Other Textile Products industry

288 companies · ₹2.1 L cr · 21 with AI deep dives · Q1FY27 report

Low-cost inventory lifts spreads to a cycle peak, but managements signal non-recurrence as cotton resets.

Turning upmargin troughed at 8.9% and has risen for 2 quarters to 12.0%, on positive revenue growth
Revenue YoY
+11.9%
EBITDA margin
12.0%
+230bps YoY
Price, 1 year
+21.5%
64% of names up
P/E vs own 5y
+27.8%
26.6x now

Exhibit 1The quarter in numbers

constant panel of 41 companies above ₹500 cr
aggregate revenue (₹ cr)EBITDA margin (right axis)
Revenue
Jun 26
29,596 cr
Mar 26
28,922 cr
QoQ
+2.3%
Jun 25
26,455 cr
YoY
+11.9%
Peak
29,596 cr
vs peak
0.0%
EBITDA margin
Jun 26
12.0%
Mar 26
10.1%
QoQ
+190bps
Jun 25
9.7%
YoY
+230bps
Peak
12.0%
vs peak
0bps

Breadth: 84% of 43 companies grew revenue year on year (was 77% a quarter earlier) and 72% expanded margin (was 65%).

Exhibit 2What it costs

15.13x - 55.6x across the panel today

The median name trades at 26.6x, +27.8% against this industry's own 5-year median of 20.9x, and +0.2% against its own peak of 26.6x.

Exhibit 3Structure

₹2.1 L cr

K P R Mill Ltd is 19.2% of this industry by market cap. The top 5 are 48.3% and the top 10 are 63%.

mid 5small 25micro 25349 above ₹500 cr

Exhibit 4Screen

P/E below the sub-industry median of 26.65x, 5y ROCE above its median of 9.64%, 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 288)

Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.

Mcap
₹37,986 cr
P/E
41.6x
EV/EBITDA
27.5x
ROCE
20.2%
Margin
20.6%
Rev YoY
+9.6%
Mcap
₹19,651 cr
P/E
71.2x
EV/EBITDA
25.4x
ROCE
6.2%
Margin
9.4%
Rev YoY
+23.7%
Mcap
₹16,355 cr
P/E
19.3x
EV/EBITDA
12.5x
ROCE
9.3%
Margin
15.5%
Rev YoY
+13.3%
Mcap
₹12,137 cr
P/E
51.2x
EV/EBITDA
29.9x
ROCE
21.9%
Margin
15.7%
Rev YoY
+14.4%
Mcap
₹8,794 cr
P/E
58.3x
EV/EBITDA
21.4x
ROCE
10.8%
Margin
11.0%
Rev YoY
+25.9%
Mcap
₹4,229 cr
P/E
97.5x
EV/EBITDA
8.0x
ROCE
2.8%
Margin
9.7%
Rev YoY
+5.9%
Mcap
₹4,006 cr
P/E
65.9x
EV/EBITDA
18.1x
ROCE
6.9%
Margin
7.8%
Rev YoY
+79.1%
Mcap
₹3,902 cr
P/E
20.4x
EV/EBITDA
10.7x
ROCE
16.6%
Margin
9.0%
Rev YoY
+9.1%
Mcap
₹3,660 cr
P/E
17.3x
EV/EBITDA
10.5x
ROCE
14.3%
Margin
14.2%
Rev YoY
+10.3%
Mcap
₹2,905 cr
P/E
23.9x
EV/EBITDA
13.0x
ROCE
14.8%
Margin
9.9%
Rev YoY
+8.9%
Mcap
₹2,734 cr
P/E
16.9x
EV/EBITDA
10.6x
ROCE
14.2%
Margin
12.0%
Rev YoY
+20.1%
Mcap
₹2,721 cr
P/E
48.2x
EV/EBITDA
20.2x
ROCE
6.9%
Margin
10.6%
Rev YoY
+25.7%
Mcap
₹1,257 cr
P/E
13.1x
EV/EBITDA
8.9x
ROCE
8.1%
Margin
13.1%
Rev YoY
+52.7%
Mcap
₹1,237 cr
P/E
8.4x
EV/EBITDA
6.7x
ROCE
11.8%
Margin
13.1%
Rev YoY
+38.1%
Mcap
₹1,169 cr
P/E
26.6x
EV/EBITDA
19.7x
ROCE
27.0%
Margin
10.1%
Rev YoY
+120.7%
Mcap
₹1,036 cr
P/E
16.4x
EV/EBITDA
8.3x
ROCE
8.1%
Margin
7.0%
Rev YoY
-0.8%
Mcap
₹849 cr
P/E
15.1x
EV/EBITDA
6.0x
ROCE
11.6%
Margin
21.1%
Rev YoY
-5.4%
Mcap
₹833 cr
P/E
12.1x
EV/EBITDA
9.1x
ROCE
24.2%
Margin
25.1%
Rev YoY
+24.4%
Mcap
₹753 cr
P/E
27.1x
EV/EBITDA
14.9x
ROCE
11.4%
Margin
5.8%
Rev YoY
+9.6%
Mcap
₹647 cr
P/E
-
EV/EBITDA
27.1x
ROCE
-0.4%
Margin
2.2%
Rev YoY
+15.4%
Mcap
₹383 cr
P/E
10.3x
EV/EBITDA
6.4x
ROCE
10.5%
Margin
10.2%
Rev YoY
+3.2%
Mcap
₹11,940 cr
P/E
30.0x
EV/EBITDA
14.5x
ROCE
10.5%
Margin
13.9%
Rev YoY
+4.7%
Mcap
₹7,803 cr
P/E
37.6x
EV/EBITDA
24.7x
ROCE
20.7%
Margin
20.1%
Rev YoY
+31.4%
Mcap
₹5,964 cr
P/E
-
EV/EBITDA
-
ROCE
-
Margin
-
Rev YoY
-
Mcap
₹5,308 cr
P/E
62.3x
EV/EBITDA
40.8x
ROCE
14.6%
Margin
6.5%
Rev YoY
+2.7%

Exhibit 6What managements said

from this industry's latest earnings calls · as of 2026-06-30
mixedYarn-cotton and polyester spreads at cycle highs - but largely inventory-gain driven6 managements

Spread expansion was the dominant margin driver but every management that benefited flagged a material portion as reflecting low-cost opening inventory rather than sustainable…

  • Sportking India Ltd (Q1FY27): “The overall spread was INR133 vis-a-vis INR107 last quarter... The 18%, 19%, 20% might…
5 more themes from this quarter's earnings calls are locked. A free account opens 3 full reports a quarter: every theme with verbatim management quotes, the demand picture, companies running against the tide, and the regulatory & disruption watch. Sign up free →

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 263 companies

1-30
sort: mcap · composite · name
Mcap
₹3,664 cr
P/E
-
EV/EBITDA
222.5x
ROCE
-3.1%
Margin
4.2%
Rev YoY
+6.5%
Mcap
₹2,301 cr
P/E
113.7x
EV/EBITDA
29.5x
ROCE
1.9%
Margin
4.8%
Rev YoY
+8.7%
Mcap
₹2,253 cr
P/E
14.0x
EV/EBITDA
10.3x
ROCE
27.5%
Margin
7.4%
Rev YoY
-28.3%
Mcap
₹1,930 cr
P/E
244.7x
EV/EBITDA
-
ROCE
17.6%
Margin
5.0%
Rev YoY
+257.3%
Mcap
₹1,650 cr
P/E
87.8x
EV/EBITDA
17.7x
ROCE
8.7%
Margin
8.4%
Rev YoY
+7.5%
Mcap
₹1,512 cr
P/E
66.5x
EV/EBITDA
20.3x
ROCE
4.3%
Margin
32.5%
Rev YoY
-
Mcap
₹1,268 cr
P/E
81.2x
EV/EBITDA
38.5x
ROCE
12.1%
Margin
5.1%
Rev YoY
+9.7%
Mcap
₹1,183 cr
P/E
38.8x
EV/EBITDA
15.7x
ROCE
11.7%
Margin
9.5%
Rev YoY
+8.2%
Mcap
₹1,178 cr
P/E
33.6x
EV/EBITDA
20.4x
ROCE
16.9%
Margin
6.3%
Rev YoY
-21.4%
Mcap
₹986 cr
P/E
13.0x
EV/EBITDA
11.5x
ROCE
4.6%
Margin
7.3%
Rev YoY
+17.9%
Mcap
₹986 cr
P/E
40.5x
EV/EBITDA
20.4x
ROCE
22.0%
Margin
7.8%
Rev YoY
+12.1%
Mcap
₹973 cr
P/E
17.4x
EV/EBITDA
10.8x
ROCE
17.3%
Margin
20.5%
Rev YoY
-
Mcap
₹910 cr
P/E
11.2x
EV/EBITDA
-
ROCE
11.1%
Margin
16.3%
Rev YoY
+34.3%
Mcap
₹889 cr
P/E
15.1x
EV/EBITDA
7.9x
ROCE
9.9%
Margin
3.1%
Rev YoY
-24.0%
Mcap
₹823 cr
P/E
-
EV/EBITDA
-85.2x
ROCE
28.2%
Margin
-66.9%
Rev YoY
+451.3%
Mcap
₹805 cr
P/E
224.9x
EV/EBITDA
55.1x
ROCE
2.6%
Margin
3.9%
Rev YoY
+10.6%
Mcap
₹784 cr
P/E
15.3x
EV/EBITDA
9.7x
ROCE
14.0%
Margin
14.8%
Rev YoY
+19.0%
Mcap
₹717 cr
P/E
5.8x
EV/EBITDA
13.3x
ROCE
2.7%
Margin
14.5%
Rev YoY
+38.5%
Mcap
₹680 cr
P/E
12.7x
EV/EBITDA
16.7x
ROCE
14.0%
Margin
19.1%
Rev YoY
+3142.2%
Mcap
₹640 cr
P/E
15.2x
EV/EBITDA
11.1x
ROCE
16.7%
Margin
24.3%
Rev YoY
+17.0%
Mcap
₹636 cr
P/E
15.4x
EV/EBITDA
-
ROCE
12.8%
Margin
30.8%
Rev YoY
-1.2%
Mcap
₹615 cr
P/E
-
EV/EBITDA
59.1x
ROCE
-0.6%
Margin
2.5%
Rev YoY
-
Mcap
₹582 cr
P/E
59.5x
EV/EBITDA
21.2x
ROCE
2.1%
Margin
12.8%
Rev YoY
+8.4%
Mcap
₹568 cr
P/E
7.9x
EV/EBITDA
7.8x
ROCE
7.7%
Margin
10.6%
Rev YoY
-18.5%
Mcap
₹507 cr
P/E
68.5x
EV/EBITDA
20.7x
ROCE
4.9%
Margin
7.5%
Rev YoY
+36.7%
Mcap
₹453 cr
P/E
32.5x
EV/EBITDA
14.2x
ROCE
13.9%
Margin
14.1%
Rev YoY
+51.4%
Mcap
₹442 cr
P/E
9.6x
EV/EBITDA
8.4x
ROCE
28.6%
Margin
11.2%
Rev YoY
+8.0%
Mcap
₹437 cr
P/E
-
EV/EBITDA
-
ROCE
2.5%
Margin
4.2%
Rev YoY
+12.9%
Mcap
₹425 cr
P/E
21.1x
EV/EBITDA
9.0x
ROCE
16.5%
Margin
12.1%
Rev YoY
+20.5%
Mcap
₹422 cr
P/E
-
EV/EBITDA
-37.2x
ROCE
-5.2%
Margin
-136.2%
Rev YoY
+51266.7%

233 more companies

This industry has 263 constituents beyond the covered names. The first page is free; premium opens the rest.

See plans