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Indian (NIFTY) Consumer Discretionary Sector Analysis

UpdatedDec 02, 2025
DataAggregated Company Financials
Companies908
  • 7D1.0%
  • 3M-1.1%
  • 1Y-0.7%
  • YTD0.06%

The Consumer Discretionary is pretty flat in the last 7 days, but TVS Motor has stood out, gaining 6.5%. In line with that, the industry has also been flat over the past 12 months. Looking forward, 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
Tue, 02 Dec 2025₹58.2t₹29.8t₹1.3t28x46.3x2x
Thu, 30 Oct 2025₹57.5t₹28.2t₹1.3t30.5x43.5x2x
Sat, 27 Sep 2025₹56.1t₹27.7t₹1.3t29.9x43.4x2x
Mon, 25 Aug 2025₹55.2t₹26.9t₹1.3t29.9x42.9x2x
Wed, 23 Jul 2025₹53.3t₹25.2t₹1.3t32.3x41.6x2.1x
Fri, 20 Jun 2025₹50.8t₹25.2t₹1.3t31.8x39.7x2x
Sun, 18 May 2025₹51.9t₹24.6t₹1.3t29.6x40.8x2.1x
Tue, 15 Apr 2025₹45.1t₹24.1t₹1.4t27.7x33.1x1.9x
Thu, 13 Mar 2025₹44.7t₹24.1t₹1.4t27x32.8x1.9x
Sat, 08 Feb 2025₹50.3t₹23.9t₹1.4t32.1x37.2x2.1x
Mon, 06 Jan 2025₹54.5t₹23.6t₹1.4t34.5x39.1x2.3x
Wed, 04 Dec 2024₹52.8t₹23.4t₹1.4t33.9x38.2x2.3x
Fri, 01 Nov 2024₹50.6t₹22.8t₹1.4t34.5x36.3x2.2x
Sun, 29 Sep 2024₹55.5t₹21.9t₹1.3t36.8x41.7x2.5x
Tue, 27 Aug 2024₹52.1t₹21.8t₹1.3t35.8x39.2x2.4x
Thu, 25 Jul 2024₹48.9t₹21.5t₹1.3t35.2x37.7x2.3x
Sat, 22 Jun 2024₹47.6t₹21.5t₹1.3t33.1x36.8x2.2x
Mon, 20 May 2024₹44.4t₹21.7t₹1.2t33x35.6x2x
Wed, 17 Apr 2024₹42.2t₹21.1t₹1.1t33.1x39.8x2x
Fri, 15 Mar 2024₹40.0t₹21.0t₹1.1t31.6x37.8x1.9x
Sun, 11 Feb 2024₹39.9t₹21.2t₹1.1t34.6x37.8x1.9x
Tue, 09 Jan 2024₹38.1t₹20.7t₹950.6b32.9x40.1x1.8x
Thu, 07 Dec 2023₹36.5t₹20.6t₹932.7b31.5x39.1x1.8x
Sat, 04 Nov 2023₹33.3t₹20.7t₹915.6b29.4x36.4x1.6x
Mon, 02 Oct 2023₹33.1t₹20.3t₹858.5b28.5x38.5x1.6x
Wed, 30 Aug 2023₹31.8t₹20.3t₹856.5b28.5x37.1x1.6x
Fri, 28 Jul 2023₹30.8t₹19.6t₹805.8b28.3x38.3x1.6x
Sun, 25 Jun 2023₹29.4t₹19.2t₹714.1b27.8x41.2x1.5x
Tue, 23 May 2023₹27.6t₹18.8t₹723.1b24.1x38.2x1.5x
Thu, 20 Apr 2023₹25.9t₹18.2t₹637.5b22.9x40.6x1.4x
Sat, 18 Mar 2023₹24.8t₹18.2t₹637.0b21.2x39x1.4x
Mon, 13 Feb 2023₹26.2t₹17.9t₹649.6b21.9x40.4x1.5x
Wed, 11 Jan 2023₹26.3t₹17.3t₹593.5b22.9x44.2x1.5x
Fri, 09 Dec 2022₹27.1t₹17.3t₹594.8b23.7x45.6x1.6x
Price to Earnings Ratio

45.6x


Total Market Cap: ₹27.1tTotal Earnings: ₹594.8bTotal 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 45.8x 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 28% 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 Market1.00%
Consumer Discretionary1.02%
Consumer Services2.84%
Auto1.83%
Auto Components1.56%
Hospitality0.49%
General Merchandise and Department Stores0.23%
Consumer Durables0.17%
Leisure0.16%
Luxury0.0087%
Online Retail and Ecommerce0%0
Specialty Stores-0.34%
Retail Distributors-4.52%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 145x.
    • Analysts are expecting annual earnings growth of 41.4%, which is higher than its past year's earnings growth of 7.4% per year.
  • Investors are most pessimistic about the Retail Distributors industry, which is trading below its 3-year average of 35.6x.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 41% over the next 5 years.
  • This is better than its past earnings growth rate of 7.4% 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
532343 TVS Motor₹3.66k6.5%
+₹106.3b		47.0%PE66.8x
517334 Samvardhana Motherson International₹116.556.6%
+₹76.0b		5.4%PE37.6x
HYUNDAI Hyundai Motor India₹2.40k4.0%
+₹74.2b		27.4%PE34.1x
500182 Hero MotoCorp₹6.30k5.2%
+₹62.6b		32.6%PE23.8x
M&M Mahindra & Mahindra₹3.74k1.4%
+₹56.7b		24.0%PE29.3x

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