹3,583.8 Cr. Net profit (PAT) surged 28.6% YoY to ₹405 Cr, significantly outpacing revenue growth due to a 40 bps expansion in PBDIT margins to 16.9%. The decorative segment was the primary driver with ~13.5% value growth, marking its highest growth in 12 quarters. The company maintained a strong liquidity position with a consolidated cash surplus of ₹1,424 Cr as of June 2026.
Confidence: HIGH
What changedBerger Paints achieved its highest decorative segment growth in 12 quarters and successfully expanded margins despite raw material inflation through calibrated price increases.
Why it mattersThe strong performance demonstrates pricing power and operational resilience in a competitive paint market, while the growing cash surplus provides a buffer for future retail and capacity expansion.
Consolidated Revenue (Q1 FY27): ₹3,583.8 CrConsolidated PAT Growth (YoY): 28.6%PBDIT Margin: 16.9%Cash Surplus: ₹1,424 CrQ1 Revenue vs TTM Revenue: ~30.1%
📅 Short termThe stock is likely to react positively to the strong bottom-line beat and margin expansion, reflecting healthy demand in the decorative segment.
📈 Long termStructural growth is supported by aggressive retail expansion (1,900+ stores) and diversification into high-growth areas like construction chemicals and wood coatings.
⚠ Risk flags
- Raw material inflation (crude oil volatility)
- Increased market competitiveness from new large-scale entrants
- Delayed price pass-through in the industrial coatings segment
Key Highlights
Consolidated PAT increased by 28.6% YoY to ₹405.0 Cr in Q1 FY27
Standalone revenue grew 12.7% YoY to ₹3,226.7 Cr, driven by high single-digit volume growth
Decorative business delivered ~13.5% value growth and nearly 20% operating profit growth
Consolidated cash surplus reached ₹1,424 Cr, up from ₹992 Cr in June FY26
Store footprint expanded to 1,900+ outlets with 2,100+ tinting machines installed in Q1
👀 What to Watch
Investors should monitor the sustainability of double-digit growth in Q2, especially the impact of full-quarter price hikes and monsoon-driven rural demand. Key focus remains on competitive intensity from new entrants and the company's ability to maintain margins within the guided range.
25.5% PAT Growth in Q1 FY27 as Berger Paints Reports Rs 3,227 Cr Standalone Revenue
Berger Paints reported a strong start to FY27 with standalone revenue growing 12.7% YoY to Rs 3,226.7 Cr. Net profit surged 25.5% to Rs 368.7 Cr, significantly aided by the absence of a one-time fire-related loss of Rs 36.81 Cr incurred in the same quarter last year. Management highlighted that value growth outpaced volume growth due to strategic price hikes, particularly in the Automotive and Decorative segments. Despite crude oil volatility from West Asian conflicts, the company maintained an EBITDA growth of 12.6% YoY.
Confidence: HIGH
What changedThe company has successfully implemented price hikes to drive value growth above volume growth, while recovering from the operational impact of a warehouse fire that affected the previous year's base.
Why it mattersAs India's second-largest paint player, Berger's ability to maintain double-digit revenue growth and expand margins despite geopolitical uncertainty and raw material inflation is a key indicator of its pricing power and operational efficiency.
Standalone Revenue (Q1 FY27): Rs 3,226.68 CrStandalone PAT (Q1 FY27): Rs 368.68 CrRevenue Growth (YoY): 12.7%PAT Growth (YoY): 25.5%Q1 Revenue vs TTM Revenue: ~27.2%
📅 Short termThe stock may see positive momentum due to the strong PAT growth and management's optimistic outlook on domestic demand and monsoon progress.
📈 Long termThe company's focus on high-growth segments like construction chemicals and its target to expand the tinting machine network to 10,000+ units supports its long-term market share goals.
⚠ Risk flags
- Volatility in crude oil prices due to West Asia conflict
- Foreign currency fluctuations impacting 40% of raw material basket
- Intense competition from new large-scale entrants in the decorative segment
Key Highlights
Standalone Revenue from operations grew 12.7% YoY to Rs 3,226.68 Cr.
Standalone Net Profit increased 25.5% YoY to Rs 368.68 Cr from Rs 293.76 Cr.
EBITDA (excluding other income) rose 12.6% YoY to Rs 562.2 Cr.
Standalone EPS for the quarter improved to Rs 3.16 compared to Rs 2.52 in Q1 FY26.
Management reported that value growth outpaced volume growth following price increases implemented during the period.
👀 What to Watch
Investors should monitor the sustainability of gross margins in Q2 FY27 as the full benefit of industrial segment price hikes is expected to materialize, while keeping a watch on crude oil price trends.
Berger Paints Sets Aug 5 as Record Date for ₹4 Dividend per Share
Berger Paints (I) Limited has fixed August 5, 2026, as the record date to determine shareholder eligibility for a final dividend of ₹4 per share (400% of face value). The dividend is for the financial year ended March 31, 2026, and is subject to shareholder approval at the 102nd AGM on August 12, 2026. If approved, the dividend will be paid to eligible members on August 21, 2026. The company will also observe a book closure period from August 6 to August 12, 2026.
Key Highlights
Final dividend of ₹4 per equity share (400%) recommended for FY 2025-26
Record date for dividend entitlement is Wednesday, August 5, 2026
102nd Annual General Meeting scheduled for August 12, 2026, via video conferencing
Dividend payment date set for Friday, August 21, 2026, post-shareholder approval
Book closure period from August 6, 2026, to August 12, 2026
👀 What to Watch
Investors interested in the dividend should ensure they hold the shares before the ex-dividend date. Long-term investors should verify that their bank account details are correctly updated with their DP to ensure seamless credit.
Berger Paints Announces Rs 4 Dividend; Sets Record Date for Aug 5, 2026
Berger Paints (I) Limited has scheduled its 102nd Annual General Meeting for August 12, 2026. The Board has recommended a final dividend of Rs 4 per equity share (400% of face value) for the financial year ended March 31, 2026. Shareholders must be on the register by the record date of August 5, 2026, to be eligible for the payout. If approved at the AGM, the dividend will be disbursed on August 21, 2026.
Key Highlights
Recommended final dividend of Rs 4 per equity share (400%) for FY 2025-26
Record date for dividend entitlement fixed as Wednesday, August 5, 2026
102nd Annual General Meeting (AGM) scheduled for August 12, 2026
Dividend payment date set for August 21, 2026, subject to shareholder approval
Book closure period from August 6 to August 12, 2026, for AGM and dividend purposes
👀 What to Watch
Investors interested in the dividend should ensure they hold the stock before the ex-dividend date, typically one business day prior to the August 5 record date. Long-term investors should review the upcoming Integrated Annual Report for operational performance updates.
Berger Paints Re-appoints Abhijit Roy as MD & CEO for 4-Year Term Starting July 2027
Berger Paints has recommended the re-appointment of Mr. Abhijit Roy as Managing Director and CEO for a further period of four years. The new term is scheduled to run from July 1, 2027, to June 30, 2031, ensuring long-term leadership continuity. Mr. Roy has been at the helm of the company since 2012, overseeing significant growth and market positioning. The appointment is subject to shareholder approval at the upcoming Annual General Meeting.
Key Highlights
Re-appointment of Abhijit Roy as MD & CEO for a 4-year term from 2027 to 2031
Mr. Roy has served as the Managing Director and CEO since July 1, 2012
The current term of the MD & CEO is set to expire on June 30, 2027
The recommendation was made by the Compensation and Nomination and Remuneration Committee
👀 What to Watch
Investors should view this as a positive sign of leadership stability and strategic continuity for India's second-largest paint manufacturer. No immediate action is required as the re-appointment secures the management structure for the medium term.
Berger Paints Q4 FY26: PAT Surges 38% with 12-Quarter High Gross Margins
Berger Paints reported a strong Q4 FY26 with standalone volume growth of 11.8% and value growth of 6.7%. Operating margins reached a 10-quarter high of 18.3%, driven by a favorable product mix and cost optimization despite high competitive intensity. Net profit (PAT) after exceptional items grew by 38.1% YoY to ₹327.28 crore, significantly aided by insurance claim recognition. The company continues to expand its retail footprint, adding over 700 stores during the year to reach a total of approximately 1,900 stores.
Key Highlights
Standalone volume growth of 11.8% and value growth of 6.7% for Q4 FY26
Gross margins expanded to a 12-quarter high of 42.3% while PBDIT margins hit a 10-quarter high of 18.3%
Standalone PBDIT grew 17.8% YoY to ₹458.74 crore, supported by operating leverage
Consolidated net cash surplus increased to ₹1,198 crore in FY26 from ₹689 crore in FY25
Decorative segment delivered double-digit volume growth with strong traction in premium emulsions
👀 What to Watch
Investors should view the margin expansion and double-digit volume growth as a sign of resilience against new market entrants. The company's strong cash position and expansion into construction chemicals provide a solid foundation for long-term growth.
Berger Paints Re-appoints Abhijit Roy as MD & CEO for 4-Year Term Starting July 2027
Berger Paints has recommended the re-appointment of Mr. Abhijit Roy as Managing Director and CEO for a further period of four years. This new term will commence on July 1, 2027, and run through June 30, 2031, following the completion of his current tenure. Mr. Roy has been at the helm of the company since 2012, overseeing significant growth and market expansion. The re-appointment ensures long-term leadership continuity and is subject to shareholder approval at the upcoming Annual General Meeting.
Key Highlights
Re-appointment of Mr. Abhijit Roy as MD & CEO for a 4-year term from July 2027 to June 2031
Mr. Roy has served as the Managing Director and CEO of the company since July 1, 2012
The current term of the MD & CEO is scheduled to expire on June 30, 2027
The Board's recommendation follows the advice of the Compensation and Nomination and Remuneration Committee
👀 What to Watch
Investors should view this as a positive sign of leadership stability and continuity in the company's strategic direction. No immediate action is required as the transition is well-planned and far in advance of the current term's end.
Berger Paints FY26 PAT Rises to ₹1,096 Cr; Recommends ₹4 Dividend and Re-appoints CEO
Berger Paints reported a steady financial performance for FY26, with standalone revenue reaching ₹10,420.10 crore compared to ₹10,169.22 crore in FY25. The standalone net profit for the full year grew to ₹1,095.66 crore, supported by a strong Q4 performance where profit jumped 38% YoY to ₹327.28 crore. The board has recommended a dividend of ₹4.00 per share (400% on face value), rewarding shareholders for the year's performance. Furthermore, the re-appointment of Abhijit Roy as MD & CEO for another four years ensures management continuity and strategic stability.
Key Highlights
Standalone Revenue for FY26 grew to ₹10,420.10 crore from ₹10,169.22 crore in the previous year.
Full-year Standalone Net Profit increased to ₹1,095.66 crore versus ₹1,077.50 crore in FY25.
Q4 FY26 Standalone Net Profit surged 38% YoY to ₹327.28 crore from ₹236.92 crore.
Recommended a final dividend of ₹4.00 per equity share (400%) for FY 2025-26.
Abhijit Roy re-appointed as MD & CEO for a 4-year term from July 2027 to June 2031.
👀 What to Watch
The results demonstrate resilient growth and improved quarterly margins, making the stock a strong hold for long-term investors. The leadership continuity and consistent dividend payout further enhance the company's investment profile.
Berger Paints Q3 FY26: 8.5% Volume Growth and Record 41.2% Gross Margins
Berger Paints reported a high single-digit volume growth of 8.5% for Q3 FY26, though value growth remained muted at 0.4% due to a shift toward economy products and prior price cuts. Gross margins reached a multi-quarter high of 41.2%, supported by stable raw material costs and an improved product mix. The company maintained its EBITDA margin within the guided 15-17% range at 16.1%. Management noted a month-on-month recovery in demand starting from November after a weak October impacted by extended monsoons.
Key Highlights
Standalone volume growth stood at 8.5% while value growth was nearly flat at 0.4% due to product mix shifts.
Gross margins expanded to 41.2%, matching a 15-quarter high, driven by stable input costs.
EBITDA margin remained within the guided range at 16.1%, despite lower scale benefits on overheads.
Net cash position improved significantly to ₹918 crore as of December 2025 from ₹689 crore in March 2025.
Distribution network expanded with 2,500+ new color bank machines and a total store count exceeding 1,800.
👀 What to Watch
Investors should monitor the narrowing gap between volume and value growth as the impact of previous price cuts fades. The strong margin profile and improving demand trajectory suggest resilience despite high competitive intensity in the decorative segment.
Berger Paints Q3 FY26: Volume Grows 8.5% but Value Growth Muted at 0.4%
Berger Paints reported a high single-digit volume growth of 8.5% for Q3 FY26, but value growth was nearly flat at 0.4% due to a shift toward economy emulsions and prior price corrections. Standalone PAT declined 2.5% YoY to ₹298.4 crore, while Consolidated PAT fell 8.3% YoY to ₹271.3 crore, partly impacted by exceptional items totaling ₹53.3 crore. Despite the topline pressure, gross margins improved to 41.2% (standalone) from 39.8% YoY, aided by stable raw material prices and product mix. The company continues to expand its network, adding 2,500+ color bank machines and 1,800+ stores during the quarter.
Key Highlights
Standalone volume growth of 8.5% significantly outpaced value growth of 0.4% due to a mix shift toward economy products.
Consolidated gross margin expanded to 43.1% from 41.6% YoY, supported by stable RM prices.
Consolidated PAT stood at ₹271.3 crore, down 8.3% YoY, impacted by a ₹53.3 crore exceptional item.
Net cash position improved to ₹918 crore as of December 2025 compared to ₹689 crore in March 2025.
Automotive segment delivered high single-digit volume growth, while Protective and General Industrial segments remained muted.
👀 What to Watch
Investors should monitor the company's ability to convert volume growth into value growth as competitive intensity in the paint sector remains elevated. The margin stability is a positive sign, but the impact of new entrants on pricing power remains a key watchpoint.
Berger Paints Q3 FY26: 8.5% Volume Growth but Consolidated PAT Drops 8.3% YoY
Berger Paints reported a stagnant top-line with consolidated revenue growing only 0.3% YoY to ₹2,984 crore in Q3 FY26. While standalone volume growth was healthy at 8.5%, value growth remained muted at 0.4% due to a shift towards economy products and prior price corrections. Consolidated PAT fell 8.3% YoY to ₹271.3 crore, significantly impacted by exceptional items totaling ₹53.3 crore. Despite the bottom-line pressure, the company maintained a strong net cash position of ₹918 crore and saw standalone gross margins expand to 41.2%.
Key Highlights
Standalone volume growth of 8.5% YoY, though value growth was nearly flat at 0.4% due to product mix shift.
Consolidated PAT decreased by 8.3% YoY to ₹271.3 crore, while standalone PAT fell 2.5% to ₹298.4 crore.
Standalone gross margins improved to 41.2% from 39.8% YoY, supported by stable raw material prices and improved product mix.
Exceptional items of ₹53.3 crore (Consolidated) and ₹50.0 crore (Standalone) weighed on the quarterly performance.
Aggressive distribution expansion continued with the installation of 2,500+ color bank machines and 1,800+ new stores.
👀 What to Watch
Investors should monitor the persistent gap between volume and value growth, which indicates high competitive intensity and pricing pressure in the decorative segment. While margin stability is a positive, the impact of exceptional items and muted industrial demand suggests a cautious approach until value growth recovers.
Berger Paints Q3 Standalone Net Profit Dips to ₹298.37 Cr; Revenue Flat at ₹2,595 Cr
Berger Paints India reported a marginal 0.4% YoY increase in standalone revenue from operations to ₹2,595.01 crore for the quarter ended December 31, 2025. Standalone Net Profit declined by 2.5% YoY to ₹298.37 crore, primarily weighed down by a one-time exceptional charge of ₹19.99 crore related to the implementation of new Labour Codes. Despite the flat top-line growth, the company maintained stable operational performance, with nine-month (9M FY26) profits reaching ₹768.38 crore.
Key Highlights
Standalone Revenue from operations remained flat at ₹2,595.01 crore vs ₹2,584.76 crore YoY.
Net Profit for the quarter stood at ₹298.37 crore, down from ₹306.08 crore in the previous year's corresponding quarter.
Recognized an exceptional item of ₹19.99 crore due to increased employee benefit obligations from new Labour Code notifications.
Nine-month (9M FY26) standalone revenue reached ₹7,916.10 crore with a total comprehensive income of ₹767.04 crore.
Basic EPS for the quarter was ₹2.56, compared to ₹2.63 in Q3 FY25.
👀 What to Watch
Investors should maintain a neutral stance as the flat revenue growth indicates a slowdown in volume or pricing power in a competitive market. Monitor the long-term margin impact of the new Labour Codes and the company's recovery in the decorative paints segment.
Berger Paints Starts Production at Hindupur Resin Plant with 12,000 MT Capacity
Berger Paints has commenced commercial production at its state-of-the-art, fully automated resin manufacturing facility in Hindupur, Andhra Pradesh. The facility has an annual production capacity of 12,000 MT and involved an investment of over Rs 78 crores. This move is part of the company's backward integration strategy aimed at reducing the overall cost of production. Investors should note that this operational milestone is expected to enhance margins by optimizing raw material costs.
Key Highlights
Commencement of commercial production at the Hindupur resin facility on February 4, 2026
Total investment in the new manufacturing facility exceeds Rs 78 crores
Annual production capacity established at 12,000 MT of resin
Fully automated facility designed to bring down the company's cost of production
Strategic location in Sri Sathya Sai district, Andhra Pradesh, to support regional operations
👀 What to Watch
Investors should maintain a positive outlook as this backward integration will likely improve operating margins. Monitor upcoming quarterly results for signs of cost efficiencies resulting from this new facility.
