20 companies · ₹3.2 L cr · 12 with AI deep dives · Q2FY27 report
West Asia crude inflation is squeezing gross margins again, and FMCG majors are leaning on price to grow
P/E below the sub-industry median of 34.01x, 5y ROCE above its median of 19.04%, 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.
Diwali open house: sign in free and Premium is open to you until 8 Nov.See plans →Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
Crude derivatives, LLP, palm oil, packaging and copra are all inflating. Dabur cites about 8% input inflation. Emami's gross margin fell 360 bps, of which about 200 bps it…
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 →Sept 26: 2 of 10 reported so far, so it is not in the trend above.
Breadth: 89% of 9 companies grew revenue year on year (was 86% a quarter earlier) and 44% expanded margin (was 71%).
The median name trades at 34.0x, -26.7% against this industry's own 5-year median of 46.4x, and -47.2% against its own peak of 64.4x.
Godrej Consumer Products Ltd is 27.1% of this industry by market cap. The top 5 are 81.1% and the top 10 are 99.6%.
| 32.3x |
| 21.3x |
| 20.5% |
| 18.6% |
| +10.6% |
| Unlock |
| Colgate-Palmolive (India) Ltd | ₹43,980 cr | 32.3x | 22.7x | 108.9% | 31.0% | +12.3% | Unlock |
| Cupid Ltd | ₹42,249 cr | - | 281.3x | 33.9% | 32.6% | +158.7% | Unlock |
| Gillette India Ltd | ₹23,596 cr | 35.3x | 24.3x | 90.6% | 30.4% | +10.8% | Unlock |
| Procter & Gamble Hygiene and Health Care Ltd | ₹22,073 cr | 27.9x | 18.2x | 157.8% | 27.3% | -4.9% | Unlock |
| Emami Ltd | ₹16,004 cr | 21.4x | 15.5x | 29.7% | 25.5% | +14.9% | Unlock |
| Honasa Consumer Ltd | ₹14,537 cr | 58.4x | 46.2x | 19.6% | 9.9% | +27.0% | Unlock |
| Bajaj Consumer Care Ltd | ₹5,066 cr | 20.2x | 20.4x | 30.6% | 19.0% | +25.4% | Unlock |
| Anondita Medicare Ltd | ₹1,857 cr | 56.9x | 36.7x | 30.6% | 36.9% | - | Unlock |
| Recode Studios Ltd | ₹450 cr | 40.1x | 27.4x | 60.0% | 20.7% | - | Unlock |
| Aakaar Medical Technologies Ltd | ₹90 cr | 15.2x | 9.8x | 15.0% | 15.4% | - | Unlock |
| Radix Industries (India) Ltd | ₹213 cr | 72.9x | 45.2x | 19.6% | 7.6% | -58.1% | Unlock |
| Macobs Technologies Ltd | ₹188 cr | 65.5x | 40.5x | 8.5% | 8.3% | - | Unlock |
| Thrive Future Habitats Ltd | ₹91 cr | - | -142.7x | -3.6% | -142.4% | +16.7% | Unlock |
| JHS Svendgaard Laboratories Ltd | ₹73 cr | - | 14.6x | -0.8% | 2.6% | +29.6% | Unlock |
| Ravelcare Ltd | ₹60 cr | 13.4x | 8.4x | 18.9% | 26.2% | - | Unlock |
| Medistep Healthcare Ltd | ₹31 cr | 4.9x | 4.4x | 19.2% | 11.6% | - | Unlock |
| Novateor Research Laboratories Ltd | ₹26 cr | 252.9x | 71.2x | 1.7% | -2.7% | -31.3% | Unlock |
| Paramount Cosmetics (India) Ltd | ₹18 cr | 81.1x | 7.6x | 7.6% | 7.1% | -28.2% | Unlock |