Narrative Update • Jul 16
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Indian (NIFTY) Consumer Durables Industry Analysis
UpdatedJul 27, 2026
DataAggregated Company Financials
Companies67
- 7D-3.3%
- 3M1.3%
- 1Y-18.9%
- YTD0.7%
Over the last 7 days, the Consumer Durables industry has dropped 3.3%, driven by Dixon Technologies (India) declining 5.3%. However, the industry is down 19% over the past year. As for the next few years, earnings are expected to grow by 23% 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 |
|---|---|---|---|---|---|---|
| Mon, 27 Jul 2026 | ₹3.3t | ₹1.5t | ₹50.9b | 33.4x | 64.5x | 2.2x |
| Wed, 24 Jun 2026 | ₹3.2t | ₹1.5t | ₹50.7b | 35.2x | 63.9x | 2.2x |
| Fri, 22 May 2026 | ₹3.1t | ₹1.5t | ₹49.2b | 37.7x | 63.7x | 2.1x |
| Sun, 19 Apr 2026 | ₹3.2t | ₹1.5t | ₹61.5b | 40.7x | 51.9x | 2.2x |
| Tue, 17 Mar 2026 | ₹3.0t | ₹1.5t | ₹61.6b | 36.3x | 48.9x | 2.1x |
| Thu, 12 Feb 2026 | ₹3.3t | ₹1.4t | ₹64.0b | 40.4x | 51x | 2.3x |
| Sat, 10 Jan 2026 | ₹3.1t | ₹1.4t | ₹63.2b | 38.7x | 49.6x | 2.2x |
| Mon, 08 Dec 2025 | ₹3.4t | ₹1.4t | ₹63.6b | 38.8x | 53.4x | 2.4x |
| Wed, 05 Nov 2025 | ₹3.7t | ₹1.4t | ₹66.5b | 45.7x | 55.4x | 2.6x |
| Fri, 03 Oct 2025 | ₹2.6t | ₹1.1t | ₹42.9b | 41.3x | 61x | 2.3x |
| Sun, 31 Aug 2025 | ₹2.6t | ₹1.1t | ₹42.9b | 41x | 61.2x | 2.3x |
| Tue, 29 Jul 2025 | ₹2.7t | ₹1.1t | ₹44.1b | 44.9x | 60.4x | 2.4x |
| Thu, 26 Jun 2025 | ₹2.5t | ₹1.1t | ₹43.3b | 49.2x | 58.4x | 2.4x |
| Sat, 24 May 2025 | ₹2.6t | ₹1.1t | ₹44.2b | 44.2x | 58x | 2.4x |
| Mon, 21 Apr 2025 | ₹2.5t | ₹981.4b | ₹38.5b | 43.3x | 64.8x | 2.5x |
| Wed, 19 Mar 2025 | ₹2.3t | ₹981.4b | ₹38.5b | 41.3x | 60.6x | 2.4x |
| Fri, 14 Feb 2025 | ₹2.5t | ₹981.9b | ₹38.6b | 44x | 63.8x | 2.5x |
| Sun, 12 Jan 2025 | ₹2.9t | ₹907.1b | ₹37.3b | 54x | 78.3x | 3.2x |
| Tue, 10 Dec 2024 | ₹3.0t | ₹906.9b | ₹37.3b | 54.4x | 80.6x | 3.3x |
| Thu, 07 Nov 2024 | ₹3.0t | ₹899.4b | ₹37.0b | 56.2x | 79.9x | 3.3x |
| Sat, 05 Oct 2024 | ₹2.9t | ₹819.7b | ₹33.6b | 55.1x | 84.7x | 3.5x |
| Mon, 02 Sep 2024 | ₹2.8t | ₹819.7b | ₹33.6b | 52.5x | 83.1x | 3.4x |
| Wed, 31 Jul 2024 | ₹2.7t | ₹772.4b | ₹31.1b | 47.1x | 86.4x | 3.5x |
| Fri, 28 Jun 2024 | ₹2.5t | ₹755.2b | ₹29.8b | 48.5x | 85x | 3.4x |
| Sun, 26 May 2024 | ₹2.2t | ₹747.8b | ₹28.6b | 48.5x | 76.4x | 2.9x |
| Tue, 23 Apr 2024 | ₹2.0t | ₹737.2b | ₹28.8b | 44.3x | 68.7x | 2.7x |
| Thu, 21 Mar 2024 | ₹1.8t | ₹737.4b | ₹28.8b | 41.5x | 63.5x | 2.5x |
| Sat, 17 Feb 2024 | ₹1.9t | ₹737.5b | ₹28.6b | 50x | 67.8x | 2.6x |
| Mon, 15 Jan 2024 | ₹2.0t | ₹692.4b | ₹27.7b | 51.5x | 71.6x | 2.9x |
| Wed, 13 Dec 2023 | ₹1.9t | ₹692.5b | ₹27.7b | 47.6x | 68.3x | 2.7x |
| Fri, 10 Nov 2023 | ₹1.8t | ₹691.1b | ₹27.2b | 48x | 67.7x | 2.7x |
| Sun, 08 Oct 2023 | ₹1.7t | ₹666.1b | ₹25.7b | 40.6x | 65.6x | 2.5x |
| Tue, 05 Sep 2023 | ₹1.7t | ₹663.4b | ₹25.4b | 42.5x | 67.8x | 2.6x |
| Thu, 03 Aug 2023 | ₹1.6t | ₹665.9b | ₹27.0b | 42.5x | 58.8x | 2.4x |
Price to Earnings Ratio
58.8x
Current Industry PE
- Investors are relatively neutral on the Indian Consumer Durables industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 66.0x.
- 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 24% per year over the last three years.
- Revenues for these companies have grown 31% 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 | -1.36% | |
| Consumer Discretionary | -0.50% | |
| Consumer Durables | -3.31% | |
| Home Furnishings | 0.22% | |
| Homebuilding | 0% | 0 |
| Consumer Electronics | -3.21% | |
| Household Appliances | -3.56% | |
| Housewares and Specialties | -4.78% | |
Industry PE
- Investors are most optimistic about the Homebuilding industry even though it's trading below its 3-year average PE ratio of 297x.
- 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 43.0x.
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 9.1% per year.
- In contrast, the Consumer Electronics industry is expected to see its earnings grow by 12% 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 | |
|---|---|---|---|---|---|
| 500238 Whirlpool of India | ₹795.35 | 2.8% +₹2.8b | -42.2% | PE34.4x | |
| SFL Sheela Foam | ₹767.20 | 0.9% +₹726.2m | 15.9% | PE52.5x | |
| STOVEKRAFT Stove Kraft | ₹795.90 | 2.3% +₹600.9m | 31.5% | PE62.8x | |
| PRIZOR Prizor Viztech | ₹860.00 | 5.9% +₹513.2m | 255.0% | PE44.3x | |
| ARHAM Arham Technologies | ₹164.95 | 16.5% +₹510.4m | 105.4% | PE29.5x |
