7 companies · ₹784 cr · Q2FY27 report
Store-led growth holds, but 4-10% input inflation and state wage hikes now test gross margins into H2
Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
Apparel and value retailers put input-cost inflation at about 3-5%. V-Mart puts its blended raw-material rise at about 10%. Most say they are passing it through only in part…
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: 0 of 7 reported so far, so it is not in the trend above.
Breadth: 50% of 6 companies grew revenue year on year (was 60% a quarter earlier) and 0% expanded margin (was 20%).
Khemani Distributors & Marketing Ltd is 33.3% of this industry by market cap. The top 5 are 97.5% and the top 10 are 100%.
| 11.2x |
| 7.9x |
| 25.0% |
| 25.8% |
| +2.4% |
| Unlock |
| Ace Men Engg Works Ltd | ₹134 cr | - | 375.2x | 0.5% | 2.6% | - | Unlock |
| Mrp Agro Ltd | ₹103 cr | 24.4x | 15.5x | 12.0% | 9.1% | +3.9% | Unlock |
| Sattva Sukun Lifecare Ltd | ₹44 cr | - | 63.5x | 0.6% | -15.9% | -47.5% | Unlock |
| Kotia Enterprises Ltd | ₹17 cr | - | -5.1x | 4.2% | 53.0% | - | Unlock |
| Radhagobind Commercial Ltd | ₹3 cr | - | -13.4x | - | - | - | Unlock |