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Indian (NIFTY) Consumer Discretionary Sector Analysis

UpdatedDec 12, 2025
DataAggregated Company Financials
Companies915
  • 7D-1.0%
  • 3M-5.4%
  • 1Y-4.1%
  • YTD-2.0%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.9%, driven by pullbacks in Hero MotoCorp and Trent of 5.7% and 4.0%, respectively. However, the industry is down 5.9% over the past year. As for the next few years, earnings are expected to grow by 22% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 12 Dec 2025₹57.5t₹29.9t₹1.3t27.1x45.3x1.9x
Sun, 09 Nov 2025₹57.1t₹28.6t₹1.3t30.9x42.5x2x
Tue, 07 Oct 2025₹56.9t₹27.7t₹1.3t30x44x2.1x
Thu, 04 Sep 2025₹56.4t₹26.9t₹1.3t29.4x43.9x2.1x
Sat, 02 Aug 2025₹52.0t₹25.6t₹1.3t31x40.3x2x
Mon, 30 Jun 2025₹52.8t₹25.2t₹1.3t31.5x41.3x2.1x
Wed, 28 May 2025₹51.1t₹25.0t₹1.3t29.7x40x2x
Fri, 25 Apr 2025₹49.9t₹24.1t₹1.4t29.7x36.6x2.1x
Sun, 23 Mar 2025₹46.7t₹24.1t₹1.4t27.6x34.3x1.9x
Tue, 18 Feb 2025₹46.7t₹24.1t₹1.4t27.5x34.2x1.9x
Thu, 16 Jan 2025₹50.8t₹23.6t₹1.4t32.7x36.5x2.2x
Sat, 14 Dec 2024₹53.7t₹23.4t₹1.4t35.7x38.8x2.3x
Mon, 11 Nov 2024₹50.6t₹22.8t₹1.4t35.8x36.2x2.2x
Wed, 09 Oct 2024₹53.3t₹21.9t₹1.3t35.6x40.1x2.4x
Fri, 06 Sep 2024₹52.7t₹21.8t₹1.3t36.9x39.6x2.4x
Sun, 04 Aug 2024₹50.0t₹21.8t₹1.3t36.4x37.3x2.3x
Tue, 02 Jul 2024₹48.6t₹21.5t₹1.3t34.8x37.6x2.3x
Thu, 30 May 2024₹44.6t₹21.7t₹1.3t31.4x35.2x2.1x
Sat, 27 Apr 2024₹43.1t₹21.1t₹1.1t34.3x40.5x2x
Mon, 25 Mar 2024₹41.2t₹21.1t₹1.1t31.7x38.9x2x
Wed, 21 Feb 2024₹41.0t₹21.0t₹1.1t34.5x38.7x2x
Fri, 19 Jan 2024₹38.4t₹20.7t₹950.3b34x40.4x1.9x
Sun, 17 Dec 2023₹37.0t₹20.6t₹949.1b32.4x39x1.8x
Tue, 14 Nov 2023₹34.2t₹21.0t₹931.8b29.9x36.7x1.6x
Thu, 12 Oct 2023₹33.3t₹20.4t₹857.4b29x38.8x1.6x
Sat, 09 Sep 2023₹33.2t₹20.3t₹856.9b29.5x38.7x1.6x
Mon, 07 Aug 2023₹30.9t₹19.8t₹842.1b28.2x36.7x1.6x
Wed, 05 Jul 2023₹30.1t₹19.2t₹713.6b28x42.1x1.6x
Fri, 02 Jun 2023₹28.4t₹19.3t₹715.2b26.1x39.8x1.5x
Sun, 30 Apr 2023₹26.6t₹18.4t₹653.0b23.8x40.7x1.4x
Tue, 28 Mar 2023₹24.3t₹18.2t₹637.7b20.8x38.1x1.3x
Thu, 23 Feb 2023₹25.6t₹18.2t₹636.9b22.2x40.2x1.4x
Sat, 21 Jan 2023₹25.8t₹17.4t₹594.3b23.6x43.4x1.5x
Mon, 19 Dec 2022₹26.8t₹17.3t₹593.5b22.9x45.1x1.5x
Price to Earnings Ratio

45.1x


Total Market Cap: ₹26.8tTotal Earnings: ₹593.5bTotal Revenue: ₹17.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Consumer Discretionary Sector Price to Earnings3Y Average 39.3x202320242025
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 44.9x which is higher than its 3-year average PE 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 29% 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-0.93%
Consumer Discretionary-0.95%
Online Retail and Ecommerce0%0
Auto-0.20%
Luxury-0.40%
Auto Components-1.06%
Hospitality-1.40%
General Merchandise and Department Stores-1.53%
Leisure-1.65%
Retail Distributors-2.04%
Specialty Stores-2.21%
Consumer Durables-2.77%
Consumer Services-2.93%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 146x.
    • Analysts are expecting annual earnings growth of 41.8%, which is higher than its past year's earnings growth of 8.4% per year.
  • Investors are most pessimistic about the Retail Distributors industry, which is trading below its 3-year average of 35.6x.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 42% over the next 5 years.
  • This is better than its past earnings growth rate of 8.4% 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?

CompanyLast Price7D1YValuation
MARUTI Maruti Suzuki India₹16.25k1.6%
+₹79.9b		45.5%PE34.6x
505200 Eicher Motors₹7.26k2.2%
+₹42.9b		51.0%PE39x
500114 Titan₹3.84k1.1%
+₹38.7b		11.5%PE82.6x
517334 Samvardhana Motherson International₹119.801.9%
+₹23.7b		9.0%PE38.7x
SHRIPISTON Shriram Pistons & Rings₹3.13k19.3%
+₹22.3b		43.1%PE25.5x

Latest News

ETERNAL
₹290.95
Eternal
7D
-1.6%
1Y
2.1%

ETERNAL: New Service Foundation Will Drive Long Term Social Impact Upside

Analysts have nudged their price target on Eternal slightly higher to approximately $383 per share, citing marginally stronger long term revenue growth assumptions. These more than offset a modest uptick in the discount rate and a slightly softer profit margin outlook.
METROBRAND
₹1,165.80
Metro Brands
7D
7.4%
1Y
-8.7%

Metro Brands (NSE:METROBRAND) Is Looking To Continue Growing Its Returns On Capital

Dec 09
Metro Brands (NSE:METROBRAND) Is Looking To Continue Growing Its Returns On Capital
500114
₹3,843.80
Titan
7D
1.1%
1Y
11.5%

500114: Future Leadership Transition Will Support Sustained Earnings Strength

Analysts have modestly raised their price target on Titan to $4,218.03, citing a slightly higher discount rate and long term profit expectations that remain resilient despite unchanged fair value estimates. What's in the News Titan has scheduled a board meeting on November 3, 2025, to review and approve unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025 (company filing).
SHRIPISTON
₹3,131.30
Shriram Pistons & Rings
7D
19.3%
1Y
43.1%

SHRIPISTON: Faster Revenue Expansion Will Drive Future Share Price Upside

Analysts have raised their price target on Shriram Pistons & Rings from ₹3,400 to ₹4,650, citing expectations of significantly faster revenue growth and a higher future valuation multiple, partially offset by lower projected profit margins. What's in the News The board of directors is scheduled to meet on November 4, 2025, to review and approve unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025 (company filing).
RAYMONDLSL
₹1,170.50
Raymond Lifestyle
7D
9.7%
1Y
-47.2%

Raymond Lifestyle (NSE:RAYMONDLSL) Seems To Use Debt Quite Sensibly

Dec 06
Raymond Lifestyle (NSE:RAYMONDLSL) Seems To Use Debt Quite Sensibly
500182
₹5,980.10
Hero MotoCorp
7D
-5.7%
1Y
31.3%

500182: Global EV Push And Leadership Transition Will Shape Future Outlook

Narrative Update on Hero MotoCorp Analysts have nudged their fair value estimate for Hero MotoCorp higher to ₹5,843 from about ₹5,775, citing slightly stronger assumptions for long term revenue growth, profit margins and future valuation multiples. What's in the News Board approves up to INR 1,700 million investment to build Global Part Center 2.0 in Tirupati, with commercial operations targeted for fiscal 2027 to 2028 (Board Meeting, Business Expansions) Hero, through its VIDA brand, debuts the VIDA VX2 urban electric scooter in Europe and unveils multiple electric motorcycle concepts, underlining its global EV ambitions (Product Related Announcements) Company accelerates European expansion with official market entries in Italy, Spain and the UK, backed by local distribution partners and fast growing dealer networks (Client Announcements, Business Expansions) Launch of the new Destini 110 aims to capture India’s largest 110cc commuter scooter sub segment with a family focused, fuel efficient model (Product Related Announcements) Harshavardhan Chitale appointed Chief Executive Officer effective January 5, 2026, bringing over three decades of global leadership experience (Executive Changes) Valuation Changes Fair Value Estimate has risen slightly from about ₹5,775 to approximately ₹5,843 per share.
505200
₹7,255.25
Eicher Motors
7D
2.2%
1Y
51.0%

505200: Slight Fair Value Shift Will Support Balanced Long Term Performance

Analysts have slightly raised their fair value estimate for Eicher Motors to ₹6,995 from ₹6,952, citing marginally stronger long term revenue growth and valuation multiples that more than offset a modestly lower projected profit margin and slightly higher discount rate. What's in the News Board meeting scheduled for November 13, 2025, to consider and approve unaudited standalone and consolidated financial results for the second quarter and half year ended September 30, 2025 (company filing) Valuation Changes Fair Value Estimate has risen slightly to ₹6,995 from ₹6,952, reflecting a modest upward revision in intrinsic value.
517334
₹119.80
Samvardhana Motherson International
7D
1.9%
1Y
9.0%

517334: Board Decisions And Management Changes Will Influence Near-Term Outlook

Analysts have raised their price target for Samvardhana Motherson International slightly, increasing it from ₹122.61 to ₹123.39. This adjustment is based on marginal improvements in projected revenue growth and a lower discount rate.
MARUTI
₹16,248.00
Maruti Suzuki India
7D
1.6%
1Y
45.5%

MARUTI: New Dealerships And Product Launches Will Offset Margins And Rate Concerns

Analysts have raised their price target for Maruti Suzuki India from ₹17,117 to ₹17,584, reflecting moderate improvements in revenue growth expectations and profit margin forecasts. What's in the News A board meeting is scheduled for October 31, 2025 to consider and approve unaudited financial results for the quarter ended September 30, 2025, and to review the Limited Review Report (Key Developments) The SUV VICTORIS has been launched, featuring advanced technology, safety features, multiple powertrain options, and a segment-first underbody CNG tank.
500570
₹346.65
Tata Motors Passenger Vehicles
7D
-2.7%
1Y
-55.9%
DIXON
₹12,988.00
Dixon Technologies (India)
7D
-5.2%
1Y
-26.6%

DIXON: Future Performance Will Benefit From Subsidiary Launch And Stable Forecasts

Analysts have maintained their fair value estimate for Dixon Technologies (India) at ₹17,888. They noted that only minor adjustments were made to the discount rate and growth assumptions, which did not materially affect the price target.
500251
₹4,045.25
Trent
7D
-4.0%
1Y
-42.3%
LGEINDIA
₹1,571.00
LG Electronics India
7D
-2.2%
1Y
n/a
ITCHOTELS
₹191.36
ITC Hotels
7D
-7.9%
1Y
n/a
HYUNDAI
₹2,342.30
Hyundai Motor India
7D
-1.3%
1Y
30.2%

Hyundai Motor India (NSE:HYUNDAI) Knows How To Allocate Capital Effectively

Nov 01
Hyundai Motor India (NSE:HYUNDAI) Knows How To Allocate Capital Effectively
520056
₹14,911.75
TVS Holdings
7D
2.4%
1Y
28.3%