Annual Report Summary · FY2026

Asian Paints — Annual Report FY2026

Quality Scores

Multi-Bagger
70/100
Compounder Quality
80/100
Management Credibility
70/100
Governance
80/100
Cash Flow Quality
80/100

AI Summary

Asian Paints Ltd. has demonstrated robust sales growth over the long term, with revenues increasing from 13,615 Cr. in Mar 2015 to 34,489 Cr. in Mar 2023, and projected healthy growth into Mar 2026 at 35,584 Cr. Profitability has generally followed suit, with Net Profit rising from 1,427 Cr. in Mar 2015 to 4,195 Cr. in Mar 2023, though future projections show some volatility. Operating Profit Margins have remained relatively stable, fluctuating between 16% and 22%. The company has maintained strong Return on Equity (ROE) and Return on Capital Employed (ROCE) metrics, consistently above 20%…

Key Changes

The company has demonstrated reasonable consistency in its financial performance, particularly in terms of revenue and net profit growth over the last decade. Sales generally increased year-over-year, and OPM remained largely within a 16-22% band. Return on Equity has consistently stayed above 20%, signifying efficient capital utilization. While there are some fluctuations in annual growth rates and projected figures for specific years (e.g., 2025 sales and net profit projections), the overall trend points to a stable and growing business. Promoters have also maintained a consistent holding of 52.63% over the past several years, indicating stable ownership interest.

Management Commentary

Insufficient data to assess management analysis. Specific details like management's strategic decisions, execution capabilities, or succession planning are not explicitly provided in the financial statements. The provided data focuses on financial outcomes rather than the qualitative aspects of corporate leadership. Therefore, a comprehensive evaluation of management's effectiveness or credibility cannot be rendered from the given information alone.

Financial Highlights

Asian Paints has exhibited consistent revenue growth over the past decade, with sales increasing from 13,615 Cr. in Mar 2015 to 34,489 Cr. in Mar 2023, representing a CAGR of approximately 10.4%. While the compounded sales growth for the past three years (Mar 2021-Mar 2024) is 1%, this is mainly due to a slightly lower projected sales figure for Mar 2025 (33,906 Cr.) before again growing in Mar 2026 (35,584 Cr.). Operating Profit Margins (OPM) have generally been strong, ranging from 16% in Mar 2015 to a high of 22% in Mar 2021, settling at 18% in Mar 2023, before rebounding to 21% in Mar 2024 and subsequently projected to be 18% in Mar 2025 and 19% in Mar 2026. Net Profit growth has largely mirrored sales, growing from 1,427 Cr. in 2015 to 4,195 Cr. in 2023, with projections for 2024 at…

Major Opportunities

Insufficient data.

Major Risks

Insufficient data.

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