Diversified consumer products industry

3 companies · ₹2,240 cr · 2 with AI deep dives · Q2FY27 report

Exhibit 3Structure

₹2,240 cr

Virtuoso Optoelectronics Ltd is 74.1% of this industry by market cap. The top 5 are 100% and the top 10 are 100%.

small 1micro 21 above ₹500 cr

Exhibit 5Coverage (3 of 3)

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

Company	Mcap	P/E	EV/EBITDA	ROCE	Margin	Rev YoY	Read
Virtuoso Optoelectronics Ltd	₹1,678 cr	103.8x	22.8x	9.7%	10.1%	+85.0%	Unlock
Yash Optics & Lens Ltd	₹292 cr	33.1x	18.5x	12.8%	27.3%	+29.1%

Virtuoso Optoelectronics Ltd

Mcap: ₹1,678 cr
P/E: 103.8x
EV/EBITDA: 22.8x
ROCE: 9.7%
Margin: 10.1%
Rev YoY: +85.0%

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Yash Optics & Lens Ltd

Mcap: ₹292 cr
P/E: 33.1x
EV/EBITDA: 18.5x
ROCE: 12.8%

Exhibit 6What managements said

from Consumer Durables earnings calls · as of 2026-09-30

headwindWest Asia-linked commodity, crude and rupee inflation is outrunning price pass-through14 managements

Nearly every manufacturer named crude-linked inputs, copper, TiO2, gas or a weak rupee. How much they passed on varied widely. Blue Star passed on about 5% of a 13% cost increase…

ASIANPAINT (Q1FY27): “the overall weighted average price increase was around 7%. The material inflation was…”

mixed7 managements mixed5 managements

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.

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AppendixThe other 0 companies

1-0

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