6 companies · ₹7,913 cr · 3 with AI deep dives · Q2FY27 report
West Asia war cuts exports and lifts costs as domestic power and cable demand carries growth
P/E below the sub-industry median of 21.73x, 5y ROCE above its median of 11.97%, 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.
Ten managements reported lost or delayed shipments to the Middle East or GCC. Cummins LHP exports fell 20%, Kirloskar Oil Engines international revenue fell 11%, KEI exports fell…
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 3 reported so far, so it is not in the trend above.
Breadth: 100% of 3 companies grew revenue year on year (was 100% a quarter earlier) and 67% expanded margin (was 100%).
The median name trades at 21.7x, -27.3% against this industry's own 5-year median of 29.9x, and -48.4% against its own peak of 42.1x.
Borosil Renewables Ltd is 71.9% of this industry by market cap. The top 5 are 99.9% and the top 10 are 100%.
| 26.3x |
| 17.5x |
| 17.9% |
| 15.5% |
| +32.8% |
| Unlock |
| Borosil Scientific Ltd | ₹943 cr | 21.9x | 15.0x | 12.1% | 13.3% | +11.3% | Unlock |
| Agarwal Toughened Glass India Ltd | ₹319 cr | 14.3x | 10.3x | 23.0% | 29.6% | +48.5% | Unlock |
| Agarwal Float Glass India Ltd | ₹18 cr | 12.0x | 9.1x | 10.1% | 5.7% | -32.2% | Unlock |
| Agarwal Fortune India Ltd | ₹6 cr | 104.0x | 31.3x | 10.6% | 4.7% | -81.8% | Unlock |