Narrative Update • Aug 09

Over the last 7 days, the Broadline Retail industry has risen 3.6%, driven by gains from Meesho of 5.0%. However, the industry is down 21% over the past year. As for the next few years, earnings are expected to grow by 54% per annum.
Has the Indian Broadline Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 10 Aug 2026 | ₹1.5t | ₹394.0b | -₹7,860,966,307.00 | 51.6x | -192.5x | 3.8x |
| Wed, 08 Jul 2026 | ₹1.6t | ₹429.0b | -₹5,568,262,307.00 | 54.2x | -284x | 3.7x |
| Fri, 05 Jun 2026 | ₹1.5t | ₹429.1b | -₹5,568,262,307.00 | 52.2x | -264.2x | 3.4x |
| Sun, 03 May 2026 | ₹1.6t | ₹352.8b | -₹20,428,488,807.00 | 51.9x | -76.7x | 4.4x |
| Tue, 31 Mar 2026 | ₹1.2t | ₹352.8b | -₹20,418,965,500.00 | 36x | -59.3x | 3.4x |
| Thu, 26 Feb 2026 | ₹1.4t | ₹352.7b | -₹20,439,375,307.00 | 41.3x | -68x | 3.9x |
| Sat, 24 Jan 2026 | ₹1.5t | ₹337.6b | -₹16,528,855,307.00 | 46.5x | -88x | 4.3x |
| Mon, 22 Dec 2025 | ₹1.8t | ₹385.3b | -₹16,508,855,307.00 | 53.1x | -111.2x | 4.8x |
| Wed, 19 Nov 2025 | ₹817.5b | ₹278.7b | ₹4.8b | 57.6x | 170.8x | 2.9x |
| Fri, 17 Oct 2025 | ₹845.7b | ₹225.4b | ₹5.1b | 100.8x | 164.4x | 3.8x |
| Sun, 14 Sep 2025 | ₹861.8b | ₹221.3b | ₹5.2b | 87x | 166.9x | 3.9x |
| Tue, 12 Aug 2025 | ₹805.3b | ₹217.6b | ₹8.1b | 86.8x | 99.5x | 3.7x |
| Thu, 10 Jul 2025 | ₹835.7b | ₹262.8b | ₹8.0b | 106.4x | 104.8x | 3.2x |
| Sat, 07 Jun 2025 | ₹790.2b | ₹262.8b | ₹8.0b | 93.1x | 98.9x | 3x |
| Mon, 05 May 2025 | ₹750.0b | ₹258.2b | ₹10.7b | 53.5x | 69.8x | 2.9x |
| Wed, 02 Apr 2025 | ₹606.8b | ₹206.0b | ₹9.5b | 18.1x | 63.8x | 2.9x |
| Fri, 28 Feb 2025 | ₹586.1b | ₹206.0b | ₹9.5b | 29.1x | 61.6x | 2.8x |
| Sun, 26 Jan 2025 | ₹639.1b | ₹200.6b | ₹12.1b | 33.6x | 52.9x | 3.2x |
| Tue, 24 Dec 2024 | ₹732.8b | ₹245.1b | ₹12.3b | 38x | 59.8x | 3x |
| Thu, 21 Nov 2024 | ₹254.9b | ₹148.0b | ₹7.0b | 30.5x | 36.2x | 1.7x |
| Sat, 19 Oct 2024 | ₹302.1b | ₹146.7b | ₹11.0b | 44.5x | 27.5x | 2.1x |
| Mon, 16 Sep 2024 | ₹312.6b | ₹146.7b | ₹11.0b | 49.8x | 28.5x | 2.1x |
| Wed, 14 Aug 2024 | ₹295.9b | ₹146.7b | ₹11.0b | 48.7x | 27x | 2x |
| Fri, 12 Jul 2024 | ₹295.8b | ₹134.6b | ₹4.3b | 47.5x | 69.4x | 2.2x |
| Sun, 09 Jun 2024 | ₹270.2b | ₹134.5b | ₹4.2b | 65.6x | 64x | 2x |
| Tue, 07 May 2024 | ₹253.0b | ₹131.6b | ₹3.7b | 64.8x | 69x | 1.9x |
| Thu, 04 Apr 2024 | ₹180.2b | ₹88.4b | ₹2.9b | 29x | 62.3x | 2x |
| Sat, 02 Mar 2024 | ₹184.8b | ₹88.4b | ₹2.9b | 31x | 63.9x | 2.1x |
| Mon, 29 Jan 2024 | ₹182.3b | ₹82.2b | ₹574.3m | 75.5x | 317.4x | 2.2x |
| Wed, 27 Dec 2023 | ₹247.3b | ₹123.2b | ₹1.5b | 76.8x | 163x | 2x |
| Fri, 24 Nov 2023 | ₹236.3b | ₹123.0b | ₹1.5b | 71.8x | 157.4x | 1.9x |
| Sun, 22 Oct 2023 | ₹210.1b | ₹120.3b | ₹1.7b | 70x | 127.1x | 1.7x |
| Tue, 19 Sep 2023 | ₹142.9b | ₹79.3b | ₹711.6m | 47.6x | 200.8x | 1.8x |
| Thu, 17 Aug 2023 | ₹134.1b | ₹79.3b | ₹711.1m | 41.1x | 188.6x | 1.7x |
188.6x
How does Indian Broadline Retail compare with similar industries?
| IN Market | 1.27% | |
| Consumer Discretionary | 2.72% | |
| General Merchandise and Department Stores | 3.56% | |
| Broadline Retail | 3.56% | |
| Department Stores | 0% | 0 |
| General Merchandise Stores | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VMART V-Mart Retail | ₹818.40 | 5.2% +₹3.2b | 8.2% | PE47.3x | |
| SHOPERSTOP Shoppers Stop | ₹425.90 | 5.6% +₹2.5b | -18.3% | PS0.9x | |
| MEESHO Meesho | ₹191.98 | 0.2% +₹1.9b | n/a | PS6.4x | |
| 511431 Vakrangee | ₹6.03 | 1.2% +₹75.8m | -30.0% | PE61.1x | |
| 538765 JLA Infraville Shoppers | ₹2.46 | 4.7% +₹713.9k | -59.7% | PS2.5x |