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Indian (NIFTY) Consumer Discretionary Sector Analysis

UpdatedAug 27, 2026
DataAggregated Company Financials
Companies955
  • 7D0.6%
  • 3M11.7%
  • 1Y4.9%
  • YTD6.1%

Over the last 7 days, the Consumer Discretionary industry has remained flat. The past year has been better, since the industry has gained 4.9% in that time. 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, 27 Aug 2026₹63.7t₹36.2t₹1.3t23.4x47.2x1.8x
Sat, 25 Jul 2026₹59.1t₹33.7t₹1.3t24.4x45.4x1.8x
Mon, 22 Jun 2026₹57.8t₹33.4t₹1.3t25.4x45.3x1.7x
Wed, 20 May 2026₹54.5t₹32.7t₹1.2t23.5x43.9x1.7x
Fri, 17 Apr 2026₹55.6t₹32.2t₹1.2t24.2x45.1x1.7x
Sun, 15 Mar 2026₹51.0t₹32.2t₹1.2t22x41.4x1.6x
Tue, 10 Feb 2026₹57.9t₹30.6t₹1.2t25.6x46.8x1.9x
Thu, 08 Jan 2026₹59.5t₹30.1t₹1.2t27.5x47.7x2x
Sat, 06 Dec 2025₹58.0t₹29.9t₹1.3t27.7x45.7x1.9x
Mon, 03 Nov 2025₹57.0t₹28.3t₹1.3t31.5x43.1x2x
Wed, 01 Oct 2025₹56.1t₹27.7t₹1.3t29.8x43.4x2x
Fri, 29 Aug 2025₹54.8t₹26.9t₹1.3t29.3x42.6x2x
Sun, 27 Jul 2025₹52.8t₹25.3t₹1.3t31.9x41.2x2.1x
Tue, 24 Jun 2025₹51.2t₹25.2t₹1.3t31.5x40x2x
Thu, 22 May 2025₹51.3t₹25.0t₹1.3t29.2x40.3x2.1x
Sat, 19 Apr 2025₹48.8t₹24.1t₹1.4t28.6x35.8x2x
Mon, 17 Mar 2025₹44.4t₹24.1t₹1.4t26.7x32.6x1.8x
Wed, 12 Feb 2025₹48.0t₹24.0t₹1.4t29.2x35.3x2x
Fri, 10 Jan 2025₹52.3t₹23.6t₹1.4t33.4x37.6x2.2x
Sun, 08 Dec 2024₹53.7t₹23.4t₹1.4t34.9x38.9x2.3x
Tue, 05 Nov 2024₹50.4t₹22.8t₹1.4t35.3x36.2x2.2x
Thu, 03 Oct 2024₹54.9t₹21.9t₹1.3t37.4x41.3x2.5x
Sat, 31 Aug 2024₹52.2t₹21.8t₹1.3t36.1x39.3x2.4x
Mon, 29 Jul 2024₹50.0t₹21.5t₹1.3t35.3x38.5x2.3x
Wed, 26 Jun 2024₹48.0t₹21.5t₹1.3t33.3x37.1x2.2x
Fri, 24 May 2024₹44.8t₹21.7t₹1.3t32.7x35.8x2.1x
Sun, 21 Apr 2024₹42.2t₹21.1t₹1.1t33.4x39.7x2x
Tue, 19 Mar 2024₹40.1t₹21.0t₹1.1t32.2x37.8x1.9x
Thu, 15 Feb 2024₹40.0t₹21.3t₹1.1t33.5x37.6x1.9x
Sat, 13 Jan 2024₹38.9t₹20.7t₹950.0b34x41x1.9x
Mon, 11 Dec 2023₹36.5t₹20.6t₹932.6b31.8x39.2x1.8x
Wed, 08 Nov 2023₹33.9t₹20.8t₹927.3b30.3x36.5x1.6x
Fri, 06 Oct 2023₹33.0t₹20.4t₹857.3b28.8x38.5x1.6x
Sun, 03 Sep 2023₹32.6t₹20.3t₹856.5b28.9x38x1.6x
Price to Earnings Ratio

38x


Total Market Cap: ₹32.6tTotal Earnings: ₹856.5bTotal Revenue: ₹20.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Consumer Discretionary Sector Price to Earnings3Y Average 40.4x202420252026
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 40.4x.
  • The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 16% 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 Market0.83%
Consumer Discretionary0.62%
Consumer Services6.10%
General Merchandise and Department Stores5.74%
Hospitality2.31%
Retail Distributors1.49%
Consumer Durables1.48%
Specialty Stores1.16%
Luxury1.04%
Auto0.17%
Online Retail and Ecommerce0%0
Leisure-0.0015%
Auto Components-1.15%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 38.9x.
    • Analysts are expecting annual earnings growth of 64.9%, which is higher than its past year's earnings growth of 23.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 65% over the next 5 years.
  • This is better than its past earnings growth rate of 24% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 17% 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
ETERNAL Eternal₹327.002.2%
+₹64.4b		2.9%PE694.3x
HYUNDAI Hyundai Motor India₹2.25k3.5%
+₹61.3b		-9.7%PE36.9x
MEESHO Meesho₹208.145.7%
+₹52.0b		n/aPS7x
500114 Titan₹5.11k0.8%
+₹37.2b		42.1%PE78.7x
SWIGGY Swiggy₹286.555.2%
+₹36.9b		-33.4%PS3x

Latest News

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Urban
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13.3%
1Y
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500493
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79.3%
Narrative Update • Aug 24

500493: Defence Expansion And New Partnerships Will Likely Sustain Fair But Rich Pricing

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Meesho
7D
5.7%
1Y
n/a
517334
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7D
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1Y
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517334: Aerospace Expansion And China Acquisition Will Shape Balanced Fairly Valued Outlook

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500114
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Titan
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0.8%
1Y
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Narrative Update • Aug 22

500114: Dividend Support And Overseas Expansion Plans Will Shape Future Returns

Analysts have nudged their fair value estimate for Titan higher from about ₹5,129 to roughly ₹5,396, citing slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E that collectively support a modestly higher price target. What’s in the News for Titan Titan has scheduled a Special or Extraordinary Shareholders Meeting on September 17, 2026, to be conducted via postal ballot in India.
NYKAA
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FSN E-Commerce Ventures
7D
3.9%
1Y
46.8%
Narrative Update • Aug 21

NYKAA: Board Reappointments And Margin Outlook Will Support Bullish View

Analysts have adjusted their price target on FSN E-Commerce Ventures from ₹360 to ₹414, citing model updates that combine a slightly lower revenue growth outlook with higher projected profit margins and a reduced future P/E assumption. What's in the News FSN E-Commerce Ventures has scheduled a board meeting on Aug 4, 2026 to consider and approve the unaudited standalone and consolidated financial results for the quarter ended Jun 30, 2026, along with the statutory auditors' report.
HYUNDAI
₹2,250.00
Hyundai Motor India
7D
3.5%
1Y
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Narrative Update • Aug 21

HYUNDAI: Board Meeting And Refined Assumptions Will Shape Measured Future Upside

Analysts have lifted their price target for Hyundai Motor India from ₹2,207.08 to ₹2,293.44, citing updated assumptions that incorporate revised discount rates, revenue growth, profit margin and future P/E inputs. What’s in the News for Hyundai Motor India Hyundai Motor India has scheduled a board meeting on Jul 30, 2026 to consider and approve the unaudited standalone and consolidated financial results for the quarter ended Jun 30, 2026.
ETERNAL
₹327.00
Eternal
7D
2.2%
1Y
2.9%
Narrative Update • Aug 19

ETERNAL: Upcoming Results And Revised Assumptions Will Support Long Term Profitability Upside

Analysts have revised Eternal's fair value estimate from ₹346.66 to ₹357.22, reflecting updated views on its discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News for Eternal Eternal has scheduled a board meeting for Jul 22, 2026.
505714
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Gabriel India
7D
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1Y
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Narrative Update • Aug 19

505714: Dividend And Potential Equity Issue Will Shape Medium Term Upside

Gabriel India’s analyst price target has been revised from about ₹1,287 to roughly ₹1,570. Analysts link this change to updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E.
TIINDIA
₹2,860.00
Tube Investments of India
7D
-3.4%
1Y
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Narrative Update • Aug 18

TIINDIA: Softer Revenue Outlook And Higher Discount Rate Will Pressure Returns

Analysts have trimmed their fair value estimate for Tube Investments of India from ₹2,780 to ₹2,682, citing updated assumptions that reflect a slightly higher discount rate, a softer revenue growth outlook, and a modestly improved profit margin and future P/E multiple. What’s in the News for Tube Investments of India Tube Investments of India scheduled a board meeting on June 29, 2026 to consider recommending the appointment of statutory auditors and to review changes in senior management personnel.
DHOOTTRANS
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Dhoot Transmission
7D
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1Y
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500570
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Tata Motors Passenger Vehicles
7D
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1Y
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Narrative Update • Aug 14

500570: Dividend And Price Hike Will Signal Confidence In Future Earnings

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SWIGGY
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Swiggy
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1Y
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500251
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Trent
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MARUTI
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Maruti Suzuki India
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M&M
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Mahindra & Mahindra
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1Y
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