13 companies · ₹13,725 cr · 2 with AI deep dives · Q2FY27 report
Price hikes drive most growth; West Asia-led inflation and a weak rupee squeeze appliance margins
P/E below the sub-industry median of 23.21x, 5y ROCE above its median of 10.58%, 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.
Nearly every manufacturer named crude-linked inputs, copper, TiO2, gas or a weak rupee. How much they passed on varied widely. Blue Star passed on about 5% of a 13% cost increase…
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: 0 of 4 reported so far, so it is not in the trend above.
Breadth: 67% of 3 companies grew revenue year on year (was 67% a quarter earlier) and 33% expanded margin (was 33%).
The median name trades at 23.2x, -40.2% against this industry's own 5-year median of 38.8x, and -76.2% against its own peak of 97.5x.
V I P Industries Ltd is 43.7% of this industry by market cap. The top 5 are 95.1% and the top 10 are 99.6%.
| 22.1x |
| 10.6x |
| 16.8% |
| 13.4% |
| - |
| Unlock |
| Safari Industries (India) Ltd | ₹6,051 cr | 36.8x | 20.5x | 20.0% | 13.2% | +11.5% | Unlock |
| Nilkamal Ltd | ₹2,433 cr | 19.5x | 8.2x | 10.4% | 8.7% | -7.2% | Unlock |
| Essen Speciality Films Ltd | ₹266 cr | - | 161.1x | -1.2% | 0.3% | -40.2% | Unlock |
| Atharva Poly-plast Ltd | ₹202 cr | 22.9x | 18.8x | 32.8% | 17.9% | - | Unlock |
| Pil Italica Lifestyle Ltd | ₹165 cr | 70.0x | 19.3x | 7.9% | 8.3% | +2.2% | Unlock |
| Prima Plastics Ltd | ₹124 cr | 5.4x | 5.3x | 14.3% | 17.0% | -14.9% | Unlock |
| Avro India Ltd | ₹76 cr | 17.8x | 7.6x | 7.3% | 3.6% | +16.9% | Unlock |
| Tokyo Plast International Ltd | ₹68 cr | 200.0x | 16.4x | 4.0% | 8.8% | +8.9% | Unlock |
| Pearl Polymers Ltd | ₹27 cr | - | -6.1x | -15.6% | -37.2% | +2.4% | Unlock |
| Niraj Ispat Industries Ltd | ₹13 cr | 8.7x | 7.5x | 11.3% | 25.1% | -6.3% | Unlock |
| Technopack Polymers Ltd | ₹12 cr | 9.8x | 4.8x | 7.8% | 34.7% | -44.6% | Unlock |