Consumer Services sector
168 companies · ₹5476.5 L cr · 12 with AI deep dives
5y revenue CAGR
median 27.88%(p25 12.62% · p75 38.12%)
5y avg ROCE
median 8.72%(p25 0.76% · p75 16.63%)
Debt / equity
median 0.23x(p25 0.08x · p75 0.49x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-03-31headwindWest Asia conflict disrupting demand across hospitality, travel, and consumer services6 managements
Six managements independently flagged the escalation of the West Asia conflict from early March 2026 as a material demand headwind. Leela Palaces (occupancy -6pp YoY in Q4…
- THELEELA (Q4 FY26): “We did an occupancy growth at quarter four, FY26 we were 72%, last year we did 78%, that…”
tailwind7 managements🔒tailwind7 managements🔒tailwind4 managements🔒tailwind4 managements🔒tailwind3 managements🔒headwind2 managements🔒headwind3 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) |
|---|---|---|---|---|
| Innovatus Entertainment Networks Ltd | ₹3425.2 L cr | Unlock | earnings quality weak | |
| Polo Hotels Ltd | ₹2047.2 L cr | Unlock | latent operating leveragecapex coming onlinelevering upcapex ahead of revenue | |
| Lenskart Solutions Ltd | ₹96,673 cr | Unlock | earnings quality strongnet cash | |
| Meesho Ltd | ₹83,601 cr | Unlock | ||
| Swiggy Ltd | ₹74,073 cr | Unlock | net cash | |
| Physicswallah Ltd | ₹35,971 cr | Unlock | net cash | |
| Urban Company Ltd | ₹20,087 cr | Unlock | ||
| Travel Food Services Ltd | ₹16,900 cr | Unlock | roce compounderroce compounder consumer | |
| Leela Palaces Hotels & Resorts Ltd | ₹15,880 cr | Unlock | earnings quality strong | |
| Aditya Birla Lifestyle Brands Ltd | ₹11,510 cr | Unlock | earnings quality strong | |
| Waterways Leisure Tourism Ltd | ₹5,799 cr | Unlock | ||
| Entero Healthcare Solutions Ltd | ₹5,371 cr | Unlock | ||
| Crizac Ltd | ₹3,325 cr | Unlock | roce compoundernet cash | |
| Shanti Educational Initiatives Ltd | ₹3,228 cr | Unlock | net cash | |
| Shankara Buildpro Ltd | ₹2,924 cr | Unlock | roce compounderroce compounder consumerearnings quality weak | |
| Apeejay Surrendra Park Hotels Ltd | ₹2,572 cr | Unlock | earnings quality strong | |
| Brigade Hotel Ventures Ltd | ₹2,249 cr | Unlock | earnings quality strong | |
| Spice Lounge Food Works Ltd | ₹1,610 cr | Unlock | ||
| Keto Motors Ltd | ₹1,524 cr | Unlock | capex coming online | |
| Benares Hotels Ltd | ₹1,329 cr | Unlock | earnings quality strong | |
| TCC Concept Ltd | ₹1,253 cr | Unlock | net cash | |
| Macfos Ltd | ₹1,227 cr | Unlock | roce compounder | |
| Jaro Institute of Technol. Mgt. and Research Ltd | ₹1,077 cr | Unlock | roce compounderearnings quality strongnet cash | |
| Mac Charles (India) Ltd | ₹924 cr | Unlock | ||
| Viceroy Hotels Ltd | ₹890 cr | Unlock | deleveraging | |
| Advent Hotels International Ltd | ₹815 cr | Unlock | earnings quality strong | |
| Vinsys IT Services India Ltd | ₹773 cr | Unlock | capex coming onlineroce compounderearnings quality weak | |
| Up Hotels Ltd | ₹756 cr | Unlock | earnings quality strongnet cash | |
| Praveg Ltd | ₹747 cr | Unlock | latent operating leveragecapex coming onlineearnings quality strong | |
| Exhicon Events Media Solutions Ltd | ₹743 cr | Unlock | latent operating leverageroce compoundernet cash | |
| Patel Retail Ltd | ₹742 cr | Unlock | earnings quality weak | |
| Coffee Day Enterprises Ltd | ₹636 cr | Unlock | ||
| Asian Hotels (West) Ltd | ₹594 cr | Unlock | earnings quality strong | |
| Global Education Ltd | ₹524 cr | Unlock | roce compounderroce compounder consumer | |
| City Pulse Multiventures Ltd | ₹502 cr | Unlock | earnings quality strongnet cash | |
| Sayaji Hotels Ltd | ₹499 cr | Unlock | earnings quality strongcyclical peak base | |
| Sayaji Hotels (Indore) Ltd | ₹405 cr | Unlock | capex coming onlineearnings quality stronglevering up | |
| Sinclairs Hotels Ltd | ₹375 cr | Unlock | ||
| Career Point Edutech Ltd | ₹355 cr | Unlock | roce compounderroce compounder consumer | |
| Nicco Parks & Resorts Ltd | ₹342 cr | Unlock | capex coming onlineearnings quality strongcapex ahead of revenuecyclical peak base | |
| Bhatia Communications & Retail (India) Ltd | ₹335 cr | Unlock | latent operating leveragenet cash | |
| Istreet Network Ltd | ₹326 cr | Unlock | capex coming online | |
| Mach Conferences & Events Ltd | ₹316 cr | Unlock | earnings quality weaknet cash | |
| Apollo Sindoori Hotels Ltd | ₹315 cr | Unlock | earnings quality strongdeleveraging | |
| Logica Infoway Ltd | ₹289 cr | Unlock | latent operating leverageroce compounderearnings quality stronglevering up | |
| Vegorama Punjabi Angithi Ltd | ₹287 cr | Unlock | roce compounderroce compounder consumerearnings quality weak | |
| Grand Continent Hotels Ltd | ₹283 cr | Unlock | earnings quality weak | |
| Arihant Academy Ltd | ₹282 cr | Unlock | roce compounderroce compounder consumerearnings quality strong | |
| Khemani Distributors & Marketing Ltd | ₹275 cr | Unlock | latent operating leverageearnings quality strong | |
| Emerald Leisures Ltd | ₹270 cr | Unlock | ||
| Suba Hotels Ltd | ₹260 cr | Unlock | earnings quality weak | |
| Sayaji Hotels (Pune) Ltd | ₹250 cr | Unlock | roce compounderroce compounder consumerearnings quality weaknet cash | |
| Espire Hospitality Ltd | ₹245 cr | Unlock | capex coming onlineearnings quality weakdeleveraging | |
| Magson Retail and Distribution Ltd | ₹233 cr | Unlock | net cash | |
| E Factor Experiences Ltd | ₹231 cr | Unlock | roce compounderroce compounder consumerearnings quality weak | |
| 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 | |
| Graviss Hospitality Ltd | ₹214 cr | Unlock | earnings quality strongnet cashcyclical peak base | |
| Flywings Simulator Training Centre Ltd | ₹204 cr | Unlock | earnings quality weak | |
| Savera Industries Ltd | ₹195 cr | Unlock | earnings quality strongnet cash | |
| DU Digital Global Ltd | ₹187 cr | Unlock | capex coming onlinenet cash | |
| Gourmet Gateway India Ltd | ₹181 cr | Unlock | earnings quality strong | |
| On Door Concepts Ltd | ₹180 cr | Unlock | net cash | |
| Golden Crest Education & Services Ltd | ₹179 cr | Unlock | ||
| Trade Wings Ltd | ₹178 cr | Unlock | earnings quality strong | |
| Hbg Hotels Ltd | ₹177 cr | Unlock | capex coming onlinedeleveraging | |
| Lloyds Luxuries Ltd | ₹169 cr | Unlock | ||
| Chl Ltd | ₹148 cr | Unlock | latent operating leverage | |
| Ace Men Engg Works Ltd | ₹124 cr | Unlock | earnings quality weak | |
| Vijaypd Ceutical Ltd | ₹124 cr | Unlock | earnings quality weak | |
| Vjtf Eduservices Ltd | ₹115 cr | Unlock | latent operating leverageearnings quality strongnet cashcapital destroyer | |
| Party Cruisers Ltd | ₹108 cr | Unlock | roce compounderroce compounder consumernet cash | |
| 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 | |
| Drone Destination Ltd | ₹97 cr | Unlock | ||
| Mehul Telecom Ltd | ₹96 cr | Unlock | roce compounderroce compounder consumerearnings quality weak | |
| Moxsh Overseas Educon Ltd | ₹95 cr | Unlock | earnings quality strong | |
| Nis Management Ltd | ₹87 cr | Unlock | ||
| Ironwood Education Ltd | ₹86 cr | Unlock | levering up | |
| Sodhani Academy Of Fintech Enablers Ltd | ₹85 cr | Unlock | roce compounderroce compounder consumer | |
| Womancart Ltd | ₹83 cr | Unlock | ||
| Fonebox Retail Ltd | ₹82 cr | Unlock | earnings quality strongnet cash | |
| Ascensive Educare Ltd | ₹79 cr | Unlock | capex coming onlineroce compounderroce compounder consumer | |
| Eco Hotels & Resorts Ltd | ₹79 cr | Unlock | ||
| Touchwood Entertainment Ltd | ₹73 cr | Unlock | latent operating leveragenet cash | |
| Jungle Camps India Ltd | ₹72 cr | Unlock | earnings quality strongnet cash | |
| Gujarat Hotels Ltd | ₹72 cr | Unlock | earnings quality weak | |
| Umiya Mobile Ltd | ₹71 cr | Unlock | earnings quality weak | |
| Vikram Kamats Hospitality Ltd | ₹69 cr | Unlock | latent operating leveragecapex coming online | |
| Digidrive Distributors Ltd | ₹68 cr | Unlock | ||
| Addictive Learning Technology Ltd | ₹65 cr | Unlock | earnings quality strongnet cash | |
| Jetking Infotrain Ltd | ₹62 cr | Unlock | latent operating leveragenet cash | |
| Grill Splendour Services Ltd | ₹61 cr | Unlock | ||
| Royale Manor Hotels & Industries Lt | ₹59 cr | Unlock | earnings quality strong | |
| Saj Hotels Ltd | ₹57 cr | Unlock | ||
| Future Consumer Ltd | ₹56 cr | Unlock | ||
| Mac Hotels Ltd | ₹54 cr | Unlock | latent operating leveragedeleveragingcyclical peak base | |
| Osia Hyper Retail Ltd | ₹53 cr | Unlock | deleveraging |