Retailing
86 companies · ₹12.4 L cr · 5 with AI deep dives
5y revenue CAGR
median 18.12%(p25 3.5% · p75 28.74%)
5y avg ROCE
median 10.37%(p25 1.98% · p75 16.95%)
Debt / equity
median 0.29x(p25 0.08x · p75 0.56x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-03-31tailwindBroad-based top-line growth acceleration across formats and verticals5 managements
Five of six covered managements reported revenue or GOV growth in the high-teens to low-thirties range in their most recently completed quarter, with multiple companies calling it…
- NYKAA (Q4FY26): “net revenue, which grew also at a similar pace of 28% year-on-year. And the net revenue…”
tailwind5 managements🔒tailwind4 managements🔒headwind2 managements🔒headwind2 managements🔒headwind2 managements🔒
5 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) |
|---|---|---|---|---|
| Avenue Supermarts Ltd | ₹2.6 L cr | - | earnings quality strongnet cash | |
| Eternal Ltd | ₹2.4 L cr | - | story tension | |
| Trent Ltd | ₹1.5 L cr | - | earnings quality strongnet cash | |
| Lenskart Solutions Ltd | ₹85,779 cr | - | earnings quality strongnet cash | |
| FSN E-Commerce Ventures Ltd | ₹78,137 cr | 🔒 unlock to view | ||
| Meesho Ltd | ₹76,220 cr | - | ||
| Swiggy Ltd | ₹69,215 cr | 🔒 unlock to view | net cash | |
| Info Edge (India) Ltd | ₹63,156 cr | - | net cash | |
| Vishal Mega Mart Ltd | ₹55,914 cr | 🔒 unlock to view | earnings quality strong | |
| Urban Company Ltd | ₹19,539 cr | - | ||
| Indiamart Intermesh Ltd | ₹12,121 cr | - | ||
| Aditya Birla Lifestyle Brands Ltd | ₹12,022 cr | - | earnings quality strong | |
| Brainbees Solutions Ltd | ₹11,355 cr | - | ||
| Cartrade Tech Ltd | ₹11,208 cr | - | ||
| Medplus Health Services Ltd | ₹10,595 cr | - | earnings quality strongstory tension | |
| Vedant Fashions Ltd | ₹9,913 cr | - | roce compounderroce compounder consumermargin under pressureearnings quality strong | |
| V2 Retail Ltd | ₹8,125 cr | - | latent operating leverageearnings quality strongstory tension | |
| Aditya Birla Fashion & Retail Ltd | ₹7,323 cr | - | latent operating leveragemargin under pressurecapital destroyercyclical peak base | |
| Aditya Vision Ltd | ₹7,167 cr | 🔒 unlock to view | roce compounderdeleveraging | |
| Arvind Fashions Ltd | ₹6,045 cr | - | earnings quality strongdeleveragingstory tension | |
| V-Mart Retail Ltd | ₹5,676 cr | - | earnings quality strongstory tension | |
| RattanIndia Enterprises Ltd | ₹5,044 cr | - | levering up | |
| Entero Healthcare Solutions Ltd | ₹4,952 cr | 🔒 unlock to view | ||
| Just Dial Ltd | ₹4,575 cr | - | ||
| Shoppers Stop Ltd | ₹4,096 cr | - | earnings quality strongdeleveraging | |
| Electronics Mart India Ltd | ₹4,059 cr | - | latent operating leverageearnings quality strongdeleveraging | |
| Crizac Ltd | ₹3,627 cr | - | roce compoundernet cash | |
| Shankara Buildpro Ltd | ₹2,498 cr | - | roce compounderroce compounder consumerearnings quality weak | |
| Baazar Style Retail Ltd | ₹2,485 cr | - | earnings quality strong | |
| City Pulse Multiventures Ltd | ₹2,375 cr | - | earnings quality strongnet cash | |
| Go Fashion (India) Ltd | ₹1,888 cr | - | earnings quality strong | |
| TCC Concept Ltd | ₹1,693 cr | - | net cash | |
| Sai Silks (Kalamandir) Ltd | ₹1,626 cr | - | earnings quality strongnet cash | |
| Macfos Ltd | ₹1,202 cr | - | roce compounder | |
| Keto Motors Ltd | ₹1,147 cr | - | capex coming online | |
| Matrimony.com Ltd | ₹806 cr | - | roce compoundermargin under pressure | |
| Patel Retail Ltd | ₹725 cr | - | earnings quality weak | |
| Credo Brands Marketing Ltd | ₹579 cr | - | earnings quality strongnet cash | |
| Bhatia Communications & Retail (India) Ltd | ₹337 cr | - | latent operating leveragenet cashstory tension | |
| Spencers Retail Ltd | ₹329 cr | - | margin under pressurecapital destroyer | |
| Istreet Network Ltd | ₹326 cr | - | capex coming online | |
| Logica Infoway Ltd | ₹292 cr | - | latent operating leverageroce compounderearnings quality stronglevering up | |
| Khemani Distributors & Marketing Ltd | ₹275 cr | - | latent operating leverageearnings quality strong | |
| Shankara Building Products Ltd | ₹268 cr | - | latent operating leverage | |
| Brand Concepts Ltd | ₹222 cr | - | latent operating leveragelevering up | |
| Acetech E-Commerce Ltd | ₹215 cr | - | roce compounder | |
| Magson Retail and Distribution Ltd | ₹207 cr | - | net cash | |
| M K Exim (India) Ltd | ₹206 cr | - | latent operating leverageroce compounderearnings quality weaknet cash | |
| Jay Jalaram Technologies Ltd | ₹164 cr | - | deleveraging | |
| Vijaypd Ceutical Ltd | ₹147 cr | - | earnings quality weakgross block efficient | |
| Intrasoft Technologies Ltd | ₹137 cr | - | capex coming onlinenet cashcapex ahead of revenue | |
| Jay Ambe Supermarkets Ltd | ₹132 cr | - | roce compounder | |
| Praxis Home Retail Ltd | ₹130 cr | - | latent operating leveragemargin under pressurecapital destroyer | |
| Ace Men Engg Works Ltd | ₹123 cr | - | earnings quality weak | |
| Alstone Textiles (India) Ltd | ₹100 cr | - | levering up | |
| Mrp Agro Ltd | ₹100 cr | - | capex coming onlineearnings quality weaknet cash | |
| Mehul Telecom Ltd | ₹99 cr | - | roce compounderearnings quality weak | |
| On Door Concepts Ltd | ₹99 cr | - | net cash | |
| Womancart Ltd | ₹89 cr | - | ||
| Fonebox Retail Ltd | ₹82 cr | - | earnings quality strongnet cash | |
| Umiya Mobile Ltd | ₹74 cr | - | earnings quality weak | |
| Digidrive Distributors Ltd | ₹69 cr | - | ||
| Kaushalya Logistics Ltd | ₹66 cr | - | roce compounder | |
| Future Consumer Ltd | ₹64 cr | - | ||
| Jupiter Infomedia Ltd | ₹57 cr | - | cyclical peak base | |
| Osia Hyper Retail Ltd | ₹54 cr | - | deleveraging | |
| Aditya Consumer Marketing Ltd | ₹50 cr | - | deleveragingcapital destroyer | |
| Pace E-commerce Ventures Ltd | ₹39 cr | - | ||
| 7nr Retail Ltd | ₹32 cr | - | latent operating leveragecyclical peak base | |
| Sattva Sukun Lifecare Ltd | ₹29 cr | - | margin under pressurenet cash | |
| Future Enterprises-DVR | ₹29 cr | - | margin under pressurelevering up | |
| Cell Point (India) Ltd | ₹28 cr | - | earnings quality weak | |
| Future Lifestyle Fashions Ltd | ₹26 cr | - | ||
| Ahasolar Technologies Ltd | ₹24 cr | - | capex coming onlinenet cash | |
| Add-shop E-retail Ltd | ₹20 cr | - | margin under pressurecyclical peak base | |
| Kotia Enterprises Ltd | ₹20 cr | - | ||
| Future Enterprises Ltd | ₹20 cr | - | margin under pressure | |
| Olympia Industries Ltd | ₹18 cr | - | levering upcyclical peak base | |
| JHS Svendgaard Retail Ventures Ltd | ₹17 cr | - | ||
| Shanti Guru Industries Ltd | ₹12 cr | - | ||
| Raconteur Global Resources Ltd | ₹12 cr | - | levering up | |
| Fone4 Communications (India) Ltd | ₹9 cr | - | ||
| Net Avenue Technologies Ltd | ₹9 cr | - | ||
| Radhagobind Commercial Ltd | ₹4 cr | - | ||
| Jla Infraville Shoppers Ltd | ₹4 cr | - | net cash | |
| Mafia Trends Ltd | ₹3 cr | - |