Asian Paints is set to announce its September quarter (Q2FY26) results on Wednesday, November 12. The stock has been painting a positive picture on the bourses, gaining nearly 25% from its recent lows, as the Street senses a change in sentiment across the paint sector.

Investors believe that the worst of the competitive pressure may be behind, and valuations are now more reasonable than they were a few quarters ago.

Operationally, however, Q2FY26 is likely to be a subdued quarter. The company faced challenges from heavy and prolonged monsoons, a weaker product mix, and sustained competitive intensity. Increased cost of sales is also expected to weigh on performance, as seen in peer commentary from Berger Paints.

That said, a favourable base from one of the weakest quarters in recent me

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