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Indian (NIFTY) Consumer Discretionary Sector Analysis

UpdatedApr 27, 2026
DataAggregated Company Financials
Companies921
  • 7D-1.6%
  • 3M0.6%
  • 1Y3.6%
  • YTD-7.1%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.6%, driven by a pullback from Mahindra & Mahindra of 3.7%. In contrast, Meesho has gained 10%. This takes the industry's 12 month performance to a gain of 3.6%. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 27 Apr 2026₹55.1t₹32.3t₹1.2t23.7x44.7x1.7x
Wed, 25 Mar 2026₹50.9t₹32.2t₹1.2t21.4x41.3x1.6x
Fri, 20 Feb 2026₹57.1t₹32.2t₹1.2t24.9x46.4x1.8x
Sun, 18 Jan 2026₹57.3t₹30.1t₹1.3t26.3x45.8x1.9x
Tue, 16 Dec 2025₹58.5t₹30.0t₹1.2t27.5x46.9x1.9x
Thu, 13 Nov 2025₹57.6t₹28.7t₹1.4t31x42.6x2x
Sat, 11 Oct 2025₹56.9t₹27.7t₹1.3t29.8x44x2.1x
Mon, 08 Sep 2025₹56.9t₹26.9t₹1.3t29.6x44.2x2.1x
Wed, 06 Aug 2025₹52.8t₹25.7t₹1.3t30.7x40.5x2.1x
Fri, 04 Jul 2025₹52.9t₹25.2t₹1.3t32x41.4x2.1x
Sun, 01 Jun 2025₹51.1t₹25.1t₹1.3t31.1x40.3x2x
Tue, 29 Apr 2025₹49.1t₹24.2t₹1.4t29.1x36x2x
Thu, 27 Mar 2025₹46.4t₹24.1t₹1.4t27.4x34x1.9x
Sat, 22 Feb 2025₹46.5t₹24.1t₹1.4t27.8x34.1x1.9x
Mon, 20 Jan 2025₹51.0t₹23.5t₹1.4t34.5x36.6x2.2x
Wed, 18 Dec 2024₹54.1t₹23.5t₹1.4t35.5x39x2.3x
Fri, 15 Nov 2024₹49.9t₹23.1t₹1.4t33.3x36.3x2.2x
Sun, 13 Oct 2024₹54.0t₹21.9t₹1.3t36.3x40.5x2.5x
Tue, 10 Sep 2024₹52.2t₹21.8t₹1.3t35.8x39.2x2.4x
Thu, 08 Aug 2024₹48.8t₹21.8t₹1.3t35.8x36.5x2.2x
Sat, 06 Jul 2024₹48.9t₹21.5t₹1.3t35.1x37.7x2.3x
Mon, 03 Jun 2024₹43.9t₹21.8t₹1.3t31.3x34.4x2x
Wed, 01 May 2024₹43.6t₹21.3t₹1.1t34.5x40.2x2.1x
Fri, 29 Mar 2024₹41.8t₹21.1t₹1.1t31.5x39.5x2x
Sun, 25 Feb 2024₹41.3t₹21.1t₹1.1t35x39x2x
Tue, 23 Jan 2024₹38.7t₹20.6t₹948.1b34.2x40.8x1.9x
Thu, 21 Dec 2023₹36.2t₹20.6t₹949.1b31.4x38.1x1.8x
Sat, 18 Nov 2023₹35.0t₹20.6t₹934.5b30.7x37.5x1.7x
Mon, 16 Oct 2023₹33.7t₹20.4t₹857.6b29.2x39.2x1.7x
Wed, 13 Sep 2023₹32.7t₹20.3t₹857.3b28.2x38.2x1.6x
Fri, 11 Aug 2023₹31.1t₹19.8t₹846.9b28.2x36.7x1.6x
Sun, 09 Jul 2023₹30.6t₹19.2t₹714.1b29x42.8x1.6x
Tue, 06 Jun 2023₹28.9t₹19.2t₹713.0b27.6x40.6x1.5x
Thu, 04 May 2023₹26.8t₹18.4t₹652.9b23.8x41.1x1.5x
Price to Earnings Ratio

41.1x


Total Market Cap: ₹26.8tTotal Earnings: ₹652.9bTotal Revenue: ₹18.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Consumer Discretionary Sector Price to Earnings3Y Average 39.8x202420252026
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 44.7x which is higher than its 3-year average PE of 39.8x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.7x.
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 21% 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-0.91%
Consumer Discretionary-1.58%
General Merchandise and Department Stores6.85%
Consumer Services1.59%
Leisure0.41%
Specialty Stores0.26%
Hospitality0.12%
Online Retail and Ecommerce0%0
Retail Distributors-0.77%
Auto Components-0.94%
Consumer Durables-1.29%
Luxury-1.98%
Auto-3.74%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 14.9x.
    • Analysts are expecting annual earnings growth of 91.6%, which is higher than its past year's earnings growth of 2.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 92% over the next 5 years.
  • This is better than its past earnings growth rate of 2.4% 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
MEESHO Meesho₹179.5910.5%
+₹77.8b
n/aPS7.1x
517334 Samvardhana Motherson International₹127.853.8%
+₹49.1b
42.1%PE39.5x
505790 Schaeffler India₹4.35k6.5%
+₹41.8b
32.3%PE59.1x
VMM Vishal Mega Mart₹125.716.0%
+₹33.2b
16.9%PE74.7x
TIINDIA Tube Investments of India₹2.99k4.2%
+₹23.5b
13.3%PE96.9x

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