{"id":130601,"date":"2022-06-10T08:05:10","date_gmt":"2022-06-10T12:05:10","guid":{"rendered":"https:\/\/44.250.171.167\/?p=130601"},"modified":"2022-10-06T04:24:57","modified_gmt":"2022-10-06T08:24:57","slug":"berger-paints-india-ltd-q4-fy22-earnings-conference-call-insights","status":"publish","type":"post","link":"https:\/\/alphastreet.com\/india\/berger-paints-india-ltd-q4-fy22-earnings-conference-call-insights\/","title":{"rendered":"Berger Paints India Ltd Q4 FY22 Earnings Conference Call Insights"},"content":{"rendered":"<p><iframe loading=\"lazy\" title=\"Berger Paints India Ltd Q4 FY22 Earnings Concall\" width=\"500\" height=\"375\" src=\"https:\/\/www.youtube.com\/embed\/HEw-PGTDCoI?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p><strong>Key highlights from Berger Paints India Ltd (<a href=\"https:\/\/44.250.171.167\/symbol\/BERGEPAINT\/\">BERGEPAINT<\/a>) Q4 FY22 Earnings Concall<\/strong><\/p>\n<p><strong>Q&amp;A Highlights:<\/strong><\/p>\n<ul>\n<li>Shirish Pardeshi from Centrum Capital asked about the volume growth for 4Q22 and FY22. Srijit Dasgupta CFO replied that 4Q22 was flat in terms of volume due to the one-off project business in 4Q. For the year, volume was a little below 20%.<\/li>\n<\/ul>\n<ul>\n<li>Shirish Pardeshi from Centrum Capital enquired about the inflation the company is seeing today versus 4Q. Srijit Dasgupta CFO answered that some of the raw materials have cooled off a little bit like oils, rutile etc. but the solvent prices continue to increase. So if things remain as they are, there is perhaps a case for a marginal price increase going forward.<\/li>\n<\/ul>\n<ul>\n<li>Shirish Pardeshi from Centrum Capital asked that if the pricing is fluid that will also somewhat impact the trade inventory. Srijit Dasgupta CFO said that the company has seen the worst of it on inventory effect at the dealers end playing out in 4Q. Looking at April and May trends, BERGEPAINT is quite optimistic.<\/li>\n<\/ul>\n<ul>\n<li>Avi Mehta from Macquarie asked about demand environment and if any impact is seen on volume growth after the sharp price increases. Srijit Dasgupta CFO replied that April and May were good even with small price increases. The company is optimistic and expects the demand to continue to unfold.<\/li>\n<\/ul>\n<ul>\n<li>Avi Mehta from Macquarie asked that if the selective price hike in powder coating business is due to higher competitive intensity. Srijit Dasgupta CFO answered that it\u2019s just that the company has not sold at those low margins as a policy and therefore the topline suffered a little bit.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Key highlights from Berger Paints India Ltd (BERGEPAINT) Q4 FY22 Earnings Concall Q&amp;A Highlights: Shirish Pardeshi from Centrum Capital asked about the volume growth for 4Q22 and FY22. Srijit Dasgupta CFO replied that 4Q22 was flat in terms of volume due to the one-off project business in 4Q. For the year, volume was a little [&hellip;]<\/p>\n","protected":false},"author":1767,"featured_media":125416,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[9825,392,5753],"tags":[9478,9757],"class_list":["post-130601","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-earnings-call-highlights","category-earnings","category-industrials","tag-industirals","tag-paint"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg","jetpack_likes_enabled":false,"jetpack-related-posts":[{"id":127726,"url":"https:\/\/alphastreet.com\/india\/berger-paints-india-ltd-bergepaint-q3-fy22-earnings-concall-transcript\/","url_meta":{"origin":130601,"position":0},"title":"Berger Paints India Ltd (BERGEPAINT) Q3 FY22 Earnings Concall Transcript","author":"Sahil","date":"February 11, 2022","format":false,"excerpt":"Berger Paints India Ltd\u00a0(NSE:BERGEPAINT) Q3 FY22 Earnings Concall dated Feb. 11, 2022 Corporate Participants: Srijit Dasgupta -- Chief Financial Officer-F&A Sujyoti Mukherjee -- Vice President, Finance & Accounts Analysts: Ashit Desai -- Emkay Global Financial Services Ltd -- Analyst Abneesh Roy -- Edelweiss Financial Services -- Analyst Avi Mehta --\u2026","rel":"","context":"In &quot;Earnings Call Transcripts&quot;","block_context":{"text":"Earnings Call Transcripts","link":"https:\/\/alphastreet.com\/india\/category\/transcripts\/"},"img":{"alt_text":"stock earnings conference call transcript","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/02\/EarningsTranscript.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/02\/EarningsTranscript.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/02\/EarningsTranscript.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":130435,"url":"https:\/\/alphastreet.com\/india\/berger-paints-india-ltd-bergepaint-q4-fy22-earnings-concall-transcript\/","url_meta":{"origin":130601,"position":1},"title":"Berger Paints India Ltd (BERGEPAINT) Q4 FY22 Earnings Concall Transcript","author":"Staff Correspondent","date":"June 1, 2022","format":false,"excerpt":"Berger Paints India Ltd (NSE: BERGEPAINT) Q4 FY22 Earnings Concall dated May 30, 2022 Corporate Participants: Saaksha Mantoo\u00a0--\u00a0Emkay Global Financial Services -- Analyst Srijit Dasgupta\u00a0--\u00a0Director, Finance, and Chief Financial Officer Analysts: Shirish Pardeshi\u00a0--\u00a0Centrum Capital -- Analyst Avi Mehta\u00a0--\u00a0Macquarie -- Analyst Nitin Jain\u00a0--\u00a0Fairview -- Analyst Amit Sachdeva\u00a0--\u00a0HSBC -- Analyst Presentation: Operator\u2026","rel":"","context":"In &quot;Earnings Call Transcripts&quot;","block_context":{"text":"Earnings Call Transcripts","link":"https:\/\/alphastreet.com\/india\/category\/transcripts\/"},"img":{"alt_text":"stock earnings conference call transcript","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/02\/EarningsTranscript.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/02\/EarningsTranscript.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/02\/EarningsTranscript.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":129472,"url":"https:\/\/alphastreet.com\/india\/asian-paints-limited-q4-fy22-earnings-conference-call-insights\/","url_meta":{"origin":130601,"position":2},"title":"Asian Paints Limited Q4 FY22 Earnings Conference Call Insights","author":"Praveen","date":"May 12, 2022","format":false,"excerpt":"Key highlights from Asian Paints Limited (ASIANPAINT) Q4 FY22 Earnings Concall Management Update: ASIANPAINT stated that international business has been a very tough year overall, with debacle happening more from a profitability point of view, given the very high amounts of inflation. Devaluation of the currency also contributed to the\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":131649,"url":"https:\/\/alphastreet.com\/india\/agro-tech-foods-limited-q1-fy23-earnings-conference-call-insights\/","url_meta":{"origin":130601,"position":3},"title":"Agro Tech Foods Limited Q1 FY23 Earnings Conference Call Insights","author":"Praveen","date":"July 25, 2022","format":false,"excerpt":"https:\/\/youtu.be\/KpBZTm9Ym1Q Key highlights from Agro Tech Foods Limited (ATFL) Q1 FY23 Earnings Concall Q&A Highlights: Vishal Gutka of PhillipCapital asked how the company plans to bring back lost customers due high inflation in edible oil. 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Varun Berry MD\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":130756,"url":"https:\/\/alphastreet.com\/india\/united-spirits-limited-q4-fy22-earnings-conference-call-insights\/","url_meta":{"origin":130601,"position":5},"title":"United Spirits Limited Q4 FY22 Earnings Conference Call Insights","author":"Praveen","date":"June 23, 2022","format":false,"excerpt":"https:\/\/youtu.be\/Vvcm7ol3-Ew Key highlights from United Spirits Limited (MCDOWELL-N) Q4 FY22 Earnings Concall \u00a0 Management Update: MCDOWELL-N expects volatility, temporary import supply constraint and inflationary headwinds to remain in short term, putting pressure on its growth and margins. \u00a0 Q&A Highlights: Avi Mehta - Macquarie Group - Analyst EBITDA and working\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/130601","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/users\/1767"}],"replies":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/comments?post=130601"}],"version-history":[{"count":0,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/130601\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media\/125416"}],"wp:attachment":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media?parent=130601"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/categories?post=130601"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/tags?post=130601"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}