Other Financial Services industry
137 companies · ₹70,291 cr · 4 with AI deep dives · Q1FY27 report
- Revenue YoY
- +24.5%
- EBITDA margin
- 0.0%
- 0bps YoY
- Price, 1 year
- +12.9%
- 60% of names up
- P/E vs own 5y
- +120.9%
- 60.3x now
Exhibit 1The quarter in numbers
constant panel of 8 companies above ₹500 cr- Jun 26
- 2,235 cr
- Mar 26
- 2,491 cr
- QoQ
- -10.3%
- Jun 25
- 1,795 cr
- YoY
- +24.5%
- Peak
- 2,491 cr
- vs peak
- -10.3%
- Jun 26
- 0.0%
- Mar 26
- 0.0%
- QoQ
- 0bps
- Jun 25
- 0.0%
- YoY
- 0bps
- Peak
- 0.0%
- vs peak
- 0bps
Breadth: 63% of 8 companies grew revenue year on year (was 75% a quarter earlier) and 0% expanded margin (was 0%).
Exhibit 2What it costs
28.35x - 89.22x across the panel todayThe median name trades at 60.3x, +120.9% against this industry's own 5-year median of 27.3x, and +14.4% against its own peak of 52.7x.
Exhibit 3Structure
₹70,291 crCrisil Limited is 49% of this industry by market cap. The top 5 are 81.1% and the top 10 are 88.4%.
Exhibit 5Coverage (25 of 137)
Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
- Mcap
- ₹917 cr
- P/E
- 26.9x
- EV/EBITDA
- -
- ROCE
- 30.3%
- Margin
- -
- Rev YoY
- -42.3%
- Mcap
- ₹502 cr
- P/E
- 15.5x
- EV/EBITDA
- -
- ROCE
- 8.8%
- Margin
- -
- Rev YoY
- -15.3%
- Mcap
- ₹276 cr
- P/E
- 38.3x
- EV/EBITDA
- -
- ROCE
- 18.5%
- Margin
- -
- Rev YoY
- +6017.6%
Exhibit 6What managements said
from Finance earnings calls · as of 2026-06-30At least eleven covered lenders reported double-digit AUM expansion: Bajaj Finance (+24% to ₹5.47 lakh crore), Cholamandalam (+23%), Tata Capital (+22%), Aditya Birla Capital NBFC…
- BAJFINANCE (Q1 FY27): “AUM, we added a record INR37,000 crores of AUM in a quarter. Profit growth was strong at…”
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 112 companies
1-30- Mcap
- ₹87 cr
- P/E
- -
- EV/EBITDA
- -
- ROCE
- -0.1%
- Margin
- -
- Rev YoY
- -96.4%
- Mcap
- ₹77 cr
- P/E
- 9.3x
- EV/EBITDA
- -
- ROCE
- 5.6%
- Margin
- -
- Rev YoY
- +184.0%
- Mcap
- ₹55 cr
- P/E
- 184.2x
- EV/EBITDA
- -
- ROCE
- 0.2%
- Margin
- -
- Rev YoY
- -40.0%
82 more companies
This industry has 112 constituents beyond the covered names. The first page is free; premium opens the rest.
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