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Indian (NIFTY) Consumer Discretionary Sector Analysis

UpdatedNov 23, 2025
DataAggregated Company Financials
Companies908
  • 7D0.05%
  • 3M-0.4%
  • 1Y1.6%
  • YTD-0.5%

The Consumer Discretionary is pretty flat in the last 7 days, but Eicher Motors has stood out, gaining 6.6%. Furthermore, the industry has been flat for the past year as well. Earnings are forecast to grow by 22% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 23 Nov 2025₹57.9t₹28.8t₹1.3t28.7x46x2x
Tue, 21 Oct 2025₹57.6t₹28.1t₹1.3t30.2x43.7x2x
Thu, 18 Sep 2025₹58.2t₹26.9t₹1.3t30.8x45.1x2.2x
Sat, 16 Aug 2025₹52.7t₹26.9t₹1.3t29.4x40.9x2x
Mon, 14 Jul 2025₹52.3t₹25.2t₹1.3t32x40.8x2.1x
Wed, 11 Jun 2025₹52.1t₹25.1t₹1.3t32.8x40.9x2.1x
Fri, 09 May 2025₹48.9t₹24.4t₹1.4t28.2x35.7x2x
Sun, 06 Apr 2025₹45.1t₹24.1t₹1.4t27.4x33.1x1.9x
Tue, 04 Mar 2025₹44.3t₹24.1t₹1.4t26.6x32.5x1.8x
Thu, 30 Jan 2025₹48.7t₹23.7t₹1.4t32x34.9x2.1x
Sat, 28 Dec 2024₹52.9t₹23.6t₹1.4t34.6x38x2.2x
Mon, 25 Nov 2024₹51.0t₹23.4t₹1.4t33x36.9x2.2x
Wed, 23 Oct 2024₹51.8t₹22.6t₹1.4t34.5x37.2x2.3x
Fri, 20 Sep 2024₹53.6t₹21.9t₹1.3t37.3x40.3x2.4x
Sun, 18 Aug 2024₹50.6t₹21.8t₹1.3t34.1x38.2x2.3x
Tue, 16 Jul 2024₹49.0t₹21.5t₹1.3t34.7x37.8x2.3x
Thu, 13 Jun 2024₹46.7t₹21.5t₹1.3t32.9x36.2x2.2x
Sat, 11 May 2024₹43.4t₹21.4t₹1.1t33.2x38.8x2x
Mon, 08 Apr 2024₹42.6t₹21.1t₹1.1t33.8x40.2x2x
Wed, 06 Mar 2024₹41.8t₹21.1t₹1.1t34.4x39.4x2x
Fri, 02 Feb 2024₹39.4t₹20.9t₹974.5b34.1x40.5x1.9x
Sun, 31 Dec 2023₹37.8t₹20.7t₹950.5b32x39.8x1.8x
Tue, 28 Nov 2023₹35.3t₹20.6t₹935.8b30.2x37.8x1.7x
Thu, 26 Oct 2023₹32.9t₹20.4t₹863.1b28.4x38.1x1.6x
Sat, 23 Sep 2023₹32.9t₹20.3t₹857.4b28.1x38.4x1.6x
Mon, 21 Aug 2023₹31.2t₹20.3t₹856.2b28.1x36.5x1.5x
Wed, 19 Jul 2023₹30.7t₹19.3t₹715.5b28.1x42.9x1.6x
Fri, 16 Jun 2023₹29.5t₹19.2t₹714.1b26.7x41.3x1.5x
Sun, 14 May 2023₹27.7t₹18.8t₹727.2b23.9x38.1x1.5x
Tue, 11 Apr 2023₹25.2t₹18.2t₹637.8b22.7x39.4x1.4x
Thu, 09 Mar 2023₹25.8t₹18.2t₹636.6b22.1x40.5x1.4x
Sat, 04 Feb 2023₹26.1t₹17.7t₹665.5b22.5x39.2x1.5x
Mon, 02 Jan 2023₹26.5t₹17.3t₹593.4b22.6x44.6x1.5x
Wed, 30 Nov 2022₹27.1t₹17.3t₹590.3b23.1x46x1.6x
Price to Earnings Ratio

46x


Total Market Cap: ₹27.1tTotal Earnings: ₹590.3bTotal Revenue: ₹17.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Consumer Discretionary Sector Price to Earnings3Y Average 39.3x202320242025
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 46.0x which is higher than its 3-year average PE of 39.3x.
  • The industry is trading close to its 3-year average PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 29% per year over the last three years.
  • Revenues for these companies have grown 19% 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-0.65%
Consumer Discretionary0.048%
Retail Distributors5.39%
Consumer Services2.20%
Auto1.48%
Luxury0.44%
Leisure0.40%
Online Retail and Ecommerce0%0
Specialty Stores-0.27%
Hospitality-0.35%
Auto Components-1.62%
Consumer Durables-1.70%
General Merchandise and Department Stores-4.68%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 143x.
    • Analysts are expecting annual earnings growth of 42.6%, which is higher than its past year's earnings growth of 7.6% per year.
  • Investors are most pessimistic about the Leisure industry, which is trading below its 3-year average of 44.2x.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 43% over the next 5 years.
  • This is better than its past earnings growth rate of 7.6% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 13% 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
505200 Eicher Motors₹7.13k6.6%
+₹121.4b		43.2%PE38.3x
500182 Hero MotoCorp₹6.00k8.5%
+₹94.1b		25.2%PE22.7x
MARUTI Maruti Suzuki India₹15.98k1.9%
+₹92.1b		44.4%PE34x
500114 Titan₹3.90k2.1%
+₹71.4b		18.0%PE84x
M&M Mahindra & Mahindra₹3.75k1.4%
+₹56.9b		24.4%PE29.4x

Latest News

500570
₹362.25
Tata Motors Passenger Vehicles
7D
-7.5%
1Y
-54.2%
505200
₹7,134.00
Eicher Motors
7D
6.6%
1Y
43.2%
532343
₹3,440.00
TVS Motor
7D
1.6%
1Y
42.5%
TIINDIA
₹2,884.40
Tube Investments of India
7D
-6.0%
1Y
-17.0%

TIINDIA: Improved Profit Margins And Board Decisions Will Support Uptrend

Analysts have raised their price target for Tube Investments of India, increasing it modestly from ₹3,554 to ₹3,617. This change is supported by a slightly higher fair value estimate and improved profit margin outlooks, despite a marginally greater discount rate and revised revenue projections.
500182
₹6,000.65
Hero MotoCorp
7D
8.5%
1Y
25.2%

500182: Global Expansion And Leadership Changes Will Shape Future Performance

Analysts have raised their price target for Hero MotoCorp from ₹5,370 to ₹5,775. They cite improved revenue growth forecasts and higher expected profit margins as key drivers for the upward revision.
DIXON
₹14,965.00
Dixon Technologies (India)
7D
-2.9%
1Y
-2.5%

DIXON: Future Performance Will Benefit From Subsidiary Launch And Stable Forecasts

Analysts have maintained their fair value estimate for Dixon Technologies (India) at ₹17,888. They noted that only minor adjustments were made to the discount rate and growth assumptions, which did not materially affect the price target.
MRF
₹152,435.00
MRF
7D
-3.2%
1Y
22.3%

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Nov 19
Analysts Have Made A Financial Statement On MRF Limited's (NSE:MRF) Second-Quarter Report
505714
₹1,020.20
Gabriel India
7D
-12.6%
1Y
139.2%
M&M
₹3,749.60
Mahindra & Mahindra
7D
1.4%
1Y
24.4%

Returns At Mahindra & Mahindra (NSE:M&M) Are On The Way Up

Nov 18
Returns At Mahindra & Mahindra (NSE:M&M) Are On The Way Up
VMM
₹130.92
Vishal Mega Mart
7D
-4.4%
1Y
n/a

Vishal Mega Mart Limited (NSE:VMM) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Nov 16
Vishal Mega Mart Limited (NSE:VMM) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year
NYKAA
₹268.52
FSN E-Commerce Ventures
7D
3.2%
1Y
58.5%
500850
₹732.90
Indian Hotels
7D
1.7%
1Y
-8.3%
MARUTI
₹15,977.00
Maruti Suzuki India
7D
1.9%
1Y
44.4%

MARUTI: Revenue Expansion And Lower Discount Rate Will Balance Potential Risks

Analysts have raised their price target for Maruti Suzuki India, updating their estimate from ₹16,047 to ₹17,117. They cited improved revenue growth forecasts and a lower discount rate as key drivers for the change.
500114
₹3,904.85
Titan
7D
2.1%
1Y
18.0%

500114: Profitability Will Offset Slower Expansion To Support Fair Valuation

Titan Price Target Increased on Improved Profitability, Despite Slower Growth Analysts have raised Titan's fair value estimate to $4,090.63 from $4,004.74. They cite expectations for improved profit margins and a lower projected future valuation multiple, which offset slightly reduced revenue growth forecasts.
SWIGGY
₹385.45
Swiggy
7D
-1.9%
1Y
-7.5%

Swiggy Limited (NSE:SWIGGY) Just Reported Second-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Nov 02
Swiggy Limited (NSE:SWIGGY) Just Reported Second-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
520056
₹14,470.15
TVS Holdings
7D
-7.0%
1Y
25.4%