8 companies · ₹5,983 cr · 4 with AI deep dives · Q2FY27 report
Print ad yields outrun a 21% newsprint spike, while asset-light agencies grow profits faster than cash
P/E below the sub-industry median of 6.8x, 5y ROCE above its median of 8.96%, 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.
All four print managements flag newsprint inflation. DB Corp's cost per tonne is up ~21% YoY (INR47k to INR57k). HT/HMVL cite $650-700/MT with no forward market and a weak rupee…
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: 1 of 5 reported so far, so it is not in the trend above.
Breadth: 100% of 5 companies grew revenue year on year (was 60% a quarter earlier) and 80% expanded margin (was 80%).
The median name trades at 6.8x, -39.0% against this industry's own 5-year median of 11.1x, and -57.5% against its own peak of 16.0x.
D B Corp Ltd is 43.9% of this industry by market cap. The top 5 are 96.1% and the top 10 are 100%.
| 6.9x |
| 3.6x |
| 12.8% |
| 13.3% |
| +8.5% |
| Unlock |
| Hindustan Media Ventures Ltd | ₹560 cr | 6.5x | 3.3x | 11.5% | 15.2% | +7.8% | Unlock |
| H T Media Ltd | ₹518 cr | - | 6.4x | 7.4% | 7.2% | +6.1% | Unlock |
| Sandesh Ltd | ₹719 cr | 6.7x | 7.0x | 7.0% | 19.6% | +524.8% | Unlock |
| Citizen Infoline Ltd | ₹223 cr | 5.1x | 9.6x | 42.5% | 10.7% | +5586.7% | Unlock |
| Madhya Pradesh Today Media Ltd | ₹19 cr | 6.4x | 4.4x | 9.2% | 17.5% | - | Unlock |
| Encode Packaging India Ltd | ₹4 cr | - | - | 0.0% | - | - | Unlock |