Personal Care industry
23 companies · ₹3.4 L cr · 8 with AI deep dives · Q1FY27 report
Volume-led topline hits panel highs, but crude/LLP spike compresses gross margins sector-wide
- Revenue YoY
- +15.1%
- EBITDA margin
- 21.1%
- +50bps YoY
- Price, 1 year
- -29.3%
- 33% of names up
- P/E vs own 5y
- -22.0%
- 36.7x now
Exhibit 1The quarter in numbers
constant panel of 7 companies above ₹500 cr- Jun 26
- 11,885 cr
- Mar 26
- 10,563 cr
- QoQ
- +12.5%
- Jun 25
- 10,326 cr
- YoY
- +15.1%
- Peak
- 11,885 cr
- vs peak
- 0.0%
- Jun 26
- 21.1%
- Mar 26
- 20.7%
- QoQ
- +40bps
- Jun 25
- 20.6%
- YoY
- +50bps
- Peak
- 23.0%
- vs peak
- -190bps
Breadth: 89% of 9 companies grew revenue year on year (was 86% a quarter earlier) and 44% expanded margin (was 71%).
Exhibit 2What it costs
32.47x - 54.04x across the panel todayThe median name trades at 36.7x, -22.0% against this industry's own 5-year median of 47.0x, and -43.0% against its own peak of 64.4x.
Exhibit 3Structure
₹3.4 L crGodrej Consumer Products Ltd is 27.3% of this industry by market cap. The top 5 are 80.8% and the top 10 are 99.7%.
Exhibit 4Screen
P/E below the sub-industry median of 36.7x, 5y ROCE above its median of 19.35%, 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 (23 of 23)
Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
- Mcap
- ₹88,470 cr
- P/E
- 46.2x
- EV/EBITDA
- 29.0x
- ROCE
- 21.4%
- Margin
- 20.6%
- Rev YoY
- +15.4%
- Mcap
- ₹48,892 cr
- P/E
- 36.3x
- EV/EBITDA
- -
- ROCE
- 109.2%
- Margin
- 31.2%
- Rev YoY
- +11.8%
- Mcap
- ₹24,423 cr
- P/E
- 30.9x
- EV/EBITDA
- -
- ROCE
- 124.5%
- Margin
- 28.0%
- Rev YoY
- -4.9%
- Mcap
- ₹21 cr
- P/E
- 206.5x
- EV/EBITDA
- 58.6x
- ROCE
- 1.7%
- Margin
- 8.9%
- Rev YoY
- -31.3%
Exhibit 6What managements said
from this industry's latest earnings calls · as of 2026-06-30Five managements flagged a sharp Q1 FY27 input cost environment. GODREJCP reported a 6% unforeseen cost hit on India as LPG tripled from ₹60/kg to ₹190/kg. Emami recorded 360 bps…
- GODREJCP (Q1FY27): “In Q1, we experienced significant input cost inflation and instability with LPG prices…”
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.
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