Other Construction Materials industry
22 companies · ₹10,987 cr · 1 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
- +2.6%
- 67% of names up
- P/E vs own 5y
- -
Exhibit 1The quarter in numbers
constant panel of 3 companies above ₹500 craggregate revenue (₹ cr)EBITDA margin (right axis)
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%
- YoY
- +620bps
- Peak
- 14.1%
- vs peak
- 0bps
Breadth: 75% of 4 companies grew revenue year on year (was 75% a quarter earlier) and 100% expanded margin (was 75%).
Exhibit 3Structure
₹10,987 crArisinfra Solutions Ltd is 45.5% of this industry by market cap. The top 5 are 90.7% and the top 10 are 98.1%.
small 3micro 194 above ₹500 cr
Exhibit 5Coverage (23 of 23)
Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
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.