Consumer Durables industry
291 companies · ₹17127.6 L cr · 64 with AI deep dives
5y revenue CAGR
median 9.88%(p25 3.53% · p75 19.15%)
5y avg ROCE
median 11.96%(p25 5.83% · p75 19.87%)
Debt / equity
median 0.31x(p25 0.09x · p75 0.62x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-06-30headwindWest Asia conflict driving pervasive, cross-category input cost inflation12 managements
The most widely flagged risk across the bucket. Managements at paint, electrical, appliance, footwear, plywood and EMS companies cited the West Asia conflict as a primary driver…
- HAVELLS: “I've not seen this kind of a price escalation in the recent past in the recent memory…”
headwind10 managements🔒tailwind9 managements🔒headwind7 managements🔒headwind5 managements🔒mixed3 managements🔒tailwind4 managements🔒tailwind3 managements🔒
7 more themes from this quarter's earnings calls are locked. A free account opens the full brief: every theme with verbatim management quotes, the demand picture, companies running against the tide, and the regulatory & disruption watch. Sign up free →
| Company | Mcap | AI verdict | Signals | Stated KPIs (latest call) |
|---|---|---|---|---|
| Narbada Gems & Jewellery Ltd | ₹12190.8 L cr | Unlock | latent operating leverage | |
| Goenka Diamond & Jewels Ltd | ₹2662.8 L cr | Unlock | levering up | |
| Sagar Diamonds Ltd | ₹1643.7 L cr | Unlock | ||
| Srindustries Ltd | ₹613.8 L cr | Unlock | latent operating leveragecapital destroyer | |
| Titan Company Ltd | ₹4.3 L cr | Unlock | roce compounderroce compounder consumerlevering up | |
| Asian Paints Ltd | ₹2.6 L cr | Unlock | latent operating leverageroce compounderroce compounder consumerearnings quality strong | |
| LG Electronics India Ltd | ₹1.0 L cr | Unlock | capex coming onlineroce compounderroce compounder consumerearnings quality strong | |
| Dixon Technologies (India) Ltd | ₹84,909 cr | Unlock | roce compounderearnings quality strongnet cash | |
| Havells India Ltd | ₹76,970 cr | Unlock | roce compounderearnings quality strong | |
| Kalyan Jewellers India Ltd | ₹62,873 cr | Unlock | earnings quality strongnet cash | |
| Berger Paints India Ltd | ₹58,271 cr | Unlock | roce compounderearnings quality strongnet cash | |
| Voltas Ltd | ₹43,511 cr | Unlock | latent operating leverage | |
| Blue Star Ltd | ₹33,761 cr | Unlock | roce compounder | |
| Metro Brands Ltd | ₹28,034 cr | Unlock | earnings quality strong | |
| Amber Enterprises India Ltd | ₹25,470 cr | Unlock | latent operating leverageearnings quality stronglevering up | |
| Thangamayil Jewellery Ltd | ₹22,292 cr | Unlock | deleveraging | |
| Kajaria Ceramics Ltd | ₹19,231 cr | Unlock | earnings quality strongnet cash | |
| Century Plyboards (India) Ltd | ₹17,619 cr | Unlock | latent operating leveragelevering up | |
| PG Electroplast Ltd | ₹16,711 cr | Unlock | ||
| Kansai Nerolac Paints Ltd | ₹15,980 cr | Unlock | net cash | |
| Crompton Greaves Consumer Electricals Ltd | ₹15,956 cr | Unlock | earnings quality strong | |
| JSW Dulux Ltd | ₹13,325 cr | Unlock | latent operating leverageroce compounderroce compounder consumerearnings quality weak | |
| V-Guard Industries Ltd | ₹12,801 cr | Unlock | earnings quality strong | |
| Bluestone Jewellery & Lifestyle Ltd | ₹11,659 cr | Unlock | earnings quality weak | |
| Sky Gold & Diamonds Ltd | ₹10,360 cr | Unlock | latent operating leverageroce compounderroce compounder consumerdeleveraging | |
| Whirlpool of India Ltd | ₹9,896 cr | Unlock | earnings quality strong | |
| Relaxo Footwears Ltd | ₹9,796 cr | Unlock | earnings quality strong | |
| TTK Prestige Ltd | ₹9,676 cr | Unlock | earnings quality strongnet cash | |
| P N Gadgil Jewellers Ltd | ₹9,146 cr | Unlock | roce compounder | |
| PC Jeweller Ltd | ₹8,963 cr | Unlock | ||
| Bata India Ltd | ₹8,933 cr | Unlock | earnings quality strong | |
| Eureka Forbes Ltd | ₹8,901 cr | Unlock | earnings quality strong | |
| Sheela Foam Ltd | ₹8,302 cr | Unlock | latent operating leverageearnings quality strong | |
| Cera Sanitaryware Ltd | ₹8,026 cr | Unlock | net cash | |
| Safari Industries (India) Ltd | ₹7,663 cr | Unlock | latent operating leverage | |
| Cello World Ltd | ₹7,632 cr | Unlock | net cash | |
| Redtape Ltd | ₹7,032 cr | Unlock | roce compounderroce compounder consumerearnings quality weak | |
| Senco Gold Ltd | ₹6,881 cr | Unlock | deleveraging | |
| Ethos Ltd | ₹6,756 cr | Unlock | net cash | |
| Campus Activewear Ltd | ₹6,634 cr | Unlock | earnings quality strongnet cash | |
| Greenlam Industries Ltd | ₹6,430 cr | Unlock | latent operating leverageearnings quality stronglevering up | |
| Stylam Industries Ltd | ₹5,796 cr | Unlock | capex coming onlineroce compounderroce compounder consumernet cash | |
| Timex Group India Ltd | ₹5,724 cr | Unlock | ||
| Goldiam International Ltd | ₹5,379 cr | Unlock | roce compoundernet cash | |
| IFB Industries Ltd | ₹5,336 cr | Unlock | earnings quality strongnet cash | |
| Indigo Paints Ltd | ₹5,091 cr | Unlock | capex coming onlineearnings quality strongnet cash | |
| Symphony Ltd | ₹4,735 cr | Unlock | earnings quality strong | |
| Hawkins Cookers Ltd | ₹4,643 cr | Unlock | roce compounderroce compounder consumernet cash | |
| Responsive Industries Ltd | ₹4,594 cr | Unlock | ||
| Vaibhav Global Ltd | ₹4,519 cr | Unlock | earnings quality strongnet cash | |
| Midwest Ltd | ₹4,357 cr | Unlock | capex coming onlineearnings quality strong | |
| Wakefit Innovations Ltd | ₹4,185 cr | Unlock | earnings quality strong | |
| V I P Industries Ltd | ₹4,123 cr | Unlock | latent operating leveragelevering upcyclical peak base | |
| KDDL Ltd | ₹3,835 cr | Unlock | ||
| Bajaj Electricals Ltd | ₹3,785 cr | Unlock | earnings quality strong | |
| Orient Electric Ltd | ₹3,633 cr | Unlock | earnings quality strongnet cash | |
| Bosch Home Comfort India Ltd | ₹3,604 cr | Unlock | ||
| Greenply Industries Ltd | ₹3,527 cr | Unlock | earnings quality strongdeleveraging | |
| Mayur Uniquoters Ltd | ₹3,412 cr | Unlock | net cash | |
| Carysil Ltd | ₹3,272 cr | Unlock | earnings quality strongdeleveraging | |
| D.P. Abhushan Ltd | ₹3,163 cr | Unlock | roce compounderroce compounder consumerdeleveraging | |
| Euro Pratik Sales Ltd | ₹3,135 cr | Unlock | roce compounderroce compounder consumernet cash | |
| Nilkamal Ltd | ₹2,883 cr | Unlock | earnings quality strong | |
| Pokarna Ltd | ₹2,861 cr | Unlock | capex coming onlineearnings quality strongdeleveragingcapex ahead of revenue | |
| Borosil Ltd | ₹2,735 cr | Unlock | ||
| Stove Kraft Ltd | ₹2,639 cr | Unlock | earnings quality strongnet cash | |
| Rajesh Exports Ltd | ₹2,594 cr | Unlock | earnings quality strongnet cash | |
| Nitco Ltd | ₹2,465 cr | Unlock | ||
| Greenpanel Industries Ltd | ₹2,354 cr | Unlock | latent operating leverageearnings quality strongcyclical peak base | |
| Epack Durable Ltd | ₹2,235 cr | Unlock | earnings quality stronglevering up | |
| Sirca Paints India Ltd | ₹2,212 cr | Unlock | latent operating leveragenet cash | |
| Shringar House of Mangalsutra Ltd | ₹2,110 cr | Unlock | roce compounderroce compounder consumerearnings quality weak | |
| La Opala RG Ltd | ₹2,061 cr | Unlock | net cash | |
| Somany Ceramics Ltd | ₹1,968 cr | Unlock | earnings quality strong | |
| Tribhovandas Bhimji Zaveri Ltd | ₹1,940 cr | Unlock | latent operating leveragelevering up | |
| Hindware Home Innovation Ltd | ₹1,819 cr | Unlock | earnings quality stronglevering up | |
| Asian Granito India Ltd | ₹1,711 cr | Unlock | latent operating leverageearnings quality strongcapital destroyer | |
| Khazanchi Jewellers Ltd | ₹1,695 cr | Unlock | roce compounder | |
| Motisons Jewellers Ltd | ₹1,664 cr | Unlock | net cash | |
| IKIO Technologies Ltd | ₹1,605 cr | Unlock | latent operating leveragecapex coming onlinenet cash | |
| Shanti Gold International Ltd | ₹1,556 cr | Unlock | roce compounderroce compounder consumerearnings quality weak | |
| Virtuoso Optoelectronics Ltd | ₹1,531 cr | Unlock | earnings quality stronglevering up | |
| Wonder Electricals Ltd | ₹1,471 cr | Unlock | earnings quality strong | |
| All Time Plastics Ltd | ₹1,462 cr | Unlock | earnings quality strong | |
| Onida Electronics Limited | ₹1,376 cr | Unlock | capital destroyer | |
| Butterfly Gandhimathi Appliances Ltd | ₹1,346 cr | Unlock | earnings quality strong | |
| PNGS Reva Diamond Jewellery Limited | ₹1,339 cr | Unlock | roce compounderearnings quality weak | |
| Renaissance Global Ltd | ₹1,245 cr | Unlock | deleveraging | |
| Utssav CZ Gold Jewels Ltd | ₹1,232 cr | Unlock | roce compounderroce compounder consumer | |
| Safe Enterprises Retail Fixtures Ltd | ₹1,164 cr | Unlock | roce compounderroce compounder consumernet cash | |
| Laxmi Goldorna House Ltd | ₹1,027 cr | Unlock | levering up | |
| BirlaNu Ltd | ₹1,021 cr | Unlock | earnings quality stronglevering upcapital destroyer | |
| Bhartiya International Ltd | ₹978 cr | Unlock | earnings quality strongdeleveraging | |
| Asian Star Company Ltd | ₹976 cr | Unlock | capital destroyer | |
| Stanley Lifestyles Ltd | ₹883 cr | Unlock | earnings quality strongnet cash | |
| Advit Jewels Ltd | ₹862 cr | Unlock | roce compounderroce compounder consumerearnings quality weak | |
| Manoj Vaibhav Gems N Jewellers Ltd | ₹838 cr | Unlock | roce compounderearnings quality weakdeleveraging | |
| Radhika Jeweltech Ltd | ₹813 cr | Unlock | roce compounder | |
| Parin Enterprises Ltd | ₹810 cr | Unlock | earnings quality weak | |
| Sj Corporation Ltd | ₹769 cr | Unlock | capex coming online |