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Indian (NIFTY) Consumer Discretionary Sector Analysis

UpdatedDec 01, 2022
DataAggregated Company Financials
Companies736
  • 7D2.8%
  • 3M0.3%
  • 1Y3.8%
  • YTD1.5%

Over the last 7 days, the Consumer Discretionary industry has risen 2.8%, driven by gains from Mahindra & Mahindra of 5.7%. In the same time, Easy Trip Planners was down 6.4%. This means that the industry has gained 3.8% over the past year. As for the next few years, earnings are expected to grow by 34% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 01 Dec 2022₹27.5t₹17.3t₹590.3b23.4x46.5x1.6x
Sat, 29 Oct 2022₹27.3t₹16.3t₹534.2b23.3x51.2x1.7x
Mon, 26 Sep 2022₹27.4t₹16.1t₹528.7b23x51.8x1.7x
Wed, 24 Aug 2022₹26.6t₹15.9t₹511.9b21.4x52x1.7x
Fri, 22 Jul 2022₹25.7t₹15.0t₹420.4b24.1x61x1.7x
Sun, 19 Jun 2022₹22.5t₹15.0t₹418.4b21.3x53.7x1.5x
Tue, 17 May 2022₹23.1t₹14.9t₹419.1b21x55.2x1.6x
Thu, 14 Apr 2022₹25.3t₹14.8t₹350.0b22.4x72.2x1.7x
Sat, 12 Mar 2022₹23.4t₹14.8t₹349.8b20.6x66.9x1.6x
Mon, 07 Feb 2022₹25.9t₹14.5t₹348.9b21.7x74.1x1.8x
Wed, 05 Jan 2022₹29.3t₹14.4t₹386.5b21.3x75.9x2x
Fri, 03 Dec 2021₹25.6t₹14.8t₹382.0b17.8x66.9x1.7x
Sun, 31 Oct 2021₹23.6t₹14.3t₹360.3b20.3x65.5x1.6x
Tue, 28 Sep 2021₹22.6t₹14.1t₹308.7b20.3x73.2x1.6x
Thu, 26 Aug 2021₹20.4t₹14.3t₹337.8b19.5x60.3x1.4x
Fri, 02 Jul 2021₹19.7t₹14.3t₹347.5b18.1x56.6x1.4x
Mon, 05 Apr 2021₹17.4t₹12.8t₹166.6b20.7x104.7x1.4x
Thu, 07 Jan 2021₹16.0t₹12.1t-₹13,987,757,358.0021.8x-1147.2x1.3x
Wed, 30 Sep 2020₹13.4t₹11.8t-₹70,403,118,407.0021.3x-190x1.1x
Sat, 04 Jul 2020₹11.5t₹11.8t-₹32,906,373,333.0022.1x-349.9x1x
Tue, 07 Apr 2020₹9.0t₹13.2t₹263.7b13.9x34.2x0.7x
Fri, 10 Jan 2020₹14.3t₹14.0t₹423.6b16.2x33.7x1x
Price to Earnings Ratio

86x


Total Market Cap: ₹14.1tTotal Earnings: ₹163.7bTotal Revenue: ₹14.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Consumer Discretionary Sector Price to Earnings3Y Average -104x202020212022
Current Industry PE
  • Investors are optimistic on the Indian Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 46.5x which is higher than its 3-year average PE of -104x.
  • The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 53% per year over the last three years.
  • Revenues for these companies have grown 6.9% 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 Market2.49%
Consumer Discretionary2.77%
Specialty Stores3.73%
Auto Components3.69%
Consumer Services3.25%
Online Retail and Ecommerce3.01%
Auto2.90%
Luxury2.58%
Hospitality2.03%
Retail Distributors1.69%
General Merchanise and Department Stores0.99%
Consumer Durables-0.0058%
Leisure-2.23%
Industry PE
  • Investors are most optimistic about the General Merchanise and Department Stores industry which is trading above its 3-year average PE ratio.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the Online Retail and Ecommerce industry, expecting annual earnings growth of 83% over the next 5 years.
  • This is better than its past earnings decline of 22% per year.
  • In contrast, the Luxury industry is expected to see its earnings grow by 19% 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
M&M Mahindra & Mahindra₹1.31k5.7%
+₹77.7b
56.4%PE15.8x
500570 Tata Motors₹439.353.6%
+₹58.2b
-7.6%PS0.6x
500114 Titan₹2.65k1.8%
+₹41.6b
12.3%PE75.2x
BAJAJ-AUTO Bajaj Auto₹3.75k4.0%
+₹40.4b
15.4%PE18.2x
500182 Hero MotoCorp₹2.85k7.3%
+₹38.7b
16.6%PE22x
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Latest News

CROMPTON

₹362.85

Crompton Greaves Consumer Electricals

7D

-1.2%

1Y

-17.3%

543272

₹63.00

Easy Trip Planners

7D

-6.4%

1Y

99.6%

M&M

₹1,305.60

Mahindra & Mahindra

7D

5.7%

1Y

56.4%

ZOMATO

₹65.25

Zomato

7D

5.7%

1Y

-56.9%

540203

₹2,584.50

Sheela Foam

7D

-2.7%

1Y

-19.9%

532539

₹548.95

UNO Minda

7D

-1.9%

1Y

22.0%

505200

₹3,488.15

Eicher Motors

7D

3.2%

1Y

43.1%

500570

₹439.35

Tata Motors

7D

3.6%

1Y

-7.6%

540762

₹2,763.85

Tube Investments of India

7D

7.1%

1Y

68.9%

515030

₹616.15

Asahi India Glass

7D

-2.6%

1Y

30.9%

505533

₹726.05

Westlife Foodworld

7D

-4.1%

1Y

33.1%

500114

₹2,649.95

Titan

7D

1.8%

1Y

12.3%

500182

₹2,851.70

Hero MotoCorp

7D

7.3%

1Y

16.6%

IFBIND

₹930.00

IFB Industries

7D

-6.9%

1Y

-17.7%