Berger FY26 profit slips 4.5% to ₹1,127cr; CEO flags inflation-led demand softening
Berger Paints missed FY26 consensus with profit at ₹1,127cr (-4.5%) on extended monsoons and pricing pressure, despite revenue rising 2.9% to ₹11,880cr. CEO Abhijit Roy warns inflation will soften demand and has pushed four price hikes since April. Q4 was stronger (PAT +27.7%); Birla Opus intensity moderating. Roy reappointed to 2031.
What happened
Berger Paints' FY26 profit fell 4.5% to ₹1,127 crore, missing consensus, hit by extended monsoons and pricing pressure. CEO Abhijit Roy warns inflation will
Key facts
- FY26 net profit ₹1,126.87 crore (-4.5%)
- consensus ₹1,133 crore
- revenue ₹11,880.20 crore (+2.9%)
- Ebitda ₹1,833.23 crore (-1.2%)
- Q4 revenue ₹2,868.03 crore (+6.1%)
- Q4 net income ₹334.77 crore (+27.7%)
- 4 price hikes since April
Why this matters
Roy's reappointment to 2031 locks in continuity through the Birla Opus competitive cycle, preserving optionality on premiumization and adjacency M&A as the disruption intensity moderates.