Header cover image

Indian (NIFTY) Consumer Discretionary Sector Analysis

UpdatedNov 11, 2025
DataAggregated Company Financials
Companies907
  • 7D-1.6%
  • 3M4.7%
  • 1Y0.4%
  • YTD-0.8%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.6%, driven by a pullback from Eternal of 6.6%. Over the last year, the industry has been flat overall. Earnings are forecast to grow by 22% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 11 Nov 2025₹57.0t₹28.6t₹1.4t30.9x42.2x2x
Thu, 09 Oct 2025₹56.7t₹27.7t₹1.3t29.9x43.8x2x
Sat, 06 Sep 2025₹56.9t₹26.9t₹1.3t29.6x44.2x2.1x
Mon, 04 Aug 2025₹52.0t₹25.6t₹1.3t31x40.3x2x
Wed, 02 Jul 2025₹52.9t₹25.2t₹1.3t32x41.4x2.1x
Fri, 30 May 2025₹51.1t₹25.1t₹1.3t30.3x40.1x2x
Sun, 27 Apr 2025₹48.7t₹24.2t₹1.4t29.1x35.8x2x
Tue, 25 Mar 2025₹47.0t₹24.1t₹1.4t28.2x34.5x1.9x
Thu, 20 Feb 2025₹46.3t₹24.1t₹1.4t27.3x34x1.9x
Sat, 18 Jan 2025₹51.0t₹23.5t₹1.4t34.2x36.7x2.2x
Mon, 16 Dec 2024₹53.7t₹23.4t₹1.4t35.7x38.8x2.3x
Wed, 13 Nov 2024₹50.8t₹23.0t₹1.4t34.7x36.9x2.2x
Fri, 11 Oct 2024₹53.8t₹21.9t₹1.3t36.3x40.4x2.5x
Sun, 08 Sep 2024₹52.2t₹21.8t₹1.3t36.3x39.2x2.4x
Tue, 06 Aug 2024₹48.2t₹21.8t₹1.3t35x35.9x2.2x
Thu, 04 Jul 2024₹48.5t₹21.5t₹1.3t34.8x37.5x2.3x
Sat, 01 Jun 2024₹43.9t₹21.8t₹1.3t31.3x34.4x2x
Mon, 29 Apr 2024₹43.1t₹21.2t₹1.1t34.3x40x2x
Wed, 27 Mar 2024₹41.2t₹21.1t₹1.1t31.6x38.9x2x
Fri, 23 Feb 2024₹41.2t₹21.0t₹1.1t34.7x38.9x2x
Sun, 21 Jan 2024₹38.7t₹20.6t₹948.1b34.5x40.8x1.9x
Tue, 19 Dec 2023₹37.2t₹20.6t₹949.1b32.5x39.2x1.8x
Thu, 16 Nov 2023₹34.7t₹21.0t₹937.9b30.4x37x1.6x
Sat, 14 Oct 2023₹33.7t₹20.4t₹857.7b29.3x39.2x1.7x
Mon, 11 Sep 2023₹33.2t₹20.3t₹856.9b29.5x38.7x1.6x
Wed, 09 Aug 2023₹30.9t₹19.8t₹841.7b28.8x36.7x1.6x
Fri, 07 Jul 2023₹30.6t₹19.2t₹714.1b28.7x42.8x1.6x
Sun, 04 Jun 2023₹28.7t₹19.2t₹715.1b26.7x40.2x1.5x
Tue, 02 May 2023₹26.6t₹18.4t₹652.9b23.8x40.7x1.4x
Thu, 30 Mar 2023₹24.4t₹18.2t₹637.8b20.9x38.3x1.3x
Sat, 25 Feb 2023₹25.5t₹18.2t₹636.5b21.8x40.1x1.4x
Mon, 23 Jan 2023₹25.8t₹17.4t₹594.3b23.5x43.4x1.5x
Wed, 21 Dec 2022₹26.8t₹17.3t₹593.5b23.4x45.2x1.5x
Fri, 18 Nov 2022₹26.9t₹16.8t₹589.5b22.6x45.7x1.6x
Price to Earnings Ratio

45.7x


Total Market Cap: ₹26.9tTotal Earnings: ₹589.5bTotal Revenue: ₹16.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Consumer Discretionary Sector Price to Earnings3Y Average 39.3x202320242025
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 39.3x.
  • 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 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-1.17%
Consumer Discretionary-1.65%
Retail Distributors2.18%
Leisure0.61%
Online Retail and Ecommerce0%0
Auto Components-0.16%
Luxury-0.20%
Auto-0.81%
General Merchandise and Department Stores-2.44%
Consumer Durables-3.01%
Specialty Stores-4.16%
Hospitality-4.74%
Consumer Services-7.03%
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 14.8% per year.
  • Investors are most pessimistic about the Auto industry, which is trading close to its 3-year average of 27.0x.
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 15% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 14% 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
M&M Mahindra & Mahindra₹3.75k4.7%
+₹187.4b
29.3%PE29.4x
MARUTI Maruti Suzuki India₹15.65k1.8%
+₹85.2b
40.4%PE33.3x
BAJAJ-AUTO Bajaj Auto₹8.90k1.6%
+₹40.2b
-8.1%PE29.8x
500493 Bharat Forge₹1.40k5.9%
+₹37.1b
3.1%PE65.6x
532539 Uno Minda₹1.31k4.7%
+₹34.2b
30.8%PE73x

Latest News