Industrial Gases industry
8 companies · ₹64,906 cr · 4 with AI deep dives · Q1FY27 report
Exhibit 2What it costs
31.31x - 60.21x across the panel todayThe median name trades at 41.9x, +14.7% against this industry's own 5-year median of 36.5x, and -35.3% against its own peak of 64.8x.
Exhibit 3Structure
₹64,906 crLinde India Ltd is 83.4% of this industry by market cap. The top 5 are 99.9% and the top 10 are 100%.
Exhibit 4Screen
P/E below the sub-industry median of 41.92x, 5y ROCE above its median of 12.74%, 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 (8 of 8)
Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
- Mcap
- ₹5,347 cr
- P/E
- 44.3x
- EV/EBITDA
- 33.2x
- ROCE
- 13.0%
- Margin
- 42.4%
- Rev YoY
- +18.0%
- Mcap
- ₹2,628 cr
- P/E
- 50.5x
- EV/EBITDA
- 43.4x
- ROCE
- 8.8%
- Margin
- 14.1%
- Rev YoY
- +9.9%
Exhibit 6What managements said
from Chemicals & Petrochemicals earnings calls · as of 2026-06-30Fourteen managements cited the West Asia conflict as a material driver this quarter. The disruption operates through three simultaneous channels: feedstock availability (Gulf…
- SPLPETRO (Q1FY27): “It is not one plant, one source but it is a full region from where the material is not…”
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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