Divyanshu's Portfolio

[Divyanshu_Bagga]

On why I believe Asian Paints has a strong moat with robust demand which can allow compounding earnings for many years to come.

Coffee can method

Repainting constitutes over 70% of the paint demand in the country, and occupies similar or higher proportion (around 90% I believe) of Asian paints demand. Therefore its demand remains quite robust irrespective of the real estate cycle. Asian paints is more than a brand; it is an exceptional paint logistics company. Its ability to restock dealers on short notice is unparalleled. This allows dealers to maintain smaller stock which they can replenish on actual customer demand. Therefore unlike …