3 companies · ₹17,061 cr · 3 with AI deep dives · Q2FY27 report
Order books at records, but component and steel inflation compresses margins as revenue surges
P/E below the sub-industry median of 44.58x, 5y ROCE above its median of 15.6%, 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.
Eight managements flagged rising input costs. The sharpest is in electronics: memory and SoC chips, PCBs and MCUs. Steel and commodities are also up, driven by Middle East…
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 3 reported so far, so it is not in the trend above.
Breadth: 100% of 3 companies grew revenue year on year (was 33% a quarter earlier) and 67% expanded margin (was 67%).
The median name trades at 44.6x, -23.8% against this industry's own 5-year median of 58.5x, and -54.1% against its own peak of 97.1x.
Titagarh Rail Systems Ltd is 52.3% of this industry by market cap. The top 5 are 100% and the top 10 are 100%.
| 44.6x |
| 21.4x |
| 9.2% |
| 12.4% |
| +46.0% |
| Unlock |
| Oriental Rail Infrastructure Ltd | ₹724 cr | 14.0x | 11.2x | 12.3% | 14.9% | +29.3% | Unlock |