Narrative Update • Aug 17
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Indian (NIFTY) Consumer Durables Industry Analysis
UpdatedAug 27, 2026
DataAggregated Company Financials
Companies67
- 7D1.5%
- 3M8.6%
- 1Y-15.7%
- YTD5.5%
The Consumer Durables industry is up 2.1% in the last week, with LG Electronics India up 1.8%. However, the industry is down 16% over the past year. Earnings are forecast to grow by 22% annually.
Industry Valuation and Performance
Has the Indian Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 27 Aug 2026 | ₹3.4t | ₹1.5t | ₹57.2b | 34.6x | 60.2x | 2.2x |
| Sat, 25 Jul 2026 | ₹3.3t | ₹1.5t | ₹50.9b | 33.4x | 64.5x | 2.2x |
| Mon, 22 Jun 2026 | ₹3.3t | ₹1.5t | ₹50.5b | 36.2x | 65.7x | 2.2x |
| Wed, 20 May 2026 | ₹3.1t | ₹1.5t | ₹49.7b | 37x | 62.3x | 2.1x |
| Fri, 17 Apr 2026 | ₹3.1t | ₹1.5t | ₹61.5b | 38.7x | 51.2x | 2.2x |
| Sun, 15 Mar 2026 | ₹3.0t | ₹1.5t | ₹61.6b | 36.3x | 48.9x | 2.1x |
| Tue, 10 Feb 2026 | ₹3.2t | ₹1.4t | ₹63.9b | 39.6x | 50.4x | 2.2x |
| Thu, 08 Jan 2026 | ₹3.2t | ₹1.4t | ₹63.2b | 39.3x | 50.8x | 2.2x |
| Sat, 06 Dec 2025 | ₹3.4t | ₹1.4t | ₹63.6b | 38.8x | 53.4x | 2.4x |
| Mon, 03 Nov 2025 | ₹3.7t | ₹1.4t | ₹66.4b | 46x | 56.3x | 2.6x |
| Wed, 01 Oct 2025 | ₹2.6t | ₹1.1t | ₹42.9b | 41.4x | 60.6x | 2.3x |
| Fri, 29 Aug 2025 | ₹2.6t | ₹1.1t | ₹42.9b | 41.2x | 61.1x | 2.3x |
| Sun, 27 Jul 2025 | ₹2.7t | ₹1.1t | ₹44.1b | 47.1x | 60.5x | 2.4x |
| Tue, 24 Jun 2025 | ₹2.5t | ₹1.1t | ₹43.3b | 49.4x | 58.5x | 2.4x |
| Thu, 22 May 2025 | ₹2.6t | ₹1.1t | ₹44.2b | 42.9x | 59x | 2.5x |
| Sat, 19 Apr 2025 | ₹2.5t | ₹981.4b | ₹38.5b | 43.3x | 64.8x | 2.5x |
| Mon, 17 Mar 2025 | ₹2.3t | ₹981.4b | ₹38.5b | 40.9x | 59.8x | 2.3x |
| Wed, 12 Feb 2025 | ₹2.5t | ₹979.5b | ₹38.3b | 44.4x | 64.8x | 2.5x |
| Fri, 10 Jan 2025 | ₹3.0t | ₹907.1b | ₹37.3b | 54x | 79.3x | 3.3x |
| Sun, 08 Dec 2024 | ₹3.0t | ₹906.9b | ₹37.3b | 54.9x | 80.4x | 3.3x |
| Tue, 05 Nov 2024 | ₹2.8t | ₹899.2b | ₹37.0b | 54.2x | 76x | 3.1x |
| Thu, 03 Oct 2024 | ₹2.9t | ₹819.7b | ₹33.6b | 56.2x | 86.2x | 3.5x |
| Sat, 31 Aug 2024 | ₹2.8t | ₹819.7b | ₹33.6b | 52.5x | 83.1x | 3.4x |
| Mon, 29 Jul 2024 | ₹2.6t | ₹767.8b | ₹30.4b | 48.2x | 86.4x | 3.4x |
| Wed, 26 Jun 2024 | ₹2.5t | ₹751.1b | ₹29.4b | 48.3x | 84.4x | 3.3x |
| Fri, 24 May 2024 | ₹2.2t | ₹745.6b | ₹28.1b | 48.1x | 77.6x | 2.9x |
| Sun, 21 Apr 2024 | ₹2.0t | ₹737.2b | ₹28.8b | 44.3x | 68.7x | 2.7x |
| Tue, 19 Mar 2024 | ₹1.9t | ₹737.4b | ₹28.8b | 42.1x | 64.3x | 2.5x |
| Thu, 15 Feb 2024 | ₹1.9t | ₹734.9b | ₹28.4b | 52.1x | 67.8x | 2.6x |
| Sat, 13 Jan 2024 | ₹2.0t | ₹693.1b | ₹27.7b | 52x | 71.6x | 2.9x |
| Mon, 11 Dec 2023 | ₹1.9t | ₹692.5b | ₹27.7b | 47.9x | 67.8x | 2.7x |
| Wed, 08 Nov 2023 | ₹1.8t | ₹691.6b | ₹27.3b | 46x | 67.7x | 2.7x |
| Fri, 06 Oct 2023 | ₹1.7t | ₹666.1b | ₹25.7b | 40.8x | 66.3x | 2.6x |
| Sun, 03 Sep 2023 | ₹1.7t | ₹663.4b | ₹25.4b | 42.6x | 67.2x | 2.6x |
Price to Earnings Ratio
67.2x
Current Industry PE
- Investors are pessimistic on the Indian Consumer Durables industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 60.4x which is lower than its 3-year average PE of 65.9x.
- The 3-year average PS ratio of 2.6x is higher than the industry's current PS ratio of 2.2x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 31% per year over the last three years.
- Revenues for these companies have grown 33% 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 industry?
| IN Market | 0.83% | |
| Consumer Discretionary | 0.62% | |
| Consumer Durables | 1.48% | |
| Consumer Electronics | 2.11% | |
| Household Appliances | 1.51% | |
| Home Furnishings | 0.40% | |
| Housewares and Specialties | -1.46% | |
| Homebuilding | -7.76% | |
Industry PE
- Investors are most optimistic about the Homebuilding industry even though it's trading below its 3-year average PE ratio of 296x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Housewares and Specialties industry, which is trading below its 3-year average of 42.3x.
Forecasted Growth
- Analysts are most optimistic on the Household Appliances industry, expecting annual earnings growth of 29% over the next 5 years.
- This is better than its past earnings growth rate of 19% per year.
- In contrast, the Home Furnishings industry is expected to see its earnings grow by 5.9% 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 | |
|---|---|---|---|---|---|
| LGEINDIA LG Electronics India | ₹1.68k | 1.8% +₹20.6b | n/a | PE62.3x | |
| DIXON Dixon Technologies (India) | ₹14.74k | 1.9% +₹16.7b | -11.6% | PE48x | |
| AMBER Amber Enterprises India | ₹7.47k | 3.0% +₹7.6b | 3.3% | PE274.1x | |
| WAKEFIT Wakefit Innovations | ₹145.72 | 9.4% +₹4.2b | n/a | PE25x | |
| 517506 TTK Prestige | ₹610.40 | 4.3% +₹3.5b | -4.7% | PE43.2x |
