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Indian (NIFTY) Consumer Discretionary Sector Analysis
UpdatedJan 26, 2026
DataAggregated Company Financials
Companies920
- 7D-4.3%
- 3M-10.0%
- 1Y0.05%
- YTD-7.6%
Over the last 7 days, the Consumer Discretionary industry has dropped 4.3%, driven by Eternal declining 10%. As for the longer term, the industry's performance has been flat for the past year. Looking forward, earnings are forecast to grow by 23% 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 |
|---|---|---|---|---|---|---|
| Mon, 26 Jan 2026 | ₹54.7t | ₹30.2t | ₹1.3t | 24.9x | 43.7x | 1.8x |
| Wed, 24 Dec 2025 | ₹58.9t | ₹30.0t | ₹1.2t | 27.5x | 47.2x | 2x |
| Fri, 21 Nov 2025 | ₹58.2t | ₹28.8t | ₹1.3t | 28.6x | 46.3x | 2x |
| Sun, 19 Oct 2025 | ₹57.6t | ₹28.1t | ₹1.3t | 30x | 43.7x | 2x |
| Tue, 16 Sep 2025 | ₹57.0t | ₹26.9t | ₹1.3t | 30.2x | 44.3x | 2.1x |
| Thu, 14 Aug 2025 | ₹52.6t | ₹26.8t | ₹1.3t | 29.8x | 40.7x | 2x |
| Sat, 12 Jul 2025 | ₹52.8t | ₹25.2t | ₹1.3t | 32.3x | 41.2x | 2.1x |
| Mon, 09 Jun 2025 | ₹51.8t | ₹25.1t | ₹1.3t | 31.8x | 40.6x | 2.1x |
| Wed, 07 May 2025 | ₹49.0t | ₹24.4t | ₹1.4t | 28.1x | 35.8x | 2x |
| Fri, 04 Apr 2025 | ₹46.3t | ₹24.1t | ₹1.4t | 28x | 34x | 1.9x |
| Sun, 02 Mar 2025 | ₹44.3t | ₹24.1t | ₹1.4t | 27x | 32.5x | 1.8x |
| Tue, 28 Jan 2025 | ₹47.7t | ₹23.6t | ₹1.4t | 32.1x | 34.3x | 2x |
| Thu, 26 Dec 2024 | ₹52.6t | ₹23.5t | ₹1.4t | 34.5x | 37.9x | 2.2x |
| Sat, 23 Nov 2024 | ₹51.0t | ₹23.5t | ₹1.4t | 33x | 37x | 2.2x |
| Mon, 21 Oct 2024 | ₹51.7t | ₹21.9t | ₹1.3t | 36x | 38.9x | 2.4x |
| Wed, 18 Sep 2024 | ₹53.6t | ₹21.9t | ₹1.3t | 37.3x | 40.2x | 2.5x |
| Fri, 16 Aug 2024 | ₹49.7t | ₹22.1t | ₹1.3t | 34.2x | 37.4x | 2.3x |
| Sun, 14 Jul 2024 | ₹48.7t | ₹21.5t | ₹1.3t | 35x | 37.6x | 2.3x |
| Tue, 11 Jun 2024 | ₹46.3t | ₹21.5t | ₹1.3t | 31.7x | 36.4x | 2.1x |
| Thu, 09 May 2024 | ₹43.1t | ₹21.3t | ₹1.1t | 33x | 38.7x | 2x |
| Sat, 06 Apr 2024 | ₹42.6t | ₹21.1t | ₹1.1t | 33.8x | 40.2x | 2x |
| Mon, 04 Mar 2024 | ₹41.8t | ₹21.1t | ₹1.1t | 34.9x | 39.5x | 2x |
| Wed, 31 Jan 2024 | ₹38.9t | ₹20.7t | ₹960.9b | 33.9x | 40.5x | 1.9x |
| Fri, 29 Dec 2023 | ₹37.5t | ₹20.7t | ₹950.5b | 31.7x | 39.4x | 1.8x |
| Sun, 26 Nov 2023 | ₹35.3t | ₹20.6t | ₹935.8b | 30.2x | 37.8x | 1.7x |
| Tue, 24 Oct 2023 | ₹33.0t | ₹20.4t | ₹863.1b | 28.6x | 38.3x | 1.6x |
| Thu, 21 Sep 2023 | ₹33.3t | ₹20.3t | ₹857.4b | 28.7x | 38.8x | 1.6x |
| Sat, 19 Aug 2023 | ₹31.2t | ₹20.3t | ₹855.5b | 28.3x | 36.5x | 1.5x |
| Mon, 17 Jul 2023 | ₹30.8t | ₹19.3t | ₹715.5b | 28x | 43.1x | 1.6x |
| Wed, 14 Jun 2023 | ₹29.4t | ₹19.2t | ₹714.0b | 27.2x | 41.2x | 1.5x |
| Fri, 12 May 2023 | ₹27.6t | ₹18.5t | ₹658.7b | 23.8x | 41.9x | 1.5x |
| Sun, 09 Apr 2023 | ₹25.2t | ₹18.2t | ₹637.8b | 22.5x | 39.4x | 1.4x |
| Tue, 07 Mar 2023 | ₹25.7t | ₹18.2t | ₹636.6b | 22x | 40.3x | 1.4x |
| Thu, 02 Feb 2023 | ₹25.9t | ₹17.7t | ₹663.1b | 22.2x | 39.1x | 1.5x |
Price to Earnings Ratio
39.1x
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 43.7x which is higher than its 3-year average PE of 39.4x.
- 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 24% per year over the last three years.
- Revenues for these companies have grown 20% 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 | -3.58% | |
| Consumer Discretionary | -4.35% | |
| General Merchandise and Department Stores | 0.17% | |
| Online Retail and Ecommerce | 0% | 0 |
| Auto | -2.95% | |
| Consumer Durables | -3.01% | |
| Consumer Services | -3.19% | |
| Auto Components | -4.45% | |
| Luxury | -5.14% | |
| Specialty Stores | -5.34% | |
| Leisure | -5.36% | |
| Retail Distributors | -7.27% | |
| Hospitality | -7.98% | |
Industry PE
- Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 73.9%, which is higher than its past year's earnings growth of 12.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 74% over the next 5 years.
- This is better than its past earnings growth rate of 13% per year.
- In contrast, the Auto industry is expected to see its earnings grow by 13% 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 | |
|---|---|---|---|---|---|
| MEESHO Meesho | ₹170.31 | 5.0% +₹36.3b | n/a | PS7.2x | |
| LGEINDIA LG Electronics India | ₹1.40k | 0.8% +₹7.7b | n/a | PE50.3x | |
| 532756 CIE Automotive India | ₹411.30 | 2.7% +₹4.2b | -9.9% | PE19.5x | |
| KPRMILL K.P.R. Mill | ₹848.90 | 1.4% +₹3.9b | -9.0% | PE34.6x | |
| STYLEBAAZA Baazar Style Retail | ₹334.60 | 16.3% +₹3.5b | 6.2% | PE32.2x |
