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A View from Asia

Asian Paints: years of growth ahead. Samir Mehta takes a look at the oligopolistic paints industry     

  • Samir Mehta
13 Mar 2019
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View PDF   Download PDF  
  • The world over, paints is an oligopolistic industry; in American and India, it has yet to be disrupted by online commerce.
  • Within the portfolio, we hold an Indian paint manufacturer and distributor which has always appeared expensive on both an earnings as well as price-to-sales multiples.
  • My view on the persistence of industry growth and confidence in the company’s industry positioning and execution abilities overcome the concerns.
     

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