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Indonesian (IDX) Consumer Discretionary Sector Analysis
UpdatedMar 27, 2026
DataAggregated Company Financials
Companies116
- 7D1.4%
- 3M-6.9%
- 1Y1.0%
- YTD-11.4%
The Consumer Discretionary industry is up 2.6% in the last week, with Golden Flower up 20%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 22% per annum.
Sector Valuation and Performance
Has the Indonesian Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 27 Mar 2026 | Rp406.3t | Rp472.6t | Rp16.9t | 13.5x | 24.1x | 0.9x |
| Sun, 22 Feb 2026 | Rp470.4t | Rp469.0t | Rp16.0t | 17.8x | 29.4x | 1x |
| Tue, 20 Jan 2026 | Rp490.7t | Rp469.4t | Rp16.0t | 17.1x | 30.7x | 1x |
| Thu, 18 Dec 2025 | Rp447.9t | Rp468.9t | Rp16.0t | 15.8x | 28x | 1x |
| Sat, 15 Nov 2025 | Rp418.7t | Rp469.0t | Rp16.0t | 16.8x | 26.1x | 0.9x |
| Mon, 13 Oct 2025 | Rp392.3t | Rp457.0t | Rp12.2t | 18.5x | 32.2x | 0.9x |
| Wed, 10 Sep 2025 | Rp365.0t | Rp456.6t | Rp12.2t | 17.6x | 30x | 0.8x |
| Fri, 08 Aug 2025 | Rp370.9t | Rp455.7t | Rp10.5t | 17.9x | 35.4x | 0.8x |
| Sun, 06 Jul 2025 | Rp364.3t | Rp447.1t | Rp3.4t | 15.6x | 108x | 0.8x |
| Tue, 03 Jun 2025 | Rp384.9t | Rp445.4t | Rp3.3t | 15.6x | 117.8x | 0.9x |
| Thu, 01 May 2025 | Rp404.8t | Rp442.0t | Rp6.3t | 15.2x | 64x | 0.9x |
| Sat, 29 Mar 2025 | Rp395.4t | Rp433.1t | Rp6.0t | 15.9x | 65.4x | 0.9x |
| Mon, 24 Feb 2025 | Rp443.5t | Rp430.6t | -Rp74,374,965,191,425.00 | 16.9x | -6x | 1x |
| Wed, 22 Jan 2025 | Rp441.2t | Rp439.9t | -Rp74,417,173,825,185.00 | 18.1x | -5.9x | 1x |
| Fri, 20 Dec 2024 | Rp415.5t | Rp439.8t | -Rp74,452,483,714,371.00 | 18.7x | -5.6x | 0.9x |
| Sun, 17 Nov 2024 | Rp359.4t | Rp433.2t | -Rp75,106,821,525,936.00 | 19.3x | -4.8x | 0.8x |
| Tue, 15 Oct 2024 | Rp416.3t | Rp429.6t | -Rp77,156,152,741,639.00 | 17.4x | -5.4x | 1x |
| Thu, 12 Sep 2024 | Rp404.3t | Rp429.0t | -Rp77,697,926,554,013.00 | 17.7x | -5.2x | 0.9x |
| Sat, 10 Aug 2024 | Rp382.2t | Rp430.8t | -Rp77,568,102,670,215.00 | 16.8x | -4.9x | 0.9x |
| Mon, 08 Jul 2024 | Rp379.4t | Rp427.9t | -Rp77,091,102,752,745.00 | 16.6x | -4.9x | 0.9x |
| Wed, 05 Jun 2024 | Rp379.7t | Rp428.6t | -Rp77,079,371,514,070.00 | 16.3x | -4.9x | 0.9x |
| Fri, 03 May 2024 | Rp388.2t | Rp419.0t | -Rp77,452,009,944,679.00 | 16.7x | -5x | 0.9x |
| Sun, 31 Mar 2024 | Rp414.8t | Rp412.3t | -Rp82,048,169,150,158.00 | 16.5x | -5.1x | 1x |
| Tue, 27 Feb 2024 | Rp430.3t | Rp404.2t | -Rp22,747,300,433,665.00 | 16.9x | -18.9x | 1.1x |
| Thu, 25 Jan 2024 | Rp436.8t | Rp417.6t | -Rp22,065,156,298,974.00 | 16.8x | -19.8x | 1x |
| Sat, 23 Dec 2023 | Rp428.7t | Rp415.3t | -Rp22,482,935,875,136.00 | 16.3x | -19.1x | 1x |
| Mon, 20 Nov 2023 | Rp416.2t | Rp415.5t | -Rp22,268,213,104,909.00 | 16.3x | -18.7x | 1x |
| Wed, 18 Oct 2023 | Rp400.3t | Rp412.0t | -Rp31,354,105,306,443.00 | 16x | -12.8x | 1x |
| Fri, 15 Sep 2023 | Rp428.3t | Rp410.6t | -Rp31,429,447,479,952.00 | 16.6x | -13.6x | 1x |
| Sun, 13 Aug 2023 | Rp440.5t | Rp404.7t | -Rp35,549,774,604,356.00 | 16.5x | -12.4x | 1.1x |
| Tue, 11 Jul 2023 | Rp450.4t | Rp401.4t | -Rp41,960,720,671,643.00 | 17.6x | -10.7x | 1.1x |
| Thu, 08 Jun 2023 | Rp457.3t | Rp399.5t | -Rp41,997,212,625,726.00 | 20.5x | -10.9x | 1.1x |
| Sat, 06 May 2023 | Rp440.3t | Rp395.1t | -Rp29,196,849,984,412.00 | 19.7x | -15.1x | 1.1x |
| Mon, 03 Apr 2023 | Rp677.6t | Rp682.0t | Rp10.7t | 11.8x | 63.5x | 1x |
Price to Earnings Ratio
63.5x
Current Industry PE
- Investors are optimistic on the Indonesian Consumer Discretionary industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 24.4x which is higher than its 3-year average PE of 12.6x.
- The industry is trading close to its 3-year average PS ratio of 0.96x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 16% per year over the last three years.
- Meanwhile revenues for these companies have declined 12% per year.
- This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the Indonesian Consumer Discretionary sector?
| ID Market | 0.31% | |
| Consumer Discretionary | 1.35% | |
| Luxury | 7.41% | |
| Consumer Services | 2.93% | |
| Hospitality | 2.66% | |
| Auto Components | 1.71% | |
| Retail Distributors | 0.77% | |
| Specialty Stores | 0.42% | |
| Auto | 0% | 0 |
| Leisure | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Durables | -0.14% | |
| General Merchandise and Department Stores | -0.19% | |
Industry PE
- Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 179x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Auto Components industry, which is trading below its 3-year average of 11.6x.
Forecasted Growth
- Analysts are most optimistic on the Luxury industry, expecting annual earnings growth of 41% over the next 5 years.
- However this is lower than its past earnings growth rate of 62% per year.
- In contrast, the Auto Components industry is expected to see its earnings grow by 6.6% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| POLU Golden Flower | Rp15.90k | 19.3% +Rp1.9t | 80.2% | PE1295x | |
| BUVA Bukit Uluwatu Villa | Rp985.00 | 4.2% +Rp984.7b | 1,268.1% | PE244.5x | |
| FORE Fore Kopi Indonesia | Rp560.00 | 10.9% +Rp490.5b | n/a | PE65.7x | |
| SOTS Satria Mega Kencana | Rp1.11k | 58.6% +Rp410.0b | 277.6% | PS53.6x | |
| BELL Trisula Textile Industries | Rp164.00 | 47.7% +Rp382.6b | 198.2% | PE232.7x |