4 companies · ₹2.4 L cr · 4 with AI deep dives · Q1FY27 report
Record Q1 domestic volumes meet commodity margin compression; profit recovery deferred unanimously to H2 FY27
P/E below the sub-industry median of 29.71x, 5y ROCE above its median of 17.4%, and at least 2 growth triggers stated on the latest earnings call.
Which names clear this screen is premium
The screen runs on stated growth triggers from the latest earnings calls - the same guidance data the stock screener reserves for premium. Premium names every company in this industry that is cheap against its own median and has the triggers behind it.
Diwali open house: sign in free and Premium is open to you until 8 Nov.See plans →Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
Steel, aluminium, copper, natural rubber, and polymers moved higher simultaneously. TMCV quantified a 340 bps variable cost headwind of ₹649 crore; Ashok Leyland saw material cost…
The outlook and what resolves next quarter
Where these managements said things are heading, and the dated, checkable events that would change it. Free with an account - 3 full reports a quarter.
Create a free account →Sept 26: 2 of 4 reported so far, so it is not in the trend above.
Breadth: 100% of 3 companies grew revenue year on year (was 100% a quarter earlier) and 33% expanded margin (was 33%).
The median name trades at 29.7x, +10.4% against this industry's own 5-year median of 26.9x, and -50.1% against its own peak of 59.5x.
Tata Motors Ltd is 60.8% of this industry by market cap. The top 5 are 100% and the top 10 are 100%.
| 24.0x |
| 13.5x |
| 13.8% |
| 19.1% |
| +11.6% |
| Unlock |
| SML Mahindra Ltd | ₹6,673 cr | 45.4x | 24.3x | 30.5% | 9.8% | +20.7% | Unlock |
| Atul Auto Ltd | ₹1,085 cr | 23.0x | 14.5x | 11.2% | 10.2% | +42.9% | Unlock |