Indian (NIFTY) Consumer Discretionary Sector Analysis

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
Tue, 28 Jul 2026	₹60.0t	₹33.7t	₹1.3t	24.6x	46.1x	1.8x
Thu, 25 Jun 2026	₹57.6t	₹33.4t	₹1.3t	24.8x	45.2x	1.7x
Sat, 23 May 2026	₹55.2t	₹32.9t	₹1.3t	24.1x	44x	1.7x
Mon, 20 Apr 2026	₹56.0t	₹32.2t	₹1.2t	23.9x	45.4x	1.7x
Wed, 18 Mar 2026	₹52.0t	₹32.2t	₹1.2t	21.9x	42.2x	1.6x
Fri, 13 Feb 2026	₹58.8t	₹30.7t	₹1.2t	25.8x	48x	1.9x
Sun, 11 Jan 2026	₹58.1t	₹30.1t	₹1.2t	26.5x	46.5x	1.9x
Tue, 09 Dec 2025	₹57.2t	₹29.9t	₹1.3t	27.2x	45x	1.9x
Thu, 06 Nov 2025	₹56.8t	₹28.4t	₹1.3t	30.5x	42.7x	2x
Sat, 04 Oct 2025	₹56.8t	₹27.7t	₹1.3t	29.8x	43.9x	2.1x
Mon, 01 Sep 2025	₹54.7t	₹26.9t	₹1.3t	29x	42.5x	2x
Wed, 30 Jul 2025	₹52.8t	₹25.4t	₹1.3t	31.7x	41.2x	2.1x
Fri, 27 Jun 2025	₹52.7t	₹25.2t	₹1.3t	31.5x	41.2x	2.1x
Sun, 25 May 2025	₹51.1t	₹24.9t	₹1.3t	29.8x	40.1x	2x
Tue, 22 Apr 2025	₹49.5t	₹24.1t	₹1.4t	29.3x	36.3x	2.1x
Thu, 20 Mar 2025	₹45.8t	₹24.1t	₹1.4t	27.3x	33.7x	1.9x
Sat, 15 Feb 2025	₹46.7t	₹24.1t	₹1.4t	28.7x	34.5x	1.9x
Mon, 13 Jan 2025	₹51.6t	₹23.6t	₹1.4t	33x	37.1x	2.2x
Wed, 11 Dec 2024	₹53.7t	₹23.4t	₹1.4t	35.6x	38.9x	2.3x
Fri, 08 Nov 2024	₹50.8t	₹22.8t	₹1.4t	35.6x	36.5x	2.2x
Sun, 06 Oct 2024	₹53.1t	₹21.9t	₹1.3t	36.3x	39.9x	2.4x
Tue, 03 Sep 2024	₹52.5t	₹21.8t	₹1.3t	35.3x	39.5x	2.4x
Thu, 01 Aug 2024	₹50.8t	₹21.6t	₹1.3t	36.5x	39x	2.4x
Sat, 29 Jun 2024	₹48.1t	₹21.5t	₹1.3t	34.1x	37.2x	2.2x
Mon, 27 May 2024	₹44.8t	₹21.7t	₹1.3t	32.5x	35.6x	2.1x
Wed, 24 Apr 2024	₹42.9t	₹21.1t	₹1.1t	33.5x	40.3x	2x
Fri, 22 Mar 2024	₹40.6t	₹21.1t	₹1.1t	31.7x	38.3x	1.9x
Sun, 18 Feb 2024	₹40.9t	₹21.0t	₹1.1t	33.8x	38.6x	1.9x
Tue, 16 Jan 2024	₹38.9t	₹20.7t	₹950.0b	34.3x	41x	1.9x
Thu, 14 Dec 2023	₹36.8t	₹20.6t	₹932.6b	32.3x	39.5x	1.8x
Sat, 11 Nov 2023	₹34.0t	₹20.9t	₹928.4b	29.9x	36.7x	1.6x
Mon, 09 Oct 2023	₹33.1t	₹20.4t	₹857.3b	29x	38.6x	1.6x
Wed, 06 Sep 2023	₹32.8t	₹20.3t	₹856.5b	29.2x	38.3x	1.6x
Fri, 04 Aug 2023	₹30.8t	₹19.7t	₹823.9b	28.6x	37.3x	1.6x

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 46.1x which is higher than its 3-year average PE of 40.1x.

The industry is trading close to its 3-year average PS ratio of 2.0x.

Past Earnings Growth

The earnings for companies in the Consumer Discretionary industry have grown 16% per year over the last three years.
Revenues for these companies have grown 20% 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	-0.66%
Consumer Discretionary	0.99%
Specialty Stores	2.60%
Auto	2.58%
Retail Distributors	0.81%
Hospitality	0.73%
Luxury	0.40%
Auto Components	0.38%
Online Retail and Ecommerce	0%	0
Leisure	-1.74%
General Merchandise and Department Stores	-1.76%
Consumer Durables	-3.60%
Consumer Services	-4.28%

Industry PE

Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 164x.

Analysts are expecting annual earnings growth of 33.1%, which is higher than its past year's earnings growth of 2.7% per year.

Forecasted Growth

Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 63% over the next 5 years.
This is better than its past earnings growth rate of 23% per year.

In contrast, the Auto industry is expected to see its earnings grow by 15% 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
BAJAJ-AUTO Bajaj Auto	₹11.37k	9.3% +₹271.3b	39.9%	PE27x
ETERNAL Eternal	₹308.35	7.6% +₹199.9b	0.6%	PE654.4x
500114 Titan	₹4.85k	3.4% +₹142.4b	43.5%	PE84.8x
532343 TVS Motor	₹3.99k	5.3% +₹95.1b	42.3%	PE55.3x
M&M Mahindra & Mahindra	₹3.27k	2.2% +₹77.7b	2.2%	PE21.4x

Maruti Suzuki India Limited Launches New Brezza Turbo Boosterjet with Powerpacked Performance

Maruti Suzuki India Limited announced the launch of the New Brezza Turbo Boosterjet, delivering exciting driving performance for young India. The New Brezza Turbo Boosterjet is available with introductory prices starting at INR 7,399,000. The New Brezza is also available with the Proven & Refined K15C Dual Jet Dual VVT engine with Progressive Smart Hybrid Technology. Catering to a strong legacy of over 1,400,000 customers, New Brezza K15C features a new 6-speed manual transmission, alongside a 6-speed automatic transmission with steering-mounted paddle shifters. The New Brezza K15C commands supremacy in its segment and finds favour amongst ambitious professional achievers with its positioning of ‘Strategic Play’, in sync with customers whose choices revolve around their goals and aspirations. Engineered to deliver youthful, energetic performance, the New Brezza Turbo Boosterjet is designed to excite customers and turn every drive into a power-packed performance. With a maximum power output of 81 kW @ 5,500 rpm and 170 Nm of torque @ 2,000–3,500 rpm, the New Brezza Turbo Boosterjet delivers powerful performance with excellent fuel-efficiency of 20.47 km/l. Complementing the powerful performance of the New Brezza Turbo Boosterjet is an all-new 6-speed manual transmission for enhancing driver engagement and control. Developed to appeal to a wide demographic of customers, the New Brezza is available with a range of powertrain offerings to suit varied customer preferences and tastes. The Proven & Refined K15C engine with Dual Jet Dual VVT & Progressive Smart Hybrid technology offers enhanced drivability and lower NVH with the introduction of a new 6-speed manual transmission. The new 6-speed transmission enables smoother urban and highway driving experience. Catering to a strong legacy of over 1,400,000 customers, the New Brezza K15C is also available with the choice of a 6-speed automatic transmission with steering-mounted paddle shifters. The New Brezza K15C with 6-speed transmission options offers effortless performance with lower NVH levels and a fuel-efficiency of 21.09 km/l. The New Brezza is also available with S-CNG technology featuring a new underbody fuel tank configuration offering uncompromised boot space, enhancing everyday usability for customers. The New Brezza S-CNG also introduces Idle Start-Stop technology along with the new 6-speed manual transmission to deliver superior fuel-efficiency of 26.9 km/kg. The New Brezza introduces a fresh new appeal to its unmistakably SUV stance with striking new design cues which build on the SUV’s signature design, to give it a bold new expressive presence. Making a bold statement at first glance is the New Brezza’s front fascia with a new Smoke Chrome Grille design complemented by a Metallic Grey Bull Bar design and Skid Plate design, lending a contemporary upscale appeal. The new Brezza gets refreshed Dual-Tone Side Cladding that lends to its bold new appeal. The New Brezza also introduces dynamically styled new Precision-Cut Alloy Wheels with a Sharper Geometric Design that lend an energetic appeal to the youthful SUV design. The commanding SUV stance of the New Brezza builds on the SUV’s authentic design DNA, ensuring an unmistakable road presence. Introducing an exclusive appeal for the New Brezza Turbo Boosterjet is the new “Turbo Boosterjet” branding that calls out the sporty appeal for the spirited new SUV. The New Brezza has been built for 5 Star Bharat NCAP safety rating and introduces a range of new intuitive safety features that enhance customer experiences in a thoughtful and convenient manner, ensuring peace-of-mind in everyday driving conditions. New Active Safety features including Blind Spot Warning with Lane Change Alert, Rear Cross Traffic Alert, Tyre Pressure Monitoring System (TPMS), Emergency Stop Signal and Exit Support Warning work together to improve driver awareness and safety in real-world driving conditions. The New Brezza’s enhanced 360 View Camera system features 3 new views offers a clearer and more confident view of the vehicle’s surroundings. This is complemented by Front and Rear Parking Sensors that make day-to-day parking manoeuvres a breeze in the New Brezza. Enhancing the premium appeal of the New Brezza is next-gen technology to offer a new-age experience for its young, tech-savvy customers. The new SmartPlay Pro X with 25.65 cm (10.1”) touchscreen infotainment system, built-in internet connectivity, 35+ apps, OTA updates, built-in Alexa voice assistant, alongside wireless Android Auto and Apple CarPlay offer a contemporary ownership experience. Enhancing the experience are new Premium Speakers and signature Surround Sense powered by Arkamys and a new 64-colour customisable ambient lighting system that enables customers to create a personalised ambiance to suit every mood. The New Brezza also pampers occupants with a new dual-tone dark brown and black interior theme featuring Metallic Soft Touch paint finish with Gloss Black Accents and new plush leatherette seats. Further increasing in-cabin comfort for customers of the new Brezza are Ventilated Front Seats, PM2.5 filter with Autopurify & AQI display and Wireless Smartphone Charger with Active Cooling. The New Brezza introduces two new colours - Vivacious Orange and Lustrous Beige, alongside a wide range of colour choices including Pearl Bluish Black, Magma Gray, Sizzling Red, Splendid Silver and Pearl Arctic White. The New Brezza is also available with Dual-tone colour options include Lustrous Beige with Bluish Black Roof, Arctic White with Bluish Black Roof and Sizzling Red with Bluish Black Roof.

Indian (NIFTY) Consumer Discretionary Sector Analysis

Sector Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Titan Company Limited Declares Dividend for the Financial Year Ended 31st March 2026

Price target increased by 8.0% to ₹1,257

Full year 2026 earnings: Revenues and EPS in line with analyst expectations

Maruti Suzuki India Limited Launches New Brezza Turbo Boosterjet with Powerpacked Performance

500570: Dividend Momentum And Price Hikes Will Support Future Performance

MEESHO: Index Additions And Margin Outlook Will Support Future Upside

532756: Upcoming July Board Meeting Will Support Bullish Long-Term Case

Eternal Limited Just Missed Earnings - But Analysts Have Updated Their Models

HYUNDAI: Upcoming Results And Dividend Plans May Support Re-Rating

BAJAJ-AUTO: Buyback Completion And Governance Changes Will Support Balanced Long Term Outlook

LG Electronics India Limited, Annual General Meeting, Aug 21, 2026

532343: Elevated P/E And Modest Margin Outlook Will Likely Cap Returns

500493: Defence Contracts Will Sustain An Excessive Multiple Going Forward

Upcoming dividend of ₹2.50 per share

New minor risk - Share price stability

Full year 2026 earnings released: EPS: ₹153 (vs ₹116 in FY 2025)