Fast Moving Consumer Goods sector
280 companies · ₹19319.2 L cr · 8 with AI deep dives
5y revenue CAGR
median 5.23%(p25 -3.62% · p75 17.73%)
5y avg ROCE
median 9.46%(p25 1.7% · p75 18.11%)
Debt / equity
median 0.45x(p25 0.16x · p75 0.85x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-03-31headwindEthanol oversupply and frozen government pricing squeezing bioenergy producers3 managements
TRUALT, GODAVARIB, and MODINATUR flagged a structural mismatch between expanded ethanol capacity and government-administered offtake and pricing. TRUALT's utilisation fell below…
- TRUALT (FY26): “The company is currently on a run rate of 2.2 crore litres of ethanol sales per month, as…”
tailwind4 managements🔒mixed5 managements🔒headwind3 managements🔒tailwind4 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) |
|---|---|---|---|---|
| Umang Dairies Ltd | ₹18874.3 L cr | Unlock | levering up | |
| Longview Tea Company Ltd | ₹444.1 L cr | Unlock | latent operating leverage | |
| Orkla India Ltd | ₹7,693 cr | Unlock | ||
| Piccadily Agro Industries Ltd | ₹7,289 cr | Unlock | latent operating leveragedeleveraging | |
| Kwality Walls India Ltd | ₹7,267 cr | Unlock | net cash | |
| Cian Agro Industries & Infrastructure Ltd | ₹3,935 cr | Unlock | latent operating leverageearnings quality strongdeleveraging | |
| TruAlt Bioenergy Ltd | ₹3,619 cr | Unlock | earnings quality weak | |
| Elitecon International Ltd | ₹2,530 cr | Unlock | roce compounderroce compounder consumerearnings quality weaknet cash | |
| Anondita Medicare Ltd | ₹2,022 cr | Unlock | capex coming onlineroce compounderroce compounder consumerearnings quality weak | |
| Amir Chand Jagdish Kumar (Exports) Ltd | ₹1,923 cr | Unlock | roce compounderroce compounder consumerearnings quality weak | |
| M.V.K. Agro Food Product Ltd | ₹1,908 cr | Unlock | ||
| Andrew Yule & Company Ltd | ₹1,439 cr | Unlock | latent operating leveragecapital destroyer | |
| Godavari Biorefineries Ltd | ₹1,376 cr | Unlock | ||
| Krishival Foods Ltd | ₹997 cr | Unlock | ||
| Shah Foods Ltd | ₹944 cr | Unlock | capex coming onlineearnings quality weak | |
| Bombay Super Hybrid Seeds Ltd | ₹907 cr | Unlock | roce compounderroce compounder consumerdeleveraging | |
| Shri Ahimsa Naturals Ltd | ₹884 cr | Unlock | roce compounderearnings quality strong | |
| Shri Venkatesh Refineries Ltd | ₹882 cr | Unlock | latent operating leverageroce compounderlevering up | |
| Freshara Agro Exports Ltd | ₹858 cr | Unlock | roce compounderroce compounder consumerearnings quality weak | |
| Vadilal Enterprises Ltd | ₹844 cr | Unlock | latent operating leverageroce compounderroce compounder consumerearnings quality strong | |
| Lotus Chocolate Co Ltd | ₹836 cr | Unlock | latent operating leveragedeleveraging | |
| Regaal Resources Ltd | ₹830 cr | Unlock | capex coming onlineearnings quality strong | |
| Apis India Ltd | ₹782 cr | Unlock | capex coming onlinedeleveragingcapex ahead of revenue | |
| Euro India Fresh Foods Ltd | ₹771 cr | Unlock | earnings quality stronglevering up | |
| Hexagon Nutrition Ltd | ₹768 cr | Unlock | roce compounderroce compounder consumerearnings quality weak | |
| Ganesh Consumer Products Ltd | ₹683 cr | Unlock | earnings quality strongnet cash | |
| Sharat Industries Ltd | ₹630 cr | Unlock | deleveraging | |
| Kse Ltd | ₹624 cr | Unlock | earnings quality strongnet cash | |
| Jagatjit Industries Ltd | ₹596 cr | Unlock | latent operating leveragelevering upcapital destroyer | |
| Proventus Agrocom Ltd | ₹594 cr | Unlock | capex coming onlineearnings quality weak | |
| KN Agri Resources Ltd | ₹545 cr | Unlock | capex coming onlinenet cash | |
| Mangalam Global Enterprise Ltd | ₹541 cr | Unlock | roce compounderdeleveraging | |
| Modi Naturals Ltd | ₹532 cr | Unlock | latent operating leverage | |
| High Energy Batteries (India) Ltd | ₹503 cr | Unlock | roce compounder | |
| Monika Alcobev Ltd | ₹461 cr | Unlock | roce compounderearnings quality weak | |
| Pajson Agro India Ltd | ₹429 cr | Unlock | roce compounderroce compounder consumerearnings quality weak | |
| Fratelli Vineyards Ltd | ₹416 cr | Unlock | latent operating leveragedeleveraging | |
| Emrock Corporation Ltd | ₹404 cr | Unlock | capex coming online | |
| Madhusudan Masala Ltd | ₹387 cr | Unlock | roce compounderroce compounder consumer | |
| Mishtann Foods Ltd | ₹387 cr | Unlock | roce compoundernet cash | |
| Agribio Spirits Ltd | ₹348 cr | Unlock | latent operating leveragecapex coming online | |
| Shreeji Global FMCG Ltd | ₹347 cr | Unlock | roce compounderroce compounder consumerearnings quality weak | |
| Sheetal Universal Ltd | ₹342 cr | Unlock | roce compounderroce compounder consumerearnings quality weak | |
| Hoac Foods India Ltd | ₹317 cr | Unlock | roce compounderroce compounder consumerearnings quality weak | |
| Nutricircle Ltd | ₹304 cr | Unlock | ||
| Aelea Commodities Ltd | ₹304 cr | Unlock | earnings quality weak | |
| Sbec Sugar Ltd | ₹290 cr | Unlock | ||
| Sawaliya Food Products Ltd | ₹289 cr | Unlock | roce compounderearnings quality weak | |
| Kings Infra Ventures Ltd | ₹287 cr | Unlock | capex coming onlineroce compounderlevering up | |
| Suraj Industries Ltd | ₹278 cr | Unlock | latent operating leveragecapex coming onlinelevering up | |
| C K K Retail Mart Ltd | ₹277 cr | Unlock | earnings quality weaknet cash | |
| Integrated Proteins Ltd | ₹275 cr | Unlock | ||
| Halder Venture Ltd | ₹274 cr | Unlock | deleveraging | |
| Aveer Foods Ltd | ₹271 cr | Unlock | latent operating leverageearnings quality strongnet cash | |
| Annapurna Swadisht Ltd | ₹267 cr | Unlock | capex coming onlineearnings quality strong | |
| Prime Fresh Ltd | ₹266 cr | Unlock | latent operating leveragenet cash | |
| Cupid Breweries & Distilleries Ltd | ₹265 cr | Unlock | capex coming onlinenet cash | |
| Tierra Agrotech Ltd | ₹262 cr | Unlock | ||
| Bharatrohan Airborne Innovations Ltd | ₹260 cr | Unlock | earnings quality weaknet cash | |
| Sc Agrotech Ltd | ₹249 cr | Unlock | net cash | |
| Sumuka Agro Industries Ltd | ₹249 cr | Unlock | latent operating leverage | |
| Sayaji Industries Ltd | ₹248 cr | Unlock | earnings quality stronglevering up | |
| Recode Studios Ltd | ₹239 cr | Unlock | roce compounderroce compounder consumerearnings quality weak | |
| Wardwizard Foods & Beverages Ltd | ₹237 cr | Unlock | ||
| United Nilgiri Tea Estates Company Ltd | ₹236 cr | Unlock | ||
| Chemkart India Ltd | ₹236 cr | Unlock | roce compounderearnings quality weaknet cash | |
| Shivashrit Foods Ltd | ₹226 cr | Unlock | capex coming onlineearnings quality weak | |
| Vijay Solvex Ltd | ₹219 cr | Unlock | latent operating leveragecapital destroyer | |
| Chatha Foods Ltd | ₹219 cr | Unlock | capex coming onlineearnings quality strong | |
| Srivari Spices & Foods Ltd | ₹218 cr | Unlock | roce compounderroce compounder consumer | |
| The Peria Karamalai Tea & Produce Company Ltd | ₹218 cr | Unlock | capital destroyer | |
| Radix Industries (India) Ltd | ₹215 cr | Unlock | latent operating leverageearnings quality strong | |
| Macobs Technologies Ltd | ₹211 cr | Unlock | earnings quality weaknet cash | |
| Kothari Sugars & Chemicals Ltd | ₹209 cr | Unlock | latent operating leverage | |
| Goyal Salt Ltd | ₹204 cr | Unlock | roce compounderroce compounder consumer | |
| Mother Nutri Foods Ltd | ₹202 cr | Unlock | roce compounderroce compounder consumerearnings quality weak | |
| Ntc Industries Ltd | ₹196 cr | Unlock | latent operating leverageearnings quality strong | |
| Adon Agro Commodities Ltd | ₹193 cr | Unlock | roce compounderroce compounder consumerearnings quality weak | |
| Neelamalai Agro Industries Ltd | ₹188 cr | Unlock | latent operating leverage | |
| Panasonic Energy India Co Ltd | ₹186 cr | Unlock | earnings quality strong | |
| Ramdevbaba Solvent Ltd | ₹183 cr | Unlock | capex coming online | |
| Dsm Fresh Foods Ltd | ₹181 cr | Unlock | roce compounderroce compounder consumerearnings quality weak | |
| Waterbase Ltd | ₹178 cr | Unlock | ||
| Ovobel Foods Ltd | ₹177 cr | Unlock | latent operating leverage | |
| Milkfood Ltd | ₹174 cr | Unlock | deleveraging | |
| Shivam Chemicals Ltd | ₹173 cr | Unlock | deleveraging | |
| Comfort Intech Ltd | ₹172 cr | Unlock | latent operating leveragecapital destroyer | |
| Ajanta Soya Ltd | ₹170 cr | Unlock | net cash | |
| Indo US Bio-Tech Ltd | ₹168 cr | Unlock | ||
| Bambino Agro Industries Ltd | ₹165 cr | Unlock | earnings quality strongdeleveraging | |
| Elfin Agro India Ltd | ₹161 cr | Unlock | roce compounderearnings quality strongnet cash | |
| Tirupati Starch & Chemicals Ltd | ₹157 cr | Unlock | earnings quality strongdeleveraging | |
| Oswal Overseas Ltd | ₹155 cr | Unlock | capital destroyer | |
| Jk Agri Genetics Ltd | ₹146 cr | Unlock | capex coming online | |
| Nagarjuna Agritech Ltd | ₹144 cr | Unlock | earnings quality weak | |
| Shri Gang Industries & Allied Products Ltd | ₹142 cr | Unlock | earnings quality strong | |
| Mangalam Seeds Ltd | ₹140 cr | Unlock | ||
| Zeal Aqua Ltd | ₹140 cr | Unlock | earnings quality strongdeleveraging | |
| Sir Shadi Lal Enterprises Ltd | ₹138 cr | Unlock | capital destroyer | |
| Dhunseri Tea & Industries Ltd | ₹137 cr | Unlock |