ASIANPAINT

What Asian Paints promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 16 tracked 6 delivered 2 missed 8 open
  • FY25 Volume Growth delivered, diluted said Q4 FY24 Promised: Double digit volume growth to continue in FY25 Q1 FY27: Past FY promise. No new updates.
  • Standalone Capex went quiet said Q4 FY25 Promised: INR 700-800 crore per year for FY26-FY27 Q1 FY27: No specific update on the final FY26 capex figure or the FY27 plan against this specific guidance was provided.
  • Volume-Value Gap at risk said Q2 FY26 Promised: Maintain a 4-5% difference between volume and value Q1 FY27: Q1 Decorative business saw 9.0% volume growth and 16.6% value growth. The gap was -7.6%, with value growth significantly outpacing volume growth due to pricing actions, contrary to the guided 4-5% gap where volume outpaces value.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 16 tracked commitments for Asian Paints — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens