Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

CLSA on Asian Paints (management meet takeaways)
Under Perform, TP Rs 3420
Demand setting remains firm
Margin recovery likely, long-run guidance maintained at 18-20% Ebitda margin
Endeavour ahead is to drive contribution from home decor from 3% to 10% over next 10 yrs

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Disclaimer: This is a Fan Site in Rakesh Jhunjhunwala's name. Rakesh Jhunjhunwala is not associated with us and is in no way aware, accountable or responsible for what is stated here. Further, nothing here constiutes investment advice for you to act on. Also, we have a vested interest, and are extremely biased, in everything that we say. So Mind It!