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Has the Indian Consumer Discretionary Sector valuation changed over the past few years?
|Wed, 01 Dec 2021||₹25.3t||₹14.7t||₹372.9b||18x|
|Fri, 29 Oct 2021||₹23.6t||₹14.2t||₹310.6b||20.2x|
|Sun, 26 Sep 2021||₹22.1t||₹14.1t||₹308.7b||20.4x|
|Tue, 24 Aug 2021||₹20.3t||₹14.3t||₹337.8b||19x|
|Wed, 30 Jun 2021||₹19.7t||₹14.3t||₹347.5b||18.1x|
|Sat, 03 Apr 2021||₹17.4t||₹12.8t||₹166.6b||20.7x|
|Tue, 05 Jan 2021||₹16.0t||₹12.1t||-₹13,987,757,358.00||21.8x|
|Fri, 09 Oct 2020||₹13.4t||₹11.8t||-₹70,403,118,407.00||21.3x|
|Thu, 02 Jul 2020||₹11.5t||₹11.8t||-₹32,906,373,333.00||22.1x|
|Sun, 05 Apr 2020||₹9.0t||₹13.2t||₹263.7b||13.9x|
|Wed, 08 Jan 2020||₹14.3t||₹14.0t||₹423.6b||16.2x|
|Tue, 01 Oct 2019||₹13.4t||₹14.1t||₹163.6b||16.1x|
|Fri, 05 Jul 2019||₹14.0t||₹14.3t||₹130.4b||16.4x|
|Mon, 08 Apr 2019||₹14.7t||₹14.4t||₹229.0b||18.6x|
|Thu, 10 Jan 2019||₹15.2t||₹14.1t||₹310.9b||18.6x|
Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 18.8x. It appears they believe that earnings will grow in-line with historical growth rates.
Past Earnings Growth: The earnings for companies in the Consumer Discretionary industry have declined 15% per year over the last three years, while revenues have remained mostly flat. This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Which industries have driven the changes within the Indian Consumer Discretionary sector?
|Online Retail and Ecommerce||6.15%|
|General Merchanise and Department Stores||-7.24%|
Industry PE: Investors are most optimistic about the General Merchanise and Department Stores industry which is trading above its 3-year average PE ratio of 116x. This is likely because analysts are expecting annual earnings growth of 63% and investors are willing to pay a premium for that growth. Meanwhile, investors are most pessimistic about the Luxury industry, which is trading below its 3-year average of 13.4x.
Forecasted Growth: Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 102% over the next 5 years. This is roughly in line with its past earnings growth rate. Meanwhile, the Consumer Durables industry is expected to see its earnings grow by 25% per year over the next few years.
Which companies have driven the market over the last 7 days?
Mahindra & Mahindra
FSN E-Commerce Ventures
Motherson Sumi Systems
Maruti Suzuki India