6 companies · ₹4,852 cr · 4 with AI deep dives · Q2FY27 report
Volume holds up, but war-driven fuel, packaging and milk costs pass through only partly, squeezing margins
P/E below the sub-industry median of 8.88x, 5y ROCE above its median of 16.39%, 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.
At least 11 managements tie input inflation to the West Asia/Iran conflict. The figures they give: Britannia industrial fuel +69% YoY and palm oil +20%+; Prataap palm oil and…
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 67%).
The median name trades at 8.9x, -45.2% against this industry's own 5-year median of 16.2x, and -74.5% against its own peak of 34.8x.
Venkys (India) Ltd is 45.9% of this industry by market cap. The top 5 are 98.3% and the top 10 are 100%.
| 5.4x |
| 7.1x |
| 16.0% |
| 2.3% |
| +88.0% |
| Unlock |
| SKM Egg Products Export (India) Ltd | ₹972 cr | 9.3x | 6.8x | 30.0% | 21.3% | -6.0% | Unlock |
| Dsm Fresh Foods Ltd | ₹113 cr | 7.9x | 5.5x | 16.8% | 14.1% | - | Unlock |
| Ovobel Foods Ltd | ₹276 cr | 7.1x | 7.6x | 28.2% | 10.5% | +31.8% | Unlock |
| Simran Farms Ltd | ₹86 cr | 15.4x | 8.7x | 10.9% | 1.3% | +4.4% | Unlock |