Granites & Marbles industry
Q1FY271 earlier
10 companies · ₹6,853 cr · 2 with AI deep dives · Q1FY27 report
Exhibit 3Structure
₹6,853 crMidwest Ltd is 54.9% of this industry by market cap. The top 5 are 97% and the top 10 are 100%.
small 2micro 82 above ₹500 cr
Exhibit 5Coverage (10 of 10)
Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
- Mcap
- ₹55 cr
- P/E
- 17.7x
- EV/EBITDA
- -
- ROCE
- 3.6%
- Margin
- 16.2%
- Rev YoY
- +0.3%
- Mcap
- ₹51 cr
- P/E
- -
- EV/EBITDA
- 127.3x
- ROCE
- 2.3%
- Margin
- -6.5%
- Rev YoY
- -34.6%
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
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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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