Kalyan Jewellers India (NSE:KALYANKJIL) Will Pay A Larger Dividend Than Last Year At ₹1.20
Jul 31
Indian (NIFTY) Luxury Industry Analysis
UpdatedAug 16, 2024
DataAggregated Company Financials
Companies334
- 7D0.5%
- 3M6.9%
- 1Y18.9%
- YTD3.9%
The Luxury is pretty flat in the last 7 days, but Titan has stood out, gaining 3.2%. The past year has been better, since the industry has gained 20% in that time. Looking forward, earnings are forecast to grow by 23% 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 |
|---|---|---|---|---|---|---|
| Fri, 16 Aug 2024 | ₹7.9t | ₹5.6t | ₹163.8b | 27.9x | 48.1x | 1.4x |
| Sun, 14 Jul 2024 | ₹7.7t | ₹5.7t | ₹175.4b | 29.3x | 44.1x | 1.4x |
| Tue, 11 Jun 2024 | ₹7.6t | ₹5.7t | ₹155.9b | 27.1x | 48.5x | 1.3x |
| Thu, 09 May 2024 | ₹7.3t | ₹5.9t | ₹162.6b | 29.4x | 44.6x | 1.2x |
| Sat, 06 Apr 2024 | ₹7.7t | ₹5.8t | ₹132.3b | 30.5x | 58.4x | 1.3x |
| Mon, 04 Mar 2024 | ₹7.8t | ₹5.8t | ₹133.0b | 31.1x | 58.8x | 1.3x |
| Wed, 31 Jan 2024 | ₹7.7t | ₹6.1t | ₹122.4b | 29.2x | 62.9x | 1.3x |
| Fri, 29 Dec 2023 | ₹7.6t | ₹6.1t | ₹121.3b | 26.3x | 62.6x | 1.2x |
| Sun, 26 Nov 2023 | ₹7.3t | ₹6.1t | ₹120.8b | 25.5x | 60.7x | 1.2x |
| Tue, 24 Oct 2023 | ₹6.9t | ₹6.5t | ₹126.0b | 22.3x | 54.8x | 1.1x |
| Thu, 21 Sep 2023 | ₹7.0t | ₹6.5t | ₹125.6b | 22.7x | 55.6x | 1.1x |
| Sat, 19 Aug 2023 | ₹6.8t | ₹6.6t | ₹124.3b | 22.2x | 54.7x | 1x |
| Mon, 17 Jul 2023 | ₹6.6t | ₹6.3t | ₹131.3b | 21.8x | 50.6x | 1.1x |
| Wed, 14 Jun 2023 | ₹6.4t | ₹6.2t | ₹130.7b | 20.3x | 49.1x | 1x |
| Fri, 12 May 2023 | ₹6.2t | ₹6.0t | ₹152.9b | 16.8x | 40.4x | 1x |
| Sun, 09 Apr 2023 | ₹5.7t | ₹6.0t | ₹155.7b | 16x | 36.9x | 1x |
| Tue, 07 Mar 2023 | ₹5.8t | ₹6.0t | ₹155.7b | 15.7x | 37x | 1x |
| Thu, 02 Feb 2023 | ₹5.9t | ₹5.7t | ₹186.6b | 14.7x | 31.5x | 1x |
| Sat, 31 Dec 2022 | ₹6.3t | ₹5.7t | ₹194.8b | 15.2x | 32.4x | 1.1x |
| Mon, 28 Nov 2022 | ₹6.4t | ₹5.7t | ₹196.1b | 14.9x | 32.5x | 1.1x |
| Wed, 26 Oct 2022 | ₹6.5t | ₹5.3t | ₹204.2b | 13.7x | 32x | 1.2x |
| Fri, 23 Sep 2022 | ₹6.7t | ₹5.3t | ₹204.4b | 14.2x | 32.7x | 1.3x |
| Sun, 21 Aug 2022 | ₹6.1t | ₹5.1t | ₹194.7b | 13.4x | 31.5x | 1.2x |
| Tue, 19 Jul 2022 | ₹5.6t | ₹4.9t | ₹175.0b | 13.2x | 32.1x | 1.1x |
| Thu, 16 Jun 2022 | ₹5.5t | ₹4.9t | ₹175.0b | 12.3x | 31.3x | 1.1x |
| Sat, 14 May 2022 | ₹5.6t | ₹4.8t | ₹186.0b | 12.4x | 30.2x | 1.2x |
| Mon, 11 Apr 2022 | ₹6.4t | ₹4.8t | ₹184.3b | 13.1x | 34.8x | 1.3x |
| Wed, 09 Mar 2022 | ₹5.8t | ₹4.8t | ₹184.2b | 12.2x | 31.6x | 1.2x |
| Fri, 04 Feb 2022 | ₹6.2t | ₹4.4t | ₹166.7b | 14.6x | 37.4x | 1.4x |
| Sun, 02 Jan 2022 | ₹6.0t | ₹4.4t | ₹157.8b | 13.5x | 38.3x | 1.4x |
| Tue, 30 Nov 2021 | ₹5.6t | ₹4.7t | ₹145.7b | 11.7x | 38.4x | 1.2x |
| Thu, 28 Oct 2021 | ₹5.7t | ₹4.5t | ₹81.9b | 15.8x | 69.1x | 1.2x |
| Sat, 25 Sep 2021 | ₹4.9t | ₹4.5t | ₹78.2b | 15.9x | 62.2x | 1.1x |
| Mon, 23 Aug 2021 | ₹4.6t | ₹4.7t | ₹106.0b | 14.4x | 43.3x | 1x |
Price to Earnings Ratio
43.3x
Current Industry PE
- Investors are optimistic on the Indian Luxury industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 48.5x which is higher than its 3-year average PE of 44.2x.
- 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 15% per year over the last three years.
- Revenues for these companies have grown 6.0% 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 | -0.51% | |
| Consumer Discretionary | 0.65% | |
| Luxury | 0.48% | |
| Apparel, Accessories and Luxury Goods | 1.86% | |
| Textiles | -2.38% | |
| Footwear | -4.63% | |
Industry PE
- Investors are most optimistic about the Footwear industry even though it's trading below its 3-year average PE ratio of 101x.
- Analysts are expecting annual earnings growth of 21.1%, which is higher than its past year's earnings growth of 6.4% per year.
- Investors are most pessimistic about the Textiles industry, which is trading close to its 3-year average of 22.1x.
Forecasted Growth
- Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 25% over the next 5 years.
- This is better than its past earnings growth rate of 6.9% per year.
- In contrast, the Footwear industry is expected to see its earnings grow by 21% 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 | |
|---|---|---|---|---|---|
| 500114 Titan | ₹3.40k | 3.2% +₹94.6b | 10.7% | PE87.3x | |
| KALYANKJIL Kalyan Jewellers India | ₹568.60 | 6.0% +₹33.0b | 155.3% | PE92.8x | |
| 514446 LS Industries | ₹59.18 | 21.5% +₹8.9b | n/a | PS10799.8x | |
| 500101 Arvind | ₹405.95 | 6.1% +₹6.1b | 160.1% | PE34.2x | |
| 526729 Goldiam International | ₹239.55 | 23.9% +₹4.9b | 90.3% | PE26.7x |