Narrative Update • May 02

Over the last 7 days, the Hospitality industry has dropped 4.7%, driven by Eternal declining 4.5%. Overall the industry is down 14% in 12 months. 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 |
|---|---|---|---|---|---|---|
| Fri, 15 May 2026 | ₹6.5t | ₹1.6t | ₹40.3b | 27.2x | 161.5x | 4.1x |
| Sun, 12 Apr 2026 | ₹6.5t | ₹1.4t | ₹36.8b | 27.6x | 175.9x | 4.5x |
| Tue, 10 Mar 2026 | ₹6.4t | ₹1.4t | ₹36.7b | 26.6x | 173.8x | 4.4x |
| Thu, 05 Feb 2026 | ₹7.4t | ₹1.4t | ₹34.6b | 29.8x | 214.4x | 5.2x |
| Sat, 03 Jan 2026 | ₹7.8t | ₹1.3t | ₹34.2b | 32.4x | 228.7x | 6.1x |
| Mon, 01 Dec 2025 | ₹8.0t | ₹1.3t | ₹33.9b | 33.1x | 235x | 6.2x |
| Wed, 29 Oct 2025 | ₹8.5t | ₹1.2t | ₹38.9b | 34.9x | 219.5x | 6.8x |
| Fri, 26 Sep 2025 | ₹8.7t | ₹1.2t | ₹38.2b | 35.2x | 226.2x | 7.5x |
| Sun, 24 Aug 2025 | ₹8.6t | ₹1.2t | ₹38.0b | 37.6x | 226.4x | 7.4x |
| Tue, 22 Jul 2025 | ₹8.1t | ₹1.1t | ₹42.9b | 35.7x | 188.2x | 7.5x |
| Thu, 19 Jun 2025 | ₹7.4t | ₹1.1t | ₹38.1b | 34.9x | 193.9x | 7x |
| Sat, 17 May 2025 | ₹7.1t | ₹998.0b | ₹25.3b | 35.4x | 282.3x | 7.1x |
| Mon, 14 Apr 2025 | ₹6.7t | ₹936.7b | ₹29.5b | 34.5x | 226.5x | 7.1x |
| Wed, 12 Mar 2025 | ₹6.5t | ₹936.4b | ₹29.5b | 32x | 219.2x | 6.9x |
| Fri, 07 Feb 2025 | ₹7.1t | ₹912.8b | ₹31.9b | 36.9x | 221.4x | 7.7x |
| Sun, 05 Jan 2025 | ₹7.8t | ₹870.2b | ₹33.0b | 38.7x | 237.4x | 9x |
| Tue, 03 Dec 2024 | ₹7.2t | ₹856.8b | ₹30.9b | 38.2x | 232.6x | 8.4x |
| Thu, 31 Oct 2024 | ₹5.5t | ₹716.6b | ₹47.9b | 38.2x | 115x | 7.7x |
| Sat, 28 Sep 2024 | ₹6.1t | ₹694.8b | ₹48.1b | 44.6x | 126.7x | 8.8x |
| Mon, 26 Aug 2024 | ₹5.8t | ₹694.6b | ₹48.0b | 43x | 121.1x | 8.4x |
| Wed, 24 Jul 2024 | ₹5.3t | ₹658.2b | ₹50.4b | 39.6x | 106x | 8.1x |
| Fri, 21 Jun 2024 | ₹5.2t | ₹659.4b | ₹50.9b | 38.4x | 102.4x | 7.9x |
| Sun, 19 May 2024 | ₹4.9t | ₹649.8b | ₹44.6b | 38.1x | 110.1x | 7.6x |
| Tue, 16 Apr 2024 | ₹4.7t | ₹607.0b | ₹42.8b | 39x | 110.1x | 7.8x |
| Thu, 14 Mar 2024 | ₹4.1t | ₹606.4b | ₹42.8b | 35.9x | 94.9x | 6.7x |
| Sat, 10 Feb 2024 | ₹4.1t | ₹592.2b | ₹37.9b | 35.6x | 108.9x | 7x |
| Mon, 08 Jan 2024 | ₹3.7t | ₹564.8b | ₹32.4b | 29.3x | 115.3x | 6.6x |
| Wed, 06 Dec 2023 | ₹3.5t | ₹564.8b | ₹32.4b | 28.3x | 107.1x | 6.2x |
| Fri, 03 Nov 2023 | ₹3.2t | ₹539.3b | ₹33.9b | 27.4x | 94.5x | 5.9x |
| Sun, 01 Oct 2023 | ₹3.3t | ₹528.5b | ₹33.5b | 24.6x | 97.3x | 6.2x |
| Tue, 29 Aug 2023 | ₹3.1t | ₹524.7b | ₹33.4b | 24.9x | 91.4x | 5.8x |
| Thu, 27 Jul 2023 | ₹2.9t | ₹491.4b | ₹29.0b | 24.2x | 99.5x | 5.9x |
| Sat, 24 Jun 2023 | ₹2.8t | ₹490.3b | ₹30.1b | 25.2x | 91.8x | 5.6x |
| Mon, 22 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 | -2.65% | |
| Consumer Discretionary | -3.92% | |
| Hospitality | -4.73% | |
| Hotels, Resorts and Cruise Lines | -3.97% | |
| Restaurants | -5.19% | |
| Leisure Facilities | -7.57% | |
| Casinos and Gaming | -9.48% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 531652 UVS Hospitality and Services | ₹90.96 | 9.9% +₹311.2m | -25.3% | PE18.8x | |
| 509953 Trade Wings | ₹662.00 | 15.7% +₹269.6m | n/a | PE70.3x | |
| 500023 Asian Hotels (North) | ₹300.45 | 1.2% +₹227.1m | -15.2% | PE48.7x | |
| 509546 Graviss Hospitality | ₹30.14 | 8.5% +₹165.7m | -30.4% | PS3.4x | |
| 506134 Gourmet Gateway India | ₹12.09 | 10.4% +₹163.0m | -32.0% | PS1x |