BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
IDBI Capital Report
We are bullish on paint sector despite-
worst inflation that the industry faced since last four decades,
new players announcing aggressive capex,
valuation concerns due to rally in stock price.
In this report, we present our observations on paint sector by studying data of last 26 years. Broadly, we expect paint sector to drive outperformance in revenue growth led by penetration, market share gains and new categories (waterproofing, adhesives etc).
We expect gross margin and valuation multiples to sustain driven by pricing-power and fast growth opportunities.
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