Glass - Consumer industry

1 companies · ₹1,578 cr · 1 with AI deep dives · Q2FY27 report

Exhibit 3Structure

₹1,578 cr

La Opala RG Ltd is 100% of this industry by market cap. The top 5 are 100% and the top 10 are 100%.

small 11 above ₹500 cr

Exhibit 5Coverage (1 of 1)

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
La Opala RG Ltd	₹1,543 cr	16.9x	10.6x	15.2%	37.4%	+9.3%	Unlock

La Opala RG Ltd

Mcap: ₹1,543 cr
P/E: 16.9x
EV/EBITDA: 10.6x
ROCE: 15.2%
Margin: 37.4%
Rev YoY: +9.3%

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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

sort: mcap · composite · name