Do Kalyan Jewellers India's (NSE:KALYANKJIL) Earnings Warrant Your Attention?
Jan 14
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Indian (NIFTY) Luxury Industry Analysis
UpdatedJan 14, 2025
DataAggregated Company Financials
Companies347
- 7D-6.5%
- 3M-6.9%
- 1Y0.2%
- YTD-6.0%
Over the last 7 days, the Luxury industry has dropped 6.5%, driven by a pullback from Kalyan Jewellers India of 23%. In contrast, Goldiam International has gained 12%. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 25% annually.
Industry Valuation and Performance
Has the Indian Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 14 Jan 2025 | ₹8.0t | ₹5.8t | ₹172.2b | 27.8x | 46.5x | 1.4x |
| Thu, 12 Dec 2024 | ₹8.8t | ₹5.7t | ₹169.8b | 30.1x | 52x | 1.5x |
| Sat, 09 Nov 2024 | ₹8.1t | ₹5.4t | ₹163.6b | 30.4x | 49.5x | 1.5x |
| Mon, 07 Oct 2024 | ₹8.5t | ₹5.4t | ₹161.4b | 30x | 52.7x | 1.6x |
| Wed, 04 Sep 2024 | ₹8.4t | ₹5.4t | ₹164.5b | 30.1x | 50.8x | 1.6x |
| Fri, 02 Aug 2024 | ₹8.2t | ₹5.7t | ₹175.8b | 30.2x | 46.7x | 1.4x |
| Sun, 30 Jun 2024 | ₹7.8t | ₹5.7t | ₹175.4b | 28x | 44.6x | 1.4x |
| Tue, 28 May 2024 | ₹7.5t | ₹5.9t | ₹164.6b | 26.2x | 45.3x | 1.3x |
| Thu, 25 Apr 2024 | ₹7.7t | ₹5.8t | ₹132.3b | 29.2x | 57.9x | 1.3x |
| Sat, 23 Mar 2024 | ₹7.5t | ₹5.8t | ₹132.2b | 28.5x | 56.5x | 1.3x |
| Mon, 19 Feb 2024 | ₹7.6t | ₹5.8t | ₹132.9b | 30.2x | 57.4x | 1.3x |
| Wed, 17 Jan 2024 | ₹7.8t | ₹6.1t | ₹121.2b | 28.9x | 64.5x | 1.3x |
| Fri, 15 Dec 2023 | ₹7.5t | ₹6.1t | ₹120.8b | 27.7x | 62.2x | 1.2x |
| Sun, 12 Nov 2023 | ₹7.1t | ₹6.5t | ₹121.2b | 25.3x | 58.8x | 1.1x |
| Tue, 10 Oct 2023 | ₹6.9t | ₹6.5t | ₹125.6b | 22.6x | 55.3x | 1.1x |
| Thu, 07 Sep 2023 | ₹7.0t | ₹6.5t | ₹125.5b | 23x | 55.4x | 1.1x |
| Sat, 05 Aug 2023 | ₹6.5t | ₹6.2t | ₹128.5b | 22.2x | 50.8x | 1x |
| Mon, 03 Jul 2023 | ₹6.6t | ₹6.2t | ₹130.1b | 21.7x | 50.6x | 1.1x |
| Wed, 31 May 2023 | ₹6.2t | ₹6.0t | ₹139.3b | 18x | 44.3x | 1x |
| Fri, 28 Apr 2023 | ₹6.0t | ₹6.0t | ₹155.4b | 16.3x | 38.9x | 1x |
| Sun, 26 Mar 2023 | ₹5.7t | ₹6.0t | ₹155.7b | 15.4x | 36.3x | 0.9x |
| Tue, 21 Feb 2023 | ₹5.9t | ₹6.0t | ₹155.8b | 16.1x | 38x | 1x |
| Thu, 19 Jan 2023 | ₹6.1t | ₹5.7t | ₹193.8b | 15.2x | 31.4x | 1.1x |
| Sat, 17 Dec 2022 | ₹6.3t | ₹5.7t | ₹194.8b | 15.5x | 32.3x | 1.1x |
| Mon, 14 Nov 2022 | ₹6.5t | ₹5.4t | ₹198.1b | 14x | 32.7x | 1.2x |
| Wed, 12 Oct 2022 | ₹6.5t | ₹5.3t | ₹204.4b | 13.7x | 31.8x | 1.2x |
| Fri, 09 Sep 2022 | ₹6.5t | ₹5.1t | ₹194.8b | 14x | 33.4x | 1.3x |
| Sun, 07 Aug 2022 | ₹6.0t | ₹5.1t | ₹189.5b | 13.2x | 31.9x | 1.2x |
| Tue, 05 Jul 2022 | ₹5.3t | ₹4.9t | ₹175.0b | 12.5x | 30.5x | 1.1x |
| Thu, 02 Jun 2022 | ₹5.8t | ₹4.9t | ₹194.4b | 12.7x | 29.9x | 1.2x |
| Sat, 30 Apr 2022 | ₹6.3t | ₹4.8t | ₹184.3b | 13.3x | 34.1x | 1.3x |
| Mon, 28 Mar 2022 | ₹6.2t | ₹4.8t | ₹184.2b | 12.1x | 33.4x | 1.3x |
| Wed, 23 Feb 2022 | ₹6.1t | ₹4.8t | ₹184.0b | 11.1x | 32.9x | 1.3x |
| Fri, 21 Jan 2022 | ₹6.5t | ₹4.4t | ₹159.1b | 15.1x | 40.8x | 1.5x |
Price to Earnings Ratio
40.8x
Current Industry PE
- Investors are relatively neutral on the Indian Luxury industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 44.3x.
- The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
- The earnings for companies in the Luxury industry have grown 2.7% per year over the last three years.
- Revenues for these companies have grown 9.7% 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 | -4.97% | |
| Consumer Discretionary | -6.39% | |
| Luxury | -6.50% | |
| Apparel, Accessories and Luxury Goods | -5.99% | |
| Footwear | -6.05% | |
| Textiles | -8.22% | |
Industry PE
- Investors are most optimistic about the Apparel, Accessories and Luxury Goods industry which is trading above its 3-year average PE ratio of 61.3x.
- Analysts are expecting annual earnings growth of 25.2%, which is higher than its past year's earnings growth of 14.9% per year.
- Investors are most pessimistic about the Textiles industry, which is trading close to its 3-year average of 22.6x.
Forecasted Growth
- Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 30% over the next 5 years.
- This is better than its past earnings growth rate of 18% per year.
- In contrast, the Footwear industry is expected to see its earnings grow by 19% 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 | |
|---|---|---|---|---|---|
| 526729 Goldiam International | ₹520.60 | 5.5% +₹2.9b | 202.5% | PE59x | |
| 521248 Kitex Garments | ₹728.40 | 5.3% +₹2.4b | 224.5% | PE48.5x | |
| 532923 Renaissance Global | ₹184.75 | 7.5% +₹1.2b | 64.7% | PE23.9x | |
| SHREEKARNI Shree Karni Fabcom | ₹790.40 | 11.6% +₹579.6m | n/a | PE33.1x | |
| 503811 Siyaram Silk Mills | ₹911.20 | 1.4% +₹578.5m | 69.3% | PE21.4x |
