Leather And Leather Products industry
Q1FY271 earlier
12 companies · ₹5,450 cr · 1 with AI deep dives · Q1FY27 report
Exhibit 3Structure
₹5,450 crMayur Uniquoters Ltd is 58.6% of this industry by market cap. The top 5 are 94% and the top 10 are 99.7%.
small 2micro 102 above ₹500 cr
Exhibit 5Coverage (12 of 12)
Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
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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