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Indian (NIFTY) Consumer Discretionary Sector Analysis

UpdatedJun 19, 2026
DataAggregated Company Financials
Companies938
  • 7D5.6%
  • 3M11.2%
  • 1Y3.4%
  • YTD-3.1%

The Consumer Discretionary industry has gained 5.6% in the last week and Trent up 16%. During this same period, the Tata Motors Passenger Vehicles underperformed, falling 7.7%. This means that the industry has gained 3.4% over the past year. 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
Fri, 19 Jun 2026₹57.6t₹33.3t₹1.3t24.9x45.2x1.7x
Sun, 17 May 2026₹55.0t₹32.7t₹1.2t23.7x44.3x1.7x
Tue, 14 Apr 2026₹54.4t₹32.2t₹1.2t23.4x44.1x1.7x
Thu, 12 Mar 2026₹53.3t₹32.2t₹1.2t22.9x43.2x1.7x
Sat, 07 Feb 2026₹57.0t₹30.4t₹1.2t25.3x47.8x1.9x
Mon, 05 Jan 2026₹59.8t₹30.1t₹1.2t27.8x47.9x2x
Wed, 03 Dec 2025₹58.1t₹29.8t₹1.3t27.9x46.2x1.9x
Fri, 31 Oct 2025₹57.3t₹28.2t₹1.3t30.8x43.3x2x
Sun, 28 Sep 2025₹56.1t₹27.7t₹1.3t29.9x43.4x2x
Tue, 26 Aug 2025₹55.4t₹26.9t₹1.3t29.9x43.1x2.1x
Thu, 24 Jul 2025₹53.6t₹25.3t₹1.3t32.5x41.8x2.1x
Sat, 21 Jun 2025₹51.3t₹25.2t₹1.3t31.7x40.1x2x
Mon, 19 May 2025₹51.9t₹24.9t₹1.3t29.6x40.8x2.1x
Wed, 16 Apr 2025₹46.4t₹24.1t₹1.4t28.2x34.1x1.9x
Fri, 14 Mar 2025₹44.4t₹24.1t₹1.4t26.7x32.6x1.8x
Sun, 09 Feb 2025₹50.3t₹24.0t₹1.4t31.5x37x2.1x
Tue, 07 Jan 2025₹53.2t₹23.6t₹1.4t33.9x38.2x2.3x
Thu, 05 Dec 2024₹52.9t₹23.4t₹1.4t34.6x38.3x2.3x
Sat, 02 Nov 2024₹51.1t₹22.8t₹1.4t35.5x36.7x2.2x
Mon, 30 Sep 2024₹55.5t₹21.9t₹1.3t36.8x41.7x2.5x
Wed, 28 Aug 2024₹52.1t₹21.8t₹1.3t36.4x39.2x2.4x
Fri, 26 Jul 2024₹49.1t₹21.5t₹1.3t35.1x37.8x2.3x
Sun, 23 Jun 2024₹47.6t₹21.5t₹1.3t32.9x36.8x2.2x
Tue, 21 May 2024₹44.4t₹21.7t₹1.2t33x35.6x2x
Thu, 18 Apr 2024₹42.3t₹21.1t₹1.1t33.5x39.9x2x
Sat, 16 Mar 2024₹39.9t₹21.0t₹1.1t31.8x37.7x1.9x
Mon, 12 Feb 2024₹39.9t₹21.2t₹1.1t34.5x37.9x1.9x
Wed, 10 Jan 2024₹38.4t₹20.7t₹950.6b33x40.4x1.9x
Fri, 08 Dec 2023₹36.7t₹20.6t₹932.6b31.7x39.3x1.8x
Sun, 05 Nov 2023₹33.3t₹20.8t₹923.6b29.2x36.1x1.6x
Tue, 03 Oct 2023₹33.0t₹20.4t₹857.3b28.5x38.5x1.6x
Thu, 31 Aug 2023₹32.1t₹20.3t₹856.5b28.7x37.5x1.6x
Sat, 29 Jul 2023₹30.8t₹19.6t₹806.0b28.6x38.3x1.6x
Mon, 26 Jun 2023₹29.4t₹19.2t₹714.1b27.9x41.2x1.5x
Price to Earnings Ratio

41.2x


Total Market Cap: ₹29.4tTotal Earnings: ₹714.1bTotal Revenue: ₹19.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Consumer Discretionary Sector Price to Earnings3Y Average 40x202420252026
Current Industry PE
  • Investors are optimistic on the Indian Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 45.2x which is higher than its 3-year average PE of 40.0x.
  • The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 21% per year over the last three years.
  • Revenues for these companies have grown 20% 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 Market5.06%
Consumer Discretionary5.57%
Specialty Stores9.30%
Luxury8.81%
Hospitality8.42%
Consumer Services7.45%
Consumer Durables7.26%
Auto Components5.37%
Auto2.46%
General Merchandise and Department Stores1.29%
Online Retail and Ecommerce0%0
Retail Distributors-0.71%
Leisure-3.61%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 27.6x.
    • Analysts are expecting annual earnings growth of 62.6%, which is higher than its past year's earnings growth of 23.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 63% over the next 5 years.
  • This is better than its past earnings growth rate of 23% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 16% 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
500251 Trent₹3.20k16.3%
+₹239.7b		-18.6%PE99.4x
500114 Titan₹4.42k5.6%
+₹209.7b		25.8%PE77.4x
ETERNAL Eternal₹264.308.4%
+₹188.4b		4.3%PE663.6x
LGEINDIA LG Electronics India₹1.65k9.0%
+₹92.7b		n/aPE66.4x
505200 Eicher Motors₹7.63k4.3%
+₹87.2b		38.1%PE37.9x

Latest News

500086
₹380.50
Exide Industries
7D
-2.9%
1Y
0.08%
VMM
₹118.66
Vishal Mega Mart
7D
-0.9%
1Y
-8.5%
500114
₹4,423.20
Titan
7D
5.6%
1Y
25.8%
Narrative Update • Jun 17

500114: Dividend Support And Modest Assumption Tweaks Should Drive Future Returns

The latest Narrative Update for Titan reflects a slight trim in the analyst price target to ₹5,011 from ₹5,039. Analysts point to modest tweaks in the discount rate, revenue growth, profit margin and future P/E assumptions rather than a major shift in the outlook.
ETERNAL
₹264.30
Eternal
7D
8.4%
1Y
4.3%
Narrative Update • Jun 16

ETERNAL: Asset Transfer And Subsidiary Structure Will Support Long Term Upside

Analysts have nudged their fair value estimate for Eternal slightly higher from around ₹464.69 to about ₹465.98, citing updated assumptions on revenue growth, profit margins, discount rate and future P/E. Together, these changes suggest a modest refinement rather than a major shift in the stock’s outlook.
500850
₹724.70
Indian Hotels
7D
6.6%
1Y
-5.2%
500570
₹359.50
Tata Motors Passenger Vehicles
7D
-7.7%
1Y
-46.8%
Narrative Update • Jun 16

500570: Higher Discount Rate Sensitivity Will Pressure Future Share Price

Analysts have kept the Tata Motors Passenger Vehicles price target steady at ₹300, citing only small adjustments to assumptions such as discount rate, revenue growth, profit margin and future P/E as reasons for maintaining their view. What’s in the News for Tata Motors Passenger Vehicles The board meeting on May 14, 2026 will consider and approve audited standalone and consolidated financial results for the fourth quarter and full year ended March 31, 2026.
520056
₹13,119.60
TVS Holdings
7D
-1.5%
1Y
19.5%
505200
₹7,628.50
Eicher Motors
7D
4.3%
1Y
38.1%
Narrative Update • Jun 09

505200: Joint Financing Venture And New Model Launches Will Support Balanced Outlook

Analysts have inched up their fair value estimate for Eicher Motors from about ₹7,802 to roughly ₹7,824, citing slightly adjusted assumptions around discount rate, profit margin and forward P/E as the key drivers of the revised price target. What's in the News At its May 22, 2026 meeting, the board of Eicher Motors recommended a final dividend of ₹82 per equity share of face value ₹1 for the year ended March 31, 2026, subject to shareholder approval at the 44th Annual General Meeting.
DIXON
₹12,517.00
Dixon Technologies (India)
7D
8.4%
1Y
-10.9%
Narrative Update • Jun 07

DIXON: Dividend Decision And Board Review Will Shape Balanced Outlook

Analysts have kept their fair value estimate for Dixon Technologies (India) steady at ₹11,821.28 per share, with only minor tweaks to discount rate, revenue growth, profit margin and future P/E assumptions shaping this unchanged price target. What's in the News Dixon Technologies (India) has a Board meeting scheduled for May 12, 2026 to consider and approve audited standalone and consolidated financial results for the quarter and financial year ended March 31, 2026, along with the statements of assets and liabilities and cash flows as of March 31, 2026.
OLAELEC
₹42.25
Ola Electric Mobility
7D
-7.6%
1Y
-8.3%
Narrative Update • Jun 06

OLAELEC: Ongoing Capital Needs And Funding Uncertainty Will Constrain Future Upside

Analysts have kept their fair value estimate for Ola Electric Mobility steady at ₹20.0. Updated assumptions show a lower discount rate, more moderate revenue growth, a slightly higher profit margin and a higher future P/E, which feeds into the latest price target narrative. What's in the News Ola Electric completed a follow on equity offering of Equity Shares, raising ₹7.802362b by issuing 217,578,428 shares at ₹35.86 per share.
500251
₹3,204.25
Trent
7D
16.3%
1Y
-18.6%
LGEINDIA
₹1,647.80
LG Electronics India
7D
9.0%
1Y
n/a
New Narrative • Jun 01

Exports And Localization Will Reshape Long Term Earnings Mix And Business Resilience

Catalysts About LG Electronics India LG Electronics India manufactures and sells home appliances, air conditioners, televisions and related services for consumers and institutional customers in India and export markets. What are the underlying business or industry changes driving this perspective?
HYUNDAI
₹1,973.20
Hyundai Motor India
7D
-0.8%
1Y
-1.6%
NYKAA
₹302.30
FSN E-Commerce Ventures
7D
10.5%
1Y
53.4%
Analysis Article • May 29

FSN E-Commerce Ventures' (NSE:NYKAA) Performance Is Even Better Than Its Earnings Suggest

The subdued stock price reaction suggests that FSN E-Commerce Ventures Limited's ( NSE:NYKAA ) strong earnings didn't...
515030
₹846.40
Asahi India Glass
7D
-3.8%
1Y
18.9%
ATHERENERG
₹971.70
Ather Energy
7D
-5.5%
1Y
203.0%