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Indian (NIFTY) Consumer Discretionary Sector Analysis
UpdatedApr 16, 2025
DataAggregated Company Financials
Companies849
- 7D5.1%
- 3M-9.3%
- 1Y4.4%
- YTD-13.0%
Over the last 7 days, the Consumer Discretionary industry has risen 5.1%, and Trent contributed the most with a gain of 9.0%. This takes the industry's 12 month performance to a gain of 4.4%. Looking forward, earnings are forecast to grow by 23% annually.
Sector Valuation and Performance
Has the Indian Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 16 Apr 2025 | ₹46.4t | ₹24.1t | ₹1.4t | 28.2x | 34.1x | 1.9x |
| Fri, 14 Mar 2025 | ₹44.4t | ₹24.1t | ₹1.4t | 26.7x | 32.6x | 1.8x |
| Sun, 09 Feb 2025 | ₹50.3t | ₹24.0t | ₹1.4t | 31.5x | 37x | 2.1x |
| Tue, 07 Jan 2025 | ₹53.2t | ₹23.6t | ₹1.4t | 33.9x | 38.2x | 2.3x |
| Thu, 05 Dec 2024 | ₹52.9t | ₹23.4t | ₹1.4t | 34.6x | 38.3x | 2.3x |
| Sat, 02 Nov 2024 | ₹51.1t | ₹22.8t | ₹1.4t | 35.5x | 36.7x | 2.2x |
| Mon, 30 Sep 2024 | ₹55.5t | ₹21.9t | ₹1.3t | 36.8x | 41.7x | 2.5x |
| Wed, 28 Aug 2024 | ₹52.1t | ₹21.8t | ₹1.3t | 36.4x | 39.2x | 2.4x |
| Fri, 26 Jul 2024 | ₹49.1t | ₹21.5t | ₹1.3t | 35.1x | 37.8x | 2.3x |
| Sun, 23 Jun 2024 | ₹47.6t | ₹21.5t | ₹1.3t | 32.9x | 36.8x | 2.2x |
| Tue, 21 May 2024 | ₹44.4t | ₹21.7t | ₹1.2t | 33x | 35.6x | 2x |
| Thu, 18 Apr 2024 | ₹42.3t | ₹21.1t | ₹1.1t | 33.5x | 39.9x | 2x |
| Sat, 16 Mar 2024 | ₹39.9t | ₹21.0t | ₹1.1t | 31.8x | 37.7x | 1.9x |
| Mon, 12 Feb 2024 | ₹39.9t | ₹21.2t | ₹1.1t | 34.5x | 37.9x | 1.9x |
| Wed, 10 Jan 2024 | ₹38.4t | ₹20.7t | ₹950.6b | 33x | 40.4x | 1.9x |
| Fri, 08 Dec 2023 | ₹36.7t | ₹20.6t | ₹932.6b | 31.7x | 39.3x | 1.8x |
| Sun, 05 Nov 2023 | ₹33.3t | ₹20.8t | ₹923.6b | 29.2x | 36.1x | 1.6x |
| Tue, 03 Oct 2023 | ₹33.0t | ₹20.4t | ₹857.3b | 28.5x | 38.5x | 1.6x |
| Thu, 31 Aug 2023 | ₹32.1t | ₹20.3t | ₹856.5b | 28.7x | 37.5x | 1.6x |
| Sat, 29 Jul 2023 | ₹30.8t | ₹19.6t | ₹806.0b | 28.6x | 38.3x | 1.6x |
| Mon, 26 Jun 2023 | ₹29.4t | ₹19.2t | ₹714.1b | 27.9x | 41.2x | 1.5x |
| Wed, 24 May 2023 | ₹27.8t | ₹18.8t | ₹721.4b | 23.9x | 38.5x | 1.5x |
| Fri, 21 Apr 2023 | ₹26.0t | ₹18.2t | ₹637.6b | 23x | 40.8x | 1.4x |
| Sun, 19 Mar 2023 | ₹24.7t | ₹18.2t | ₹633.2b | 21.2x | 39x | 1.4x |
| Tue, 14 Feb 2023 | ₹26.1t | ₹17.9t | ₹649.6b | 21.7x | 40.1x | 1.5x |
| Thu, 12 Jan 2023 | ₹26.2t | ₹17.3t | ₹593.5b | 23x | 44.1x | 1.5x |
| Sat, 10 Dec 2022 | ₹27.1t | ₹17.3t | ₹594.8b | 23.3x | 45.5x | 1.6x |
| Mon, 07 Nov 2022 | ₹27.6t | ₹16.4t | ₹531.0b | 22.4x | 52x | 1.7x |
| Wed, 05 Oct 2022 | ₹27.0t | ₹16.1t | ₹528.7b | 22.4x | 51x | 1.7x |
| Fri, 02 Sep 2022 | ₹27.3t | ₹15.9t | ₹511.8b | 22x | 53.3x | 1.7x |
| Sun, 31 Jul 2022 | ₹25.7t | ₹15.2t | ₹432.2b | 23.7x | 59.4x | 1.7x |
| Tue, 28 Jun 2022 | ₹23.8t | ₹15.0t | ₹418.4b | 21.5x | 56.9x | 1.6x |
| Thu, 26 May 2022 | ₹23.2t | ₹14.9t | ₹419.9b | 21.5x | 55.2x | 1.6x |
| Sat, 23 Apr 2022 | ₹25.5t | ₹14.8t | ₹350.1b | 22.9x | 72.9x | 1.7x |
Price to Earnings Ratio
72.9x
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 34.1x which is lower than its 3-year average PE of 42.2x.
- The industry is trading close to its 3-year average PS ratio of 1.8x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 57% per year over the last three years.
- Revenues for these companies have grown 18% 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 Market | 3.86% | |
| Consumer Discretionary | 5.12% | |
| Leisure | 8.23% | |
| Consumer Durables | 6.91% | |
| Auto Components | 6.44% | |
| Retail Distributors | 5.88% | |
| Luxury | 5.26% | |
| Auto | 4.93% | |
| Hospitality | 4.22% | |
| Specialty Stores | 3.79% | |
| General Merchandise and Department Stores | 3.04% | |
| Consumer Services | 2.16% | |
| Online Retail and Ecommerce | 0% | 0 |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 85.7x.
- Analysts are expecting annual earnings growth of 41.6%, which is higher than its past year's earnings growth of 6.2% per year.
- Investors are most pessimistic about the Leisure industry, which is trading below its 3-year average of 28.6x.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 42% over the next 5 years.
- This is better than its past earnings growth rate of 33% 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 500251 Trent | ₹5.04k | 9.0% +₹147.3b | 26.3% | PE92.6x | |
| M&M Mahindra & Mahindra | ₹2.63k | 4.4% +₹124.3b | 29.7% | PE23.7x | |
| 500570 Tata Motors | ₹616.10 | 5.7% +₹121.9b | -37.9% | PE7.1x | |
| DIXON Dixon Technologies (India) | ₹15.25k | 14.8% +₹118.6b | 101.7% | PE116.3x | |
| BAJAJ-AUTO Bajaj Auto | ₹7.96k | 5.1% +₹108.7b | -10.7% | PE29.5x |
