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Indian (NIFTY) Consumer Durables Industry Analysis
UpdatedAug 02, 2024
DataAggregated Company Financials
Companies62
- 7D2.4%
- 3M25.2%
- 1Y47.1%
- YTD34.9%
The Consumer Durables industry is up 2.4% in the last week, with Dixon Technologies (India) up 7.0%. In the last 12 months, the industry was up 47%. Earnings are forecast to grow by 29% 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 |
|---|---|---|---|---|---|---|
| Fri, 02 Aug 2024 | ₹2.7t | ₹809.8b | ₹32.5b | 49.4x | 81.9x | 3.3x |
| Sun, 30 Jun 2024 | ₹2.6t | ₹756.1b | ₹29.8b | 49.3x | 85.6x | 3.4x |
| Tue, 28 May 2024 | ₹2.2t | ₹747.0b | ₹28.6b | 49.1x | 76x | 2.9x |
| Thu, 25 Apr 2024 | ₹2.1t | ₹737.2b | ₹28.8b | 47.3x | 72.4x | 2.8x |
| Sat, 23 Mar 2024 | ₹1.9t | ₹737.4b | ₹28.8b | 42.2x | 64.7x | 2.5x |
| Mon, 19 Feb 2024 | ₹1.9t | ₹737.1b | ₹28.7b | 50x | 67.7x | 2.6x |
| Wed, 17 Jan 2024 | ₹2.0t | ₹692.4b | ₹27.7b | 50.1x | 71.1x | 2.8x |
| Fri, 15 Dec 2023 | ₹1.9t | ₹692.5b | ₹27.7b | 47.2x | 68.7x | 2.7x |
| Sun, 12 Nov 2023 | ₹1.8t | ₹691.1b | ₹27.1b | 48.7x | 67.9x | 2.7x |
| Tue, 10 Oct 2023 | ₹1.7t | ₹666.1b | ₹25.7b | 39.3x | 65x | 2.5x |
| Thu, 07 Sep 2023 | ₹1.7t | ₹663.4b | ₹25.4b | 43.2x | 67.6x | 2.6x |
| Sat, 05 Aug 2023 | ₹1.6t | ₹666.2b | ₹27.0b | 43.1x | 60.6x | 2.5x |
| Mon, 03 Jul 2023 | ₹1.6t | ₹663.2b | ₹24.4b | 40.4x | 65.4x | 2.4x |
| Wed, 31 May 2023 | ₹1.5t | ₹658.5b | ₹24.1b | 37x | 60.6x | 2.2x |
| Fri, 28 Apr 2023 | ₹1.4t | ₹646.1b | ₹25.0b | 36x | 55.4x | 2.1x |
| Sun, 26 Mar 2023 | ₹1.4t | ₹646.1b | ₹25.0b | 34.8x | 55.8x | 2.2x |
| Tue, 21 Feb 2023 | ₹1.4t | ₹646.2b | ₹25.0b | 36.2x | 57.3x | 2.2x |
| Thu, 19 Jan 2023 | ₹1.5t | ₹644.9b | ₹25.3b | 35.3x | 60.8x | 2.4x |
| Sat, 17 Dec 2022 | ₹1.6t | ₹644.6b | ₹25.3b | 37.9x | 63.7x | 2.5x |
| Mon, 14 Nov 2022 | ₹1.7t | ₹628.6b | ₹25.4b | 39.5x | 66.1x | 2.7x |
| Wed, 12 Oct 2022 | ₹1.7t | ₹614.5b | ₹30.2b | 41.2x | 56.6x | 2.8x |
| Fri, 09 Sep 2022 | ₹1.8t | ₹614.5b | ₹30.2b | 41.5x | 59.1x | 2.9x |
| Sun, 07 Aug 2022 | ₹1.6t | ₹588.0b | ₹26.6b | 38.4x | 62.1x | 2.8x |
| Tue, 05 Jul 2022 | ₹1.5t | ₹549.2b | ₹24.5b | 37.3x | 61.9x | 2.8x |
| Thu, 02 Jun 2022 | ₹1.6t | ₹543.2b | ₹27.6b | 39.9x | 57.7x | 2.9x |
| Sat, 30 Apr 2022 | ₹1.8t | ₹526.3b | ₹30.3b | 38.2x | 58.1x | 3.3x |
| Mon, 28 Mar 2022 | ₹1.7t | ₹526.3b | ₹30.3b | 39.5x | 56.8x | 3.3x |
| Wed, 23 Feb 2022 | ₹1.6t | ₹526.3b | ₹30.3b | 36x | 53.7x | 3.1x |
| Fri, 21 Jan 2022 | ₹1.9t | ₹510.8b | ₹32.8b | 41.7x | 56.7x | 3.6x |
| Sun, 19 Dec 2021 | ₹1.8t | ₹510.8b | ₹32.8b | 36x | 56.2x | 3.6x |
| Tue, 16 Nov 2021 | ₹1.9t | ₹508.4b | ₹32.6b | 45.6x | 58.9x | 3.8x |
| Thu, 14 Oct 2021 | ₹1.9t | ₹475.2b | ₹28.2b | 46.4x | 67.4x | 4x |
| Sat, 11 Sep 2021 | ₹1.8t | ₹485.4b | -₹46,338,737,076.00 | 37.1x | -38.3x | 3.7x |
| Mon, 09 Aug 2021 | ₹1.7t | ₹479.7b | ₹28.3b | 33.8x | 59x | 3.5x |
Price to Earnings Ratio
59x
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 81.9x which is higher than its 3-year average PE of 62.0x.
- The 3-year average PS ratio of 2.9x is lower than the industry's current PS ratio of 3.3x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 4.8% per year over the last three years.
- Revenues for these companies have grown 19% 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 | 2.59% | |
| Consumer Discretionary | 2.93% | |
| Consumer Durables | 2.44% | |
| Homebuilding | 53.77% | |
| Consumer Electronics | 6.65% | |
| Household Appliances | 1.80% | |
| Home Furnishings | -0.80% | |
| Housewares and Specialties | -2.04% | |
Industry PE
- Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 130x.
- Analysts expect its future annual earnings growth (35.9%) to be largely in line with prior year's earnings growth.
- Investors are most pessimistic about the Home Furnishings industry, which is trading close to its 3-year average of 42.6x.
Forecasted Growth
- Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 36% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Housewares and Specialties industry is expected to see its earnings grow by 17% 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) | ₹11.67k | 7.0% +₹45.5b | 162.7% | PE161.4x | |
| 500238 Whirlpool of India | ₹2.14k | 4.9% +₹12.8b | 49.3% | PE94.8x | |
| IFBIND IFB Industries | ₹1.94k | 11.6% +₹8.2b | 133.6% | PE88.9x | |
| 517506 TTK Prestige | ₹955.15 | 4.7% +₹5.9b | 22.1% | PE59.6x | |
| ORIENTELEC Orient Electric | ₹285.00 | 4.8% +₹2.8b | 21.5% | PE80.8x |
