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Indian (NIFTY) Consumer Discretionary Sector Analysis

UpdatedNov 11, 2025
DataAggregated Company Financials
Companies907
  • 7D-0.6%
  • 3M4.1%
  • 1Y2.1%
  • YTD-0.3%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Mahindra & Mahindra gained 4.7%. Furthermore, the industry has been flat for the past year as well. 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
Wed, 12 Nov 2025₹57.0t₹28.6t₹1.4t30.9x42.2x2x
Fri, 10 Oct 2025₹56.7t₹27.7t₹1.3t30x43.9x2x
Sun, 07 Sep 2025₹56.9t₹26.9t₹1.3t29.6x44.2x2.1x
Tue, 05 Aug 2025₹52.7t₹25.6t₹1.3t31.2x40.7x2.1x
Thu, 03 Jul 2025₹52.9t₹25.2t₹1.3t31.8x41.4x2.1x
Sat, 31 May 2025₹50.9t₹25.1t₹1.3t30.8x40.2x2x
Mon, 28 Apr 2025₹48.7t₹24.2t₹1.4t29.1x35.8x2x
Wed, 26 Mar 2025₹46.4t₹24.1t₹1.4t27.7x34x1.9x
Fri, 21 Feb 2025₹47.2t₹24.1t₹1.4t28.4x34.7x2x
Sun, 19 Jan 2025₹51.0t₹23.5t₹1.4t34.2x36.6x2.2x
Tue, 17 Dec 2024₹54.1t₹23.4t₹1.4t35.9x39.1x2.3x
Thu, 14 Nov 2024₹49.8t₹23.0t₹1.4t33.3x36.3x2.2x
Sat, 12 Oct 2024₹54.0t₹21.9t₹1.3t36.3x40.5x2.5x
Mon, 09 Sep 2024₹52.2t₹21.8t₹1.3t35.8x39.2x2.4x
Wed, 07 Aug 2024₹47.9t₹21.8t₹1.3t35.5x35.7x2.2x
Fri, 05 Jul 2024₹48.8t₹21.5t₹1.3t34.6x37.7x2.3x
Sun, 02 Jun 2024₹43.9t₹21.8t₹1.3t31.3x34.4x2x
Tue, 30 Apr 2024₹43.2t₹21.2t₹1.1t34.2x40.1x2x
Thu, 28 Mar 2024₹41.4t₹21.1t₹1.1t31.5x39.1x2x
Sat, 24 Feb 2024₹41.3t₹21.0t₹1.1t34.6x39x2x
Mon, 22 Jan 2024₹38.7t₹20.6t₹948.1b34.2x40.8x1.9x
Wed, 20 Dec 2023₹37.1t₹20.6t₹949.1b32.7x39.1x1.8x
Fri, 17 Nov 2023₹34.7t₹20.6t₹935.4b30.7x37.1x1.7x
Sun, 15 Oct 2023₹33.7t₹20.4t₹857.6b29.3x39.2x1.7x
Tue, 12 Sep 2023₹33.5t₹20.3t₹857.1b29.6x39.1x1.6x
Thu, 10 Aug 2023₹31.2t₹19.8t₹841.7b29x37x1.6x
Sat, 08 Jul 2023₹30.6t₹19.2t₹714.1b29x42.8x1.6x
Mon, 05 Jun 2023₹28.7t₹19.2t₹715.1b26.7x40.2x1.5x
Wed, 03 May 2023₹26.6t₹18.4t₹652.9b23.8x40.7x1.4x
Fri, 31 Mar 2023₹24.4t₹18.2t₹637.8b20.9x38.3x1.3x
Sun, 26 Feb 2023₹25.5t₹18.2t₹636.5b21.8x40.1x1.4x
Tue, 24 Jan 2023₹25.8t₹17.4t₹594.3b23x43.4x1.5x
Thu, 22 Dec 2022₹26.4t₹17.3t₹593.5b22.9x44.5x1.5x
Sat, 19 Nov 2022₹26.7t₹17.3t₹585.7b22.5x45.7x1.5x
Price to Earnings Ratio

45.7x


Total Market Cap: ₹26.7tTotal Earnings: ₹585.7bTotal 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 relatively neutral on the Indian Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio 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 32% 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-0.42%
Consumer Discretionary-0.62%
Auto1.24%
Retail Distributors0.44%
Auto Components0.059%
Online Retail and Ecommerce0%0
Luxury-0.44%
Consumer Durables-1.53%
Leisure-1.56%
Consumer Services-1.56%
Specialty Stores-3.59%
Hospitality-3.68%
General Merchandise and Department Stores-4.46%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 142x.
    • Analysts are expecting annual earnings growth of 43.0%, which is higher than its past year's earnings growth of 14.8% per year.
  • Investors are most pessimistic about the Auto industry, which is trading close to its 3-year average of 26.9x.
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 15% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 14% 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₹3.75k4.8%
+₹193.2b		34.1%PE29.4x
MARUTI Maruti Suzuki India₹15.70k2.1%
+₹101.2b		42.1%PE33.4x
532539 Uno Minda₹1.33k6.5%
+₹46.7b		38.7%PE74.3x
500182 Hero MotoCorp₹5.53k4.2%
+₹44.2b		22.3%PE22x
500114 Titan₹3.85k1.0%
+₹34.0b		20.8%PE82.8x

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