Narrative Update • May 02

Over the last 7 days, the Hospitality industry has dropped 6.1%, driven by a pullback from Eternal of 4.5%. The industry has fallen 14% in the last year. As for the next few years, earnings are expected to grow by 42% per annum.
Has the Indian Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 14 May 2026 | ₹6.4t | ₹1.6t | ₹40.2b | 26.9x | 158.8x | 4x |
| Sat, 11 Apr 2026 | ₹6.5t | ₹1.4t | ₹36.8b | 27.6x | 175.9x | 4.5x |
| Mon, 09 Mar 2026 | ₹6.5t | ₹1.4t | ₹36.7b | 27.6x | 176.8x | 4.5x |
| Wed, 04 Feb 2026 | ₹7.3t | ₹1.4t | ₹34.3b | 30.1x | 211.4x | 5.1x |
| Fri, 02 Jan 2026 | ₹7.8t | ₹1.3t | ₹34.2b | 32x | 228.1x | 6x |
| Sun, 30 Nov 2025 | ₹8.0t | ₹1.3t | ₹33.9b | 33.1x | 235x | 6.2x |
| Tue, 28 Oct 2025 | ₹8.5t | ₹1.2t | ₹38.9b | 34.9x | 219.6x | 6.8x |
| Thu, 25 Sep 2025 | ₹8.7t | ₹1.2t | ₹38.2b | 36.1x | 227.9x | 7.5x |
| Sat, 23 Aug 2025 | ₹8.6t | ₹1.2t | ₹38.0b | 37.6x | 226.4x | 7.4x |
| Mon, 21 Jul 2025 | ₹7.9t | ₹1.1t | ₹42.9b | 35.9x | 185.1x | 7.3x |
| Wed, 18 Jun 2025 | ₹7.3t | ₹1.1t | ₹38.1b | 35.1x | 192.9x | 6.9x |
| Fri, 16 May 2025 | ₹7.1t | ₹998.0b | ₹25.3b | 34.5x | 279.4x | 7.1x |
| Sun, 13 Apr 2025 | ₹6.7t | ₹936.7b | ₹29.5b | 34.5x | 226.5x | 7.1x |
| Tue, 11 Mar 2025 | ₹6.5t | ₹936.4b | ₹29.5b | 33x | 221x | 7x |
| Thu, 06 Feb 2025 | ₹7.2t | ₹903.3b | ₹34.2b | 35.9x | 210.9x | 8x |
| Sat, 04 Jan 2025 | ₹7.8t | ₹870.2b | ₹33.0b | 38.7x | 237.4x | 9x |
| Mon, 02 Dec 2024 | ₹7.1t | ₹856.8b | ₹30.9b | 37x | 229.6x | 8.3x |
| Wed, 30 Oct 2024 | ₹5.5t | ₹716.6b | ₹47.9b | 36.4x | 114.9x | 7.7x |
| Fri, 27 Sep 2024 | ₹6.1t | ₹694.8b | ₹48.1b | 45.2x | 127.3x | 8.8x |
| Sun, 25 Aug 2024 | ₹5.8t | ₹694.6b | ₹48.0b | 43x | 121.1x | 8.4x |
| Tue, 23 Jul 2024 | ₹5.4t | ₹695.0b | ₹71.0b | 37.7x | 75.6x | 7.7x |
| Thu, 20 Jun 2024 | ₹5.2t | ₹659.4b | ₹50.9b | 36.7x | 102x | 7.9x |
| Sat, 18 May 2024 | ₹4.9t | ₹650.5b | ₹44.8b | 38.1x | 109.8x | 7.6x |
| Mon, 15 Apr 2024 | ₹4.8t | ₹607.0b | ₹42.8b | 40x | 112.3x | 7.9x |
| Wed, 13 Mar 2024 | ₹4.3t | ₹606.4b | ₹42.8b | 37.8x | 99.6x | 7x |
| Fri, 09 Feb 2024 | ₹4.1t | ₹578.3b | ₹33.3b | 35.9x | 122.8x | 7.1x |
| Sun, 07 Jan 2024 | ₹3.7t | ₹564.8b | ₹32.4b | 29.3x | 115.3x | 6.6x |
| Tue, 05 Dec 2023 | ₹3.5t | ₹564.8b | ₹32.4b | 28.9x | 107.6x | 6.2x |
| Thu, 02 Nov 2023 | ₹3.2t | ₹533.2b | ₹33.5b | 27.2x | 94.4x | 5.9x |
| Sat, 30 Sep 2023 | ₹3.3t | ₹528.5b | ₹33.5b | 24.6x | 97.3x | 6.2x |
| Mon, 28 Aug 2023 | ₹3.0t | ₹524.7b | ₹33.4b | 24.7x | 90.8x | 5.8x |
| Wed, 26 Jul 2023 | ₹2.9t | ₹490.1b | ₹30.0b | 24.1x | 96.4x | 5.9x |
| Fri, 23 Jun 2023 | ₹2.8t | ₹490.3b | ₹30.1b | 24.7x | 94x | 5.8x |
| Sun, 21 May 2023 | ₹2.6t | ₹483.9b | ₹24.9b | 25x | 105x | 5.4x |
105x
Which industries have driven the changes within the Indian Consumer Discretionary industry?
| IN Market | -3.08% | |
| Consumer Discretionary | -3.48% | |
| Hospitality | -6.08% | |
| Hotels, Resorts and Cruise Lines | -4.70% | |
| Restaurants | -7.04% | |
| Leisure Facilities | -7.08% | |
| Casinos and Gaming | -8.83% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VENTIVE Ventive Hospitality | ₹667.65 | 2.0% +₹3.0b | -11.7% | PE42.3x | |
| EASEMYTRIP Easy Trip Planners | ₹8.27 | 3.1% +₹909.2m | -30.6% | PS5.7x | |
| 531652 UVS Hospitality and Services | ₹94.06 | 13.8% +₹433.6m | -22.8% | PE19.4x | |
| 500023 Asian Hotels (North) | ₹296.65 | 2.1% +₹404.8m | -19.7% | PE48.1x | |
| 509546 Graviss Hospitality | ₹32.76 | 19.1% +₹370.9m | -27.6% | PS3.7x |