13 companies · ₹50,837 cr · 9 with AI deep dives · Q1FY27 report
Volume recovery broadens sector-wide, but RM and wage cost push arrives in Q2 testing price-hike hold
P/E below the sub-industry median of 37.5x, 5y ROCE above its median of 10.96%, 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.
Diwali open house: sign in free and Premium is open to you until 8 Nov.See plans →Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
Raw material and minimum-wage inflation hit all manufacturing-integrated players. Bata flagged 5-6% imported RM cost inflation deferred entirely to Q2 by its 140-150 day inventory…
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: 1 of 6 reported so far, so it is not in the trend above.
Breadth: 100% of 6 companies grew revenue year on year (was 100% a quarter earlier) and 50% expanded margin (was 83%).
The median name trades at 37.5x, -40.3% against this industry's own 5-year median of 62.8x, and -62.1% against its own peak of 99.0x.
Metro Brands Ltd is 44% of this industry by market cap. The top 5 are 96.3% and the top 10 are 99.8%.
| 55.6x |
| 11.4x |
| 12.8% |
| 20.1% |
| +3.9% |
| Unlock |
| Relaxo Footwears Ltd | ₹7,000 cr | 38.0x | 16.7x | 11.3% | 13.8% | +7.7% | Unlock |
| Redtape Ltd | ₹5,780 cr | 23.4x | 12.8x | 24.7% | 14.4% | +3.7% | Unlock |
| Campus Activewear Ltd | ₹5,761 cr | - | 18.4x | 21.8% | 16.4% | +12.2% | Unlock |
| Liberty Shoes Ltd | ₹329 cr | 37.3x | 6.3x | 8.2% | 8.7% | -1.7% | Unlock |
| Lehar Footwears Ltd | ₹307 cr | 18.1x | 9.2x | 18.2% | 9.0% | -47.3% | Unlock |
| Brandman Retail Ltd | ₹273 cr | 12.6x | 7.6x | 23.4% | 17.4% | - | Unlock |
| Khadim India Ltd | ₹221 cr | 80.2x | 5.9x | 7.2% | 13.4% | -18.7% | Unlock |
| Sreeleathers Ltd | ₹581 cr | 17.7x | 14.6x | 8.0% | 13.6% | +19.7% | Unlock |
| KSR Footwear Ltd | ₹63 cr | - | -23.6x | -11.8% | -4.2% | +0.4% | Unlock |
| Sarup Industries Ltd | ₹34 cr | 67.2x | 35.5x | 4.2% | 9.3% | -21.1% | Unlock |
| Marc Loire Fashions Ltd | ₹30 cr | 16.7x | 11.0x | 7.5% | 6.8% | - | Unlock |