Header cover image

Indian (NIFTY) Consumer Discretionary Sector Analysis

UpdatedOct 14, 2024
DataAggregated Company Financials
Companies824
  • 7D1.6%
  • 3M7.1%
  • 1Y51.9%
  • YTD35.9%

The Consumer Discretionary industry is up 1.6% in the last week, with Trent up 9.9%. In the last 12 months, the industry was up 52%. Earnings are forecast to grow by 20% annually.

Sector Valuation and Performance

Has the Indian Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 15 Oct 2024₹54.0t₹21.9t₹1.3t36.3x40.5x2.5x
Thu, 12 Sep 2024₹52.4t₹21.8t₹1.3t37x39.3x2.4x
Sat, 10 Aug 2024₹50.0t₹21.8t₹1.3t35.4x38.2x2.3x
Mon, 08 Jul 2024₹48.9t₹21.5t₹1.3t35.2x37.7x2.3x
Wed, 05 Jun 2024₹43.0t₹21.6t₹1.3t30.8x33.8x2x
Fri, 03 May 2024₹43.9t₹21.3t₹1.1t34.2x40.4x2.1x
Sun, 31 Mar 2024₹41.8t₹21.1t₹1.1t31.5x39.5x2x
Tue, 27 Feb 2024₹41.3t₹21.1t₹1.1t35.2x38.9x2x
Thu, 25 Jan 2024₹38.5t₹20.6t₹948.4b33.6x40.6x1.9x
Sat, 23 Dec 2023₹36.8t₹20.6t₹949.1b31.8x38.8x1.8x
Mon, 20 Nov 2023₹35.0t₹20.6t₹934.9b30.5x37.5x1.7x
Wed, 18 Oct 2023₹33.7t₹20.4t₹857.6b29.2x39.2x1.7x
Fri, 15 Sep 2023₹33.1t₹20.3t₹857.3b28.7x38.6x1.6x
Sun, 13 Aug 2023₹31.2t₹19.9t₹860.6b28.2x36.2x1.6x
Tue, 11 Jul 2023₹30.4t₹19.2t₹714.2b28.7x42.6x1.6x
Thu, 08 Jun 2023₹29.3t₹19.2t₹713.1b27.5x41.1x1.5x
Sat, 06 May 2023₹27.0t₹18.4t₹659.5b23.8x41x1.5x
Mon, 03 Apr 2023₹24.7t₹18.2t₹637.8b20.9x38.7x1.4x
Wed, 01 Mar 2023₹25.3t₹18.2t₹636.6b21.8x39.7x1.4x
Fri, 27 Jan 2023₹25.8t₹17.7t₹667.0b22.4x38.7x1.5x
Sun, 25 Dec 2022₹25.3t₹17.3t₹593.6b21.4x42.6x1.5x
Tue, 22 Nov 2022₹26.6t₹17.3t₹588.8b22.9x45.2x1.5x
Thu, 20 Oct 2022₹27.0t₹16.2t₹532.2b22.9x50.7x1.7x
Sat, 17 Sep 2022₹27.3t₹16.1t₹528.7b23.1x51.7x1.7x
Mon, 15 Aug 2022₹26.5t₹15.9t₹508.8b21.8x52x1.7x
Wed, 13 Jul 2022₹24.7t₹15.0t₹419.0b23.2x59.1x1.7x
Fri, 10 Jun 2022₹23.9t₹15.0t₹418.5b22.5x57x1.6x
Sun, 08 May 2022₹23.9t₹14.9t₹357.9b22.1x66.8x1.6x
Tue, 05 Apr 2022₹25.2t₹14.8t₹350.1b21.3x72.1x1.7x
Thu, 03 Mar 2022₹23.7t₹14.8t₹349.8b20.1x67.8x1.6x
Sat, 29 Jan 2022₹25.0t₹14.4t₹381.3b21.5x65.7x1.7x
Mon, 27 Dec 2021₹25.1t₹14.4t₹386.5b19x64.8x1.7x
Wed, 24 Nov 2021₹26.1t₹14.7t₹373.7b18.4x69.8x1.8x
Fri, 22 Oct 2021₹24.0t₹14.1t₹312.0b21x76.8x1.7x
Price to Earnings Ratio

76.8x


Total Market Cap: ₹24.0tTotal Earnings: ₹312.0bTotal Revenue: ₹14.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Consumer Discretionary Sector Price to Earnings3Y Average 47.9x202220232024
Current Industry PE
  • Investors are pessimistic on the Indian Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 40.5x which is lower than its 3-year average PE of 47.9x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.5x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 62% per year over the last three years.
  • Revenues for these companies have grown 16% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Indian Consumer Discretionary sector?

IN Market0.37%
Consumer Discretionary1.65%
Leisure12.57%
Specialty Stores6.24%
Consumer Durables4.33%
Hospitality2.46%
Consumer Services1.62%
Auto Components1.44%
Auto1.19%
Online Retail and Ecommerce0%
General Merchandise and Department Stores-0.046%
Retail Distributors-0.67%
Luxury-1.42%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 340x.
    • Analysts are expecting annual earnings growth of 33.1%, which is higher than its past year's earnings growth of 25.1% per year.
  • Investors are most pessimistic about the Auto industry, which is trading below its 3-year average of 67.5x.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 69% over the next 5 years.
  • However this is lower than its past earnings growth rate of 125% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 11% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
500251 Trent₹8.19k9.9%
+₹263.0b
288.7%PE170.7x
ZOMATO Zomato₹280.055.2%
+₹121.3b
151.2%PE404.5x
517334 Samvardhana Motherson International₹214.307.9%
+₹105.7b
120.2%PE46.7x
M&M Mahindra & Mahindra₹3.15k3.1%
+₹105.6b
100.4%PE31.8x
DIXON Dixon Technologies (India)₹15.27k13.0%
+₹105.0b
183.3%PE211.1x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

532343

₹2,829.40

TVS Motor

7D

7.5%

1Y

76.7%

517334

₹214.30

Samvardhana Motherson International

7D

7.9%

1Y

120.2%

MSUMI

₹64.99

Motherson Sumi Wiring India

7D

-1.4%

1Y

3.6%

ZOMATO

₹280.05

Zomato

7D

5.2%

1Y

151.2%

OLAELEC

₹87.46

Ola Electric Mobility

7D

-3.7%

1Y

n/a

SONACOMS

₹660.10

Sona BLW Precision Forgings

7D

-2.3%

1Y

17.9%

GOCOLORS

₹1,251.65

Go Fashion (India)

7D

-3.0%

1Y

-2.9%

535602

₹2,145.50

Sharda Motor Industries

7D

-4.0%

1Y

119.2%

514446

₹145.10

LS Industries

7D

-22.6%

1Y

n/a

500850

₹704.90

Indian Hotels

7D

8.1%

1Y

69.1%

500251

₹8,189.25

Trent

7D

9.9%

1Y

288.7%

500114

₹3,497.70

Titan

7D

-2.5%

1Y

6.0%