Consumer Discretionary sector
1426 companies · ₹275321.7 L cr · 247 with AI deep dives
5y revenue CAGR
median 11.91%(p25 2.48% · p75 24.41%)
5y avg ROCE
median 10.12%(p25 3.13% · p75 17.42%)
Debt / equity
median 0.34x(p25 0.1x · p75 0.73x)
The AI sector brief for this bucket is prepared once enough companies here have earnings-call coverage.
| Company | Mcap | AI verdict | Signals | Stated KPIs (latest call) |
|---|---|---|---|---|
| TCNS Clothing Co Ltd | ₹61309.5 L cr | Unlock | capital destroyer | |
| Rane Brake Lining Ltd | ₹57552.8 L cr | Unlock | cyclical high volatilitygross block efficient | |
| Maagh Advertising & Marketing Services Ltd | ₹57198.2 L cr | Unlock | latent operating leverage | |
| Thambbi Modern Spinning Mills Ltd | ₹26017.6 L cr | Unlock | ||
| Rane Engine Valve Ltd | ₹23005.6 L cr | Unlock | levering upcyclical high volatilitygross block efficient | |
| Narbada Gems & Jewellery Ltd | ₹12190.8 L cr | Unlock | latent operating leverage | |
| Eros International Media Ltd | ₹7567.6 L cr | Unlock | latent operating leveragecapital destroyer | |
| Scooters India Ltd | ₹6788.9 L cr | Unlock | ||
| Manjeera Constructions Ltd | ₹4503.0 L cr | Unlock | ||
| Poddar Housing & Development Ltd | ₹3576.0 L cr | Unlock | levering up | |
| Innovatus Entertainment Networks Ltd | ₹3425.2 L cr | Unlock | earnings quality weak | |
| Goenka Diamond & Jewels Ltd | ₹2662.8 L cr | Unlock | levering up | |
| Polo Hotels Ltd | ₹2047.2 L cr | Unlock | latent operating leveragecapex coming onlinelevering upcapex ahead of revenue | |
| Sagar Diamonds Ltd | ₹1643.7 L cr | Unlock | ||
| Pressure Sensitive Systems (India) | ₹1572.6 L cr | Unlock | net cash | |
| Alps Industries Ltd | ₹1345.5 L cr | Unlock | ||
| Brandbucket Media & Technology Ltd | ₹1138.8 L cr | Unlock | ||
| Unistar Multimedia Ltd | ₹832.5 L cr | Unlock | earnings quality weaknet cash | |
| Srindustries Ltd | ₹613.8 L cr | Unlock | latent operating leveragecapital destroyer | |
| Suumaya Corporation Ltd | ₹249.7 L cr | Unlock | latent operating leverage | |
| Maruti Suzuki India Ltd | ₹4.3 L cr | Unlock | capex coming onlineearnings quality stronggross block efficient | |
| Titan Company Ltd | ₹4.3 L cr | Unlock | roce compounderroce compounder consumerlevering up | |
| Mahindra & Mahindra Ltd | ₹4.1 L cr | Unlock | deleveraginggross block efficient | |
| Bajaj Auto Ltd | ₹3.2 L cr | Unlock | latent operating leverageroce compounderearnings quality weakauto op leverage primed | |
| Eternal Ltd | ₹3.0 L cr | Unlock | ||
| Asian Paints Ltd | ₹2.6 L cr | Unlock | latent operating leverageroce compounderroce compounder consumerearnings quality strong | |
| Avenue Supermarts Ltd | ₹2.5 L cr | Unlock | earnings quality strongnet cash | |
| Eicher Motors Ltd | ₹2.2 L cr | Unlock | net cashgross block efficient | |
| TVS Motor Company Ltd | ₹1.9 L cr | Unlock | gross block efficient | |
| DLF Ltd | ₹1.6 L cr | Unlock | net cash | |
| Hyundai Motor India Ltd | ₹1.6 L cr | Unlock | roce compounderearnings quality strongnet cashgross block efficient | |
| Trent Ltd | ₹1.6 L cr | Unlock | earnings quality strongnet cash | |
| Samvardhana Motherson International Ltd | ₹1.6 L cr | Unlock | earnings quality strongdeleveraginggross block efficient | |
| Lodha Developers Ltd | ₹1.3 L cr | Unlock | deleveraging | |
| Bosch Ltd | ₹1.2 L cr | Unlock | gross block efficient | |
| Tata Motors Passenger Vehicles Ltd | ₹1.2 L cr | Unlock | capex coming onlineearnings quality strongdeleveragingcapex ahead of revenue | |
| Indian Hotels Co Ltd | ₹1.0 L cr | Fairly valued quality compounder; 17 consecutive record quarters, peak-season FTA recovery the gating risk | earnings quality strongnet cash | Consolidated RevPAR (Domestic LFL) ₹8,400/nightConsolidated TRevPAR ₹15,800/nightStandalone Occupancy (Domestic Hotels) 82% |
| Bharat Forge Ltd | ₹1.0 L cr | Unlock | earnings quality strongdeleveragingcyclical high volatility | |
| Hero MotoCorp Ltd | ₹1.0 L cr | Unlock | roce compounderearnings quality strongnet cashgross block efficient | |
| LG Electronics India Ltd | ₹1.0 L cr | Unlock | capex coming onlineroce compounderroce compounder consumerearnings quality strong | |
| Lenskart Solutions Ltd | ₹96,673 cr | Unlock | earnings quality strongnet cash | |
| FSN E-Commerce Ventures Ltd | ₹94,091 cr | Unlock | ||
| Dixon Technologies (India) Ltd | ₹84,909 cr | Unlock | roce compounderearnings quality strongnet cash | |
| Meesho Ltd | ₹83,601 cr | Unlock | ||
| Info Edge (India) Ltd | ₹79,950 cr | Unlock | net cash | |
| Havells India Ltd | ₹76,970 cr | Unlock | roce compounderearnings quality strong | |
| Swiggy Ltd | ₹74,073 cr | Unlock | net cash | |
| Phoenix Mills Ltd | ₹72,642 cr | Unlock | capex coming onlinedeleveraging | |
| Prestige Estates Projects Ltd | ₹72,473 cr | Unlock | levering up | |
| Uno Minda Ltd | ₹67,275 cr | Unlock | earnings quality stronggross block efficient | |
| Oberoi Realty Ltd | ₹66,612 cr | Unlock | latent operating leveragecapex coming online | |
| Schaeffler India Ltd | ₹64,710 cr | Unlock | roce compounderearnings quality strongnet cashgross block efficient | |
| Godrej Properties Ltd | ₹64,553 cr | Unlock | latent operating leveragelevering up | |
| 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 | |
| MRF Ltd | ₹56,325 cr | Unlock | earnings quality stronggross block efficient | |
| Tube Investments of India Ltd | ₹54,625 cr | Unlock | net cashgross block efficient | |
| Vishal Mega Mart Ltd | ₹51,160 cr | Unlock | earnings quality strong | |
| Ather Energy Ltd | ₹46,053 cr | Unlock | capex coming onlinegross block efficient | |
| Page Industries Ltd | ₹44,621 cr | Unlock | roce compounderroce compounder consumerearnings quality strongnet cash | |
| Sona BLW Precision Forgings Ltd | ₹44,351 cr | Unlock | earnings quality strongnet cashauto op leverage primed | |
| Voltas Ltd | ₹43,511 cr | Unlock | latent operating leverage | |
| Balkrishna Industries Ltd | ₹38,912 cr | Unlock | capex coming onlineearnings quality strongdeleveragingcapex ahead of revenue | |
| Indian Railway Catering & Tourism Corporation Ltd | ₹38,868 cr | Unlock | roce compounderroce compounder consumerconsumer steady payer | |
| Endurance Technologies Ltd | ₹38,301 cr | Unlock | earnings quality stronggross block efficient | |
| Exide Industries Ltd | ₹35,998 cr | Unlock | capex coming onlinenet cashcapex ahead of revenuecapital destroyer | |
| Physicswallah Ltd | ₹35,971 cr | Unlock | net cash | |
| K P R Mill Ltd | ₹35,709 cr | Unlock | roce compounder | |
| Blue Star Ltd | ₹33,761 cr | Unlock | roce compounder | |
| ITC Hotels Ltd | ₹33,536 cr | Unlock | earnings quality strongnet cash | |
| Jubilant Foodworks Ltd | ₹28,439 cr | Unlock | earnings quality stronglevering up | |
| Metro Brands Ltd | ₹28,034 cr | Unlock | earnings quality strong | |
| Motherson Sumi Wiring India Ltd | ₹27,528 cr | Unlock | roce compoundergross block efficient | |
| ZF Commercial Vehicle Control System India Ltd | ₹27,050 cr | Unlock | cyclical high volatilitygross block efficient | |
| Apollo Tyres Ltd | ₹26,976 cr | Unlock | earnings quality strongcyclical high volatility | |
| Amber Enterprises India Ltd | ₹25,470 cr | Unlock | latent operating leverageearnings quality stronglevering up | |
| Gabriel India Ltd | ₹24,970 cr | Unlock | roce compounderearnings quality stronggross block efficient | |
| Craftsman Automation Ltd | ₹24,297 cr | Unlock | earnings quality stronglevering up | |
| Force Motors Ltd | ₹22,673 cr | Unlock | capex coming onlineearnings quality stronggross block efficient | |
| Thangamayil Jewellery Ltd | ₹22,292 cr | Unlock | deleveraging | |
| Prime Focus Ltd | ₹22,266 cr | Unlock | deleveraging | |
| Asahi India Glass Ltd | ₹22,158 cr | Unlock | latent operating leverageearnings quality strongauto op leverage primedcyclical high volatility | |
| Anant Raj Ltd | ₹21,951 cr | Unlock | ||
| Tenneco Clean Air India Ltd | ₹21,268 cr | Unlock | roce compounderearnings quality stronggross block efficient | |
| EIH Ltd | ₹20,512 cr | Unlock | earnings quality strong | |
| Belrise Industries Ltd | ₹20,405 cr | Unlock | earnings quality stronggross block efficient | |
| Urban Company Ltd | ₹20,087 cr | Unlock | ||
| Sundram Fasteners Ltd | ₹20,044 cr | Unlock | roce compounderearnings quality strongcyclical high volatilitygross block efficient | |
| Sansera Engineering Ltd | ₹19,818 cr | Unlock | earnings quality strong | |
| Sun TV Network Ltd | ₹19,428 cr | Unlock | capex coming onlineearnings quality strongcapex ahead of revenue | |
| Kajaria Ceramics Ltd | ₹19,231 cr | Unlock | earnings quality strongnet cash | |
| SPR Auto Technologies Limited | ₹18,726 cr | Unlock | latent operating leverageroce compounderearnings quality stronglevering up | |
| Chalet Hotels Ltd | ₹18,489 cr | Unlock | earnings quality strongdeleveraging | |
| Brigade Enterprises Ltd | ₹18,259 cr | Unlock | capex coming onlinedeleveraging | |
| Vardhman Textiles Ltd | ₹17,687 cr | Unlock | earnings quality strongcyclical peak base | |
| Century Plyboards (India) Ltd | ₹17,619 cr | Unlock | latent operating leveragelevering up | |
| Ola Electric Mobility Ltd | ₹17,176 cr | Unlock | capex coming online | |
| Travel Food Services Ltd | ₹16,900 cr | Unlock | roce compounderroce compounder consumer | |
| PG Electroplast Ltd | ₹16,711 cr | Unlock | ||
| TBO Tek Ltd | ₹16,449 cr | Unlock | earnings quality weak |