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Employees: 12,422
Size Nilkamal (NILKAMAL.NS) is an India Consumer Discretionary company (Home Furnishings) with a market value of $319M, the 1034th largest of 1,058 India companies the cockpit tracks. Shares closed at ₹2,011 on 6 Nov 2026.
Performance Over six months the shares gained 54.9%, against -22.2% for the median peer and 0.0% for the India market (cap-weighted) — 2nd highest of 20 in its peer set.
Growth Revenue grew 7.6% over the last twelve months (peer median -0.8%); the operating margin is 5.3% (peer median 4.9%).
Valuation It trades at 20.9× forward earnings against a peer median of 24.7× (7th cheapest of 13).
Price implies For today's price to make sense, revenue must grow about 17% a year for seven years (Req g). Recent delivered growth is +13%, so the hurdle is +5 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 4.1 points below its cost of capital (13.5% WACC).
Next results Next results expected around 11 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₹37.1B | ₹37.8B | ₹33.1B | ₹32.0B | ₹31.3B |
| Revenue growth | — | +14% | +4% | +2% | — |
| Gross profit | ₹11.7B | ₹7.39B | ₹6.53B | ₹6.25B | ₹6.12B |
| EBITDA | ₹3.45B | ₹3.35B | ₹2.89B | ₹2.96B | ₹3.17B |
| Net income | ₹1.25B | ₹1.16B | ₹1.06B | ₹1.22B | ₹1.34B |
| Free cash flow | n/a | ₹1.50B | -₹420M | ₹765M | -₹235M |
| Capital expenditure | n/a | ₹1.53B | ₹2.70B | ₹1.56B | ₹1.96B |
| Total debt | n/a | ₹4.18B | ₹5.31B | ₹4.06B | ₹3.51B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | NILKAMAL.NS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +9.8% | -9.1% | highest of 21 |
| 6-month return | +54.9% | -22.2% | 2nd highest of 20 |
| Distance from 52-week high | -6.5% | -39.1% | 2nd highest of 21 |
| Revenue growth (TTM) | +7.6% | -0.8% | 4th highest of 21 |
| Operating margin | 5.3% | 4.9% | 10th highest of 21 |
| Forward P/E | 20.9× | 24.7× | 7th cheapest of 13 |
| Growth the price implies (Req g, 7 yrs) | 17.3% | 3.3% | most demanding of 11 |
| Growth delivered (Del g) | +12.5% | +1.0% | 4th highest of 11 |
| Hurdle (Req g minus delivered) | +4.7 pp | -2.9 pp | 3rd most demanding of 11 |
| ROIC minus cost of capital | -4.1 pp | -1.3 pp | 9th lowest of 20 |
| EV / EBITDA | 8.7× | 7.4× | 3rd most expensive of 8 |
| Net debt / EBITDA | 0.9× | 1.7× | 5th least indebted of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Nilkamal NILKAMAL.NS | India | $319M | +55% | +8% | 5% | 20.9× | 17.3% | +12.5% |
| Duni DUNI.ST | Sweden | $324M | -22% | -2% | 6% | 20.5× | n/a | n/a |
| Nanjing OLO Home Furnishing 603326.SS | China | $310M | -26% | -7% | 12% | 9.8× | 1.6% | -1.7% |
| Goldenhome Living 603180.SS | China | $329M | -22% | -12% | -8% | n/a | n/a | n/a |
| Tachikawa 7989.T | Japan | $335M | -1% | +4% | 11% | n/a | -2.1% | +1.3% |
| Hunan Mendale Hometextile 002397.SZ | China | $340M | -36% | +6% | 5% | n/a | n/a | n/a |
| Yangzhou Jinquan Travelling Goods 603307.SS | China | $342M | -20% | +4% | 13% | 28.7× | -2.5% | +7.3% |
| Svedbergs SVED-B.ST | Sweden | $297M | -10% | +5% | 14% | 14.3× | 4.9% | +28.2% |
| Koala KOA.AX | Australia | $343M | +78% | +20% | 5% | 20.7× | 10.9% | +22.0% |
| XMAX XMAX | United States | $346M | n/a | +64% | -21% | n/a | n/a | n/a |
| QuMei Home Furnishings 603818.SS | China | $354M | -7% | -6% | -2% | 34.4× | 11.3% | -4.4% |
| Xiamen R & T Plumbing Technology 002790.SZ | China | $359M | -23% | -23% | -4% | 156.0× | n/a | n/a |
| Zbom Home Collection 603801.SS | China | $363M | -35% | -20% | -4% | n/a | n/a | n/a |
| GWA GWA.AX | Australia | $374M | +2% | +1% | 18% | 11.2× | 1.3% | +0.8% |
| Zhejiang Zhenshi New Materials 601112.SS | China | $393M | -27% | +62% | 11% | 29.0× | n/a | n/a |
| Hebei Keli Automobile Equipment 301552.SZ | China | $418M | -29% | -5% | 21% | n/a | 9.0% | +31.2% |
| Guangzhou Shangpin Home Collection 300616.SZ | China | $419M | -30% | -21% | -20% | 238.5× | n/a | n/a |
| DFS Furniture DFS.L | United Kingdom | $420M | +12% | +3% | 7% | 9.0× | -2.5% | -0.1% |
| DO & SHUIHUA 002798.SZ | China | $443M | -35% | -18% | -20% | n/a | 15.8% | -16.3% |
| Triumph New Energy 1108.HK | Hong Kong | $473M | -51% | -36% | -76% | n/a | n/a | n/a |
| G-Tech Optoelectronics 3149.TW | Taiwan | $484M | +22% | +8% | -21% | 77.6× | n/a | n/a |