ad

3 Air Conditioning and Commercial Refrigeration Company, Consumer Products Company and Data Analytics Services Firm Stocks With a Strong Future Roadmap: Blue Star, Marico and eClerx Services

Blue Star, Marico and eClerx Services: ROE of 15.4% to 41.9% and FY22 to FY26 revenue CAGR of 9.5% to 19.6%. Prices as of 4 Nov 2026.


5 Nov 2026 • 1:25 pm

3 Air Conditioning and Commercial Refrigeration Company, Consumer Products Company and Data Analytics Services Firm Stocks With a Strong Future Roadmap: Blue Star, Marico and eClerx Services

Quick Answer

The three AC maker, consumer brand, analytics stocks to watch are Blue Star, Marico and eClerx Services. Their return on equity ranges from 15.4% to 41.9%, and their revenue compound annual growth from FY22 to FY26 ranges from 9.5% to 19.6%. Marico has the highest return on equity at 41.9%, while Blue Star has the fastest revenue growth at 19.6% a year. Prices are based on the 4 November 2026 close, and this article is educational, not investment advice.

AC maker, consumer brand, analytics stocks let investors follow companies that serve a growing part of the Indian economy. Blue Star, Marico and eClerx Services cover an air conditioning and refrigeration company, a consumer products company and a data analytics services firm.

This list covers three AC maker, consumer brand, analytics stocks with complete current figures: Blue Star, Marico and eClerx Services. Every figure comes from the latest reported financials and the 4 November 2026 market close. Companies without complete current figures were left out.

Click Here – Get Free Investment Predictions

What Are AC Maker, Consumer Brand, Analytics Stocks?

AC maker, consumer brand, analytics stocks are listed companies that sell air conditioners and commercial refrigeration, market coconut oil, edible oil and personal care brands, and provide data analytics and digital operations services to global clients. Their earnings depend on cooling demand, household spending and client outsourcing budgets.

AC Maker, Consumer Brand, Analytics Stocks at a Glance

Company CMP (Rs) Market Cap (Rs Cr) P/E Industry P/E ROE (%) D/E
Blue Star 1,555 32,243 63.3 43.1 15.4 0.24
Marico 890 101,286 51.9 33.9 41.9 0.13
eClerx Services 1,562.3 18,062 24.8 17.5 27.6 0.15

On valuation, all three trade at a P/E above their industry P/E, which reflects the growth the market already expects from them. Readers comparing AC maker, consumer brand, analytics stocks should look at return on equity and debt together, since a high return earned with low debt is easier to sustain.

Why Do AC Maker, Consumer Brand, Analytics Stocks Have a Strong Roadmap in India?

AC maker, consumer brand, analytics stocks have a strong roadmap in India because rising cooling needs, resilient household spending and growing outsourced analytics work keep widening the market for these companies.

  • Air conditioners. Hotter summers lift cooling demand.
  • Consumer brands. Households buy trusted daily brands.
  • Analytics services. Global firms outsource data work.

Why Blue Star Features Among These AC Maker, Consumer Brand, Analytics Stocks

Among the AC maker, consumer brand, analytics stocks on this list, Blue Star is an air conditioning and commercial refrigeration company that sells room air conditioners, cooling products and electro-mechanical projects across India.

In the June 2026 quarter, revenue grew 13.4% year on year to Rs 3,399 crore. Revenue rose from Rs 6,100 crore in FY22 to Rs 12,464 crore in FY26, a compound annual growth rate of 19.6%.

Net profit grew from Rs 168 crore in FY22 to Rs 527 crore in FY26, which works out to a compound annual growth rate of 33.1%. The company has a return on equity of 15.4%, a debt to equity ratio of 0.24 and a market capitalisation of Rs 32,243 crore. The stock trades at a P/E of 63.3, above the industry P/E of 43.1.

Roadmap: The company benefits from rising air conditioner penetration, growth in commercial buildings and expansion of cold chain. A wide service network and trusted brand support market share.

What to watch: Track room air conditioner volumes, commercial cooling orders and project execution.

Why Marico Features Among These AC Maker, Consumer Brand, Analytics Stocks

Among the cooling, FMCG and outsourcing shares on this list, Marico is a consumer products company that sells Parachute coconut oil, Saffola edible oils and foods, Nihar and Set Wet, along with a growing digital-first brand portfolio, in India and overseas.

The company has a return on equity of 41.9%, a debt to equity ratio of 0.13 and a market capitalisation of Rs 101,286 crore. The stock trades at a P/E of 51.9, above the industry P/E of 33.9.

Revenue rose from Rs 9,610 crore in FY22 to Rs 13,815 crore in FY26, a compound annual growth rate of 9.5%. Net profit grew from Rs 1,255 crore in FY22 to Rs 1,813 crore in FY26, which works out to a compound annual growth rate of 9.6%. In the June 2026 quarter, revenue grew 22.2% year on year to Rs 4,005 crore, while net profit rose 27.1% to Rs 652 crore.

Roadmap: The company is widening its foods and premium personal care portfolio while strengthening its core brands. Marico also sells in Bangladesh, Vietnam and Africa, which adds international growth, and its brands command strong market share.

What to watch: Watch the growth of the foods and premium personal care categories and copra price trends.

Why eClerx Services Features Among These AC Maker, Consumer Brand, Analytics Stocks

Among the three companies on this list, eClerx Services, based in Mumbai, offers data analytics, digital operations and process services to financial services, retail and technology clients.

Revenue rose from Rs 2,185 crore in FY22 to Rs 4,218 crore in FY26, a compound annual growth rate of 17.9%. Net profit grew from Rs 418 crore in FY22 to Rs 706 crore in FY26, which works out to a compound annual growth rate of 14.0%.

In the June 2026 quarter, revenue grew 23.8% year on year to Rs 1,170 crore, while net profit rose 16.0% to Rs 164 crore. The company has a return on equity of 27.6%, a debt to equity ratio of 0.15 and a market capitalisation of Rs 18,062 crore. The stock trades at a P/E of 24.8, above the industry P/E of 17.5.

Roadmap: Clients are buying more data and automation work, and eClerx is adding artificial intelligence-led offerings. A balance sheet with little debt and high returns on capital gives it flexibility to invest and return cash.

What to watch: Monitor client additions and growth in digital offerings.

Blue Star vs Marico vs eClerx Services on Key Financials

The table below sets the three AC maker, consumer brand, analytics stocks side by side on revenue, profit and margin, using reported figures.

Company FY22 Revenue (Rs Cr) FY26 Revenue (Rs Cr) Revenue CAGR (FY22-FY26) FY26 Net Profit (Rs Cr) FY26 Net Margin
Blue Star 6,100 12,464 19.6% 527 4.2%
Marico 9,610 13,815 9.5% 1,813 13.1%
eClerx Services 2,185 4,218 17.9% 706 16.7%

Marico posts the highest return on equity in this group at 41.9%. Marico has the largest FY26 revenue at Rs 13,815 crore, and Blue Star shows the fastest revenue growth with a 19.6% compound annual rate. A useful habit with AC maker, consumer brand, analytics stocks is to check each new quarterly result against the capacity plans the company described earlier.

The June 2026 quarter, the latest reported, gives a fresh read on momentum:

Company Q1 FY26 Revenue (Rs Cr) Q1 FY27 Revenue (Rs Cr) Year-on-Year Growth
Blue Star 2,998 3,399 13.4%
Marico 3,277 4,005 22.2%
eClerx Services 945 1,170 23.8%

Key Risks to Check Before Investing in AC Maker, Consumer Brand, Analytics Stocks

Every theme carries risks that deserve a check before any decision. For these AC maker, consumer brand, analytics stocks, the main points are: Long-term cooling, FMCG and outsourcing shares holders usually track revenue growth, margins and cash flow side by side rather than relying on a single ratio.

  • Consumer spending. Sales follow festivals, incomes and consumer mood.
  • Client spending. Technology budgets can vary with global conditions.
  • Valuation levels. Some of these companies trade at high earnings multiples, so growth must continue to justify them.

Treat this list as a starting point for research and not as a recommendation. Read the latest results presentation, check the management commentary on order books or capacity plans, and compare each company with its peers before you decide anything.

Use the Univest Stock Screener to filter AC maker, consumer brand, analytics stocks by market capitalisation, P/E, ROE and growth, and build your own shortlist.

Final Thoughts on AC Maker, Consumer Brand, Analytics Stocks

AC maker, consumer brand, analytics stocks reward investors who follow demand trends, order books and margins together. Blue Star, Marico and eClerx Services each have a clear plan to grow. Based on the 4 November 2026 close, Blue Star trades at Rs 1,555, Marico at Rs 890 and eClerx Services at Rs 1,562.3. Valuation matters as much as growth, so compare each company's P/E with its industry P/E before adding any of these AC maker, consumer brand, analytics stocks to a watchlist.

Download the Univest iOS App or Univest Android App to track AC maker, consumer brand, analytics stocks, set price alerts and get research-backed stock ideas.

Disclaimer: Data and figures in this article are sourced from publicly available information. These may or may not be accurate. Please verify all data with the official NSE (nseindia.com) and BSE (bseindia.com) websites before making any investment decision. Investments in securities are subject to market risk. This content is for educational purposes only and is not investment advice by Univest (SEBI RA INH000013776).

What are AC maker, consumer brand, analytics stocks?

Ans. AC maker, consumer brand, analytics stocks are listed companies that sell air conditioners and commercial refrigeration, market coconut oil, edible oil and personal care brands, and provide data analytics and digital operations services to global clients. Their earnings depend on cooling demand, household spending and client outsourcing budgets. This list looks at three of them, Blue Star, Marico and eClerx Services, using reported FY22 to FY26 financials and the 4 November 2026 closing prices.

Which AC maker, consumer brand, analytics stocks are covered in this list?

Ans. This list covers Blue Star, Marico and eClerx Services. Based on the 4 November 2026 close, Blue Star traded at Rs 1,555, Marico at Rs 890 and eClerx Services at Rs 1,562.3. Their return on equity ranges from 15.4% to 41.9%, and their revenue compound annual growth from FY22 to FY26 ranges from 9.5% to 19.6%.

Why do AC maker, consumer brand, analytics stocks have a strong future roadmap in India?

Ans. AC maker, consumer brand, analytics stocks have a strong roadmap in India because rising cooling needs, resilient household spending and growing outsourced analytics work keep widening the market for these companies. The main drivers are as follows. Air conditioners. Hotter summers lift cooling demand. Consumer brands. Households buy trusted daily brands. Analytics services. Global firms outsource data work. Together these factors give the companies on this list a visible path for growth over the coming years.

How has Blue Star performed financially?

Ans. Revenue rose from Rs 6,100 crore in FY22 to Rs 12,464 crore in FY26, a compound annual growth rate of 19.6%. Net profit grew from Rs 168 crore in FY22 to Rs 527 crore in FY26, which works out to a compound annual growth rate of 33.1%. In the June 2026 quarter, revenue grew 13.4% year on year to Rs 3,399 crore. The company has a return on equity of 15.4%, a debt to equity ratio of 0.24 and a market capitalisation of Rs 32,243 crore. The stock trades at a P/E of 63.3, above the industry P/E of 43.1. Looking ahead, the company benefits from rising air conditioner penetration, growth in commercial buildings and expansion of cold chain. A wide service network and trusted brand support market share.

How has Marico performed financially?

Ans. Revenue rose from Rs 9,610 crore in FY22 to Rs 13,815 crore in FY26, a compound annual growth rate of 9.5%. Net profit grew from Rs 1,255 crore in FY22 to Rs 1,813 crore in FY26, which works out to a compound annual growth rate of 9.6%. In the June 2026 quarter, revenue grew 22.2% year on year to Rs 4,005 crore, while net profit rose 27.1% to Rs 652 crore. The company has a return on equity of 41.9%, a debt to equity ratio of 0.13 and a market capitalisation of Rs 101,286 crore. The stock trades at a P/E of 51.9, above the industry P/E of 33.9. Looking ahead, the company is widening its foods and premium personal care portfolio while strengthening its core brands. Marico also sells in Bangladesh, Vietnam and Africa, which adds international growth, and its brands command strong market share.

How has eClerx Services performed financially?

Ans. Revenue rose from Rs 2,185 crore in FY22 to Rs 4,218 crore in FY26, a compound annual growth rate of 17.9%. Net profit grew from Rs 418 crore in FY22 to Rs 706 crore in FY26, which works out to a compound annual growth rate of 14.0%. In the June 2026 quarter, revenue grew 23.8% year on year to Rs 1,170 crore, while net profit rose 16.0% to Rs 164 crore. The company has a return on equity of 27.6%, a debt to equity ratio of 0.15 and a market capitalisation of Rs 18,062 crore. The stock trades at a P/E of 24.8, above the industry P/E of 17.5. Looking ahead, clients are buying more data and automation work, and eClerx is adding artificial intelligence-led offerings. A balance sheet with little debt and high returns on capital gives it flexibility to invest and return cash.

What risks should investors check before buying AC maker, consumer brand, analytics stocks?

Ans. Investors should check a few risks before buying AC maker, consumer brand, analytics stocks. Consumer spending. Sales follow festivals, incomes and consumer mood. Client spending. Technology budgets can vary with global conditions. Valuation levels. Some of these companies trade at high earnings multiples, so growth must continue to justify them. Reading the latest results presentation and comparing each company with its peers helps judge how these risks apply to each stock.

Is this list of AC maker, consumer brand, analytics stocks investment advice?

Ans. No. This article is educational and uses publicly available data as of the 4 November 2026 close. Please verify figures on NSE and BSE, read company filings and consult a SEBI registered adviser before investing. Univest is SEBI registered research analyst INH000013776.

Recent Articles

Note: This blog is for information purpose only. Investments and trading are subject to market risks, read all scheme related documents carefully.

Reviews

user-review-1
user-review-2
user-review-3
user-review-4
user-review-5
ad

Uniresearch Global Pvt Ltd
Research Analyst
SEBI Registration Number — INH000013776
Uniresearch is a subsidiary of Univest Communication Technologies Private Limited

Company Address: Registered Address: Ground Floor, Unitech Commercial Tower 2, Block B, Greenwood City, Unit 1-3, Sector 45, Gurugram, Haryana 122003

Write to us : support@univest.in, compliance@univest.in

Verify on SEBI registry →

RESEARCH ANALYST

Get SEBI Registered
advice on the stocks
trending today.

Get 3 FREE Trade Ideas

+91
for Startups Accelerator 2024

for Startups Accelerator 2024

Trusted by 1Cr Indians

Trusted by 1Cr Indians

Awarded No.1 by Economic Times

Awarded No.1 by Economic Times

GET THE APP

Join 1Cr users today.

SEBI Registered Analyst-backed Picks. Free Demat. One App

  • Free Demat account in under 5 minutes
  • Live market data — Nifty, Sensex, sector insights
  • SEBI Registered analyst-backed stock picks
Get it on Google PlayDownload on the App Store
Stocks:
All|a|b|c|d|e|f|g|h|i|j|k|l|m|n|o|p|q|r|s|t|u|v|w|x|y|z

Copyright 2026 Univest. All rights reserved.
Designed with ❤️ in India

arrow down