Tag: Household Durables

ASIANPAINT – Q3 FY26 Earnings Call – 27-Jan-26

Asian Paint’s Base case assumes crude at $80, flat rural demand, and stable INR, driving 6–7% revenue growth with 20–21% margins. Bear case risks higher crude, weaker demand, and rupee depreciation, cutting EPS 15–20%. Bull case sees crude easing, rural rebound, and EPS rising 18–20%.

1–2 minutes

3-Scenario Framework

📊 Base Case (50% Probability)

  • Key Variables: Crude at $80/bbl, rural demand flat, INR at 83/USD.
  • Outcome: Revenue grows 6-7%; EBITDA margins at 20-21%; EPS up 8-10%. Capex funded via internal accruals; leverage stable at 1.8x.
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