Retailing industry
86 companies · ₹13.2 L cr · 26 with AI deep dives
5y revenue CAGR
median 17.68%(p25 2.99% · p75 28.27%)
5y avg ROCE
median 10.37%(p25 1.52% · p75 16.57%)
Debt / equity
median 0.28x(p25 0.08x · p75 0.55x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-06-30mixedLFL/SSSG sharply bifurcated: value and specialty accelerating, premium fashion stagnant to negative10 managements
Value-format apparel, pharmacy, and specialty retail posted robust same-store momentum: VMM SSSG 13.2% in Q4, VMART SSSG 12% (10th consecutive positive quarter), Medplus…
- VMM (Q4FY26): “In quarter 4, our revenue from operations was INR 3,114 crores. This was a growth of…”
headwind9 managements🔒tailwind8 managements🔒headwind6 managements🔒tailwind7 managements🔒tailwind5 managements🔒mixed2 managements🔒
6 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) |
|---|---|---|---|---|
| Eternal Ltd | ₹3.0 L cr | Unlock | ||
| Avenue Supermarts Ltd | ₹2.5 L cr | Unlock | earnings quality strongnet cash | |
| Trent Ltd | ₹1.6 L cr | Unlock | earnings quality strongnet cash | |
| Lenskart Solutions Ltd | ₹96,673 cr | Unlock | earnings quality strongnet cash | |
| FSN E-Commerce Ventures Ltd | ₹94,091 cr | Unlock | ||
| Meesho Ltd | ₹83,601 cr | Unlock | ||
| Info Edge (India) Ltd | ₹79,950 cr | Unlock | net cash | |
| Swiggy Ltd | ₹74,073 cr | Unlock | net cash | |
| Vishal Mega Mart Ltd | ₹51,160 cr | Unlock | earnings quality strong | |
| Urban Company Ltd | ₹20,087 cr | Unlock | ||
| Cartrade Tech Ltd | ₹14,301 cr | Unlock | ||
| Aditya Birla Lifestyle Brands Ltd | ₹11,510 cr | Unlock | earnings quality strong | |
| Brainbees Solutions Ltd | ₹11,058 cr | Unlock | ||
| Indiamart Intermesh Ltd | ₹10,519 cr | Unlock | ||
| Vedant Fashions Ltd | ₹9,921 cr | Unlock | roce compounderroce compounder consumerearnings quality strong | |
| Medplus Health Services Ltd | ₹8,426 cr | Unlock | earnings quality strong | |
| V2 Retail Ltd | ₹8,095 cr | Unlock | latent operating leverageearnings quality strong | |
| Aditya Vision Ltd | ₹8,083 cr | Unlock | roce compounderdeleveraging | |
| Aditya Birla Fashion & Retail Ltd | ₹6,920 cr | Unlock | latent operating leveragecapital destroyercyclical peak base | |
| Just Dial Ltd | ₹6,169 cr | Unlock | ||
| Arvind Fashions Ltd | ₹6,110 cr | Unlock | earnings quality strongdeleveraging | |
| V-Mart Retail Ltd | ₹5,648 cr | Unlock | earnings quality strong | |
| Entero Healthcare Solutions Ltd | ₹5,371 cr | Unlock | ||
| Electronics Mart India Ltd | ₹4,892 cr | Unlock | latent operating leverageearnings quality strongdeleveraging | |
| RattanIndia Enterprises Ltd | ₹4,354 cr | Unlock | levering up | |
| Shoppers Stop Ltd | ₹4,224 cr | Unlock | earnings quality strongdeleveraging | |
| Crizac Ltd | ₹3,325 cr | Unlock | roce compoundernet cash | |
| Shankara Buildpro Ltd | ₹2,924 cr | Unlock | roce compounderroce compounder consumerearnings quality weak | |
| Baazar Style Retail Ltd | ₹2,072 cr | Unlock | earnings quality strong | |
| Go Fashion (India) Ltd | ₹1,641 cr | Unlock | earnings quality strong | |
| Keto Motors Ltd | ₹1,524 cr | Unlock | capex coming online | |
| Sai Silks (Kalamandir) Ltd | ₹1,351 cr | Unlock | earnings quality strongnet cash | |
| TCC Concept Ltd | ₹1,253 cr | Unlock | net cash | |
| Macfos Ltd | ₹1,227 cr | Unlock | roce compounder | |
| Matrimony.com Ltd | ₹885 cr | Unlock | roce compounder | |
| Patel Retail Ltd | ₹742 cr | Unlock | earnings quality weak | |
| Credo Brands Marketing Ltd | ₹536 cr | Unlock | earnings quality strong | |
| City Pulse Multiventures Ltd | ₹502 cr | Unlock | earnings quality strongnet cash | |
| Shankara Building Products Ltd | ₹342 cr | Unlock | latent operating leverage | |
| Bhatia Communications & Retail (India) Ltd | ₹335 cr | Unlock | latent operating leveragenet cash | |
| Istreet Network Ltd | ₹326 cr | Unlock | capex coming online | |
| Spencers Retail Ltd | ₹296 cr | Unlock | capital destroyer | |
| Logica Infoway Ltd | ₹289 cr | Unlock | latent operating leverageroce compounderearnings quality stronglevering up | |
| Khemani Distributors & Marketing Ltd | ₹275 cr | Unlock | latent operating leverageearnings quality strong | |
| Brand Concepts Ltd | ₹237 cr | Unlock | latent operating leveragelevering up | |
| Magson Retail and Distribution Ltd | ₹233 cr | Unlock | net cash | |
| M K Exim (India) Ltd | ₹221 cr | Unlock | latent operating leverageroce compounderroce compounder consumerearnings quality weak | |
| Acetech E-Commerce Ltd | ₹220 cr | Unlock | roce compounder | |
| Jay Jalaram Technologies Ltd | ₹218 cr | Unlock | deleveraging | |
| On Door Concepts Ltd | ₹180 cr | Unlock | net cash | |
| Praxis Home Retail Ltd | ₹134 cr | Unlock | latent operating leveragecapital destroyer | |
| Intrasoft Technologies Ltd | ₹129 cr | Unlock | capex coming onlinenet cashcapex ahead of revenue | |
| Ace Men Engg Works Ltd | ₹124 cr | Unlock | earnings quality weak | |
| Vijaypd Ceutical Ltd | ₹124 cr | Unlock | earnings quality weak | |
| Jay Ambe Supermarkets Ltd | ₹105 cr | Unlock | roce compounder | |
| Mrp Agro Ltd | ₹101 cr | Unlock | earnings quality weaknet cash | |
| Alstone Textiles (India) Ltd | ₹100 cr | Unlock | levering up | |
| Mehul Telecom Ltd | ₹96 cr | Unlock | roce compounderroce compounder consumerearnings quality weak | |
| Womancart Ltd | ₹83 cr | Unlock | ||
| Fonebox Retail Ltd | ₹82 cr | Unlock | earnings quality strongnet cash | |
| Umiya Mobile Ltd | ₹71 cr | Unlock | earnings quality weak | |
| Digidrive Distributors Ltd | ₹68 cr | Unlock | ||
| Future Consumer Ltd | ₹56 cr | Unlock | ||
| Osia Hyper Retail Ltd | ₹53 cr | Unlock | deleveraging | |
| Kaushalya Logistics Ltd | ₹52 cr | Unlock | roce compounder | |
| Jupiter Infomedia Ltd | ₹52 cr | Unlock | cyclical peak base | |
| Aditya Consumer Marketing Ltd | ₹48 cr | Unlock | deleveragingcapital destroyer | |
| Cell Point (India) Ltd | ₹36 cr | Unlock | earnings quality weak | |
| Pace E-commerce Ventures Ltd | ₹34 cr | Unlock | ||
| Sattva Sukun Lifecare Ltd | ₹29 cr | Unlock | net cash | |
| Future Lifestyle Fashions Ltd | ₹29 cr | Unlock | ||
| Future Enterprises-DVR | ₹27 cr | Unlock | ||
| Ahasolar Technologies Ltd | ₹26 cr | Unlock | capex coming onlinenet cash | |
| Future Enterprises Ltd | ₹22 cr | Unlock | ||
| Add-shop E-retail Ltd | ₹20 cr | Unlock | cyclical peak base | |
| Kotia Enterprises Ltd | ₹20 cr | Unlock | ||
| 7nr Retail Ltd | ₹18 cr | Unlock | latent operating leveragecyclical peak base | |
| Olympia Industries Ltd | ₹17 cr | Unlock | levering upcyclical peak base | |
| JHS Svendgaard Retail Ventures Ltd | ₹14 cr | Unlock | ||
| Net Avenue Technologies Ltd | ₹14 cr | Unlock | ||
| Fone4 Communications (India) Ltd | ₹13 cr | Unlock | ||
| Raconteur Global Resources Ltd | ₹12 cr | Unlock | ||
| Shanti Guru Industries Ltd | ₹11 cr | Unlock | ||
| Radhagobind Commercial Ltd | ₹3 cr | Unlock | ||
| Mafia Trends Ltd | ₹2 cr | Unlock | ||
| Jla Infraville Shoppers Ltd | ₹2 cr | Unlock | net cash |