• Long-term growth target: The company sees 14–15% top-line growth as sustainable over the long term, driven by early-teens underlying volume growth alongside a 200–300 basis point pricing CAGR.
• Electronics adhesives potential: The addressable adhesives market in Indian advanced electronics manufacturing is projected to reach approximately $1 billion (₹8,000–10,000 crore) by 2030 across consumer electronics, automotive/EVs, industrial, and strategic segments.
• Paints business strategy: Pidilite aims to operate as a complementary paints player rather than a paints major, leveraging its direct distribution reach across 45,000 towns and villages to target rurban markets.
• Margin and pricing: Second-quarter EBITDA margins are expected at the lower end of the 20–24% guidance band due to high-cost raw material inventory, balanced by mid-to-high single-digit weighted average price hikes taken in the first half.