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Indian (NIFTY) Consumer Discretionary Sector Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies907
  • 7D0.3%
  • 3M0.9%
  • 1Y3.3%
  • YTD-0.5%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Trent declined by 5.1%. As for the the longer term, the industry is up 3.3% over the past 12 months. As for the next few years, earnings are expected to grow by 22% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 17 Nov 2025₹57.3t₹28.7t₹1.4t30.4x42.4x2x
Wed, 15 Oct 2025₹56.6t₹27.9t₹1.3t30x43.1x2x
Fri, 12 Sep 2025₹56.9t₹26.9t₹1.3t30.2x44.2x2.1x
Sun, 10 Aug 2025₹51.8t₹26.8t₹1.3t30.4x39.8x1.9x
Tue, 08 Jul 2025₹52.7t₹25.2t₹1.3t31.6x41.2x2.1x
Thu, 05 Jun 2025₹51.0t₹25.2t₹1.3t31.3x39.9x2x
Sat, 03 May 2025₹48.8t₹24.3t₹1.4t28.7x35.9x2x
Mon, 31 Mar 2025₹45.6t₹24.1t₹1.4t26.5x33.5x1.9x
Wed, 26 Feb 2025₹46.3t₹24.1t₹1.4t27.8x34x1.9x
Fri, 24 Jan 2025₹49.6t₹23.6t₹1.4t33.1x35.6x2.1x
Sun, 22 Dec 2024₹52.6t₹23.5t₹1.4t34.6x38x2.2x
Tue, 19 Nov 2024₹50.1t₹23.4t₹1.4t31.5x36.3x2.1x
Thu, 17 Oct 2024₹53.6t₹21.9t₹1.3t36x40.1x2.4x
Sat, 14 Sep 2024₹53.4t₹21.8t₹1.3t37.9x40.1x2.4x
Mon, 12 Aug 2024₹49.7t₹21.9t₹1.3t35.5x37.9x2.3x
Wed, 10 Jul 2024₹49.3t₹21.5t₹1.3t35.6x38x2.3x
Fri, 07 Jun 2024₹45.5t₹21.5t₹1.3t31.8x35.7x2.1x
Sun, 05 May 2024₹43.6t₹21.3t₹1.1t34x40.1x2x
Tue, 02 Apr 2024₹42.0t₹21.1t₹1.1t32.4x39.7x2x
Thu, 29 Feb 2024₹40.7t₹21.1t₹1.1t34.3x38.4x1.9x
Sat, 27 Jan 2024₹38.6t₹20.7t₹959.8b33.5x40.2x1.9x
Mon, 25 Dec 2023₹36.8t₹20.6t₹949.1b31.9x38.8x1.8x
Wed, 22 Nov 2023₹35.1t₹20.6t₹935.8b30x37.5x1.7x
Fri, 20 Oct 2023₹33.9t₹20.4t₹859.5b29.7x39.5x1.7x
Sun, 17 Sep 2023₹33.4t₹20.3t₹857.3b29x39x1.6x
Tue, 15 Aug 2023₹31.0t₹19.9t₹856.5b28x36.2x1.6x
Thu, 13 Jul 2023₹30.8t₹19.2t₹714.2b28.6x43.1x1.6x
Sat, 10 Jun 2023₹29.1t₹19.2t₹713.7b27x40.8x1.5x
Mon, 08 May 2023₹27.0t₹18.4t₹655.6b23.8x41.2x1.5x
Wed, 05 Apr 2023₹25.0t₹18.2t₹637.8b21.6x39.1x1.4x
Fri, 03 Mar 2023₹25.4t₹18.2t₹636.6b22x39.9x1.4x
Sun, 29 Jan 2023₹25.7t₹17.7t₹667.3b22.3x38.4x1.5x
Tue, 27 Dec 2022₹25.3t₹17.3t₹593.6b22.1x42.6x1.5x
Thu, 24 Nov 2022₹26.7t₹17.3t₹588.8b22.8x45.4x1.5x
Price to Earnings Ratio

45.4x


Total Market Cap: ₹26.7tTotal Earnings: ₹588.8bTotal 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 42.4x 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 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 Market1.07%
Consumer Discretionary0.29%
Auto Components1.75%
Consumer Durables0.79%
Luxury0.75%
Auto0.096%
Online Retail and Ecommerce0%0
Hospitality-0.41%
Consumer Services-0.71%
Specialty Stores-1.44%
Leisure-2.21%
Retail Distributors-2.63%
General Merchandise and Department Stores-3.73%
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 42.9%, which is higher than its past year's earnings growth of 9.1% per year.
  • Investors are most pessimistic about the Leisure industry, which is trading below its 3-year average of 43.7x.
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 9.1% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 16% 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
MARUTI Maruti Suzuki India₹15.88k1.9%
+₹92.7b		43.1%PE33.8x
500182 Hero MotoCorp₹5.80k8.2%
+₹87.8b		22.6%PE22x
M&M Mahindra & Mahindra₹3.73k1.9%
+₹79.3b		31.2%PE29.3x
517334 Samvardhana Motherson International₹109.957.0%
+₹76.0b		0.02%PE35.5x
ETERNAL Eternal₹309.552.7%
+₹73.5b		14.3%PE1493.9x

Latest News

500570
₹391.60
Tata Motors Passenger Vehicles
7D
-3.5%
1Y
-49.4%
VMM
₹136.60
Vishal Mega Mart
7D
-2.6%
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
LGEINDIA
₹1,623.00
LG Electronics India
7D
-1.4%
1Y
n/a
517334
₹109.95
Samvardhana Motherson International
7D
7.0%
1Y
0.02%
505200
₹6,799.90
Eicher Motors
7D
-0.9%
1Y
39.4%
500182
₹5,799.10
Hero MotoCorp
7D
8.2%
1Y
22.6%
500238
₹1,244.95
Whirlpool of India
7D
-7.0%
1Y
-31.0%
KALYANKJIL
₹495.50
Kalyan Jewellers India
7D
-3.4%
1Y
-24.2%

Analysts Have Made A Financial Statement On Kalyan Jewellers India Limited's (NSE:KALYANKJIL) Half-Year Report

Nov 12
Analysts Have Made A Financial Statement On Kalyan Jewellers India Limited's (NSE:KALYANKJIL) Half-Year Report
MARUTI
₹15,878.00
Maruti Suzuki India
7D
1.9%
1Y
43.1%

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.
M&M
₹3,734.90
Mahindra & Mahindra
7D
1.9%
1Y
31.2%

M&M: Future Margins And Partnerships Will Shape Balanced Outlook

Analysts have increased their price target for Mahindra & Mahindra from ₹3,891.31 to ₹3,993.94. They cite expectations of improved profit margins and a lower discount rate, even though revenue growth projections have been moderated.
ETERNAL
₹309.55
Eternal
7D
2.7%
1Y
14.3%

ETERNAL: New Foundation Launch Will Drive Broader Impact And Support Further Upside

Analysts have raised their price target for Eternal slightly from $378.19 to $380.45, citing improved confidence in the company's valuation. This is driven by a modest reduction in the discount rate used in their models.
500114
₹3,869.15
Titan
7D
1.8%
1Y
22.0%

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.
505714
₹1,022.35
Gabriel India
7D
-19.4%
1Y
140.9%

505714: Joint Venture Will Drive Diversification While Risks Remain Balanced

Gabriel India's analyst price target remains unchanged at ₹1,180 per share. Analysts reiterate their confidence in the company's valuation framework despite minor adjustments in discount rate and future P/E assumptions.
ENDURANCE
₹2,686.20
Endurance Technologies
7D
-5.0%
1Y
13.8%

Endurance Technologies (NSE:ENDURANCE) Ticks All The Boxes When It Comes To Earnings Growth

Nov 06
Endurance Technologies (NSE:ENDURANCE) Ticks All The Boxes When It Comes To Earnings Growth
BAJAJ-AUTO
₹8,945.50
Bajaj Auto
7D
2.0%
1Y
-6.0%

BAJAJ-AUTO: Supply Constraints Will Ease While Margins Remain Steady This Year

Analysts have raised their price target for Bajaj Auto, increasing it from ₹9,291 to ₹9,386. This reflects slightly improved expectations for revenue growth and profit margins in the coming period.