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Indian (NIFTY) Consumer Discretionary Sector Analysis
UpdatedNov 10, 2025
DataAggregated Company Financials
Companies907
- 7D-1.4%
- 3M4.9%
- 1Y0.1%
- YTD-0.8%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.4%, driven by Maruti Suzuki India declining 4.4%. In contrast, Mahindra & Mahindra has gained 5.8%. As for the longer term, the industry's performance has been flat for 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 10 Nov 2025 | ₹57.1t | ₹28.6t | ₹1.4t | 30.8x | 42.3x | 2x |
| Wed, 08 Oct 2025 | ₹57.0t | ₹27.7t | ₹1.3t | 29.8x | 44.1x | 2.1x |
| Fri, 05 Sep 2025 | ₹56.4t | ₹26.9t | ₹1.3t | 29.7x | 43.9x | 2.1x |
| Sun, 03 Aug 2025 | ₹52.0t | ₹25.6t | ₹1.3t | 31x | 40.3x | 2x |
| Tue, 01 Jul 2025 | ₹52.9t | ₹25.2t | ₹1.3t | 32x | 41.4x | 2.1x |
| Thu, 29 May 2025 | ₹50.9t | ₹25.0t | ₹1.3t | 29.9x | 39.9x | 2x |
| Sat, 26 Apr 2025 | ₹48.7t | ₹24.1t | ₹1.4t | 29.1x | 35.8x | 2x |
| Mon, 24 Mar 2025 | ₹46.7t | ₹24.1t | ₹1.4t | 27.6x | 34.3x | 1.9x |
| Wed, 19 Feb 2025 | ₹46.3t | ₹24.1t | ₹1.4t | 27.3x | 34x | 1.9x |
| Fri, 17 Jan 2025 | ₹51.0t | ₹23.5t | ₹1.4t | 33.7x | 36.7x | 2.2x |
| Sun, 15 Dec 2024 | ₹53.7t | ₹23.4t | ₹1.4t | 35.7x | 38.8x | 2.3x |
| Tue, 12 Nov 2024 | ₹50.5t | ₹22.8t | ₹1.4t | 35x | 36.1x | 2.2x |
| Thu, 10 Oct 2024 | ₹53.9t | ₹21.9t | ₹1.3t | 36x | 40.5x | 2.5x |
| Sat, 07 Sep 2024 | ₹52.2t | ₹21.8t | ₹1.3t | 36.3x | 39.2x | 2.4x |
| Mon, 05 Aug 2024 | ₹50.0t | ₹21.8t | ₹1.3t | 36.4x | 37.3x | 2.3x |
| Wed, 03 Jul 2024 | ₹48.5t | ₹21.5t | ₹1.3t | 34.6x | 37.4x | 2.3x |
| Fri, 31 May 2024 | ₹44.1t | ₹21.8t | ₹1.3t | 31.5x | 34.5x | 2x |
| Sun, 28 Apr 2024 | ₹43.1t | ₹21.1t | ₹1.1t | 34.3x | 40.5x | 2x |
| Tue, 26 Mar 2024 | ₹41.2t | ₹21.1t | ₹1.1t | 31.7x | 38.9x | 2x |
| Thu, 22 Feb 2024 | ₹40.8t | ₹21.0t | ₹1.1t | 34.4x | 38.5x | 1.9x |
| Sat, 20 Jan 2024 | ₹38.8t | ₹20.7t | ₹948.8b | 34.5x | 40.9x | 1.9x |
| Mon, 18 Dec 2023 | ₹37.0t | ₹20.6t | ₹949.1b | 32.4x | 39x | 1.8x |
| Wed, 15 Nov 2023 | ₹34.3t | ₹21.0t | ₹936.8b | 30.1x | 36.6x | 1.6x |
| Fri, 13 Oct 2023 | ₹33.5t | ₹20.4t | ₹857.7b | 29.3x | 39.1x | 1.6x |
| Sun, 10 Sep 2023 | ₹33.2t | ₹20.3t | ₹856.9b | 29.5x | 38.7x | 1.6x |
| Tue, 08 Aug 2023 | ₹30.9t | ₹19.8t | ₹841.9b | 28.6x | 36.7x | 1.6x |
| Thu, 06 Jul 2023 | ₹30.4t | ₹19.2t | ₹713.6b | 28.7x | 42.6x | 1.6x |
| Sat, 03 Jun 2023 | ₹28.7t | ₹19.2t | ₹714.3b | 26.2x | 40.2x | 1.5x |
| Mon, 01 May 2023 | ₹26.6t | ₹18.3t | ₹652.9b | 23.8x | 40.7x | 1.4x |
| Wed, 29 Mar 2023 | ₹24.1t | ₹18.2t | ₹637.8b | 20.6x | 37.8x | 1.3x |
| Fri, 24 Feb 2023 | ₹25.6t | ₹18.2t | ₹636.8b | 21.9x | 40.2x | 1.4x |
| Sun, 22 Jan 2023 | ₹25.8t | ₹17.4t | ₹594.3b | 23.6x | 43.4x | 1.5x |
| Tue, 20 Dec 2022 | ₹27.0t | ₹17.3t | ₹593.5b | 23.5x | 45.5x | 1.6x |
| Thu, 17 Nov 2022 | ₹27.2t | ₹16.9t | ₹589.1b | 22.7x | 46.1x | 1.6x |
Price to Earnings Ratio
46.1x
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 42.5x which is higher than its 3-year average PE of 39.3x.
- The industry is trading close to its 3-year average PS ratio of 1.9x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 31% per year over the last three years.
- Revenues for these companies have grown 19% 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 | -0.98% | |
| Consumer Discretionary | -1.42% | |
| Retail Distributors | 3.63% | |
| Leisure | 0.79% | |
| Online Retail and Ecommerce | 0% | 0 |
| Auto Components | -0.14% | |
| Luxury | -0.18% | |
| Specialty Stores | -0.82% | |
| Auto | -1.43% | |
| General Merchandise and Department Stores | -1.92% | |
| Hospitality | -3.35% | |
| Consumer Durables | -3.79% | |
| Consumer Services | -5.21% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 142x.
- Analysts are expecting annual earnings growth of 43.3%, which is higher than its past year's earnings growth of 14.8% per year.
- Investors are most pessimistic about the Auto industry, which is trading close to its 3-year average of 27.0x.
Forecasted Growth
- Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 43% over the next 5 years.
- This is better than its past earnings growth rate of 15% per year.
- In contrast, the Auto industry is expected to see its earnings grow by 14% 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 | |
|---|---|---|---|---|---|
| M&M Mahindra & Mahindra | ₹3.69k | 5.8% +₹226.6b | 24.0% | PE28.9x | |
| THANGAMAYL Thangamayil Jewellery | ₹3.39k | 56.2% +₹37.9b | 69.5% | PE57.3x | |
| 500114 Titan | ₹3.77k | 0.6% +₹21.0b | 18.3% | PE81x | |
| 500039 Banco Products (India) | ₹800.05 | 12.9% +₹13.0b | 114.4% | PE26.5x | |
| TBOTEK TBO Tek | ₹1.60k | 7.9% +₹12.4b | -6.1% | PE73.3x |
