Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Indian (NIFTY) Consumer Discretionary Sector Analysis

UpdatedSep 17, 2025
DataAggregated Company Financials
Companies890
  • 7D0.4%
  • 3M12.5%
  • 1Y-3.4%
  • YTD4.9%

Last week, the Consumer Discretionary industry hasn't moved much but Samvardhana Motherson International is up 11% in that time. As for the longer term, the industry has declined 3.4% in the last year. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 18 Sep 2025₹57.8t₹26.9t₹1.3t30.6x44.8x2.1x
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
Fri, 28 Oct 2022₹27.2t₹16.3t₹534.3b22.7x50.9x1.7x
Sun, 25 Sep 2022₹27.4t₹16.1t₹528.7b23x51.8x1.7x
Price to Earnings Ratio

51.8x


Total Market Cap: ₹27.4tTotal Earnings: ₹528.7bTotal Revenue: ₹16.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Consumer Discretionary Sector Price to Earnings3Y Average 39.7x202320242025
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 44.8x which is higher than its 3-year average PE of 39.7x.
  • The 3-year average PS ratio of 1.9x is lower than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 35% 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 Market1.96%
Consumer Discretionary0.35%
Auto Components2.62%
Leisure1.97%
Luxury1.35%
Consumer Durables0.77%
Online Retail and Ecommerce0%0
Hospitality-0.22%
Auto-0.54%
Consumer Services-0.72%
Specialty Stores-0.87%
General Merchandise and Department Stores-2.10%
Retail Distributors-4.03%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 138x.
    • Analysts are expecting annual earnings growth of 42.2%, which is higher than its past year's earnings growth of 11.5% per year.
  • Investors are most pessimistic about the Leisure industry, which is trading below its 3-year average of 37.5x.
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?

CompanyLast Price7D1YValuation
MARUTI Maruti Suzuki India₹15.80k4.6%
+₹217.9b		29.5%PE34.2x
HYUNDAI Hyundai Motor India₹2.65k6.0%
+₹121.4b		n/aPE39x
517334 Samvardhana Motherson International₹109.328.7%
+₹92.6b		-19.7%PE34.7x
SWIGGY Swiggy₹440.954.0%
+₹42.5b		n/aPS6.5x
KPRMILL K.P.R. Mill₹1.11k11.1%
+₹37.9b		28.9%PE45.9x

Latest News

MARUTI
₹15,801.00
Maruti Suzuki India
7D
4.6%
1Y
29.5%

Global Exports And Diversified Models Will Shape Future Markets

The upward revision in Maruti Suzuki India’s price target reflects a lower discount rate and a modest increase in future P/E, resulting in a new consensus target of ₹15,092. What's in the News Maruti Suzuki launched the VICTORIS SUV, featuring hyperconnected technology, strong hybrid, ALLGRIP 4x4, and S-CNG powertrains; bookings have commenced.
IXIGO
₹271.05
Le Travenues Technology
7D
-9.9%
1Y
78.5%

India Digital Shift And Competitive Rivalry Will Mitigate Overvaluation Risks

The significant upward revision in the Analyst Price Target for Le Travenues Technology reflects higher valuation multiples despite a slight decrease in net profit margin, with fair value rising from ₹212.50 to ₹247.50. What's in the News Board meeting scheduled to consider and approve standalone and consolidated financial results for the quarter ended June 30, 2025.
ETERNAL
₹328.25
Eternal
7D
1.2%
1Y
19.0%

Quick Commerce 1P Model Will Harness Global Urbanization

Eternal's fair value has increased slightly as the future P/E multiple declined, indicating improved forward earnings expectations, while the analyst price target rose marginally from ₹317.07 to ₹322.40. What's in the News Antfin Singapore Holding Pte Ltd, part of Alibaba Group, is set to sell its entire 1.95% stake in Eternal Limited through a $612 million block deal at a 4.63% discount to the closing price.
SWIGGY
₹440.95
Swiggy
7D
4.0%
1Y
n/a

Is Swiggy (NSE:SWIGGY) A Risky Investment?

Sep 08
Is Swiggy (NSE:SWIGGY) A Risky Investment?
JUBLFOOD
₹627.70
Jubilant FoodWorks
7D
-4.5%
1Y
-7.1%

Store Expansion And Digital Investment Will Shape Restaurant Success

Jubilant FoodWorks’ valuation outlook remains stable, with both its Future P/E and Discount Rate essentially unchanged, resulting in only a marginal downward revision in the consensus analyst price target from ₹719.65 to ₹717.63. What's in the News Special/Extraordinary Shareholders Meeting to be held via postal ballot in India.
500493
₹1,268.45
Bharat Forge
7D
5.7%
1Y
-19.5%

Electrification And Diversification Will Unlock Industry Potential

With both the discount rate and future P/E ratio remaining virtually unchanged, analysts have left Bharat Forge’s consensus price target steady at ₹1164. What's in the News Bharat Forge will establish an advanced ring mill dedicated to aerospace applications, supported by contracts with Pratt & Whitney, Canada for aero-engine components; the facility will bolster both domestic and international aerospace programs and position India as a global aerospace manufacturing hub.
500114
₹3,522.80
Titan
7D
-2.7%
1Y
-5.4%

Organized Jewelry Retail Will Fuel International Market Success

With no material shifts in Titan’s discount rate or forward P/E multiple, analysts have maintained their consensus price target at ₹3941. What's in the News Board meeting scheduled to consider and approve unaudited financial results for the quarter ended June 30, 2025.
BAJAJ-AUTO
₹9,084.00
Bajaj Auto
7D
-1.7%
1Y
-22.8%

Expansion Into Latin America And Asia Will Drive Electric Mobility

Bajaj Auto’s valuation metrics saw only marginal improvements, with revenue growth and net profit margin forecasts both largely unchanged, resulting in a slight upward revision of the analyst price target from ₹9111 to ₹9131. What's in the News Bajaj Auto has resumed full production and deliveries of its Chetak electric scooter after securing rare earth magnet supplies, overcoming recent global supply chain constraints.
500570
₹719.15
Tata Motors
7D
1.4%
1Y
-25.3%

Global Middle-Class Expansion And EV Adoption Will Transform Mobility

With both the future P/E and consensus revenue growth forecasts for Tata Motors holding steady, analysts have kept their fair value estimate unchanged at ₹746.26. What's in the News Tata Motors is set to acquire 100% of Italian truck maker Iveco Group for $4.5 billion (excluding the defence business), marking its largest-ever auto sector deal.
517334
₹109.32
Samvardhana Motherson International
7D
8.7%
1Y
-19.7%

Greenfield Ramps And Local Sourcing Will Secure Future Resilience

With both the Future P/E ratio and Net Profit Margin remaining effectively unchanged, there has been no material shift in analyst outlook, resulting in a stable consensus price target at ₹109.14. What's in the News Incorporated two wholly owned subsidiaries: Motherson Manufacturing Services Limited to provide manufacturing and related services across industries, and Motherson New Energy Limited.
ENDURANCE
₹2,880.50
Endurance Technologies
7D
-5.3%
1Y
17.4%

Returns At Endurance Technologies (NSE:ENDURANCE) Are On The Way Up

Sep 03
Returns At Endurance Technologies (NSE:ENDURANCE) Are On The Way Up
514440
₹78.90
Blue Pearl Agriventures
7D
-17.6%
1Y
1,231.9%
VMM
₹148.57
Vishal Mega Mart
7D
-2.3%
1Y
n/a
KPRMILL
₹1,107.20
K.P.R. Mill
7D
11.1%
1Y
28.9%

K.P.R. Mill Limited's (NSE:KPRMILL) P/E Still Appears To Be Reasonable

Aug 29
K.P.R. Mill Limited's (NSE:KPRMILL) P/E Still Appears To Be Reasonable
HYUNDAI
₹2,650.90
Hyundai Motor India
7D
6.0%
1Y
n/a
500530
₹39,797.10
Bosch
7D
-2.9%
1Y
15.9%

Indian Tailwinds And Supply Chain Challenges Will Shape Mobility Prospects

With no changes observed in Bosch's discount rate or future P/E ratio, analysts have maintained their consensus price target at ₹33,894. What's in the News Board meeting scheduled to consider un-audited Q1 FY26 results.