Edible Oil industry
39 companies · ₹1.9 L cr · 4 with AI deep dives · Q1FY27 report
Branded foods post record quarters while Hormuz shipping and grain-price spikes mark the next margin test.
- Revenue YoY
- +19.2%
- EBITDA margin
- 6.0%
- +140bps YoY
- Price, 1 year
- +10.3%
- 57% of names up
- P/E vs own 5y
- -37.8%
- 20.3x now
Exhibit 1The quarter in numbers
constant panel of 6 companies above ₹500 cr- Jun 26
- 41,739 cr
- Mar 26
- 43,197 cr
- QoQ
- -3.4%
- Jun 25
- 35,025 cr
- YoY
- +19.2%
- Peak
- 43,197 cr
- vs peak
- -3.4%
- Jun 26
- 6.0%
- Mar 26
- 4.2%
- QoQ
- +180bps
- Jun 25
- 4.6%
- YoY
- +140bps
- Peak
- 6.1%
- vs peak
- -10bps
Breadth: 100% of 6 companies grew revenue year on year (was 100% a quarter earlier) and 100% expanded margin (was 50%).
Exhibit 2What it costs
16.47x - 36.75x across the panel todayThe median name trades at 20.3x, -37.8% against this industry's own 5-year median of 32.6x, and -73.6% against its own peak of 76.8x.
Exhibit 3Structure
₹1.9 L crMarico Ltd is 57.3% of this industry by market cap. The top 5 are 96.2% and the top 10 are 98.9%.
Exhibit 4Screen
P/E below the sub-industry median of 20.27x, 5y ROCE above its median of 10.27%, 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 39)
Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
- Mcap
- ₹3,683 cr
- P/E
- 11.4x
- EV/EBITDA
- 9.4x
- ROCE
- 16.1%
- Margin
- 22.9%
- Rev YoY
- +34.4%
- Mcap
- ₹1,128 cr
- P/E
- 29.5x
- EV/EBITDA
- 19.4x
- ROCE
- 30.3%
- Margin
- 5.4%
- Rev YoY
- +108.9%
- Mcap
- ₹44 cr
- P/E
- 32.6x
- EV/EBITDA
- 15.9x
- ROCE
- 3.4%
- Margin
- 8.7%
- Rev YoY
- +8.9%
Exhibit 6What managements said
from Agricultural Food & other Products earnings calls · as of 2026-06-30Seven managements flagged rising input costs. Marico cited liquid paraffin +97% and HDPE +65% YoY. Patanjali called out packaging, freight and HPC ingredient inflation…
- MARICO (Q1FY27): “On both these items, the cost increase has been anywhere in the range of 60% to 70%.”
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 14 companies
1-14- Mcap
- ₹0 cr
- P/E
- -
- EV/EBITDA
- 3.3x
- ROCE
- 14.1%
- Margin
- 4.6%
- Rev YoY
- -3.2%