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Indian (NIFTY) Consumer Discretionary Sector Analysis
UpdatedAug 29, 2025
DataAggregated Company Financials
Companies887
- 7D-1.0%
- 3M6.3%
- 1Y-6.1%
- YTD-3.7%
Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Maruti Suzuki India gained 3.1%. Unfortunately though, the industry is down 6.1% over the past 12 months. Earnings are forecast to grow by 21% annually.
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 |
|---|---|---|---|---|---|---|
| Fri, 29 Aug 2025 | ₹54.8t | ₹26.9t | ₹1.3t | 29.3x | 42.6x | 2x |
| Sun, 27 Jul 2025 | ₹52.8t | ₹25.3t | ₹1.3t | 31.9x | 41.2x | 2.1x |
| Tue, 24 Jun 2025 | ₹51.2t | ₹25.2t | ₹1.3t | 31.5x | 40x | 2x |
| Thu, 22 May 2025 | ₹51.3t | ₹25.0t | ₹1.3t | 29.2x | 40.3x | 2.1x |
| Sat, 19 Apr 2025 | ₹48.8t | ₹24.1t | ₹1.4t | 28.6x | 35.8x | 2x |
| Mon, 17 Mar 2025 | ₹44.4t | ₹24.1t | ₹1.4t | 26.7x | 32.6x | 1.8x |
| Wed, 12 Feb 2025 | ₹48.0t | ₹24.0t | ₹1.4t | 29.2x | 35.3x | 2x |
| Fri, 10 Jan 2025 | ₹52.3t | ₹23.6t | ₹1.4t | 33.4x | 37.6x | 2.2x |
| Sun, 08 Dec 2024 | ₹53.7t | ₹23.4t | ₹1.4t | 34.9x | 38.9x | 2.3x |
| Tue, 05 Nov 2024 | ₹50.4t | ₹22.8t | ₹1.4t | 35.3x | 36.2x | 2.2x |
| Thu, 03 Oct 2024 | ₹54.9t | ₹21.9t | ₹1.3t | 37.4x | 41.3x | 2.5x |
| Sat, 31 Aug 2024 | ₹52.2t | ₹21.8t | ₹1.3t | 36.1x | 39.3x | 2.4x |
| Mon, 29 Jul 2024 | ₹50.0t | ₹21.5t | ₹1.3t | 35.3x | 38.5x | 2.3x |
| Wed, 26 Jun 2024 | ₹48.0t | ₹21.5t | ₹1.3t | 33.3x | 37.1x | 2.2x |
| Fri, 24 May 2024 | ₹44.8t | ₹21.7t | ₹1.3t | 32.7x | 35.8x | 2.1x |
| Sun, 21 Apr 2024 | ₹42.2t | ₹21.1t | ₹1.1t | 33.4x | 39.7x | 2x |
| Tue, 19 Mar 2024 | ₹40.1t | ₹21.0t | ₹1.1t | 32.2x | 37.8x | 1.9x |
| Thu, 15 Feb 2024 | ₹40.0t | ₹21.3t | ₹1.1t | 33.5x | 37.6x | 1.9x |
| Sat, 13 Jan 2024 | ₹38.9t | ₹20.7t | ₹950.0b | 34x | 41x | 1.9x |
| Mon, 11 Dec 2023 | ₹36.5t | ₹20.6t | ₹932.6b | 31.8x | 39.2x | 1.8x |
| Wed, 08 Nov 2023 | ₹33.9t | ₹20.8t | ₹927.3b | 30.3x | 36.5x | 1.6x |
| Fri, 06 Oct 2023 | ₹33.0t | ₹20.4t | ₹857.3b | 28.8x | 38.5x | 1.6x |
| Sun, 03 Sep 2023 | ₹32.6t | ₹20.3t | ₹856.5b | 28.9x | 38x | 1.6x |
| Tue, 01 Aug 2023 | ₹31.2t | ₹19.6t | ₹807.1b | 28.6x | 38.6x | 1.6x |
| Thu, 29 Jun 2023 | ₹29.7t | ₹19.2t | ₹714.2b | 27.5x | 41.6x | 1.5x |
| Sat, 27 May 2023 | ₹28.1t | ₹18.9t | ₹718.7b | 23.8x | 39.1x | 1.5x |
| Mon, 24 Apr 2023 | ₹25.9t | ₹18.2t | ₹637.9b | 23.3x | 40.6x | 1.4x |
| Wed, 22 Mar 2023 | ₹24.6t | ₹18.2t | ₹633.2b | 20.9x | 38.9x | 1.4x |
| Fri, 17 Feb 2023 | ₹26.1t | ₹18.2t | ₹636.0b | 22.5x | 41x | 1.4x |
| Sun, 15 Jan 2023 | ₹26.2t | ₹17.3t | ₹593.5b | 23.3x | 44.1x | 1.5x |
| Tue, 13 Dec 2022 | ₹27.1t | ₹17.3t | ₹593.5b | 23.4x | 45.6x | 1.6x |
| Thu, 10 Nov 2022 | ₹27.2t | ₹16.7t | ₹567.8b | 22.6x | 48x | 1.6x |
| Sat, 08 Oct 2022 | ₹27.4t | ₹16.1t | ₹528.7b | 22.5x | 51.7x | 1.7x |
| Mon, 05 Sep 2022 | ₹27.2t | ₹15.9t | ₹511.8b | 22.3x | 53.2x | 1.7x |
Price to Earnings Ratio
53.2x
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 39.9x.
- 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 36% 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 | -2.50% | |
| Consumer Discretionary | -0.96% | |
| Leisure | 2.45% | |
| Retail Distributors | 1.74% | |
| General Merchandise and Department Stores | 1.02% | |
| Auto | 0.40% | |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Services | -0.55% | |
| Consumer Durables | -0.57% | |
| Luxury | -1.42% | |
| Specialty Stores | -1.66% | |
| Auto Components | -2.02% | |
| Hospitality | -2.41% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 137x.
- Analysts are expecting annual earnings growth of 41.8%, which is higher than its past year's earnings growth of 11.7% per year.
- Investors are most pessimistic about the Auto industry, which is trading close to its 3-year average of 29.6x.
Forecasted Growth
- Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 42% over the next 5 years.
- This is better than its past earnings growth rate of 12% per year.
- In contrast, the Auto industry is expected to see its earnings grow by 12% 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 | |
|---|---|---|---|---|---|
| MARUTI Maruti Suzuki India | ₹14.79k | 3.1% +₹139.0b | 19.3% | PE32x | |
| HYUNDAI Hyundai Motor India | ₹2.46k | 4.0% +₹76.2b | n/a | PE36.2x | |
| 505200 Eicher Motors | ₹6.10k | 3.0% +₹48.5b | 23.0% | PE34.6x | |
| 521238 Bharat Global Developers | ₹128.55 | 21.4% +₹41.4b | 785.0% | PE1570.4x | |
| OLAELEC Ola Electric Mobility | ₹54.05 | 14.5% +₹30.3b | -54.2% | PS6.4x |
