Narrative Update • Jul 10
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Indian (NIFTY) Specialty Stores Industry Analysis
UpdatedJul 25, 2026
DataAggregated Company Financials
Companies79
- 7D1.4%
- 3M8.4%
- 1Y-1.1%
- YTD8.0%
In the last week, the Specialty Stores industry is up 1.4%, with Lenskart Solutions up 3.5%. Despite this gain, the industry's performance has been flat over the past year. Earnings are forecast to grow by 28% annually.
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 |
|---|---|---|---|---|---|---|
| Sat, 25 Jul 2026 | ₹5.5t | ₹1.7t | ₹68.9b | 21.1x | 79.1x | 3.2x |
| Mon, 22 Jun 2026 | ₹5.4t | ₹1.7t | ₹67.7b | 20.9x | 79.3x | 3.2x |
| Wed, 20 May 2026 | ₹4.8t | ₹1.6t | ₹65.6b | 18.7x | 73.7x | 3.1x |
| Fri, 17 Apr 2026 | ₹5.0t | ₹1.5t | ₹60.4b | 18.9x | 82.5x | 3.3x |
| Sun, 15 Mar 2026 | ₹4.4t | ₹1.5t | ₹60.6b | 18.6x | 72.8x | 2.9x |
| Tue, 10 Feb 2026 | ₹4.9t | ₹1.5t | ₹55.6b | 22.6x | 88.7x | 3.3x |
| Thu, 08 Jan 2026 | ₹4.9t | ₹1.4t | ₹48.3b | 23.7x | 102.3x | 3.4x |
| Sat, 06 Dec 2025 | ₹4.9t | ₹1.4t | ₹48.2b | 24.3x | 101.6x | 3.4x |
| Mon, 03 Nov 2025 | ₹4.5t | ₹1.4t | ₹41.1b | 29.6x | 108.4x | 3.3x |
| Wed, 01 Oct 2025 | ₹4.4t | ₹1.4t | ₹41.5b | 30.6x | 106.7x | 3.2x |
| Fri, 29 Aug 2025 | ₹4.7t | ₹1.4t | ₹40.5b | 28.2x | 116.5x | 3.5x |
| Sun, 27 Jul 2025 | ₹4.5t | ₹1.3t | ₹40.4b | 31.8x | 110.4x | 3.5x |
| Tue, 24 Jun 2025 | ₹4.6t | ₹1.2t | ₹39.5b | 32.9x | 117.5x | 3.9x |
| Thu, 22 May 2025 | ₹4.9t | ₹1.3t | ₹37.0b | 32.5x | 133.3x | 3.9x |
| Sat, 19 Apr 2025 | ₹6.0t | ₹1.2t | ₹41.3b | 35.4x | 144.9x | 4.9x |
| Mon, 17 Mar 2025 | ₹4.1t | ₹1.2t | ₹41.4b | 32x | 98.7x | 3.3x |
| Wed, 12 Feb 2025 | ₹4.3t | ₹1.2t | ₹41.4b | 43x | 104.4x | 3.6x |
| Fri, 10 Jan 2025 | ₹5.1t | ₹1.2t | ₹35.3b | 49.7x | 143.4x | 4.3x |
| Sun, 08 Dec 2024 | ₹5.3t | ₹1.2t | ₹35.3b | 54.2x | 149.3x | 4.5x |
| Tue, 05 Nov 2024 | ₹5.3t | ₹1.1t | ₹34.1b | 49.7x | 154.2x | 4.7x |
| Thu, 03 Oct 2024 | ₹5.7t | ₹1.1t | ₹30.5b | 52.6x | 185.8x | 5.1x |
| Sat, 31 Aug 2024 | ₹5.1t | ₹1.0t | ₹28.4b | 46.1x | 180.8x | 5x |
| Mon, 29 Jul 2024 | ₹4.1t | ₹926.7b | ₹25.1b | 46.8x | 162.6x | 4.4x |
| Wed, 26 Jun 2024 | ₹4.0t | ₹923.4b | ₹25.0b | 48.7x | 159x | 4.3x |
| Fri, 24 May 2024 | ₹3.6t | ₹906.6b | ₹23.0b | 51x | 156.6x | 4x |
| Sun, 21 Apr 2024 | ₹3.3t | ₹884.1b | ₹15.2b | 46x | 217.1x | 3.7x |
| Tue, 19 Mar 2024 | ₹3.1t | ₹828.6b | ₹14.5b | 45.3x | 214.3x | 3.8x |
| Thu, 15 Feb 2024 | ₹3.2t | ₹827.0b | ₹16.7b | 49x | 188.9x | 3.8x |
| Sat, 13 Jan 2024 | ₹3.0t | ₹805.5b | ₹13.5b | 47.1x | 225.1x | 3.8x |
| Mon, 11 Dec 2023 | ₹2.8t | ₹790.6b | ₹12.5b | 49.6x | 221.9x | 3.5x |
| Wed, 08 Nov 2023 | ₹2.5t | ₹768.3b | ₹14.8b | 45.4x | 167.5x | 3.2x |
| Fri, 06 Oct 2023 | ₹2.3t | ₹759.1b | ₹15.5b | 40.5x | 146.5x | 3x |
| Sun, 03 Sep 2023 | ₹1.9t | ₹600.0b | ₹16.5b | 43.7x | 116.5x | 3.2x |
| Tue, 01 Aug 2023 | ₹1.7t | ₹565.5b | ₹16.6b | 37.1x | 104.2x | 3.1x |
Price to Earnings Ratio
104.2x
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 79.1x which is lower than its 3-year average PE of 137x.
- The 3-year average PS ratio of 3.7x is higher than the industry's current PS ratio of 3.2x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have grown 61% per year over the last three years.
- Revenues for these companies have grown 45% 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 | -1.36% | |
| Consumer Discretionary | -0.50% | |
| Specialty Stores | 1.39% | |
| Specialty Stores | 2.99% | |
| Computer and Electronics Retail | 0.30% | |
| Home Improvement Retail | 0.14% | |
| Apparel Retail | 0.054% | |
| Automotive Retail | -1.25% | |
| Home Furnishing Retail | -4.02% | |
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 37.8%, which is lower than the prior year's growth of 67.0% per year.
- Investors are most pessimistic about the Home Furnishing Retail industry, which is trading below its 3-year average of 43.1x.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 38% over the next 5 years.
- However this is lower than its past earnings growth rate of 67% per year.
- In contrast, the Apparel Retail industry is expected to see its earnings grow by 18% 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 | ₹555.90 | 3.5% +₹32.5b | n/a | PE195.8x | |
| BLUESTONE BlueStone Jewellery and Lifestyle | ₹772.40 | 28.9% +₹26.4b | n/a | PE209x | |
| 500251 Trent | ₹2.89k | 1.7% +₹26.4b | -14.0% | PE89.7x | |
| THANGAMAYL Thangamayil Jewellery | ₹6.91k | 7.3% +₹14.6b | 276.7% | PE61x | |
| PNGJL N Gadgil Jewellers | ₹647.00 | 9.3% +₹7.5b | 11.2% | PE21.4x |
