Narrative Update • Aug 05
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Indian (NIFTY) Hospitality Industry Analysis
UpdatedAug 14, 2026
DataAggregated Company Financials
Companies106
- 7D-0.6%
- 3M17.5%
- 1Y-10.5%
- YTD-3.3%
Last week, the Hospitality industry hasn't moved much but Devyani International is up 12% in that time. As for the longer term, the industry has declined 10% in the last year. As for the next few years, earnings are expected to grow by 35% per annum.
Industry Valuation and Performance
Has the Indian Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 14 Aug 2026 | ₹7.7t | ₹1.8t | ₹52.9b | 28.7x | 145x | 4.3x |
| Sun, 12 Jul 2026 | ₹7.4t | ₹1.6t | ₹47.8b | 28.1x | 154.5x | 4.6x |
| Tue, 09 Jun 2026 | ₹6.4t | ₹1.6t | ₹46.6b | 28.1x | 137.4x | 4x |
| Thu, 07 May 2026 | ₹6.8t | ₹1.6t | ₹36.8b | 28.1x | 184.9x | 4.3x |
| Sat, 04 Apr 2026 | ₹6.2t | ₹1.4t | ₹36.8b | 26x | 167.4x | 4.2x |
| Mon, 02 Mar 2026 | ₹6.8t | ₹1.4t | ₹36.7b | 28.1x | 184.8x | 4.7x |
| Wed, 28 Jan 2026 | ₹6.8t | ₹1.4t | ₹36.2b | 28.7x | 189.1x | 4.9x |
| Fri, 26 Dec 2025 | ₹7.9t | ₹1.3t | ₹34.2b | 31.8x | 229.4x | 6.1x |
| Sun, 23 Nov 2025 | ₹8.0t | ₹1.3t | ₹33.5b | 33.4x | 238.9x | 6.2x |
| Tue, 21 Oct 2025 | ₹8.6t | ₹1.2t | ₹38.3b | 34.5x | 225.6x | 6.9x |
| Thu, 18 Sep 2025 | ₹8.8t | ₹1.2t | ₹38.1b | 36.6x | 230.2x | 7.6x |
| Sat, 16 Aug 2025 | ₹8.3t | ₹1.2t | ₹38.4b | 35.4x | 217.2x | 7.2x |
| Mon, 14 Jul 2025 | ₹7.8t | ₹1.1t | ₹41.8b | 36.1x | 186.3x | 7.2x |
| Wed, 11 Jun 2025 | ₹7.6t | ₹1.1t | ₹38.2b | 36.1x | 198.1x | 7.1x |
| Fri, 09 May 2025 | ₹6.7t | ₹965.1b | ₹30.9b | 33.3x | 217.1x | 6.9x |
| Sun, 06 Apr 2025 | ₹6.6t | ₹936.7b | ₹29.5b | 33.1x | 224.5x | 7.1x |
| Tue, 04 Mar 2025 | ₹6.4t | ₹936.4b | ₹29.5b | 32.6x | 217.1x | 6.8x |
| Thu, 30 Jan 2025 | ₹6.6t | ₹898.0b | ₹33.2b | 34.8x | 199.3x | 7.4x |
| Sat, 28 Dec 2024 | ₹7.5t | ₹870.1b | ₹32.9b | 38.7x | 226.4x | 8.6x |
| Mon, 25 Nov 2024 | ₹6.7t | ₹856.8b | ₹30.9b | 36.1x | 218.4x | 7.9x |
| Wed, 23 Oct 2024 | ₹5.6t | ₹694.9b | ₹48.9b | 38.5x | 114.2x | 8x |
| Fri, 20 Sep 2024 | ₹6.0t | ₹694.8b | ₹48.1b | 44x | 125.7x | 8.7x |
| Sun, 18 Aug 2024 | ₹5.7t | ₹694.5b | ₹48.0b | 42.1x | 118.4x | 8.2x |
| Tue, 16 Jul 2024 | ₹5.4t | ₹658.7b | ₹50.4b | 38.3x | 108x | 8.3x |
| Thu, 13 Jun 2024 | ₹4.9t | ₹653.1b | ₹48.2b | 37x | 101.1x | 7.5x |
| Sat, 11 May 2024 | ₹4.8t | ₹611.9b | ₹41.3b | 37.5x | 115.8x | 7.8x |
| Mon, 08 Apr 2024 | ₹4.8t | ₹607.0b | ₹42.8b | 40.5x | 112.4x | 7.9x |
| Wed, 06 Mar 2024 | ₹4.5t | ₹606.2b | ₹43.0b | 39.7x | 104.2x | 7.4x |
| Fri, 02 Feb 2024 | ₹4.0t | ₹571.6b | ₹32.1b | 33.5x | 123.7x | 6.9x |
| Sun, 31 Dec 2023 | ₹3.6t | ₹564.8b | ₹32.4b | 29x | 110.9x | 6.4x |
| Tue, 28 Nov 2023 | ₹3.4t | ₹556.7b | ₹35.7b | 28.4x | 94.5x | 6.1x |
| Thu, 26 Oct 2023 | ₹3.2t | ₹529.2b | ₹33.3b | 26.7x | 96.8x | 6.1x |
| Sat, 23 Sep 2023 | ₹3.2t | ₹524.7b | ₹33.4b | 23.8x | 96.4x | 6.1x |
| Mon, 21 Aug 2023 | ₹3.0t | ₹522.9b | ₹33.3b | 25.3x | 89.3x | 5.7x |
Price to Earnings Ratio
89.3x
Current Industry PE
- Investors are pessimistic on the Indian Hospitality industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 145x which is lower than its 3-year average PE of 165x.
- The 3-year average PS ratio of 6.7x is higher than the industry's current PS ratio of 4.3x.
Past Earnings Growth
- The earnings for companies in the Hospitality industry have grown 17% per year over the last three years.
- Revenues for these companies have grown 50% 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 | -0.13% | |
| Consumer Discretionary | 0.29% | |
| Hospitality | -0.57% | |
| Restaurants | 1.02% | |
| Hotels, Resorts and Cruise Lines | -2.86% | |
| Casinos and Gaming | -3.85% | |
| Leisure Facilities | -3.88% | |
Industry PE
- Investors are most optimistic about the Leisure Facilities industry which is trading above its 3-year average PE ratio of 35.4x.
- Analysts are expecting annual earnings growth of 48.8%, which is lower than the prior year's growth of 66.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Leisure Facilities industry, expecting annual earnings growth of 49% over the next 5 years.
- However this is lower than its past earnings growth rate of 67% per year.
- In contrast, the Hotels, Resorts and Cruise Lines 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 | |
|---|---|---|---|---|---|
| ETERNAL Eternal | ₹318.50 | 1.1% +₹32.2b | 0.03% | PE676.3x | |
| JUBLFOOD Jubilant FoodWorks | ₹504.10 | 3.6% +₹11.5b | -20.2% | PE89.5x | |
| DEVYANI Devyani International | ₹143.76 | 6.7% +₹11.1b | -7.4% | PS3x | |
| SAPPHIRE Sapphire Foods India | ₹234.72 | 4.7% +₹3.4b | -23.4% | PS2.3x | |
| RBA Restaurant Brands Asia | ₹99.08 | 4.4% +₹3.0b | 25.8% | PS2.4x |
