Diversified consumer products industry
Q1FY271 earlier
3 companies · ₹2,421 cr · 1 with AI deep dives · Q1FY27 report
Exhibit 3Structure
₹2,421 crVirtuoso Optoelectronics Ltd is 73.6% 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.
- Mcap
- ₹1,652 cr
- P/E
- 112.6x
- EV/EBITDA
- 22.5x
- ROCE
- 9.5%
- Margin
- 10.4%
- Rev YoY
- +85.0%
- Mcap
- ₹338 cr
- P/E
- 56.7x
- EV/EBITDA
- 29.2x
- ROCE
- 7.2%
- Margin
- 4.6%
- Rev YoY
- -3.4%
Exhibit 6What managements said
from Consumer Durables earnings calls · as of 2026-06-30headwindWest Asia war driving unprecedented commodity, freight, and FX cost shock across the sector12 managements
The West Asia conflict is the dominant cross-sector headwind: crude oil up from USD 67 to USD 97 per barrel (Whirlpool), Morbi gas from ₹48 to ₹86-88/SCM (Kajaria), copper above…
- WHIRLPOOL (Q1FY27): “the crude oil prices, which similar time last year were operating at USD 67, are now…”
headwind7 managementstailwind4 managementstailwind5 managementstailwind7 managementsheadwind4 managementsmixed3 managements
6 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.
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