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Indian (NIFTY) Consumer Discretionary Sector Analysis
UpdatedNov 15, 2024
DataAggregated Company Financials
Companies828
- 7D-3.5%
- 3M-6.5%
- 1Y31.9%
- YTD19.4%
Over the last 7 days, the Consumer Discretionary industry has dropped 3.5%, driven by a pullback from Tata Motors of 5.6%. On the other hand Zomato is actually up 5.7%. This takes the industry's 12 month performance to a gain of 32%. As for the next few years, earnings are expected to grow by 22% per annum.
Sector Valuation and Performance
Has the Indian Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 15 Nov 2024 | ₹49.9t | ₹23.1t | ₹1.4t | 33.3x | 36.3x | 2.2x |
| Sun, 13 Oct 2024 | ₹54.0t | ₹21.9t | ₹1.3t | 36.3x | 40.5x | 2.5x |
| Tue, 10 Sep 2024 | ₹52.2t | ₹21.8t | ₹1.3t | 35.8x | 39.2x | 2.4x |
| Thu, 08 Aug 2024 | ₹48.8t | ₹21.8t | ₹1.3t | 35.8x | 36.5x | 2.2x |
| Sat, 06 Jul 2024 | ₹48.9t | ₹21.5t | ₹1.3t | 35.1x | 37.7x | 2.3x |
| Mon, 03 Jun 2024 | ₹43.9t | ₹21.8t | ₹1.3t | 31.3x | 34.4x | 2x |
| Wed, 01 May 2024 | ₹43.6t | ₹21.3t | ₹1.1t | 34.5x | 40.2x | 2.1x |
| Fri, 29 Mar 2024 | ₹41.8t | ₹21.1t | ₹1.1t | 31.5x | 39.5x | 2x |
| Sun, 25 Feb 2024 | ₹41.3t | ₹21.1t | ₹1.1t | 35x | 39x | 2x |
| Tue, 23 Jan 2024 | ₹38.7t | ₹20.6t | ₹948.1b | 34.2x | 40.8x | 1.9x |
| Thu, 21 Dec 2023 | ₹36.2t | ₹20.6t | ₹949.1b | 31.4x | 38.1x | 1.8x |
| Sat, 18 Nov 2023 | ₹35.0t | ₹20.6t | ₹934.5b | 30.7x | 37.5x | 1.7x |
| Mon, 16 Oct 2023 | ₹33.7t | ₹20.4t | ₹857.6b | 29.2x | 39.2x | 1.7x |
| Wed, 13 Sep 2023 | ₹32.7t | ₹20.3t | ₹857.3b | 28.2x | 38.2x | 1.6x |
| Fri, 11 Aug 2023 | ₹31.1t | ₹19.8t | ₹846.9b | 28.2x | 36.7x | 1.6x |
| Sun, 09 Jul 2023 | ₹30.6t | ₹19.2t | ₹714.1b | 29x | 42.8x | 1.6x |
| Tue, 06 Jun 2023 | ₹28.9t | ₹19.2t | ₹713.0b | 27.6x | 40.6x | 1.5x |
| Thu, 04 May 2023 | ₹26.8t | ₹18.4t | ₹652.9b | 23.8x | 41.1x | 1.5x |
| Sat, 01 Apr 2023 | ₹24.7t | ₹18.2t | ₹637.8b | 20.9x | 38.7x | 1.4x |
| Mon, 27 Feb 2023 | ₹25.5t | ₹18.2t | ₹636.5b | 21.8x | 40.1x | 1.4x |
| Wed, 25 Jan 2023 | ₹26.0t | ₹17.4t | ₹594.1b | 22.9x | 43.8x | 1.5x |
| Fri, 23 Dec 2022 | ₹26.1t | ₹17.3t | ₹593.5b | 22.5x | 44x | 1.5x |
| Sun, 20 Nov 2022 | ₹26.7t | ₹17.3t | ₹585.3b | 22.8x | 45.7x | 1.5x |
| Tue, 18 Oct 2022 | ₹26.6t | ₹16.2t | ₹535.3b | 22.4x | 49.7x | 1.6x |
| Thu, 15 Sep 2022 | ₹27.8t | ₹15.9t | ₹519.0b | 23.2x | 53.5x | 1.7x |
| Sat, 13 Aug 2022 | ₹26.5t | ₹15.9t | ₹505.8b | 22.2x | 52.3x | 1.7x |
| Mon, 11 Jul 2022 | ₹24.7t | ₹15.0t | ₹419.0b | 22.8x | 58.9x | 1.6x |
| Wed, 08 Jun 2022 | ₹23.8t | ₹15.0t | ₹419.0b | 22x | 56.8x | 1.6x |
| Fri, 06 May 2022 | ₹24.3t | ₹14.9t | ₹358.0b | 22.2x | 68x | 1.6x |
| Sun, 03 Apr 2022 | ₹24.9t | ₹14.8t | ₹350.1b | 21x | 71.2x | 1.7x |
| Tue, 01 Mar 2022 | ₹24.0t | ₹14.8t | ₹349.6b | 20x | 68.8x | 1.6x |
| Thu, 27 Jan 2022 | ₹25.3t | ₹14.4t | ₹381.5b | 21.7x | 66.3x | 1.8x |
| Sat, 25 Dec 2021 | ₹25.1t | ₹14.4t | ₹386.5b | 18.8x | 64.8x | 1.7x |
| Mon, 22 Nov 2021 | ₹26.6t | ₹14.7t | ₹372.4b | 18.9x | 71.5x | 1.8x |
Price to Earnings Ratio
71.5x
Current Industry PE
- Investors are pessimistic on the Indian Consumer Discretionary 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 36.3x which is lower than its 3-year average PE of 46.9x.
- The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.2x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 55% per year over the last three years.
- Revenues for these companies have grown 16% 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 sector?
| IN Market | -4.32% | |
| Consumer Discretionary | -3.50% | |
| Hospitality | 2.19% | |
| Online Retail and Ecommerce | 0% | |
| Luxury | -2.81% | |
| Consumer Services | -3.22% | |
| Auto | -3.45% | |
| Specialty Stores | -3.72% | |
| Auto Components | -5.88% | |
| Retail Distributors | -5.97% | |
| Consumer Durables | -6.63% | |
| Leisure | -6.82% | |
| General Merchandise and Department Stores | -11.57% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 44.2x.
- Analysts are expecting annual earnings growth of 37.9%, which is higher than its past year's earnings decline of 0.7% per year.
- Investors are most pessimistic about the Auto industry, which is trading below its 3-year average of 65.8x.
Forecasted Growth
- Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 79% over the next 5 years.
- However this is lower than its past earnings growth rate of 141% per year.
- In contrast, the Auto industry is expected to see its earnings grow by 11% 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 | |
|---|---|---|---|---|---|
| ZOMATO Zomato | ₹269.66 | 5.7% +₹125.6b | 121.3% | PE316.1x | |
| 500850 Indian Hotels | ₹741.10 | 8.4% +₹81.8b | 79.8% | PE63.1x | |
| 500114 Titan | ₹3.18k | 2.1% +₹56.9b | -4.5% | PE87.1x | |
| 532539 Uno Minda | ₹997.30 | 5.0% +₹27.2b | 55.8% | PE61.8x | |
| 521238 Bharat Global Developers | ₹1.15k | 27.6% +₹25.3b | 5,507.0% | PE1988.7x |
