Other Industrial Products industry
55 companies · ₹1.2 L cr · 11 with AI deep dives · Q1FY27 report
Record order books validate the recovery; freight and commodity cost spikes now cap the margin rebound
- Revenue YoY
- +17.5%
- EBITDA margin
- 13.5%
- +90bps YoY
- Price, 1 year
- +13.8%
- 57% of names up
- P/E vs own 5y
- -19.0%
- 27.8x now
Exhibit 1The quarter in numbers
constant panel of 11 companies above ₹500 cr- Jun 26
- 5,078 cr
- Mar 26
- 5,270 cr
- QoQ
- -3.6%
- Jun 25
- 4,320 cr
- YoY
- +17.5%
- Peak
- 5,270 cr
- vs peak
- -3.6%
- Jun 26
- 13.5%
- Mar 26
- 14.0%
- QoQ
- -50bps
- Jun 25
- 12.6%
- YoY
- +90bps
- Peak
- 14.0%
- vs peak
- -50bps
Breadth: 92% of 12 companies grew revenue year on year (was 100% a quarter earlier) and 33% expanded margin (was 58%).
Exhibit 2What it costs
25.89x - 75.06x across the panel todayThe median name trades at 27.8x, -19.0% against this industry's own 5-year median of 34.3x, and -55.8% against its own peak of 62.9x.
Exhibit 3Structure
₹1.2 L crInox India Ltd is 29.1% of this industry by market cap. The top 5 are 77.4% and the top 10 are 92.1%.
Exhibit 4Screen
P/E below the sub-industry median of 27.78x, 5y ROCE above its median of 16.77%, 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 56)
Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
- Mcap
- ₹10,408 cr
- P/E
- 103.7x
- EV/EBITDA
- 86.4x
- ROCE
- 22.6%
- Margin
- 20.1%
- Rev YoY
- +118.8%
- Mcap
- ₹4,066 cr
- P/E
- 26.3x
- EV/EBITDA
- 16.0x
- ROCE
- 14.2%
- Margin
- 16.7%
- Rev YoY
- +25.2%
- Mcap
- ₹737 cr
- P/E
- 70.1x
- EV/EBITDA
- 28.9x
- ROCE
- 6.1%
- Margin
- 18.7%
- Rev YoY
- +57.7%
- Mcap
- ₹350 cr
- P/E
- 19.2x
- EV/EBITDA
- 12.2x
- ROCE
- 19.5%
- Margin
- 10.4%
- Rev YoY
- +23.3%
- Mcap
- ₹200 cr
- P/E
- 153.9x
- EV/EBITDA
- 35.8x
- ROCE
- 13.6%
- Margin
- 9.7%
- Rev YoY
- -23.0%
- Mcap
- ₹189 cr
- P/E
- 14.9x
- EV/EBITDA
- 12.9x
- ROCE
- 35.9%
- Margin
- 7.7%
- Rev YoY
- +24.0%
Exhibit 6What managements said
from this industry's latest earnings calls · as of 2026-06-30At least five names reported backlogs at or near all-time highs. INOX India's total backlog of ₹1,686 Cr is the highest in company history. Diffusion's order book rose 20.4% QoQ…
- INOXINDIA (Q1FY27): “We delivered our highest ever quarterly order inflow of approximately INR532 crores…”
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 31 companies
1-30- Mcap
- ₹109 cr
- P/E
- 26.4x
- EV/EBITDA
- 16.2x
- ROCE
- 16.0%
- Margin
- 15.9%
- Rev YoY
- +29.2%
- Mcap
- ₹77 cr
- P/E
- 20.3x
- EV/EBITDA
- 10.6x
- ROCE
- 12.2%
- Margin
- 5.0%
- Rev YoY
- -43.7%
- Mcap
- ₹67 cr
- P/E
- 13.4x
- EV/EBITDA
- 10.3x
- ROCE
- 13.2%
- Margin
- 7.6%
- Rev YoY
- -1.6%
- Mcap
- ₹39 cr
- P/E
- -
- EV/EBITDA
- -483.1x
- ROCE
- -6.1%
- Margin
- -0.1%
- Rev YoY
- -25.9%
- Mcap
- ₹11 cr
- P/E
- 11.9x
- EV/EBITDA
- 15.8x
- ROCE
- 3.1%
- Margin
- 6.0%
- Rev YoY
- +21.7%
1 more companies
This industry has 31 constituents beyond the covered names. The first page is free; premium opens the rest.
See plans →