Zomato Limited (NSE:ZOMATO) Just Reported Earnings, And Analysts Cut Their Target Price
Investors in Zomato Limited ( NSE:ZOMATO ) had a good week, as its shares rose 6.0% to close at ₹62.30 following the...
Indian (NIFTY) Ecommerce Industry Analysis
UpdatedMay 28, 2022
DataAggregated Company Financials
Companies11
- 7D-2.1%
- 3M-8.1%
- 1Y55.3%
- YTD-45.8%
Over the last 7 days, the Ecommerce industry has dropped 2.1%, driven by a pullback from FSN E-Commerce Ventures of 8.2%. Meanwhile, Zomato actually outperformed within the industry, gaining 6.9% in the last week. In the past year, the industry has gained 55%. As for the next few years, earnings are expected to grow by 54% per annum.
Industry Valuation and Performance
Has the Indian Ecommerce Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Sun, 29 May 2022 | ₹1.2t | ₹93.9b | -₹12,797,690,833.00 | 30.8x |
| Tue, 26 Apr 2022 | ₹1.5t | ₹88.6b | -₹10,119,625,833.00 | 38x |
| Thu, 24 Mar 2022 | ₹1.4t | ₹88.6b | -₹10,119,625,833.00 | 33.1x |
| Sat, 19 Feb 2022 | ₹1.4t | ₹88.6b | -₹10,119,625,833.00 | 35.1x |
| Mon, 17 Jan 2022 | ₹2.1t | ₹80.3b | -₹12,152,484,833.00 | 34.2x |
| Wed, 15 Dec 2021 | ₹2.6t | ₹89.2b | -₹13,654,904,833.00 | 30.8x |
| Fri, 12 Nov 2021 | ₹2.2t | ₹66.8b | -₹10,340,454,449.00 | 27.9x |
| Sun, 10 Oct 2021 | ₹1.1t | ₹42.0b | -₹9,517,905,449.00 | 22.4x |
| Tue, 07 Sep 2021 | ₹1.2t | ₹42.0b | -₹9,514,597,325.00 | 19.3x |
| Thu, 05 Aug 2021 | ₹1.1t | ₹39.5b | -₹10,439,587,325.00 | 16.8x |
| Sun, 09 May 2021 | ₹7.8b | ₹14.3b | ₹257.7m | 17.6x |
| Wed, 10 Feb 2021 | ₹5.9b | ₹14.3b | ₹182.3m | 22.9x |
| Tue, 03 Nov 2020 | ₹5.1b | ₹13.8b | ₹55.8m | 46.4x |
| Fri, 07 Aug 2020 | ₹4.4b | ₹13.2b | -₹162,494,643.00 | 78x |
| Thu, 30 Apr 2020 | ₹3.4b | ₹12.4b | -₹242,655,944.00 | 19.4x |
| Sun, 02 Feb 2020 | ₹4.6b | ₹12.2b | -₹284,206,652.00 | 15.7x |
| Wed, 06 Nov 2019 | ₹5.1b | ₹12.4b | -₹319,144,538.00 | 20.7x |
| Sat, 10 Aug 2019 | ₹5.3b | ₹12.4b | -₹264,208,036.00 | 20x |
Median PE Ratio
34.1x
Current Industry PE
- Investors are relatively neutral on the 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 30.1x.
Past Earnings Growth
- The earnings for companies in the Internet and Direct Marketing Retail industry have deteriorated over the last three years.
- Meanwhile revenues for these companies have grown 94% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has caused losses to expand.
Industry Comparison
How does Indian Ecommerce compare with similar industries?
| IN Market | -0.87% | |
| Consumer Discretionary | 0.37% | |
| Online Retail and Ecommerce | -2.13% | |
| Ecommerce | -2.13% | |
Industry PEThere is insufficient data on the sub-industries of this industry.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ZOMATO Zomato | ₹62.05 | 6.9% +₹31.5b | n/a | PS11.7x | |
| 543333 CarTrade Tech | ₹618.45 | 6.3% +₹1.7b | n/a | PS9.2x | |
| 531083 Nihar Info Global | ₹11.47 | 9.8% +₹11.8m | 108.5% | PS30.8x | |
| 533181 IntraSoft Technologies | ₹186.75 | 0.4% +₹11.8m | 119.7% | PS23x |