Consulting Services industry

Q1FY271 earlier

36 companies · ₹7,136 cr · 1 with AI deep dives · Q1FY27 report

Exhibit 2What it costs

18.12x - 36.38x across the panel today

The median name trades at 35.5x, +44.9% against this industry's own 5-year median of 24.5x, and -7.3% against its own peak of 38.3x.

Exhibit 3Structure

₹7,136 cr

Lords Mark Industries Ltd is 48.5% of this industry by market cap. The top 5 are 78.3% and the top 10 are 92.8%.

small 1micro 323 above ₹500 cr

Exhibit 4Screen

P/E below the sub-industry median of 35.51x, 5y ROCE above its median of 10.41%, 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.

See plans

Exhibit 5Coverage (25 of 36)

Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.

Mcap
₹3,520 cr
P/E
0.8x
EV/EBITDA
43.5x
ROCE
7.0%
Margin
14.4%
Rev YoY
-
Mcap
₹982 cr
P/E
41.3x
EV/EBITDA
17.9x
ROCE
18.8%
Margin
23.8%
Rev YoY
+8.2%
Mcap
₹647 cr
P/E
44.3x
EV/EBITDA
24.8x
ROCE
10.8%
Margin
23.8%
Rev YoY
-
Mcap
₹411 cr
P/E
11.1x
EV/EBITDA
7.6x
ROCE
21.6%
Margin
31.7%
Rev YoY
-
Mcap
₹308 cr
P/E
-
EV/EBITDA
183.0x
ROCE
3.6%
Margin
9.1%
Rev YoY
-26.1%
Mcap
₹297 cr
P/E
-
EV/EBITDA
-
ROCE
0.9%
Margin
41.3%
Rev YoY
+6.7%
Mcap
₹248 cr
P/E
19.9x
EV/EBITDA
16.3x
ROCE
20.8%
Margin
21.3%
Rev YoY
-
Mcap
₹222 cr
P/E
-
EV/EBITDA
23.3x
ROCE
-5.7%
Margin
-3.4%
Rev YoY
-30.0%
Mcap
₹139 cr
P/E
14.3x
EV/EBITDA
7.0x
ROCE
10.0%
Margin
25.8%
Rev YoY
+176.6%
Mcap
₹117 cr
P/E
56.2x
EV/EBITDA
-
ROCE
8.9%
Margin
14.5%
Rev YoY
-11.3%
Mcap
₹105 cr
P/E
10.8x
EV/EBITDA
7.6x
ROCE
25.1%
Margin
36.4%
Rev YoY
+24.8%
Mcap
₹43 cr
P/E
152.0x
EV/EBITDA
-407.2x
ROCE
-0.1%
Margin
8.6%
Rev YoY
-16.7%
Mcap
₹41 cr
P/E
-
EV/EBITDA
-1.9x
ROCE
-52.4%
Margin
-100.7%
Rev YoY
-26.1%
Mcap
₹39 cr
P/E
8.6x
EV/EBITDA
7.9x
ROCE
14.6%
Margin
15.3%
Rev YoY
+25.5%
Mcap
₹38 cr
P/E
7.3x
EV/EBITDA
5.9x
ROCE
10.8%
Margin
24.6%
Rev YoY
+43.4%
Mcap
₹36 cr
P/E
33.7x
EV/EBITDA
-
ROCE
7.9%
Margin
15.6%
Rev YoY
-11.6%
Mcap
₹30 cr
P/E
21.1x
EV/EBITDA
10.0x
ROCE
18.4%
Margin
23.5%
Rev YoY
-28.9%
Mcap
₹22 cr
P/E
8.0x
EV/EBITDA
3.7x
ROCE
9.7%
Margin
18.1%
Rev YoY
-21.4%
Mcap
₹20 cr
P/E
-
EV/EBITDA
-
ROCE
2.0%
Margin
1.0%
Rev YoY
0.0%
Mcap
₹20 cr
P/E
6.8x
EV/EBITDA
4.0x
ROCE
11.2%
Margin
18.9%
Rev YoY
+30.8%
Mcap
₹20 cr
P/E
15.5x
EV/EBITDA
-
ROCE
9.1%
Margin
80.9%
Rev YoY
-
Mcap
₹16 cr
P/E
-
EV/EBITDA
332.2x
ROCE
-3.0%
Margin
-95.1%
Rev YoY
+50.0%
Mcap
₹14 cr
P/E
13.9x
EV/EBITDA
9.9x
ROCE
12.5%
Margin
30.2%
Rev YoY
-91.3%
Mcap
₹12 cr
P/E
-
EV/EBITDA
-204.7x
ROCE
-1.8%
Margin
-5.1%
Rev YoY
-73.0%
Mcap
₹12 cr
P/E
15.8x
EV/EBITDA
8.4x
ROCE
4.0%
Margin
59.1%
Rev YoY
+73.4%

Exhibit 6What managements said

from Commercial Services & Supplies earnings calls · as of 2026-06-30
tailwindFlexible workspace occupancy expanding sharply; GCC clients the primary engine5 managements

Five operators report robust occupancy and revenue momentum. WeWork India's portfolio occupancy reached 84.9% (+844 bps YoY) with member growth (30% YoY) running 1.7x faster than…

  • WEWORK (Q1FY27): “Portfolio occupancy moved from 76.5% a year ago to 84.9% today. Look specifically at…
5 more themes from this quarter's earnings calls are locked. A free account opens 3 full reports a quarter: every theme with verbatim management quotes, the demand picture, companies running against the tide, and the regulatory & disruption watch. Sign up free →

Exhibit 7Outlook

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

AppendixThe other 11 companies

1-11
sort: mcap · composite · name
Mcap
₹11 cr
P/E
38.0x
EV/EBITDA
12.8x
ROCE
6.5%
Margin
0.8%
Rev YoY
-56.5%
Mcap
₹11 cr
P/E
-
EV/EBITDA
-27.3x
ROCE
-1.7%
Margin
-25.7%
Rev YoY
+24150.0%
Mcap
₹9 cr
P/E
5.6x
EV/EBITDA
31.6x
ROCE
2.3%
Margin
29.1%
Rev YoY
+11.6%
Mcap
₹9 cr
P/E
1.1x
EV/EBITDA
3.0x
ROCE
19.3%
Margin
55.4%
Rev YoY
-
Mcap
₹8 cr
P/E
-
EV/EBITDA
-91.4x
ROCE
3.7%
Margin
-1277.0%
Rev YoY
-
Mcap
₹4 cr
P/E
13.2x
EV/EBITDA
-
ROCE
1.3%
Margin
4.9%
Rev YoY
-76.5%
Mcap
₹4 cr
P/E
-
EV/EBITDA
104.2x
ROCE
128.5%
Margin
1.9%
Rev YoY
+73.3%
Mcap
₹2 cr
P/E
-
EV/EBITDA
-
ROCE
-4.7%
Margin
-3.1%
Rev YoY
+100.0%
Mcap
₹0 cr
P/E
-
EV/EBITDA
-
ROCE
-
Margin
-
Rev YoY
-
Mcap
₹0 cr
P/E
-
EV/EBITDA
-
ROCE
-
Margin
-
Rev YoY
-
Mcap
₹0 cr
P/E
-
EV/EBITDA
-
ROCE
-
Margin
-
Rev YoY
-22.3%