Narrative Update • Jul 06

The Consumer Services industry is up 7.7% in the last week, with Physicswallah up 13%. During this same period, the Shanti Educational Initiatives underperformed, falling 5.8%. However, the industry is down 16% over the past year. As for the next few years, earnings are expected to grow by 63% per annum.
Has the Indian Consumer Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 11 Jul 2026 | ₹826.7b | ₹124.5b | ₹4.9b | 21.9x | 168.3x | 6.6x |
| Mon, 08 Jun 2026 | ₹678.0b | ₹125.7b | ₹4.9b | 24.6x | 137.7x | 5.4x |
| Wed, 06 May 2026 | ₹726.4b | ₹118.2b | ₹3.4b | 22.4x | 216.4x | 6.1x |
| Fri, 03 Apr 2026 | ₹634.3b | ₹122.3b | ₹3.5b | 20.1x | 182.9x | 5.2x |
| Sun, 01 Mar 2026 | ₹623.8b | ₹122.3b | ₹3.5b | 21.9x | 179.9x | 5.1x |
| Tue, 27 Jan 2026 | ₹760.9b | ₹117.0b | ₹1.5b | 27.1x | 512x | 6.5x |
| Thu, 25 Dec 2025 | ₹814.4b | ₹116.0b | ₹4.0b | 29.7x | 202.8x | 7x |
| Sat, 22 Nov 2025 | ₹828.8b | ₹111.1b | ₹4.3b | 35.7x | 194.7x | 7.5x |
| Mon, 20 Oct 2025 | ₹458.6b | ₹77.1b | ₹6.3b | 32.1x | 72.9x | 5.9x |
| Wed, 17 Sep 2025 | ₹368.6b | ₹74.1b | ₹5.5b | 39.2x | 67.1x | 5x |
| Fri, 15 Aug 2025 | ₹222.7b | ₹63.1b | ₹3.1b | 35.8x | 72.2x | 3.5x |
| Sun, 13 Jul 2025 | ₹226.3b | ₹61.1b | ₹3.1b | 38.5x | 72.8x | 3.7x |
| Tue, 10 Jun 2025 | ₹159.4b | ₹51.9b | ₹1.6b | 38.8x | 98.3x | 3.1x |
| Thu, 08 May 2025 | ₹158.4b | ₹52.5b | ₹3.2b | 42.8x | 49.2x | 3x |
| Sat, 05 Apr 2025 | ₹161.5b | ₹52.5b | ₹3.2b | 36.8x | 50.2x | 3.1x |
| Mon, 03 Mar 2025 | ₹171.6b | ₹52.5b | ₹3.2b | 39.8x | 53.4x | 3.3x |
| Wed, 29 Jan 2025 | ₹201.7b | ₹52.7b | ₹5.2b | 45.4x | 39.1x | 3.8x |
| Fri, 27 Dec 2024 | ₹228.2b | ₹55.9b | ₹5.2b | 54.4x | 43.7x | 4.1x |
| Sun, 24 Nov 2024 | ₹219.7b | ₹52.1b | ₹5.2b | 47.6x | 42.6x | 4.2x |
| Tue, 22 Oct 2024 | ₹225.4b | ₹50.5b | ₹5.0b | 44x | 45.2x | 4.5x |
| Thu, 19 Sep 2024 | ₹223.1b | ₹50.2b | ₹4.2b | 45.4x | 53.2x | 4.4x |
| Sat, 17 Aug 2024 | ₹185.3b | ₹50.1b | ₹4.2b | 36x | 44.2x | 3.7x |
| Mon, 15 Jul 2024 | ₹183.0b | ₹43.8b | ₹4.1b | 41.2x | 44.2x | 4.2x |
| Wed, 12 Jun 2024 | ₹164.0b | ₹43.7b | ₹4.1b | 40.5x | 39.7x | 3.8x |
| Fri, 10 May 2024 | ₹161.7b | ₹41.5b | -₹714,868,324.00 | 50.4x | -226.2x | 3.9x |
| Sun, 07 Apr 2024 | ₹168.2b | ₹42.1b | -₹388,564,190.00 | 41.4x | -432.9x | 4x |
| Tue, 05 Mar 2024 | ₹178.7b | ₹42.1b | -₹418,590,190.00 | 36.1x | -426.8x | 4.2x |
| Thu, 01 Feb 2024 | ₹170.4b | ₹40.3b | -₹2,072,974,590.00 | 33.4x | -82.2x | 4.2x |
| Sat, 30 Dec 2023 | ₹157.3b | ₹39.8b | -₹2,217,015,590.00 | 33x | -70.9x | 4x |
| Mon, 27 Nov 2023 | ₹133.7b | ₹36.8b | -₹2,404,357,590.00 | 28.4x | -55.6x | 3.6x |
| Wed, 25 Oct 2023 | ₹119.7b | ₹34.6b | -₹2,779,292,204.00 | 35.7x | -43.1x | 3.5x |
| Fri, 22 Sep 2023 | ₹122.7b | ₹34.6b | -₹2,773,990,204.00 | 31.8x | -44.2x | 3.6x |
| Sun, 20 Aug 2023 | ₹117.7b | ₹20.2b | -₹4,694,908,490.00 | 33.6x | -25.1x | 5.8x |
| Tue, 18 Jul 2023 | ₹67.9b | ₹18.6b | -₹4,879,668,100.00 | 32.9x | -13.9x | 3.6x |
-13.9x
Which industries have driven the changes within the Indian Consumer Discretionary industry?
| IN Market | 0.26% | |
| Consumer Discretionary | 0.42% | |
| Consumer Services | 6.24% | |
| Education Services | 8.32% | |
| Specialized Consumer Services | 0.57% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PWL Physicswallah | ₹147.43 | 13.3% +₹49.9b | n/a | PS10.9x | |
| URBANCO Urban | ₹132.75 | 0.6% +₹1.3b | n/a | PS13.1x | |
| NIITMTS NIIT Learning Systems | ₹242.92 | 2.0% +₹653.9m | -29.4% | PE13.5x | |
| CLEDUCATE CL Educate | ₹59.35 | 9.8% +₹288.5m | -37.7% | PS0.6x | |
| JARO Jaro Institute of Technology Management and Research | ₹520.75 | 2.1% +₹243.9m | n/a | PE21.9x |