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Indian (NIFTY) Consumer Discretionary Sector Analysis

UpdatedFeb 19, 2026
DataAggregated Company Financials
Companies926
  • 7D-1.4%
  • 3M-2.8%
  • 1Y11.7%
  • YTD-2.1%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.4%, driven by Eternal declining 8.8%. On the other hand LG Electronics India is actually up 5.4%. In the past year, the industry has gained 12%. As for the next few years, earnings are expected to grow by 23% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 19 Feb 2026₹58.1t₹32.2t₹1.2t25.2x47.2x1.8x
Sat, 17 Jan 2026₹57.3t₹30.1t₹1.2t26.4x45.8x1.9x
Mon, 15 Dec 2025₹58.7t₹30.0t₹1.2t27.3x47x2x
Wed, 12 Nov 2025₹57.3t₹28.6t₹1.4t30.7x42.4x2x
Fri, 10 Oct 2025₹56.7t₹27.7t₹1.3t30x43.9x2x
Sun, 07 Sep 2025₹56.9t₹26.9t₹1.3t29.6x44.2x2.1x
Tue, 05 Aug 2025₹52.7t₹25.6t₹1.3t31.2x40.7x2.1x
Thu, 03 Jul 2025₹52.9t₹25.2t₹1.3t31.8x41.4x2.1x
Sat, 31 May 2025₹50.9t₹25.1t₹1.3t30.8x40.2x2x
Mon, 28 Apr 2025₹48.7t₹24.2t₹1.4t29.1x35.8x2x
Wed, 26 Mar 2025₹46.4t₹24.1t₹1.4t27.7x34x1.9x
Fri, 21 Feb 2025₹47.2t₹24.1t₹1.4t28.4x34.7x2x
Sun, 19 Jan 2025₹51.0t₹23.5t₹1.4t34.2x36.6x2.2x
Tue, 17 Dec 2024₹54.1t₹23.4t₹1.4t35.9x39.1x2.3x
Thu, 14 Nov 2024₹49.8t₹23.0t₹1.4t33.3x36.3x2.2x
Sat, 12 Oct 2024₹54.0t₹21.9t₹1.3t36.3x40.5x2.5x
Mon, 09 Sep 2024₹52.2t₹21.8t₹1.3t35.8x39.2x2.4x
Wed, 07 Aug 2024₹47.9t₹21.8t₹1.3t35.5x35.7x2.2x
Fri, 05 Jul 2024₹48.8t₹21.5t₹1.3t34.6x37.7x2.3x
Sun, 02 Jun 2024₹43.9t₹21.8t₹1.3t31.3x34.4x2x
Tue, 30 Apr 2024₹43.2t₹21.2t₹1.1t34.2x40.1x2x
Thu, 28 Mar 2024₹41.4t₹21.1t₹1.1t31.5x39.1x2x
Sat, 24 Feb 2024₹41.3t₹21.0t₹1.1t34.6x39x2x
Mon, 22 Jan 2024₹38.7t₹20.6t₹948.1b34.2x40.8x1.9x
Wed, 20 Dec 2023₹37.1t₹20.6t₹949.1b32.7x39.1x1.8x
Fri, 17 Nov 2023₹34.7t₹20.6t₹935.4b30.7x37.1x1.7x
Sun, 15 Oct 2023₹33.7t₹20.4t₹857.6b29.3x39.2x1.7x
Tue, 12 Sep 2023₹33.5t₹20.3t₹857.1b29.6x39.1x1.6x
Thu, 10 Aug 2023₹31.2t₹19.8t₹841.7b29x37x1.6x
Sat, 08 Jul 2023₹30.6t₹19.2t₹714.1b29x42.8x1.6x
Mon, 05 Jun 2023₹28.7t₹19.2t₹715.1b26.7x40.2x1.5x
Wed, 03 May 2023₹26.6t₹18.4t₹652.9b23.8x40.7x1.4x
Fri, 31 Mar 2023₹24.4t₹18.2t₹637.8b20.9x38.3x1.3x
Sun, 26 Feb 2023₹25.5t₹18.2t₹636.5b21.8x40.1x1.4x
Price to Earnings Ratio

40.1x


Total Market Cap: ₹25.5tTotal Earnings: ₹636.5bTotal Revenue: ₹18.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Consumer Discretionary Sector Price to Earnings3Y Average 39.5x202420252026
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 47.2x which is higher than its 3-year average PE of 39.5x.
  • 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 25% per year over the last three years.
  • Revenues for these companies have grown 21% 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-0.73%
Consumer Discretionary-1.41%
Online Retail and Ecommerce0%0
Leisure-0.0001%
Consumer Durables-0.41%
Auto-0.67%
Luxury-0.86%
Specialty Stores-0.99%
Auto Components-1.23%
Retail Distributors-1.46%
General Merchandise and Department Stores-2.19%
Consumer Services-3.59%
Hospitality-4.63%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 0.91x.
    • Analysts are expecting annual earnings growth of 77.6%, which is higher than its past year's earnings growth of 2.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 78% over the next 5 years.
  • This is better than its past earnings growth rate of 2.4% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 13% 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
LGEINDIA LG Electronics India₹1.55k5.4%
+₹53.6b		n/aPE60.1x
MEESHO Meesho₹156.732.4%
+₹16.7b		n/aPS6.2x
500493 Bharat Forge₹1.76k1.4%
+₹11.4b		62.5%PE74.4x
502986 Vardhman Textiles₹523.058.0%
+₹11.3b		22.5%PE19x
EASEMYTRIP Easy Trip Planners₹9.2236.0%
+₹8.9b		-25.3%PS6.4x

Latest News

KPRMILL
₹911.80
K.P.R. Mill
7D
1.6%
1Y
10.0%
EASEMYTRIP
₹9.22
Easy Trip Planners
7D
36.0%
1Y
-25.3%
500493
₹1,756.40
Bharat Forge
7D
1.4%
1Y
62.5%

500493: Defence Contracts And Robotics Expansion Will Likely Fail To Justify Premium

Analysts have lifted their price target on Bharat Forge to ₹991.55 from ₹939.11, citing updates to their models that reflect adjusted revenue growth assumptions, a higher profit margin outlook, and a lower future P/E multiple. What's in the News Bharat Forge has scheduled a board meeting on February 12, 2026 to consider and approve unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025 (company filing).
500114
₹4,197.25
Titan
7D
-1.9%
1Y
31.5%
532756
₹458.95
CIE Automotive India
7D
2.1%
1Y
6.7%

532756: Upcoming Results And Dividend Decision Will Shape Balanced Outlook

Analysts have trimmed their price target for CIE Automotive India from ₹493.33 to ₹472.25, citing updated assumptions on discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News A board meeting is scheduled for February 19, 2026, to consider and approve the audited standalone and consolidated financial results for the quarter and financial year ended December 31, 2025 (Key Developments).
500850
₹672.10
Indian Hotels
7D
-5.6%
1Y
-11.7%
502986
₹523.05
Vardhman Textiles
7D
8.0%
1Y
22.5%

502986: Board Decisions On Object Clause Will Shape Steady Forward Outlook

Analysts have reiterated a price target of ₹445.60 for Vardhman Textiles, with small tweaks to assumptions on discount rate, revenue growth, profit margin and future P/E. This frames the change as a fine tuning of their prior view rather than a major shift.
LENSKART
₹479.90
Lenskart Solutions
7D
-6.5%
1Y
n/a
M&M
₹3,431.80
Mahindra & Mahindra
7D
-4.5%
1Y
20.9%
LGEINDIA
₹1,547.90
LG Electronics India
7D
5.4%
1Y
n/a
MEESHO
₹156.73
Meesho
7D
2.4%
1Y
n/a

Rising Value Ecommerce Adoption And Ad Monetisation Will Reshape This Long Term Opportunity

Catalysts About Meesho Meesho operates a value focused online marketplace that connects millions of buyers with a wide base of small and medium sellers across India. What are the underlying business or industry changes driving this perspective?
MARUTI
₹14,903.00
Maruti Suzuki India
7D
-2.8%
1Y
19.8%

MARUTI: New Gujarat Capacity Expansion Will Support Strong Long Term Outlook

Analysts have trimmed their price target for Maruti Suzuki India to ₹17,542 from ₹18,071, reflecting updated assumptions for slightly softer revenue growth, profit margins, and future P/E multiples in their models. What's in the News Maruti Suzuki India plans a new manufacturing facility in Khoraj, Gujarat, with an investment of ₹3,50,000 million, targeting annual capacity of 1 million vehicles and around 12,000 potential jobs on a 1,750 acre site allotted by GIDC, framed as part of the Make in India, Made for the World initiative (company announcement).
500182
₹5,412.45
Hero MotoCorp
7D
-5.6%
1Y
38.4%
505790
₹3,844.45
Schaeffler India
7D
1.0%
1Y
23.3%
500251
₹4,066.45
Trent
7D
-5.1%
1Y
-20.1%
ETERNAL
₹271.75
Eternal
7D
-8.8%
1Y
16.2%

ETERNAL: Leadership Transition Will Heighten Concerns Over Stretch P/E Assumptions

Analysts have raised their price target for Eternal to US$241.40 from US$207.45, citing updated assumptions around discount rates, revenue trends, profit margins and a higher future P/E multiple. What's in the News The board accepted the resignation of Deepinder Goyal as Director, Managing Director and Chief Executive Officer of Eternal Limited, effective at the close of business on February 1, 2026 (Key Developments).