Indian (NIFTY) Consumer Durables Industry Analysis
UpdatedNov 27, 2022
DataAggregated Company Financials
Companies52
- 7D-0.5%
- 3M-4.8%
- 1Y-17.4%
- YTD-19.4%
The Consumer Durables is pretty flat in the last 7 days, but Orient Electric has stood out, gaining 7.0%. Unfortunately though, the industry is down 17% over the past 12 months. As for the next few years, earnings are expected to grow by 30% per annum.
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 |
|---|---|---|---|---|---|---|
| Sun, 27 Nov 2022 | ₹1.6t | ₹629.9b | ₹25.3b | 35.9x | 65.3x | 2.6x |
| Tue, 25 Oct 2022 | ₹1.7t | ₹624.8b | ₹29.9b | 41.1x | 56.8x | 2.7x |
| Thu, 22 Sep 2022 | ₹1.8t | ₹615.6b | ₹30.2b | 42.4x | 58.5x | 2.9x |
| Sat, 20 Aug 2022 | ₹1.7t | ₹614.4b | ₹30.2b | 37.5x | 57x | 2.8x |
| Mon, 18 Jul 2022 | ₹1.6t | ₹550.9b | ₹24.7b | 37.3x | 65.8x | 2.9x |
| Wed, 15 Jun 2022 | ₹1.5t | ₹549.2b | ₹24.5b | 35.4x | 59.6x | 2.7x |
| Fri, 13 May 2022 | ₹1.6t | ₹527.0b | ₹30.2b | 42.1x | 52.6x | 3x |
| Sun, 10 Apr 2022 | ₹1.8t | ₹526.3b | ₹30.3b | 43.2x | 59.5x | 3.4x |
| Tue, 08 Mar 2022 | ₹1.6t | ₹526.3b | ₹30.3b | 36.3x | 53.1x | 3.1x |
| Thu, 03 Feb 2022 | ₹1.8t | ₹523.6b | ₹31.9b | 38.2x | 55.5x | 3.4x |
| Sat, 01 Jan 2022 | ₹1.9t | ₹510.8b | ₹32.8b | 38.1x | 56.4x | 3.6x |
| Mon, 29 Nov 2021 | ₹1.8t | ₹510.0b | ₹32.7b | 35.6x | 55.3x | 3.5x |
| Wed, 27 Oct 2021 | ₹1.8t | ₹479.8b | ₹27.9b | 44.6x | 65.5x | 3.8x |
| Fri, 24 Sep 2021 | ₹1.8t | ₹476.0b | ₹28.1b | 38.1x | 64.5x | 3.8x |
| Sun, 22 Aug 2021 | ₹1.6t | ₹479.7b | ₹28.3b | 31.7x | 56.6x | 3.3x |
| Fri, 09 Jul 2021 | ₹1.7t | ₹479.7b | ₹28.3b | 31.5x | 58.9x | 3.5x |
| Thu, 01 Apr 2021 | ₹1.6t | ₹434.6b | ₹26.0b | 29.7x | 60x | 3.6x |
| Sun, 03 Jan 2021 | ₹1.4t | ₹385.0b | ₹19.6b | 34.1x | 71.5x | 3.6x |
| Wed, 07 Oct 2020 | ₹1.1t | ₹356.1b | ₹16.6b | 25x | 67.6x | 3.1x |
| Tue, 30 Jun 2020 | ₹959.2b | ₹345.6b | ₹15.4b | 30x | 62.2x | 2.8x |
| Fri, 03 Apr 2020 | ₹819.3b | ₹410.8b | ₹22.7b | 22.9x | 36.1x | 2x |
| Mon, 06 Jan 2020 | ₹985.6b | ₹452.4b | ₹22.5b | 21.2x | 43.7x | 2.2x |
Price to Earnings Ratio
44.9x
Current Industry PE
- Investors are optimistic on the Indian Consumer Durables industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 65.3x which is higher than its 3-year average PE of 57.6x.
- The 3-year average PS ratio of 3.1x is higher than the industry's current PS ratio of 2.6x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 5.5% per year over the last three years.
- Revenues for these companies have grown 12% 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 | 0.87% | |
| Consumer Discretionary | 1.00% | |
| Consumer Durables | -0.52% | |
| Consumer Electronics | 0.14% | |
| Homebuilding | 0% | |
| Household Appliances | -0.40% | |
| Home Furnishings | -1.49% | |
| Housewares and Specialties | -2.25% | |
Industry PE
- Investors are most optimistic about the Consumer Electronics industry, which is trading close to its 3-year average PE ratio of 116x.
- Analysts are expecting annual earnings growth of 31.7%, which is lower than the prior year's growth of 100.1% per year.
- Investors are most pessimistic about the Housewares and Specialties industry, which is trading below its 3-year average of 48.8x.
Forecasted Growth
- Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 32% over the next 5 years.
- However this is lower than its past earnings growth rate of 100% per year.
- In contrast, the Home Furnishings industry is expected to see its earnings grow by 21% 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 | |
|---|---|---|---|---|---|
| 541301 Orient Electric | ₹285.95 | 7.0% +₹4.0b | -20.6% | PE57.6x | |
| 517385 Symphony | ₹880.00 | 4.8% +₹2.8b | -11.5% | PE42.1x | |
| 517506 TTK Prestige | ₹887.00 | 2.1% +₹2.6b | -10.6% | PE39.9x | |
| 540699 Dixon Technologies (India) | ₹4.37k | 0.6% +₹1.4b | -14.2% | PE112x | |
| 543597 Virtuoso Optoelectronics | ₹139.05 | 3.0% +₹82.5m | n/a | n/a |