Sector analysis · India
Consumer Durables sector earnings growth, Q1 FY26
The 20 largest Consumer Durables companies by market cap at the end of Q1 FY26 (30 Jun 2025), compared with Q1 FY25.
The top 20 at Q1 FY26
Q1 FY26 vs Q1 FY25: combined net profit ₹4,813 cr (0%), median EPS −8% (8 of 20 up), market-cap-weighted price −4%. 20 of 20 reported.
| # | Company | Weight | EPS ₹, base → now | EPS growth | Contribution | Price |
|---|---|---|---|---|---|---|
| 1 | Titan Company Limited | 27.9% | 8.05 → 12.29 | +53% | +7.8 pp | +8% |
| 2 | Asian Paints Limited | 19.1% | 12.20 → 11.47 | −6% | −1.5 pp | −20% |
| 3 | Havells India Limited | 8.3% | 6.51 → 5.54 | −15% | −1.2 pp | −15% |
| 4 | Dixon Technologies (India) Limited | 7.7% | 22.34 → 37.20 | +67% | +1.9 pp | +25% |
| 5 | Berger Paints (I) Limited | 5.9% | 3.03 → 2.70 | −11% | −0.8 pp | +18% |
| 6 | Kalyan Jewellers India Limited | 4.9% | 1.72 → 2.56 | +49% | +1.8 pp | +11% |
| 7 | Voltas Limited | 3.7% | 10.10 → 4.24 | −58% | −4.0 pp | −11% |
| 8 | Blue Star | 2.9% | 8.21 → 5.88 | −28% | −1.0 pp | 0% |
| 9 | Metro Brands Limited | 2.7% | 3.37 → 3.62 | +7% | +0.1 pp | −6% |
| 10 | Amber Enterprises India Limited | 2.0% | 21.48 → 30.65 | +43% | +0.7 pp | +50% |
| 11 | Crompton Greaves Consumer Electricals Limited | 1.9% | 2.36 → 1.90 | −19% | −0.6 pp | −12% |
| 12 | PG Electroplast Limited | 1.8% | 3.21 → 2.36 | −26% | −0.3 pp | +112% |
| 13 | Kansai Nerolac Paints Limited | 1.7% | 2.86 → 2.73 | −5% | −0.2 pp | −7% |
| 14 | Whirlpool of India Limited | 1.5% | 11.34 → 11.49 | +1% | 0.0 pp | −30% |
| 15 | Kajaria Ceramics Limited | 1.5% | 5.64 → 6.84 | +21% | +0.4 pp | −23% |
| 16 | V-Guard Industries Limited | 1.4% | 2.28 → 1.69 | −26% | −0.5 pp | −10% |
| 17 | Century Plyboards (India) Limited | 1.4% | 1.55 → 2.33 | +50% | +0.4 pp | 0% |
| 18 | Bata India | 1.3% | 13.54 → 4.05 | −70% | −2.5 pp | −19% |
| 19 | JSW Dulux Limited | 1.3% | 25.17 → 19.98 | −21% | −0.5 pp | +20% |
| 20 | Cello World | 1.1% | 4.20 → 3.31 | −21% | −0.3 pp | −31% |
| Sector earnings growth | 100% | −0.5 pp |
Who joined and who left
0 joined and 0 left the top 20 since Q4 FY25, as market caps moved.
Joined the top 20 since Q4 FY25
Left the top 20 since Q4 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% |
| KALYANKJIL | +27% | +22% | +97% | +23% | −3% | +21% | +36% | +49% | +98% | +90% | +118% | +32% |
| VOLTAS | turned profitable | loss, smaller | −19% | +158% | +265% | turned profitable | +107% | −58% | −74% | −36% | −52% | +52% |
| 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% |
| 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% |
| PGEL | outside | outside | outside | outside | +54% | +89% | +92% | −26% | −86% | +55% | −56% | +13% |
| KANSAINER | +56% | +40% | +24% | −69% | −31% | +341% | −7% | −5% | +10% | −82% | +4% | +5% |
| WHIRLPOOL | −24% | +13% | +24% | +92% | +42% | +57% | +54% | +1% | −20% | outside | −33% | outside |
| KAJARIACER | +54% | +40% | −5% | −16% | −22% | −25% | −58% | +21% | +58% | +13% | +266% | +56% |
| VGUARD | +35% | +47% | +43% | +54% | +7% | +3% | +19% | −26% | +3% | −5% | +23% | +76% |
| 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 |
| JSWDULUX | outside | +17% | +14% | +4% | +4% | −5% | 0% | −21% | +1,619% | −32% | +16% | −12% |
| CELLO | outside | — | — | +637% | +4% | +5% | −5% | −21% | −1% | −31% | outside | outside |