Arvind Fashions Limited's (NSE:ARVINDFASN) CEO Compensation Is Looking A Bit Stretched At The Moment
Aug 13
Indian (NIFTY) Specialty Stores Industry Analysis
UpdatedAug 13, 2024
DataAggregated Company Financials
Companies57
- 7D10.1%
- 3M27.6%
- 1Y108.6%
- YTD49.9%
Over the last 7 days, the Specialty Stores industry has risen 10%, driven by gains from Trent of 19%. In the last 12 months, the industry was up 109%. 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 |
|---|---|---|---|---|---|---|
| Tue, 13 Aug 2024 | ₹4.6t | ₹1.0t | ₹25.1b | 44.9x | 184.9x | 4.6x |
| Thu, 11 Jul 2024 | ₹4.1t | ₹923.4b | ₹25.0b | 49.5x | 163.1x | 4.4x |
| Sat, 08 Jun 2024 | ₹3.7t | ₹922.4b | ₹25.0b | 45.2x | 149.8x | 4.1x |
| Mon, 06 May 2024 | ₹3.5t | ₹897.9b | ₹21.7b | 51.1x | 160.4x | 3.9x |
| Wed, 03 Apr 2024 | ₹3.2t | ₹877.3b | ₹15.2b | 47x | 210.8x | 3.6x |
| Fri, 01 Mar 2024 | ₹3.1t | ₹828.6b | ₹14.5b | 46.7x | 215.9x | 3.8x |
| Sun, 28 Jan 2024 | ₹3.0t | ₹801.6b | ₹13.4b | 51.6x | 220.1x | 3.7x |
| Tue, 26 Dec 2023 | ₹2.8t | ₹790.6b | ₹12.5b | 46.8x | 226.1x | 3.6x |
| Thu, 23 Nov 2023 | ₹2.7t | ₹790.2b | ₹12.4b | 48.3x | 217x | 3.4x |
| Sat, 21 Oct 2023 | ₹2.3t | ₹759.7b | ₹15.3b | 44.5x | 151.6x | 3x |
| Mon, 18 Sep 2023 | ₹2.2t | ₹725.3b | ₹13.8b | 42.5x | 160.3x | 3x |
| Wed, 16 Aug 2023 | ₹1.9t | ₹580.8b | ₹14.9b | 39.6x | 125.1x | 3.2x |
| Fri, 14 Jul 2023 | ₹1.6t | ₹521.0b | ₹14.4b | 37.7x | 113.9x | 3.2x |
| Sun, 11 Jun 2023 | ₹1.6t | ₹518.8b | ₹14.4b | 34.4x | 107.6x | 3x |
| Tue, 09 May 2023 | ₹1.4t | ₹492.9b | ₹15.1b | 31.3x | 94.4x | 2.9x |
| Thu, 06 Apr 2023 | ₹1.3t | ₹483.8b | ₹14.2b | 28.6x | 94.6x | 2.8x |
| Sat, 04 Mar 2023 | ₹938.5b | ₹418.1b | ₹14.0b | 27.8x | 66.9x | 2.2x |
| Mon, 30 Jan 2023 | ₹914.7b | ₹394.5b | ₹13.3b | 35.3x | 68.5x | 2.3x |
| Wed, 28 Dec 2022 | ₹1.0t | ₹360.6b | ₹12.4b | 33.4x | 80.7x | 2.8x |
| Fri, 25 Nov 2022 | ₹1.0t | ₹360.0b | ₹12.4b | 35.1x | 80.9x | 2.8x |
| Sun, 23 Oct 2022 | ₹1.1t | ₹323.6b | ₹9.7b | 39.6x | 109.2x | 3.3x |
| Tue, 20 Sep 2022 | ₹974.4b | ₹277.1b | ₹8.4b | 37.5x | 115.3x | 3.5x |
| Thu, 18 Aug 2022 | ₹983.5b | ₹276.7b | ₹8.4b | 31.7x | 116.6x | 3.6x |
| Sat, 16 Jul 2022 | ₹359.8b | ₹186.2b | -₹312,452,076.00 | 46.5x | -1151.6x | 1.9x |
| Mon, 13 Jun 2022 | ₹343.6b | ₹186.2b | -₹320,795,237.00 | 46.8x | -1071.2x | 1.8x |
| Wed, 11 May 2022 | ₹315.3b | ₹189.1b | ₹219.8m | 34.7x | 1434.5x | 1.7x |
| Fri, 08 Apr 2022 | ₹337.0b | ₹187.8b | ₹221.2m | 35.3x | 1523.4x | 1.8x |
| Sun, 06 Mar 2022 | ₹305.6b | ₹187.8b | ₹220.5m | 35.9x | 1385.5x | 1.6x |
| Tue, 01 Feb 2022 | ₹337.8b | ₹191.0b | ₹1.6b | 28.9x | 204.8x | 1.8x |
| Thu, 30 Dec 2021 | ₹298.6b | ₹183.7b | ₹558.0m | 30x | 535x | 1.6x |
| Sat, 27 Nov 2021 | ₹115.8b | ₹173.0b | ₹15.5m | 25.9x | 7492.7x | 0.7x |
| Mon, 25 Oct 2021 | ₹131.4b | ₹180.5b | -₹10,452,573,185.00 | 20.2x | -12.6x | 0.7x |
| Wed, 22 Sep 2021 | ₹110.1b | ₹180.4b | -₹10,453,087,508.00 | 17.1x | -10.5x | 0.6x |
| Fri, 20 Aug 2021 | ₹99.7b | ₹180.4b | -₹10,453,087,805.00 | 14.9x | -9.5x | 0.6x |
Price to Earnings Ratio
-9.5x
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 185x which is lower than its 3-year average PE of 329x.
- The 3-year average PS ratio of 2.7x is lower than the industry's current PS ratio of 4.6x.
Past Earnings Growth
- Total earnings for the Specialty Retail industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 78% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the Indian Consumer Discretionary industry?
| IN Market | 1.63% | |
| Consumer Discretionary | 2.60% | |
| Specialty Stores | 10.09% | |
| Apparel Retail | 12.26% | |
| Computer and Electronics Retail | 4.15% | |
| Specialty Stores | 3.15% | |
| Automotive Retail | 1.88% | |
| Home Furnishing Retail | -1.23% | |
| Home Improvement Retail | -7.76% | |
Industry PE
- Investors are most optimistic about the Home Furnishing Retail industry which is trading above its 3-year average PE ratio of 85.6x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 40% over the next 5 years.
- This is better than its past earnings growth rate of 18% per year.
- In contrast, the Computer and Electronics Retail industry is expected to see its earnings grow by 22% 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 | |
|---|---|---|---|---|---|
| 500251 Trent | ₹6.38k | 19.4% +₹368.4b | 230.8% | PE133x | |
| NYKAA FSN E-Commerce Ventures | ₹194.59 | 2.6% +₹14.0b | 44.9% | PE1723.2x | |
| EMIL Electronics Mart India | ₹228.79 | 10.5% +₹8.4b | 88.2% | PE44.9x | |
| ETHOSLTD Ethos | ₹3.25k | 9.7% +₹7.0b | 98.5% | PE95.5x | |
| SENCO Senco Gold | ₹1.04k | 5.2% +₹4.0b | 155.1% | PE44.5x |
