Rally in Asian Paints shows shine may be back as disruption fears ease in India’s paints business

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BSE LIVE NSE LIVE 26 Aug, 2025 12:21 Volume Todays L/H More ×

Shares of India’s largest paints maker, Asian Paints , have staged a sharp rebound over the past month, surging more than 22 percent after sentiment around the business turned positive following a management churn at key rival Birla Opus and September quarter earnings prompting bullish commentary from analysts. While the Street believes competition may stay intense, some are of the view that for Asian Paints, it may no longer be as disruptive as previously feared.

What led to the bearishness on Asian Paints?

When Aditya Birla Group’s flagship company Grasim Industries announced its paints foray through Birla Opus in February 2024, analysts had feared