Telecom - Equipment & Accessories industry
16 companies · ₹82,219 cr · 3 with AI deep dives
- Revenue YoY
- +66.1%
- EBITDA margin
- 9.7%
- +820bps YoY
- Price, 1 year
- +52.5%
- 71% of names up
- P/E vs own 5y
- +34.6%
- 61.2x now
Exhibit 1The quarter in numbers
constant panel of 7 companies above ₹500 cr- Jun 26
- 3,976 cr
- Mar 26
- 3,186 cr
- QoQ
- +24.8%
- Jun 25
- 2,394 cr
- YoY
- +66.1%
- Peak
- 5,962 cr
- vs peak
- -33.3%
- Jun 26
- 9.7%
- Mar 26
- 4.5%
- QoQ
- +520bps
- Jun 25
- 1.5%
- YoY
- +820bps
- Peak
- 12.1%
- vs peak
- -240bps
Breadth: 86% of 7 companies grew revenue year on year (was 71% a quarter earlier) and 86% expanded margin (was 71%).
Exhibit 2What it costs
49.62x - 77.07x across the panel todayThe median name trades at 61.2x, +34.6% against this industry's own 5-year median of 45.5x, and -37.1% against its own peak of 97.3x.
Exhibit 3Structure
₹82,219 crSterlite Technologies Ltd is 44.4% of this industry by market cap. The top 5 are 95.7% and the top 10 are 99.6%.
Exhibit 4Screen
P/E below the sub-industry median of 61.17x, 5y ROCE above its median of 9.65%, 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 (15 of 15)
Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
- Mcap
- ₹46,246 cr
- P/E
- 172.2x
- EV/EBITDA
- 74.6x
- ROCE
- 16.0%
- Margin
- 15.8%
- Rev YoY
- +87.4%
- Mcap
- ₹1,532 cr
- P/E
- 57.3x
- EV/EBITDA
- 43.6x
- ROCE
- 32.8%
- Margin
- 39.2%
- Rev YoY
- +38.8%
- Mcap
- ₹1,058 cr
- P/E
- 47.0x
- EV/EBITDA
- -
- ROCE
- 33.7%
- Margin
- 12.2%
- Rev YoY
- +40.6%
- Mcap
- ₹415 cr
- P/E
- -
- EV/EBITDA
- 287.2x
- ROCE
- 1.1%
- Margin
- 12.9%
- Rev YoY
- -63.2%
- Mcap
- ₹42 cr
- P/E
- -
- EV/EBITDA
- -24.0x
- ROCE
- 2.0%
- Margin
- -881.9%
- Rev YoY
- -
No earnings-call brief covers this industry yet. It appears once at least five companies here have a transcript analysed, or sooner from the parent industry. The numbers above do not depend on it.