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Indian (NIFTY) Consumer Durables Industry Analysis
UpdatedAug 10, 2026
DataAggregated Company Financials
Companies67
- 7D2.4%
- 3M6.8%
- 1Y-13.6%
- YTD3.5%
Over the last 7 days, the Consumer Durables industry has risen 2.4%, driven by gains from Dixon Technologies (India) of 1.6%. Meanwhile, Sheela Foam actually underperformed within the industry, shrinking 15% in the last week. In contrast, the industry has lost 14% in the last 12 months. As for the next few years, earnings are expected to grow by 22% 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, 10 Aug 2026 | ₹3.4t | ₹1.5t | ₹56.6b | 35x | 59.6x | 2.2x |
| Wed, 08 Jul 2026 | ₹3.3t | ₹1.5t | ₹50.7b | 35.2x | 65.4x | 2.2x |
| Fri, 05 Jun 2026 | ₹3.1t | ₹1.5t | ₹50.4b | 35.6x | 61.8x | 2.1x |
| Sun, 03 May 2026 | ₹3.2t | ₹1.5t | ₹61.5b | 38.7x | 52.3x | 2.2x |
| Tue, 31 Mar 2026 | ₹2.8t | ₹1.5t | ₹61.5b | 32.3x | 45.5x | 1.9x |
| Thu, 26 Feb 2026 | ₹3.1t | ₹1.5t | ₹61.5b | 39.4x | 51.1x | 2.2x |
| Sat, 24 Jan 2026 | ₹2.9t | ₹1.4t | ₹63.2b | 35.4x | 46.4x | 2x |
| Mon, 22 Dec 2025 | ₹3.4t | ₹1.4t | ₹63.4b | 37.6x | 53.6x | 2.4x |
| Wed, 19 Nov 2025 | ₹3.6t | ₹1.4t | ₹64.2b | 43.9x | 56.8x | 2.6x |
| Fri, 17 Oct 2025 | ₹3.8t | ₹1.4t | ₹63.3b | 42.2x | 59.8x | 2.7x |
| Sun, 14 Sep 2025 | ₹2.8t | ₹1.1t | ₹42.9b | 41.8x | 64.4x | 2.4x |
| Tue, 12 Aug 2025 | ₹2.7t | ₹1.2t | ₹46.4b | 44.4x | 57.6x | 2.3x |
| Thu, 10 Jul 2025 | ₹2.6t | ₹1.1t | ₹43.4b | 46.5x | 61.1x | 2.5x |
| Sat, 07 Jun 2025 | ₹2.5t | ₹1.1t | ₹43.3b | 49.9x | 58.6x | 2.4x |
| Mon, 05 May 2025 | ₹2.5t | ₹982.2b | ₹38.7b | 42.8x | 65x | 2.6x |
| Wed, 02 Apr 2025 | ₹2.3t | ₹981.4b | ₹38.5b | 42.3x | 60.4x | 2.4x |
| Fri, 28 Feb 2025 | ₹2.3t | ₹981.4b | ₹38.5b | 40.8x | 60.4x | 2.4x |
| Sun, 26 Jan 2025 | ₹2.7t | ₹972.0b | ₹38.4b | 49.2x | 70.9x | 2.8x |
| Tue, 24 Dec 2024 | ₹3.0t | ₹906.9b | ₹37.3b | 53.8x | 80.6x | 3.3x |
| Thu, 21 Nov 2024 | ₹2.8t | ₹906.4b | ₹37.2b | 54.4x | 74.4x | 3.1x |
| Sat, 19 Oct 2024 | ₹3.0t | ₹819.7b | ₹33.7b | 55.4x | 88.8x | 3.6x |
| Mon, 16 Sep 2024 | ₹2.8t | ₹819.7b | ₹33.6b | 56.5x | 83.3x | 3.4x |
| Wed, 14 Aug 2024 | ₹2.7t | ₹818.9b | ₹33.6b | 53.8x | 79x | 3.2x |
| Fri, 12 Jul 2024 | ₹2.7t | ₹756.1b | ₹29.8b | 53.4x | 89.7x | 3.5x |
| Sun, 09 Jun 2024 | ₹2.3t | ₹751.5b | ₹29.3b | 45.7x | 77x | 3x |
| Tue, 07 May 2024 | ₹2.1t | ₹737.9b | ₹29.1b | 44.3x | 71.4x | 2.8x |
| Thu, 04 Apr 2024 | ₹2.0t | ₹737.2b | ₹28.8b | 43.1x | 68.5x | 2.7x |
| Sat, 02 Mar 2024 | ₹2.0t | ₹737.4b | ₹28.8b | 51.9x | 67.8x | 2.6x |
| Mon, 29 Jan 2024 | ₹1.9t | ₹692.4b | ₹28.1b | 50.4x | 68.2x | 2.8x |
| Wed, 27 Dec 2023 | ₹1.9t | ₹692.4b | ₹27.7b | 48.8x | 68.6x | 2.7x |
| Fri, 24 Nov 2023 | ₹1.9t | ₹692.4b | ₹27.7b | 46.8x | 67.3x | 2.7x |
| Sun, 22 Oct 2023 | ₹1.7t | ₹662.9b | ₹25.6b | 43x | 67.3x | 2.6x |
| Tue, 19 Sep 2023 | ₹1.7t | ₹663.5b | ₹25.7b | 41.5x | 65.5x | 2.5x |
| Thu, 17 Aug 2023 | ₹1.6t | ₹663.4b | ₹25.4b | 41.8x | 64.5x | 2.5x |
Price to Earnings Ratio
64.5x
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 59.6x which is lower than its 3-year average PE 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 31% per year over the last three years.
- Revenues for these companies have grown 32% 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 | 1.27% | |
| Consumer Discretionary | 2.72% | |
| Consumer Durables | 2.41% | |
| Housewares and Specialties | 5.78% | |
| Household Appliances | 3.55% | |
| Consumer Electronics | 1.05% | |
| Home Furnishings | -6.07% | |
| Homebuilding | -22.81% | |
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 42.7x.
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 17% per year.
- In contrast, the Home Furnishings industry is expected to see its earnings grow by 8.8% 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 | |
|---|---|---|---|---|---|
| DIXON Dixon Technologies (India) | ₹14.12k | 1.6% +₹13.6b | -12.3% | PE45.9x | |
| 523398 Bosch Home Comfort India | ₹1.72k | 23.8% +₹9.0b | 0.01% | PS1.7x | |
| CELLO Cello World | ₹360.15 | 4.2% +₹3.2b | -36.7% | PE24.5x | |
| ORIENTELEC Orient Electric | ₹189.75 | 8.1% +₹3.0b | -6.5% | PE36.9x | |
| 500031 Bajaj Electricals | ₹363.00 | 7.8% +₹3.0b | -36.1% | PS0.9x |
