Share Review - Asian Paints

Asian Paints (APL)  for  2Q FY 2012, posted a good performance on the top-line
front but a weak performance on the earnings front.

The company’s top line grewbby 24.3% yoy to Rs. Rs.2,251cr (Rs.1,811 cr), in-line with our estimates. Earnings declined by 3% yoy to Rs.209 cr (Rs.215 cr), below our estimates.

Operating profit dipped by 396bp yoy to Rs.323 cr (Rs.331cr) due to high raw-material costs and other expenses (up 55bp yoy).

Neutral view on the stock.

Review by Angle Broking
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