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Sector analysis · India

Diversified sector earnings growth, Q4 FY24

The 6 largest Diversified companies by market cap at the end of Q4 FY24 (31 Mar 2024), compared with Q3 FY24. Only 6 NSE-listed companies fall in this sector in our data, so a single company can move its total.

The top 6 at Q4 FY24

Q4 FY24 vs Q3 FY24: combined net profit ₹63 cr (−89%), median EPS +11% (4 of 6 up), market-cap-weighted price −9%. 6 of 6 reported.

Quarter
Q2 FY24Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Compared with
YoYQoQ

Weight is each company's share of the 6 companies' combined market cap. Contribution is the change in its owners' profit divided by their combined base profit, in percentage points, so the column adds up to the sector's earnings growth. EPS cannot be added across companies, which is why contributions use profit.

#CompanyWeightEPS ₹, base → nowEPS growthContributionPrice
13M India3MINDIA43.3%110.58 → 143.13+29% +6.6 pp−16%
2Godrej Industries LimitedGODREJIND32.5%3.16 → −9.26to loss −75.5 pp+5%
3DCM ShriramDCMSHRIRAM16.4%15.42 → 7.55−51% −22.1 pp−17%
4Balmer Lawrie & Company LimitedBALMLAWRIE5.0%3.90 → 4.31+11% +1.3 pp+9%
5TTK Healthcare LimitedTTKHLTCARE2.6%9.13 → 12.93+42% +1.0 pp+4%
6Maheshwari Logistics LimitedMAHESHWARI0.2%0.99 → 1.10+11% +0.1 pp−23%
Sector earnings growth100%−88.7 pp

Who joined and who left

0 joined and 0 left the top 6 since Q3 FY24, as market caps moved.

Joined the top 20 since Q3 FY24 0

Nobody joined.

Left the top 20 since Q3 FY24 0

Nobody left.

EPS growth by company, Q2 FY24 to Q1 FY27

Each company's EPS growth quarter on quarter, every quarter it was in the top 20.

≤ −40%−20%0+20%≥ +40% Blue is growth, red is decline, grey is about zero; the colour stops deepening at ±40%.
  • turned profitableto loss crossed zero, so there is no growth rate to print
  • loss, smallerloss, bigger a loss in both quarters
EPS growth of each company in the sector's top 20, by quarter
CompanyQ2 FY24Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
3MINDIA+15%−7%+29%−9%−9%−15%−37%+149%+8%to lossturned profitable+8%
GODREJIND−51%+22%to lossturned profitable−11%−35%−3%+91%−31%−16%+117%−36%
DCMSHRIRAM−43%+645%−51%−15%−37%+317%−32%−37%+39%+34%+74%+87%
BALMLAWRIE+11%+5%+11%−13%−2%+3%+16%−8%−18%+18%+27%−15%
TTKHLTCARE+2%−19%+42%+73%−46%−3%−3%−20%+57%−48%+107%−2%
MAHESHWARI+35%−31%+11%+11%+11%−33%+189%−44%−7%−6%+23%−30%