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The Economic Times

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Paint stocks are about to get interesting; Nomura on what investors need to know

India's paint sector faces significant cost shocks from crude-driven inflation, prompting price hikes. Despite a short-term margin hit, structural factors like painting cycles and the low proportion of paint costs in total job expenses suggest a robust recovery. Investors can anticipate a return to double-digit revenue growth as pricing power re-emerges.

27 Mar 2026 4:59 pm