Other Construction Materials industry

24 companies · ₹10,885 cr · 4 with AI deep dives

Turning upmargin troughed at 3.8% and has risen for 2 quarters to 14.1%, on positive revenue growth

Revenue YoY: +2.7%
EBITDA margin: 14.1%; +620bps YoY
Price, 1 year: -16.6%; 33% of names up
P/E vs own 5y: -

Exhibit 1The quarter in numbers

constant panel of 3 companies above ₹500 cr

aggregate revenue (₹ cr)EBITDA margin (right axis)

Metric	Jun 26	Mar 26	QoQ	Jun 25	YoY	Peak	vs peak
Revenue	1,056 cr	835 cr	+26.5%	1,028 cr	+2.7%	1,056 cr	0.0%
EBITDA margin	14.1%	4.3%	+980bps	7.9%	+620bps	14.1%	0bps

Revenue

Jun 26: 1,056 cr
Mar 26: 835 cr
QoQ: +26.5%
Jun 25: 1,028 cr
YoY: +2.7%
Peak: 1,056 cr
vs peak: 0.0%

EBITDA margin

Jun 26: 14.1%
Mar 26: 4.3%
QoQ: +980bps
Jun 25: 7.9%

Sept 26: 0 of 5 reported so far, so it is not in the trend above.

Breadth: 75% of 4 companies grew revenue year on year (was 75% a quarter earlier) and 100% expanded margin (was 75%).

Exhibit 3Structure

₹10,885 cr

Glass Wall Systems (India) Ltd is 29.4% of this industry by market cap. The top 5 are 86% and the top 10 are 97.2%.

small 4micro 205 above ₹500 cr

Exhibit 5Coverage (24 of 24)

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
Glass Wall Systems (India) Ltd	₹1,936 cr	-	-	-	-	-	Unlock
Arisinfra Solutions Ltd	₹1,173 cr

No earnings-call brief covers this industry yet. It appears once at least five companies here have a transcript analysed, or sooner from the parent industry. The numbers above do not depend on it.

AppendixThe other 0 companies

1-0

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