9 companies · ₹15,119 cr · 3 with AI deep dives · Q1FY27 report
Crude/polymer spike collapses margins at four of five names; domestic volumes hold but pricing lag defines Q1.
P/E below the sub-industry median of 17.38x, 5y ROCE above its median of 8.62%, 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.
Four of five managements reported significant raw material cost escalation as the primary earnings drag in Q1 FY27. JYOTHYLAB called the environment unprecedented, noting crude…
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: 100% of 4 companies grew revenue year on year (was 75% a quarter earlier) and 0% expanded margin (was 50%).
The median name trades at 17.4x, -21.0% against this industry's own 5-year median of 22.0x, and -38.4% against its own peak of 28.2x.
DOMS Industries Ltd is 74.8% of this industry by market cap. The top 5 are 99.2% and the top 10 are 100%.
| 17.5x |
| 10.2x |
| 16.9% |
| 18.0% |
| +10.6% |
| Unlock |
| Linc Ltd | ₹516 cr | 16.2x | 7.7x | 17.9% | 11.0% | +1.4% | Unlock |
| Kokuyo Camlin Ltd | ₹740 cr | 63.5x | 13.1x | 10.3% | 7.2% | +0.8% | Unlock |
| Alkosign Ltd | ₹67 cr | - | 20.4x | 4.7% | 13.9% | -53.1% | Unlock |
| Kshitij Polyline Ltd | ₹66 cr | 16.5x | 10.5x | 8.7% | 13.0% | +57.7% | Unlock |
| Sundaram Multi Pap Ltd | ₹50 cr | 7.1x | 8.3x | 3.9% | 4.3% | +22.0% | Unlock |
| Gala Global Products Ltd | ₹6 cr | - | -16.9x | -3.9% | -12.6% | -100.0% | Unlock |
| Vasa Retail and Overseas Ltd | ₹2 cr | - | -274.3x | -1.9% | - | - | Unlock |