Narrative Update • Aug 09

In the last week, the Luxury industry is up 2.1%, with Titan up 4.0%. In the last 12 months, the industry was up 20%. Earnings are forecast to grow by 18% annually.
Has the Indian Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 10 Aug 2026 | ₹9.2t | ₹11.8t | ₹192.2b | 19.5x | 47.8x | 0.8x |
| Wed, 08 Jul 2026 | ₹8.5t | ₹11.7t | ₹176.6b | 20.5x | 48.1x | 0.7x |
| Fri, 05 Jun 2026 | ₹7.9t | ₹11.7t | ₹174.7b | 19.3x | 45.3x | 0.7x |
| Sun, 03 May 2026 | ₹7.9t | ₹11.0t | ₹166.0b | 18.2x | 47.6x | 0.7x |
| Tue, 31 Mar 2026 | ₹6.9t | ₹11.0t | ₹166.2b | 15x | 41.8x | 0.6x |
| Thu, 26 Feb 2026 | ₹7.8t | ₹11.0t | ₹165.1b | 18.3x | 47.3x | 0.7x |
| Sat, 24 Jan 2026 | ₹7.3t | ₹9.5t | ₹165.9b | 18.9x | 44.3x | 0.8x |
| Mon, 22 Dec 2025 | ₹7.8t | ₹9.5t | ₹165.6b | 19.7x | 46.9x | 0.8x |
| Wed, 19 Nov 2025 | ₹8.0t | ₹8.4t | ₹164.7b | 22.1x | 48.5x | 0.9x |
| Fri, 17 Oct 2025 | ₹7.7t | ₹8.3t | ₹163.1b | 23.2x | 47.2x | 0.9x |
| Sun, 14 Sep 2025 | ₹7.7t | ₹7.6t | ₹162.4b | 24x | 47.5x | 1x |
| Tue, 12 Aug 2025 | ₹7.5t | ₹7.6t | ₹163.3b | 24.7x | 46x | 1x |
| Thu, 10 Jul 2025 | ₹8.0t | ₹6.4t | ₹155.9b | 27.3x | 51.1x | 1.2x |
| Sat, 07 Jun 2025 | ₹7.9t | ₹6.4t | ₹153.7b | 26.1x | 51.6x | 1.2x |
| Mon, 05 May 2025 | ₹7.3t | ₹5.9t | ₹149.7b | 23.6x | 49x | 1.2x |
| Wed, 02 Apr 2025 | ₹6.9t | ₹5.9t | ₹151.5b | 22.3x | 45.2x | 1.2x |
| Fri, 28 Feb 2025 | ₹7.1t | ₹5.9t | ₹151.5b | 22.9x | 46.7x | 1.2x |
| Sun, 26 Jan 2025 | ₹7.9t | ₹5.8t | ₹173.0b | 28.6x | 45.4x | 1.4x |
| Tue, 24 Dec 2024 | ₹8.6t | ₹5.7t | ₹169.9b | 29.3x | 50.7x | 1.5x |
| Thu, 21 Nov 2024 | ₹8.0t | ₹5.8t | ₹167.0b | 28x | 47.7x | 1.4x |
| Sat, 19 Oct 2024 | ₹8.2t | ₹5.4t | ₹164.6b | 30x | 50.1x | 1.5x |
| Mon, 16 Sep 2024 | ₹8.7t | ₹5.4t | ₹164.8b | 30.8x | 52.7x | 1.6x |
| Wed, 14 Aug 2024 | ₹7.9t | ₹5.6t | ₹162.5b | 29.6x | 48.5x | 1.4x |
| Fri, 12 Jul 2024 | ₹7.8t | ₹5.7t | ₹175.4b | 29.4x | 44.2x | 1.4x |
| Sun, 09 Jun 2024 | ₹7.6t | ₹5.7t | ₹155.9b | 27.1x | 48.5x | 1.3x |
| Tue, 07 May 2024 | ₹7.2t | ₹5.8t | ₹133.5b | 29.5x | 54.3x | 1.2x |
| Thu, 04 Apr 2024 | ₹7.7t | ₹5.8t | ₹132.3b | 29.9x | 58x | 1.3x |
| Sat, 02 Mar 2024 | ₹7.8t | ₹5.8t | ₹133.0b | 30.5x | 58.7x | 1.3x |
| Mon, 29 Jan 2024 | ₹7.7t | ₹6.1t | ₹122.1b | 28.4x | 63.1x | 1.3x |
| Wed, 27 Dec 2023 | ₹7.5t | ₹6.1t | ₹121.0b | 26.6x | 62.4x | 1.2x |
| Fri, 24 Nov 2023 | ₹7.3t | ₹6.1t | ₹120.8b | 25.4x | 60.8x | 1.2x |
| Sun, 22 Oct 2023 | ₹7.1t | ₹6.5t | ₹125.8b | 23x | 56.4x | 1.1x |
| Tue, 19 Sep 2023 | ₹7.1t | ₹6.5t | ₹125.6b | 23.3x | 56.1x | 1.1x |
| Thu, 17 Aug 2023 | ₹6.8t | ₹6.6t | ₹124.3b | 22.2x | 54.4x | 1x |
54.4x
Which industries have driven the changes within the Indian Consumer Discretionary industry?
| IN Market | 1.27% | |
| Consumer Discretionary | 2.72% | |
| Luxury | 2.14% | |
| Textiles | 3.41% | |
| Footwear | 3.05% | |
| Apparel, Accessories and Luxury Goods | 1.79% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 500114 Titan | ₹5.10k | 4.0% +₹176.0b | 47.0% | PE78.6x | |
| MANYAVAR Vedant Fashions | ₹524.90 | 25.3% +₹25.8b | -29.7% | PE33x | |
| PGIL Pearl Global Industries | ₹2.43k | 15.5% +₹15.0b | 88.4% | PE36.1x | |
| 541967 Sky Gold and Diamonds | ₹778.90 | 12.5% +₹13.4b | 190.0% | PE36x | |
| 514162 Welspun Living | ₹164.30 | 6.4% +₹9.4b | 44.6% | PE77.1x |