Header cover image

Indian (NIFTY) Consumer Discretionary Sector Analysis

UpdatedJun 07, 2025
DataAggregated Company Financials
Companies860
  • 7D1.5%
  • 3M12.0%
  • 1Y1.0%
  • YTD-8.1%

The Consumer Discretionary industry is up 1.5% in the last week, with Eternal up 9.9%. Overall in the last year, the industry is flat. Looking forward, earnings are forecast to grow by 20% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 07 Jun 2025₹51.8t₹25.1t₹1.3t31.6x40.6x2.1x
Mon, 05 May 2025₹48.8t₹24.3t₹1.4t28.8x35.9x2x
Wed, 02 Apr 2025₹45.7t₹24.1t₹1.4t27.1x33.5x1.9x
Fri, 28 Feb 2025₹45.6t₹24.1t₹1.4t27.7x33.4x1.9x
Sun, 26 Jan 2025₹48.8t₹23.6t₹1.4t32.7x35.1x2.1x
Tue, 24 Dec 2024₹52.4t₹23.5t₹1.4t34.7x37.8x2.2x
Thu, 21 Nov 2024₹50.7t₹23.5t₹1.4t32.3x36.8x2.2x
Sat, 19 Oct 2024₹52.2t₹21.9t₹1.3t36x39.3x2.4x
Mon, 16 Sep 2024₹53.4t₹21.8t₹1.3t37.3x40.1x2.4x
Wed, 14 Aug 2024₹49.7t₹21.9t₹1.3t35x37.7x2.3x
Fri, 12 Jul 2024₹48.9t₹21.5t₹1.3t35.1x37.8x2.3x
Sun, 09 Jun 2024₹46.3t₹21.5t₹1.3t32.2x36.4x2.1x
Tue, 07 May 2024₹43.2t₹21.3t₹1.1t33.8x39.7x2x
Thu, 04 Apr 2024₹42.3t₹21.1t₹1.1t33.5x40x2x
Sat, 02 Mar 2024₹41.6t₹21.1t₹1.1t34.9x39.3x2x
Mon, 29 Jan 2024₹38.6t₹20.7t₹960.1b33.5x40.2x1.9x
Wed, 27 Dec 2023₹37.0t₹20.6t₹949.4b31.9x38.9x1.8x
Fri, 24 Nov 2023₹35.3t₹20.6t₹935.8b30.1x37.7x1.7x
Sun, 22 Oct 2023₹33.8t₹20.4t₹863.4b29.6x39.2x1.7x
Tue, 19 Sep 2023₹33.5t₹20.3t₹857.3b28.8x39.1x1.6x
Thu, 17 Aug 2023₹31.2t₹20.3t₹855.4b28.1x36.4x1.5x
Sat, 15 Jul 2023₹30.8t₹19.3t₹715.5b28x43.1x1.6x
Mon, 12 Jun 2023₹29.1t₹19.2t₹713.9b26.8x40.8x1.5x
Wed, 10 May 2023₹27.3t₹18.4t₹656.1b23.9x41.7x1.5x
Fri, 07 Apr 2023₹25.2t₹18.2t₹637.8b22.5x39.4x1.4x
Sun, 05 Mar 2023₹25.5t₹18.2t₹636.6b22.3x40x1.4x
Tue, 31 Jan 2023₹25.7t₹17.7t₹666.3b22.1x38.5x1.5x
Thu, 29 Dec 2022₹26.4t₹17.3t₹593.4b22.7x44.5x1.5x
Sat, 26 Nov 2022₹27.0t₹17.3t₹589.3b23x45.9x1.6x
Mon, 24 Oct 2022₹26.9t₹16.3t₹534.3b22.5x50.4x1.7x
Wed, 21 Sep 2022₹27.8t₹16.1t₹528.7b23.6x52.5x1.7x
Fri, 19 Aug 2022₹27.0t₹15.9t₹511.4b21.9x52.8x1.7x
Sun, 17 Jul 2022₹25.0t₹15.0t₹420.2b23.1x59.6x1.7x
Tue, 14 Jun 2022₹23.3t₹15.0t₹418.5b22.3x55.8x1.6x
Price to Earnings Ratio

55.8x


Total Market Cap: ₹23.3tTotal Earnings: ₹418.5bTotal Revenue: ₹15.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Consumer Discretionary Sector Price to Earnings3Y Average 41x202320242025
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 41.0x.
  • The 3-year average PS ratio of 1.8x 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 45% 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 Market1.48%
Consumer Discretionary1.47%
Hospitality5.15%
Auto Components1.71%
General Merchandise and Department Stores1.54%
Consumer Services1.10%
Auto0.90%
Specialty Stores0.71%
Consumer Durables0.31%
Luxury0.0061%
Online Retail and Ecommerce0%0
Retail Distributors-0.28%
Leisure-7.48%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 103x.
    • Analysts are expecting annual earnings growth of 36.3%, which is higher than its past year's earnings growth of 2.5% per year.
  • Investors are most pessimistic about the Leisure industry, which is trading below its 3-year average of 21.0x.
Forecasted Growth
  • Analysts are most optimistic on the Retail Distributors industry, expecting annual earnings growth of 38% over the next 5 years.
  • This is better than its past earnings growth rate of 19% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 11% 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
ETERNAL Eternal₹261.869.9%
+₹213.4b
42.3%PE450.2x
M&M Mahindra & Mahindra₹3.11k4.4%
+₹144.6b
8.7%PE26.8x
SWIGGY Swiggy₹374.4512.4%
+₹103.2b
n/aPS6.1x
500251 Trent₹5.78k2.4%
+₹47.6b
16.2%PE132.7x
532539 Uno Minda₹1.09k8.1%
+₹47.0b
13.0%PE66.3x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

532343

₹2,747.45

TVS Motor

7D

-1.2%

1Y

14.1%

520056

₹11,382.35

TVS Holdings

7D

-3.9%

1Y

-5.0%

500251

₹5,775.65

Trent

7D

2.4%

1Y

16.2%

OLAELEC

₹48.67

Ola Electric Mobility

7D

-4.5%

1Y

n/a

ABFRL

₹77.77

Aditya Birla Fashion and Retail

7D

-9.4%

1Y

-76.0%

SONACOMS

₹510.15

Sona BLW Precision Forgings

7D

-6.2%

1Y

-23.2%

517334

₹157.50

Samvardhana Motherson International

7D

2.9%

1Y

0.5%

521238

₹215.55

Bharat Global Developers

7D

-5.4%

1Y

1,799.1%

FIRSTCRY

₹414.90

Brainbees Solutions

7D

19.1%

1Y

n/a

500570

₹711.30

Tata Motors

7D

-1.1%

1Y

-26.7%

532539

₹1,088.10

Uno Minda

7D

8.1%

1Y

13.0%

SWIGGY

₹374.45

Swiggy

7D

12.4%

1Y

n/a

M&M

₹3,106.50

Mahindra & Mahindra

7D

4.4%

1Y

8.7%

ETERNAL

₹261.86

Eternal

7D

9.9%

1Y

42.3%