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Indian (NIFTY) Consumer Discretionary Sector Analysis

UpdatedApr 26, 2025
DataAggregated Company Financials
Companies848
  • 7D-0.2%
  • 3M-3.9%
  • 1Y3.1%
  • YTD-12.5%

In the last week, the Consumer Discretionary industry is up 2.1%, with Mahindra & Mahindra up 6.9%. In the same time, Bharat Global Developers was down 23%. This takes the industry's 12 month performance to a gain of 5.5%. Looking forward, earnings are forecast to grow by 22% annually.

Sector Valuation and Performance

Has the Indian Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 26 Apr 2025₹48.7t₹24.1t₹1.4t29.1x35.8x2x
Mon, 24 Mar 2025₹46.7t₹24.1t₹1.4t27.6x34.3x1.9x
Wed, 19 Feb 2025₹46.3t₹24.1t₹1.4t27.3x34x1.9x
Fri, 17 Jan 2025₹51.0t₹23.5t₹1.4t33.7x36.7x2.2x
Sun, 15 Dec 2024₹53.7t₹23.4t₹1.4t35.7x38.8x2.3x
Tue, 12 Nov 2024₹50.5t₹22.8t₹1.4t35x36.1x2.2x
Thu, 10 Oct 2024₹53.9t₹21.9t₹1.3t36x40.5x2.5x
Sat, 07 Sep 2024₹52.2t₹21.8t₹1.3t36.3x39.2x2.4x
Mon, 05 Aug 2024₹50.0t₹21.8t₹1.3t36.4x37.3x2.3x
Wed, 03 Jul 2024₹48.5t₹21.5t₹1.3t34.6x37.4x2.3x
Fri, 31 May 2024₹44.1t₹21.8t₹1.3t31.5x34.5x2x
Sun, 28 Apr 2024₹43.1t₹21.1t₹1.1t34.3x40.5x2x
Tue, 26 Mar 2024₹41.2t₹21.1t₹1.1t31.7x38.9x2x
Thu, 22 Feb 2024₹40.8t₹21.0t₹1.1t34.4x38.5x1.9x
Sat, 20 Jan 2024₹38.8t₹20.7t₹948.8b34.5x40.9x1.9x
Mon, 18 Dec 2023₹37.0t₹20.6t₹949.1b32.4x39x1.8x
Wed, 15 Nov 2023₹34.3t₹21.0t₹936.8b30.1x36.6x1.6x
Fri, 13 Oct 2023₹33.5t₹20.4t₹857.7b29.3x39.1x1.6x
Sun, 10 Sep 2023₹33.2t₹20.3t₹856.9b29.5x38.7x1.6x
Tue, 08 Aug 2023₹30.9t₹19.8t₹841.9b28.6x36.7x1.6x
Thu, 06 Jul 2023₹30.4t₹19.2t₹713.6b28.7x42.6x1.6x
Sat, 03 Jun 2023₹28.7t₹19.2t₹714.3b26.2x40.2x1.5x
Mon, 01 May 2023₹26.6t₹18.3t₹652.9b23.8x40.7x1.4x
Wed, 29 Mar 2023₹24.1t₹18.2t₹637.8b20.6x37.8x1.3x
Fri, 24 Feb 2023₹25.6t₹18.2t₹636.8b21.9x40.2x1.4x
Sun, 22 Jan 2023₹25.8t₹17.4t₹594.3b23.6x43.4x1.5x
Tue, 20 Dec 2022₹27.0t₹17.3t₹593.5b23.5x45.5x1.6x
Thu, 17 Nov 2022₹27.2t₹16.9t₹589.1b22.7x46.1x1.6x
Sat, 15 Oct 2022₹26.6t₹16.2t₹534.2b22.4x49.8x1.6x
Mon, 12 Sep 2022₹27.5t₹15.9t₹519.1b22.9x53x1.7x
Wed, 10 Aug 2022₹26.4t₹15.7t₹489.5b22.9x53.9x1.7x
Fri, 08 Jul 2022₹24.6t₹15.0t₹419.0b22.5x58.8x1.6x
Sun, 05 Jun 2022₹24.1t₹15.0t₹415.6b22.5x57.9x1.6x
Tue, 03 May 2022₹25.0t₹14.9t₹359.3b22.2x69.6x1.7x
Price to Earnings Ratio

69.6x


Total Market Cap: ₹25.0tTotal Earnings: ₹359.3bTotal Revenue: ₹14.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Consumer Discretionary Sector Price to Earnings3Y Average 41.9x202320242025
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 36.6x which is lower than its 3-year average PE of 41.9x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 56% per year over the last three years.
  • Revenues for these companies have grown 17% 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 Market0.41%
Consumer Discretionary-0.24%
Consumer Services3.02%
Retail Distributors2.88%
Auto2.18%
Consumer Durables1.47%
Auto Components1.27%
Online Retail and Ecommerce0%0
Luxury-0.73%
Leisure-0.85%
General Merchandise and Department Stores-1.05%
Hospitality-2.18%
Specialty Stores-6.96%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 88.4x.
    • Analysts are expecting annual earnings growth of 41.7%, which is higher than its past year's earnings growth of 10.1% per year.
  • Investors are most pessimistic about the Leisure industry, which is trading below its 3-year average of 27.1x.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 42% over the next 5 years.
  • This is better than its past earnings growth rate of 10% 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?

CompanyLast Price7D1YValuation
M&M Mahindra & Mahindra₹2.86k6.9%
+₹206.0b
40.1%PE25.8x
500570 Tata Motors₹654.855.4%
+₹122.8b
-34.5%PE7.6x
DIXON Dixon Technologies (India)₹16.22k5.8%
+₹54.0b
89.0%PE123.7x
500114 Titan₹3.36k1.1%
+₹33.0b
-6.2%PE92.2x
517334 Samvardhana Motherson International₹133.553.0%
+₹27.4b
1.8%PE22.8x
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Latest News

M&M

₹2,864.20

Mahindra & Mahindra

7D

6.9%

1Y

40.1%

532343

₹2,735.70

TVS Motor

7D

2.1%

1Y

35.6%

500114

₹3,362.15

Titan

7D

1.1%

1Y

-6.2%

KPRMILL

₹1,022.95

K.P.R. Mill

7D

-4.1%

1Y

18.2%

SWIGGY

₹321.40

Swiggy

7D

-5.7%

1Y

n/a

KALYANKJIL

₹501.25

Kalyan Jewellers India

7D

-4.5%

1Y

19.5%

ETERNAL

₹228.81

Eternal

7D

-1.2%

1Y

21.6%

521238

₹779.45

Bharat Global Developers

7D

-22.6%

1Y

8,544.5%

517334

₹133.55

Samvardhana Motherson International

7D

3.0%

1Y

1.8%

500570

₹654.85

Tata Motors

7D

5.4%

1Y

-34.5%

505200

₹5,570.95

Eicher Motors

7D

-1.9%

1Y

21.2%

500182

₹3,888.40

Hero MotoCorp

7D

3.0%

1Y

-13.4%

500850

₹785.50

Indian Hotels

7D

-6.6%

1Y

38.2%