Household Appliances sector
18 companies · ₹1.8 L cr · 12 with AI deep dives
5y revenue CAGR
median 10.7%(p25 5.92% · p75 15.46%)
5y avg ROCE
median 14.27%(p25 10.63% · p75 16.91%)
Debt / equity
median 0.14x(p25 0.03x · p75 0.31x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-03-31headwindCommodity & war-driven cost inflation compressing gross margins sector-wide8 managements
Eight managements flagged double-digit input cost inflation across copper, aluminium, steel, polymers, PVC, and CCL, compounded by rupee depreciation. Voltas characterised the…
- VOLTAS (Q4FY26): “We are seriously talking about double-digit inflation. And it will get passed through as…”
headwind6 managements🔒mixed5 managements🔒headwind4 managements🔒tailwind4 managements🔒tailwind2 managements🔒tailwind3 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) |
|---|---|---|---|---|
| Voltas Ltd | ₹43,511 cr | Unlock | latent operating leverage | |
| Blue Star Ltd | ₹33,761 cr | Unlock | roce compounder | |
| Amber Enterprises India Ltd | ₹25,470 cr | Unlock | latent operating leverageearnings quality stronglevering up | |
| Crompton Greaves Consumer Electricals Ltd | ₹15,956 cr | Unlock | earnings quality strong | |
| V-Guard Industries Ltd | ₹12,801 cr | Unlock | earnings quality strong | |
| Whirlpool of India Ltd | ₹9,896 cr | Unlock | earnings quality strong | |
| TTK Prestige Ltd | ₹9,676 cr | Unlock | earnings quality strongnet cash | |
| IFB Industries Ltd | ₹5,336 cr | Unlock | earnings quality strongnet cash | |
| Symphony Ltd | ₹4,735 cr | Unlock | earnings quality strong | |
| Bajaj Electricals Ltd | ₹3,785 cr | Unlock | earnings quality strong | |
| Orient Electric Ltd | ₹3,633 cr | Unlock | earnings quality strongnet cash | |
| Bosch Home Comfort India Ltd | ₹3,604 cr | Unlock | ||
| Carysil Ltd | ₹3,272 cr | Unlock | earnings quality strongdeleveraging | |
| Stove Kraft Ltd | ₹2,639 cr | Unlock | earnings quality strongnet cash | |
| Wonder Electricals Ltd | ₹1,471 cr | Unlock | earnings quality strong | |
| Butterfly Gandhimathi Appliances Ltd | ₹1,346 cr | Unlock | earnings quality strong | |
| Elin Electronics Ltd | ₹499 cr | Unlock | earnings quality strongnet cash | |
| Forbes & Company Ltd | ₹333 cr | Unlock |