Analysis Article • May 25
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Indian (NIFTY) Specialty Stores Industry Analysis
UpdatedMay 28, 2026
DataAggregated Company Financials
Companies78
- 7D2.7%
- 3M3.6%
- 1Y-10.9%
- YTD-1.3%
Over the last 7 days, the Specialty Stores industry has risen 2.9%, driven by gains in Lenskart Solutions and Trent of 7.0% and 3.7%, respectively. However, the industry is down 11% over the past year. As for the next few years, earnings are expected to grow by 29% per annum.
Industry Valuation and Performance
Has the Indian Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 28 May 2026 | ₹5.0t | ₹1.7t | ₹66.6b | 20.1x | 74.7x | 2.9x |
| Sat, 25 Apr 2026 | ₹5.0t | ₹1.5t | ₹62.1b | 20x | 80.9x | 3.3x |
| Mon, 23 Mar 2026 | ₹4.5t | ₹1.5t | ₹60.6b | 17.3x | 74.5x | 3x |
| Wed, 18 Feb 2026 | ₹4.9t | ₹1.5t | ₹60.5b | 20x | 80.9x | 3.2x |
| Fri, 16 Jan 2026 | ₹4.8t | ₹1.4t | ₹48.3b | 22x | 99x | 3.3x |
| Sun, 14 Dec 2025 | ₹4.8t | ₹1.4t | ₹48.2b | 24.6x | 99.9x | 3.4x |
| Tue, 11 Nov 2025 | ₹5.0t | ₹1.5t | ₹46.0b | 33.1x | 109.3x | 3.4x |
| Thu, 09 Oct 2025 | ₹4.5t | ₹1.4t | ₹41.4b | 31.4x | 109.1x | 3.3x |
| Sat, 06 Sep 2025 | ₹5.1t | ₹1.4t | ₹40.7b | 29.3x | 124.1x | 3.7x |
| Mon, 04 Aug 2025 | ₹4.5t | ₹1.3t | ₹41.9b | 30.3x | 107.3x | 3.4x |
| Wed, 02 Jul 2025 | ₹4.9t | ₹1.2t | ₹39.6b | 31.6x | 124.6x | 4.1x |
| Fri, 30 May 2025 | ₹4.7t | ₹1.2t | ₹39.3b | 32x | 118.7x | 3.9x |
| Sun, 27 Apr 2025 | ₹5.6t | ₹1.2t | ₹41.3b | 33.6x | 134.8x | 4.5x |
| Tue, 25 Mar 2025 | ₹4.1t | ₹1.2t | ₹41.2b | 34.5x | 98.8x | 3.3x |
| Thu, 20 Feb 2025 | ₹4.1t | ₹1.2t | ₹41.2b | 36.3x | 100.4x | 3.4x |
| Sat, 18 Jan 2025 | ₹4.8t | ₹1.2t | ₹35.4b | 50.4x | 136.7x | 4.1x |
| Mon, 16 Dec 2024 | ₹5.3t | ₹1.2t | ₹35.3b | 52.1x | 149.4x | 4.5x |
| Wed, 13 Nov 2024 | ₹5.0t | ₹1.1t | ₹34.7b | 50.9x | 143.6x | 4.4x |
| Fri, 11 Oct 2024 | ₹5.8t | ₹1.1t | ₹30.6b | 53.5x | 188.4x | 5.2x |
| Sun, 08 Sep 2024 | ₹5.2t | ₹1.0t | ₹29.0b | 48.1x | 178.6x | 5x |
| Tue, 06 Aug 2024 | ₹4.0t | ₹932.8b | ₹25.7b | 43.2x | 156.9x | 4.3x |
| Thu, 04 Jul 2024 | ₹4.1t | ₹923.4b | ₹25.0b | 49.3x | 162.4x | 4.4x |
| Sat, 01 Jun 2024 | ₹3.5t | ₹922.9b | ₹22.8b | 48.7x | 153.7x | 3.8x |
| Mon, 29 Apr 2024 | ₹3.4t | ₹883.5b | ₹15.3b | 48.6x | 225.6x | 3.9x |
| Wed, 27 Mar 2024 | ₹3.1t | ₹877.3b | ₹15.2b | 42.1x | 206.8x | 3.6x |
| Fri, 23 Feb 2024 | ₹3.1t | ₹828.6b | ₹14.5b | 44.8x | 216.7x | 3.8x |
| Sun, 21 Jan 2024 | ₹2.9t | ₹800.3b | ₹13.3b | 51.4x | 221.2x | 3.7x |
| Tue, 19 Dec 2023 | ₹2.8t | ₹790.6b | ₹12.5b | 49.9x | 228x | 3.6x |
| Thu, 16 Nov 2023 | ₹2.6t | ₹788.7b | ₹14.5b | 51.2x | 177.7x | 3.3x |
| Sat, 14 Oct 2023 | ₹2.3t | ₹759.1b | ₹15.5b | 44.2x | 149.3x | 3x |
| Mon, 11 Sep 2023 | ₹2.2t | ₹728.0b | ₹13.7b | 44.8x | 160x | 3x |
| Wed, 09 Aug 2023 | ₹1.7t | ₹567.0b | ₹16.6b | 38x | 104.5x | 3.1x |
| Fri, 07 Jul 2023 | ₹1.7t | ₹521.0b | ₹14.4b | 39.1x | 114.6x | 3.2x |
| Sun, 04 Jun 2023 | ₹1.5t | ₹513.1b | ₹14.4b | 33.3x | 106.9x | 3x |
Price to Earnings Ratio
106.9x
Current Industry PE
- Investors are pessimistic on the Indian Specialty Retail industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 77.0x which is lower than its 3-year average PE of 139x.
- The 3-year average PS ratio of 3.7x is higher than the industry's current PS ratio of 3.0x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have grown 65% per year over the last three years.
- Revenues for these companies have grown 49% 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 | 2.07% | |
| Consumer Discretionary | 3.06% | |
| Specialty Stores | 2.67% | |
| Home Improvement Retail | 5.94% | |
| Apparel Retail | 3.40% | |
| Specialty Stores | 2.40% | |
| Computer and Electronics Retail | 0.76% | |
| Automotive Retail | -4.72% | |
| Home Furnishing Retail | -4.86% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 40.2%, which is lower than the prior year's growth of 74.3% per year.
- Investors are most pessimistic about the Home Furnishing Retail industry, which is trading below its 3-year average of 46.6x.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 40% over the next 5 years.
- However this is lower than its past earnings growth rate of 74% per year.
- In contrast, the Apparel Retail 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 | |
|---|---|---|---|---|---|
| LENSKART Lenskart Solutions | ₹521.00 | 7.0% +₹59.3b | n/a | PE183.3x | |
| 500251 Trent | ₹4.25k | 3.7% +₹53.3b | -23.6% | PE87.8x | |
| PCJEWELLER PC Jeweller | ₹9.20 | 12.1% +₹9.6b | -27.6% | PE13.6x | |
| REDTAPE REDTAPE | ₹141.37 | 10.2% +₹7.2b | 0.7% | PE32.5x | |
| ARVINDFASN Arvind Fashions | ₹468.35 | 9.2% +₹5.3b | 4.7% | PE50.6x |