Narrative Update • Jun 03

Over the last 7 days, the Consumer Durables industry has dropped 2.1%, driven by Dixon Technologies (India) declining 2.3%. However, the industry is down 21% over the past year. As for the next few years, earnings are expected to grow by 23% per annum.
Has the Indian Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 04 Jun 2026 | ₹3.1t | ₹1.5t | ₹50.4b | 35.8x | 61.5x | 2.1x |
| Sat, 02 May 2026 | ₹3.2t | ₹1.5t | ₹61.5b | 38.7x | 52.3x | 2.2x |
| Mon, 30 Mar 2026 | ₹2.9t | ₹1.5t | ₹61.5b | 33.3x | 47.4x | 2x |
| Wed, 25 Feb 2026 | ₹3.1t | ₹1.5t | ₹61.5b | 39.2x | 51.2x | 2.2x |
| Fri, 23 Jan 2026 | ₹2.9t | ₹1.4t | ₹63.2b | 36.1x | 46.6x | 2.1x |
| Sun, 21 Dec 2025 | ₹3.4t | ₹1.4t | ₹63.4b | 37.6x | 53.6x | 2.4x |
| Tue, 18 Nov 2025 | ₹3.7t | ₹1.4t | ₹64.2b | 44.4x | 56.9x | 2.6x |
| Thu, 16 Oct 2025 | ₹3.8t | ₹1.4t | ₹63.3b | 41.6x | 59.7x | 2.7x |
| Sat, 13 Sep 2025 | ₹2.8t | ₹1.1t | ₹42.9b | 41.8x | 64.4x | 2.4x |
| Mon, 11 Aug 2025 | ₹2.7t | ₹1.2t | ₹46.4b | 44.4x | 58x | 2.3x |
| Wed, 09 Jul 2025 | ₹2.6t | ₹1.1t | ₹43.4b | 46.7x | 60.7x | 2.5x |
| Fri, 06 Jun 2025 | ₹2.5t | ₹1.1t | ₹43.3b | 44.9x | 58.3x | 2.4x |
| Sun, 04 May 2025 | ₹2.5t | ₹982.2b | ₹38.7b | 42.8x | 65x | 2.6x |
| Tue, 01 Apr 2025 | ₹2.3t | ₹981.4b | ₹38.5b | 42x | 60.9x | 2.4x |
| Thu, 27 Feb 2025 | ₹2.4t | ₹981.4b | ₹38.5b | 42x | 61.6x | 2.4x |
| Sat, 25 Jan 2025 | ₹2.7t | ₹971.9b | ₹38.4b | 49.2x | 71x | 2.8x |
| Mon, 23 Dec 2024 | ₹3.0t | ₹906.9b | ₹37.3b | 54x | 80.5x | 3.3x |
| Wed, 20 Nov 2024 | ₹2.8t | ₹906.4b | ₹37.2b | 54.4x | 74.4x | 3.1x |
| Fri, 18 Oct 2024 | ₹3.0t | ₹819.7b | ₹33.7b | 54.8x | 88.8x | 3.6x |
| Sun, 15 Sep 2024 | ₹2.8t | ₹819.7b | ₹33.6b | 56.5x | 83.3x | 3.4x |
| Tue, 13 Aug 2024 | ₹2.7t | ₹818.8b | ₹33.5b | 53.3x | 79.3x | 3.2x |
| Thu, 11 Jul 2024 | ₹2.7t | ₹756.1b | ₹29.8b | 53.3x | 89x | 3.5x |
| Sat, 08 Jun 2024 | ₹2.3t | ₹751.6b | ₹29.3b | 45.7x | 76.8x | 3x |
| Mon, 06 May 2024 | ₹2.1t | ₹737.9b | ₹29.1b | 45x | 71.7x | 2.8x |
| Wed, 03 Apr 2024 | ₹2.0t | ₹737.4b | ₹28.8b | 42.3x | 68.1x | 2.7x |
| Fri, 01 Mar 2024 | ₹1.9t | ₹737.4b | ₹28.8b | 51.4x | 67.1x | 2.6x |
| Sun, 28 Jan 2024 | ₹1.9t | ₹692.4b | ₹28.1b | 50.4x | 68.2x | 2.8x |
| Tue, 26 Dec 2023 | ₹1.9t | ₹692.4b | ₹27.7b | 47.9x | 68.6x | 2.7x |
| Thu, 23 Nov 2023 | ₹1.9t | ₹692.4b | ₹27.7b | 46.6x | 67.4x | 2.7x |
| Sat, 21 Oct 2023 | ₹1.7t | ₹662.9b | ₹25.6b | 43x | 67.3x | 2.6x |
| Mon, 18 Sep 2023 | ₹1.7t | ₹663.5b | ₹25.7b | 41.7x | 66.1x | 2.6x |
| Wed, 16 Aug 2023 | ₹1.6t | ₹663.5b | ₹25.4b | 41.7x | 64.6x | 2.5x |
| Fri, 14 Jul 2023 | ₹1.6t | ₹667.7b | ₹24.6b | 41.1x | 64.1x | 2.4x |
| Sun, 11 Jun 2023 | ₹1.5t | ₹662.9b | ₹24.4b | 39.4x | 62.2x | 2.3x |
62.2x
Which industries have driven the changes within the Indian Consumer Discretionary industry?
| IN Market | -2.15% | |
| Consumer Discretionary | -1.69% | |
| Consumer Durables | -2.05% | |
| Homebuilding | 0% | 0 |
| Household Appliances | -1.02% | |
| Housewares and Specialties | -2.73% | |
| Consumer Electronics | -4.15% | |
| Home Furnishings | -4.81% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AMBER Amber Enterprises India | ₹7.62k | 1.3% +₹3.6b | 20.9% | PE151x | |
| IFBIND IFB Industries | ₹1.27k | 6.4% +₹3.1b | -19.1% | PE35.8x | |
| 517506 TTK Prestige | ₹544.95 | 2.5% +₹1.8b | -12.0% | PE46.5x | |
| 508486 Hawkins Cookers | ₹7.58k | 4.2% +₹1.6b | -3.2% | PE30.6x | |
| STOVEKRAFT Stove Kraft | ₹653.30 | 7.8% +₹1.6b | 10.5% | PE51.5x |