Leather And Leather Products industry

12 companies · ₹5,291 cr · 2 with AI deep dives · Q2FY27 report

Exhibit 3Structure

₹5,291 cr

Mayur Uniquoters Ltd is 57.7% of this industry by market cap. The top 5 are 94.5% and the top 10 are 99.8%.

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.

Company	Mcap	P/E	EV/EBITDA	ROCE	Margin	Rev YoY	Read
Mayur Uniquoters Ltd	₹3,132 cr	15.0x	10.8x	24.7%	24.3%	+24.7%	Unlock
Bhartiya International Ltd	₹1,336 cr	53.7x	15.2x	8.1%	8.8%	+33.1%

Mayur Uniquoters Ltd

Mcap: ₹3,132 cr
P/E: 15.0x
EV/EBITDA: 10.8x
ROCE: 24.7%
Margin: 24.3%
Rev YoY: +24.7%

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Bhartiya International Ltd

Mcap: ₹1,336 cr
P/E: 53.7x
EV/EBITDA: 15.2x
ROCE: 8.1%

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

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