Narrative Update • Jun 25

Last week, the Retail Distributors industry hasn't moved much but SMT Engineering is up 16% in that time. As for the longer term, the industry has declined 32% in the last year. As for the next few years, earnings are expected to grow by 22% per annum.
Has the Indian Retail Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 22 Jul 2026 | ₹159.2b | ₹288.3b | ₹10.5b | 27.2x | 15.2x | 0.6x |
| Fri, 19 Jun 2026 | ₹156.9b | ₹288.4b | ₹10.5b | 26.7x | 15x | 0.5x |
| Sun, 17 May 2026 | ₹165.2b | ₹283.2b | ₹10.2b | 25.9x | 16.2x | 0.6x |
| Tue, 14 Apr 2026 | ₹166.8b | ₹281.0b | ₹9.8b | 24.3x | 17x | 0.6x |
| Thu, 12 Mar 2026 | ₹177.9b | ₹220.5b | ₹8.6b | 21.7x | 20.7x | 0.8x |
| Sat, 07 Feb 2026 | ₹175.9b | ₹210.2b | ₹7.6b | 25.2x | 23x | 0.8x |
| Mon, 05 Jan 2026 | ₹194.1b | ₹208.5b | ₹7.4b | 30.2x | 26.2x | 0.9x |
| Wed, 03 Dec 2025 | ₹195.8b | ₹155.5b | ₹6.4b | 29.5x | 30.4x | 1.3x |
| Fri, 31 Oct 2025 | ₹203.7b | ₹155.9b | ₹6.0b | 31.4x | 34.1x | 1.3x |
| Sun, 28 Sep 2025 | ₹209.0b | ₹155.6b | ₹6.1b | 28.5x | 34.4x | 1.3x |
| Tue, 26 Aug 2025 | ₹219.8b | ₹155.1b | ₹6.0b | 29.5x | 36.4x | 1.4x |
| Thu, 24 Jul 2025 | ₹190.7b | ₹87.7b | ₹4.6b | 31x | 41.2x | 2.2x |
| Sat, 21 Jun 2025 | ₹154.4b | ₹87.4b | ₹4.5b | 30.5x | 34.2x | 1.8x |
| Mon, 19 May 2025 | ₹138.9b | ₹82.1b | ₹4.3b | 26.5x | 32.5x | 1.7x |
| Wed, 16 Apr 2025 | ₹122.7b | ₹81.2b | ₹4.3b | 25.8x | 28.8x | 1.5x |
| Fri, 14 Mar 2025 | ₹100.9b | ₹81.1b | ₹4.3b | 24.2x | 23.7x | 1.2x |
| Sun, 09 Feb 2025 | ₹112.3b | ₹76.8b | ₹4.2b | 28.2x | 26.8x | 1.5x |
| Tue, 07 Jan 2025 | ₹119.7b | ₹76.9b | ₹4.0b | 32.3x | 29.8x | 1.6x |
| Thu, 05 Dec 2024 | ₹120.8b | ₹77.0b | ₹4.0b | 37.2x | 30x | 1.6x |
| Sat, 02 Nov 2024 | ₹120.5b | ₹72.4b | ₹3.8b | 46.5x | 32x | 1.7x |
| Mon, 30 Sep 2024 | ₹116.4b | ₹72.3b | ₹3.8b | 40.6x | 30.8x | 1.6x |
| Wed, 28 Aug 2024 | ₹127.3b | ₹72.7b | ₹3.8b | 39.7x | 33.8x | 1.8x |
| Fri, 26 Jul 2024 | ₹115.6b | ₹65.9b | ₹3.2b | 48.3x | 36.6x | 1.8x |
| Sun, 23 Jun 2024 | ₹113.9b | ₹71.7b | ₹3.1b | 44.6x | 37x | 1.6x |
| Tue, 21 May 2024 | ₹98.6b | ₹68.5b | ₹3.2b | 30.9x | 31.1x | 1.4x |
| Thu, 18 Apr 2024 | ₹107.1b | ₹70.6b | ₹3.0b | 38.5x | 35.3x | 1.5x |
| Sat, 16 Mar 2024 | ₹96.7b | ₹67.0b | ₹3.0b | 38.6x | 32.8x | 1.4x |
| Mon, 12 Feb 2024 | ₹114.0b | ₹66.5b | ₹3.8b | 42.4x | 29.7x | 1.7x |
| Wed, 10 Jan 2024 | ₹114.7b | ₹65.0b | ₹3.9b | 43.5x | 29.4x | 1.8x |
| Fri, 08 Dec 2023 | ₹100.8b | ₹65.0b | ₹3.9b | 40.4x | 26x | 1.6x |
| Sun, 05 Nov 2023 | ₹85.1b | ₹102.2b | ₹1.1b | 35x | 78.3x | 0.8x |
| Tue, 03 Oct 2023 | ₹84.7b | ₹91.5b | ₹1.1b | 41x | 78.6x | 0.9x |
| Thu, 31 Aug 2023 | ₹90.9b | ₹95.0b | ₹1.0b | 35.2x | 89.8x | 1x |
| Sat, 29 Jul 2023 | ₹83.7b | ₹56.8b | ₹3.4b | 38.2x | 24.7x | 1.5x |
24.7x
Which industries have driven the changes within the Indian Consumer Discretionary industry?
| IN Market | 0.002% | |
| Consumer Discretionary | -0.06% | |
| Retail Distributors | -0.14% | |
| Distributors | -0.14% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 538563 SMT Engineering | ₹513.45 | 15.7% +₹1.3b | 1,933.5% | PE40.2x | |
| 535601 Sreeleathers | ₹227.90 | 8.5% +₹414.5m | -7.4% | PE18.4x | |
| 542628 Northern Spirits | ₹142.95 | 16.9% +₹331.5m | -30.2% | PE8.5x | |
| GRETEX Gretex Industries | ₹304.00 | 4.3% +₹193.8m | 36.9% | PE320.2x | |
| 544451 Monika Alcobev | ₹224.75 | 2.2% +₹101.9m | n/a | PE15x |