Sector analysis · India
Consumer Durables sector earnings growth, Q4 FY25
The 20 largest Consumer Durables companies by market cap at the end of Q4 FY25 (31 Mar 2025), compared with Q4 FY24.
The top 20 at Q4 FY25
Q4 FY25 vs Q4 FY24: combined net profit ₹4,548 cr (+4%), median EPS +17% (12 of 20 up), market-cap-weighted price −5%. 20 of 20 reported.
| # | Company | Weight | EPS ₹, base → now | EPS growth | Contribution | Price |
|---|---|---|---|---|---|---|
| 1 | Titan Company Limited | 24.9% | 8.68 → 9.81 | +13% | +2.3 pp | −19% |
| 2 | Asian Paints Limited | 20.6% | 13.10 → 7.22 | −45% | −12.9 pp | −18% |
| 3 | Havells India Limited | 8.8% | 7.13 → 8.26 | +16% | +1.6 pp | +1% |
| 4 | Dixon Technologies (India) Limited | 7.3% | 15.91 → 66.54 | +318% one-off | +7.0 pp | +76% |
| 5 | Berger Paints (I) Limited | 5.3% | 1.91 → 2.25 | +18% | +0.9 pp | −13% |
| 6 | Voltas Limited | 4.4% | 3.52 → 7.28 | +107% | +2.8 pp | +32% |
| 7 | Kalyan Jewellers India Limited | 4.4% | 1.34 → 1.82 | +36% | +1.1 pp | +9% |
| 8 | Blue Star | 4.0% | 7.77 → 9.42 | +21% | +0.8 pp | +68% |
| 9 | Metro Brands Limited | 2.5% | 5.71 → 3.48 | −39% | −1.4 pp | −12% |
| 10 | PG Electroplast Limited | 2.4% | 2.67 → 5.13 | +92% | +1.7 pp | +452% |
| 11 | Amber Enterprises India Limited | 2.2% | 28.10 → 34.32 | +22% | +0.5 pp | +97% |
| 12 | Crompton Greaves Consumer Electricals Limited | 2.1% | 2.15 → 2.63 | +22% | +0.7 pp | +32% |
| 13 | Kansai Nerolac Paints Limited | 1.7% | 1.44 → 1.34 | −7% | −0.2 pp | −11% |
| 14 | JSW Dulux Limited | 1.5% | 23.86 → 23.81 | 0% | 0.0 pp | +51% |
| 15 | Century Plyboards (India) Limited | 1.4% | 3.58 → 2.36 | −34% | −0.6 pp | +11% |
| 16 | Bata India | 1.4% | 4.95 → 3.57 | −28% | −0.4 pp | −11% |
| 17 | V-Guard Industries Limited | 1.4% | 1.75 → 2.09 | +19% | +0.3 pp | +7% |
| 18 | Kajaria Ceramics Limited | 1.3% | 6.43 → 2.67 | −58% | −1.4 pp | −26% |
| 19 | Whirlpool of India Limited | 1.2% | 6.12 → 9.40 | +54% | +1.0 pp | −19% |
| 20 | Cello World | 1.1% | 4.18 → 3.99 | −5% | 0.0 pp | −29% |
| Sector earnings growth | 100% | +3.9 pp |
Who joined and who left
0 joined and 0 left the top 20 since Q3 FY25, as market caps moved.
Joined the top 20 since Q3 FY25
Left the top 20 since Q3 FY25
EPS growth by company, Q2 FY24 to Q1 FY27
Each company's EPS growth year on year, every quarter it was in the top 20.
| Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TITAN | +10% | +17% | +6% | −5% | −23% | −1% | +13% | +53% | +59% | +61% | +35% | +63% |
| ASIANPAINT | +54% | +35% | +2% | −25% | −42% | −23% | −45% | −6% | +43% | −5% | +69% | +40% |
| HAVELLS | +33% | +1% | +25% | +42% | +8% | −3% | +16% | −15% | +19% | +8% | +40% | −16% |
| DIXON | +38% | +85% | +18% | +93% | +262% | +77% | +318% | +67% | +70% | +66% | −37% | +192% |
| BERGEPAINT | +33% | +49% | +20% | 0% | −7% | −2% | +18% | −11% | −24% | −8% | +28% | +29% |
| VOLTAS | turned profitable | loss, smaller | −19% | +158% | +265% | turned profitable | +107% | −58% | −74% | −36% | −52% | +52% |
| KALYANKJIL | +27% | +22% | +97% | +23% | −3% | +21% | +36% | +49% | +98% | +90% | +118% | +32% |
| BLUESTARCO | +56% | +61% | −34% | +90% | +36% | +32% | +21% | −28% | +3% | −39% | +17% | −15% |
| METROBRAND | −13% | −13% | +127% | −1% | +4% | −3% | −39% | +7% | −3% | +35% | +23% | −5% |
| PGEL | outside | outside | outside | outside | +54% | +89% | +92% | −26% | −86% | +55% | −56% | +13% |
| AMBER | outside | outside | −12% | +59% | outside | turned profitable | +22% | +43% | to loss | to loss | +11% | −79% |
| CROMPTON | −23% | 0% | +4% | +28% | +28% | +28% | +22% | −19% | −43% | −11% | to loss | +15% |
| KANSAINER | +56% | +40% | +24% | −69% | −31% | +341% | −7% | −5% | +10% | −82% | +4% | +5% |
| JSWDULUX | outside | +17% | +14% | +4% | +4% | −5% | 0% | −21% | +1,619% | −32% | +16% | −12% |
| CENTURYPLY | +3% | −23% | −31% | −60% | −59% | −7% | −34% | +50% | +72% | +9% | +49% | +55% |
| BATAINDIA | −38% | −30% | −3% | +63% | +53% | +1% | −28% | −70% | −73% | +12% | outside | outside |
| VGUARD | +35% | +47% | +43% | +54% | +7% | +3% | +19% | −26% | +3% | −5% | +23% | +76% |
| KAJARIACER | +54% | +40% | −5% | −16% | −22% | −25% | −58% | +21% | +58% | +13% | +266% | +56% |
| WHIRLPOOL | −24% | +13% | +24% | +92% | +42% | +57% | +54% | +1% | −20% | outside | −33% | outside |
| CELLO | outside | — | — | +637% | +4% | +5% | −5% | −21% | −1% | −31% | outside | outside |