Pankaj Pandey likes Asian Paints among paint companies, expecting it to benefit from lower raw material costs linked to crude oil prices.

Asian Paints is viewed positively by Nomura, with expectations of high single-digit to early double-digit volume growth supported by pricing increases of 13-14% anticipated to fully reflect in the next quarter, alongside limited margin pressure due to soft commodity costs and existing inventory buffers.

Asian Paints is adapting to the evolving market conditions, emphasizing the importance of pricing strategies and product categories in its performance amid the current economic cycle.

Asian Paints is highlighted as a top pick in the context of rural demand concerns and the outlook for consumer staples, beverages, paints, and cigarettes.