Other Agricultural Products industry
88 companies · ₹59,647 cr · 8 with AI deep dives · Q1FY27 report
Hormuz closure and depleting low-cost inventory drove a margin peak that managements call unsustainable
- Revenue YoY
- +14.2%
- EBITDA margin
- 15.4%
- +290bps YoY
- Price, 1 year
- -2.4%
- 50% of names up
- P/E vs own 5y
- +3.5%
- 18.4x now
Exhibit 1The quarter in numbers
constant panel of 11 companies above ₹500 cr- Jun 26
- 9,422 cr
- Mar 26
- 8,494 cr
- QoQ
- +10.9%
- Jun 25
- 8,249 cr
- YoY
- +14.2%
- Peak
- 9,422 cr
- vs peak
- 0.0%
- Jun 26
- 15.4%
- Mar 26
- 10.7%
- QoQ
- +470bps
- Jun 25
- 12.5%
- YoY
- +290bps
- Peak
- 15.4%
- vs peak
- 0bps
Breadth: 77% of 13 companies grew revenue year on year (was 91% a quarter earlier) and 92% expanded margin (was 64%).
Exhibit 2What it costs
15.38x - 24.45x across the panel todayThe median name trades at 18.4x, +3.5% against this industry's own 5-year median of 17.8x, and -21.8% against its own peak of 23.5x.
Exhibit 3Structure
₹59,647 crL T Foods Ltd is 25.7% of this industry by market cap. The top 5 are 67.7% and the top 10 are 82.4%.
Exhibit 4Screen
P/E below the sub-industry median of 18.38x, 5y ROCE above its median of 12.51%, 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 (25 of 88)
Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
- Mcap
- ₹1,522 cr
- P/E
- 12.2x
- EV/EBITDA
- 9.6x
- ROCE
- 17.8%
- Margin
- 11.6%
- Rev YoY
- +12.6%
- Mcap
- ₹7,653 cr
- P/E
- 18.4x
- EV/EBITDA
- 14.2x
- ROCE
- 12.5%
- Margin
- 11.6%
- Rev YoY
- +23.5%
- Mcap
- ₹2,073 cr
- P/E
- 20.1x
- EV/EBITDA
- 12.3x
- ROCE
- 24.1%
- Margin
- 10.0%
- Rev YoY
- -
- Mcap
- ₹952 cr
- P/E
- 33.2x
- EV/EBITDA
- 29.0x
- ROCE
- 27.7%
- Margin
- 10.1%
- Rev YoY
- +19.4%
- Mcap
- ₹511 cr
- P/E
- 10.8x
- EV/EBITDA
- 8.3x
- ROCE
- 34.2%
- Margin
- 2.7%
- Rev YoY
- +10.9%
- Mcap
- ₹249 cr
- P/E
- 23.8x
- EV/EBITDA
- 17.1x
- ROCE
- 15.4%
- Margin
- 17.2%
- Rev YoY
- -
Exhibit 6What managements said
from this industry's latest earnings calls · as of 2026-06-30The partial closure since 28 Feb 2026 choked basmati's largest trade corridor. KRBL export revenue fell ~50% YoY (₹244 cr vs ₹485 cr) purely on Middle East volume loss. LTFOODS…
- KRBL (Q1FY27): “Our exports revenue for Q1 FY 2027 stood at INR244 crores against INR485 crores in Q1…”
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.
Create a free account →AppendixThe other 63 companies
1-30- Mcap
- ₹111 cr
- P/E
- 9.0x
- EV/EBITDA
- 11.6x
- ROCE
- 39.6%
- Margin
- 6.0%
- Rev YoY
- +19.6%
- Mcap
- ₹93 cr
- P/E
- 12.6x
- EV/EBITDA
- 10.2x
- ROCE
- 16.7%
- Margin
- 13.0%
- Rev YoY
- -26.1%
- Mcap
- ₹81 cr
- P/E
- 4.3x
- EV/EBITDA
- 4.0x
- ROCE
- 26.2%
- Margin
- 6.9%
- Rev YoY
- +21.5%
- Mcap
- ₹45 cr
- P/E
- 202.5x
- EV/EBITDA
- 61.2x
- ROCE
- 1.6%
- Margin
- 3.4%
- Rev YoY
- -56.6%
33 more companies
This industry has 63 constituents beyond the covered names. The first page is free; premium opens the rest.
See plans →