There's Been No Shortage Of Growth Recently For Mahindra & Mahindra's (NSE:M&M) Returns On Capital
Jan 19
Have your own idea? Try our Stock Screener
Indian (NIFTY) Consumer Discretionary Sector Analysis
UpdatedJan 20, 2025
DataAggregated Company Financials
Companies837
- 7D-1.1%
- 3M-7.8%
- 1Y19.3%
- YTD-4.2%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.1%, driven by Mahindra & Mahindra declining 5.7%. This takes the industry's 12 month performance to a gain of 19%. Looking forward, earnings are forecast to grow by 21% 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 |
|---|---|---|---|---|---|---|
| Mon, 20 Jan 2025 | ₹51.0t | ₹23.5t | ₹1.4t | 34.5x | 36.6x | 2.2x |
| Wed, 18 Dec 2024 | ₹54.1t | ₹23.5t | ₹1.4t | 35.5x | 39x | 2.3x |
| Fri, 15 Nov 2024 | ₹49.9t | ₹23.1t | ₹1.4t | 33.3x | 36.3x | 2.2x |
| Sun, 13 Oct 2024 | ₹54.0t | ₹21.9t | ₹1.3t | 36.3x | 40.5x | 2.5x |
| Tue, 10 Sep 2024 | ₹52.2t | ₹21.8t | ₹1.3t | 35.8x | 39.2x | 2.4x |
| Thu, 08 Aug 2024 | ₹48.8t | ₹21.8t | ₹1.3t | 35.8x | 36.5x | 2.2x |
| Sat, 06 Jul 2024 | ₹48.9t | ₹21.5t | ₹1.3t | 35.1x | 37.7x | 2.3x |
| Mon, 03 Jun 2024 | ₹43.9t | ₹21.8t | ₹1.3t | 31.3x | 34.4x | 2x |
| Wed, 01 May 2024 | ₹43.6t | ₹21.3t | ₹1.1t | 34.5x | 40.2x | 2.1x |
| Fri, 29 Mar 2024 | ₹41.8t | ₹21.1t | ₹1.1t | 31.5x | 39.5x | 2x |
| Sun, 25 Feb 2024 | ₹41.3t | ₹21.1t | ₹1.1t | 35x | 39x | 2x |
| Tue, 23 Jan 2024 | ₹38.7t | ₹20.6t | ₹948.1b | 34.2x | 40.8x | 1.9x |
| Thu, 21 Dec 2023 | ₹36.2t | ₹20.6t | ₹949.1b | 31.4x | 38.1x | 1.8x |
| Sat, 18 Nov 2023 | ₹35.0t | ₹20.6t | ₹934.5b | 30.7x | 37.5x | 1.7x |
| Mon, 16 Oct 2023 | ₹33.7t | ₹20.4t | ₹857.6b | 29.2x | 39.2x | 1.7x |
| Wed, 13 Sep 2023 | ₹32.7t | ₹20.3t | ₹857.3b | 28.2x | 38.2x | 1.6x |
| Fri, 11 Aug 2023 | ₹31.1t | ₹19.8t | ₹846.9b | 28.2x | 36.7x | 1.6x |
| Sun, 09 Jul 2023 | ₹30.6t | ₹19.2t | ₹714.1b | 29x | 42.8x | 1.6x |
| Tue, 06 Jun 2023 | ₹28.9t | ₹19.2t | ₹713.0b | 27.6x | 40.6x | 1.5x |
| Thu, 04 May 2023 | ₹26.8t | ₹18.4t | ₹652.9b | 23.8x | 41.1x | 1.5x |
| Sat, 01 Apr 2023 | ₹24.7t | ₹18.2t | ₹637.8b | 20.9x | 38.7x | 1.4x |
| Mon, 27 Feb 2023 | ₹25.5t | ₹18.2t | ₹636.5b | 21.8x | 40.1x | 1.4x |
| Wed, 25 Jan 2023 | ₹26.0t | ₹17.4t | ₹594.1b | 22.9x | 43.8x | 1.5x |
| Fri, 23 Dec 2022 | ₹26.1t | ₹17.3t | ₹593.5b | 22.5x | 44x | 1.5x |
| Sun, 20 Nov 2022 | ₹26.7t | ₹17.3t | ₹585.3b | 22.8x | 45.7x | 1.5x |
| Tue, 18 Oct 2022 | ₹26.6t | ₹16.2t | ₹535.3b | 22.4x | 49.7x | 1.6x |
| Thu, 15 Sep 2022 | ₹27.8t | ₹15.9t | ₹519.0b | 23.2x | 53.5x | 1.7x |
| Sat, 13 Aug 2022 | ₹26.5t | ₹15.9t | ₹505.8b | 22.2x | 52.3x | 1.7x |
| Mon, 11 Jul 2022 | ₹24.7t | ₹15.0t | ₹419.0b | 22.8x | 58.9x | 1.6x |
| Wed, 08 Jun 2022 | ₹23.8t | ₹15.0t | ₹419.0b | 22x | 56.8x | 1.6x |
| Fri, 06 May 2022 | ₹24.3t | ₹14.9t | ₹358.0b | 22.2x | 68x | 1.6x |
| Sun, 03 Apr 2022 | ₹24.9t | ₹14.8t | ₹350.1b | 21x | 71.2x | 1.7x |
| Tue, 01 Mar 2022 | ₹24.0t | ₹14.8t | ₹349.6b | 20x | 68.8x | 1.6x |
| Thu, 27 Jan 2022 | ₹25.3t | ₹14.4t | ₹381.5b | 21.7x | 66.3x | 1.8x |
Price to Earnings Ratio
66.3x
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 36.6x which is lower than its 3-year average PE of 45.0x.
- The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.2x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 54% 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 | -0.26% | |
| Consumer Discretionary | -1.10% | |
| Leisure | 5.59% | |
| Retail Distributors | 1.82% | |
| General Merchandise and Department Stores | 0.028% | |
| Online Retail and Ecommerce | 0% | 0 |
| Auto Components | -0.19% | |
| Auto | -0.41% | |
| Consumer Services | -0.69% | |
| Hospitality | -0.82% | |
| Consumer Durables | -1.46% | |
| Luxury | -2.41% | |
| Specialty Stores | -3.50% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 62.0x.
- Analysts are expecting annual earnings growth of 35.7%, which is higher than its past year's earnings growth of 7.2% per year.
- Investors are most pessimistic about the Leisure industry, which is trading below its 3-year average of 39.9x.
Forecasted Growth
- Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 36% over the next 5 years.
- This is better than its past earnings growth rate of 7.2% 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 | |
|---|---|---|---|---|---|
| MARUTI Maruti Suzuki India | ₹12.14k | 4.3% +₹158.9b | 21.7% | PE27.2x | |
| ZOMATO Zomato | ₹248.80 | 2.4% +₹53.0b | 86.9% | PE303.8x | |
| 517334 Samvardhana Motherson International | ₹151.10 | 4.3% +₹43.6b | 40.7% | PE28.1x | |
| DIXON Dixon Technologies (India) | ₹17.22k | 3.1% +₹31.0b | 186.2% | PE144.7x | |
| 500570 Tata Motors | ₹779.40 | 0.6% +₹18.2b | -4.8% | PE8.6x |
