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Indian (NIFTY) Consumer Discretionary Sector Analysis

UpdatedAug 21, 2025
DataAggregated Company Financials
Companies885
  • 7D5.2%
  • 3M7.4%
  • 1Y-3.8%
  • YTD-2.6%

In the last week, the Consumer Discretionary industry is up 5.2%, with Maruti Suzuki India up 10%. In the past year, the industry is down 3.8%. As for the next few years, earnings are expected to grow by 21% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 22 Aug 2025₹55.5t₹26.9t₹1.3t30x43.1x2.1x
Sun, 20 Jul 2025₹53.0t₹25.1t₹1.3t32.4x41.3x2.1x
Tue, 17 Jun 2025₹51.2t₹25.1t₹1.3t32.5x40.1x2x
Thu, 15 May 2025₹50.8t₹24.5t₹1.3t29.4x39.8x2.1x
Sat, 12 Apr 2025₹45.1t₹24.1t₹1.4t27.3x33.1x1.9x
Mon, 10 Mar 2025₹45.5t₹24.1t₹1.4t27.9x33.4x1.9x
Wed, 05 Feb 2025₹51.1t₹23.8t₹1.4t32.2x37.6x2.1x
Fri, 03 Jan 2025₹54.6t₹23.6t₹1.4t34.6x39.2x2.3x
Sun, 01 Dec 2024₹51.9t₹23.4t₹1.4t34.1x37.6x2.2x
Tue, 29 Oct 2024₹50.7t₹22.7t₹1.4t33.8x36.3x2.2x
Thu, 26 Sep 2024₹54.9t₹21.9t₹1.3t37.5x41.2x2.5x
Sat, 24 Aug 2024₹51.9t₹21.8t₹1.3t35.7x39.1x2.4x
Mon, 22 Jul 2024₹47.8t₹21.5t₹1.3t34x36.2x2.2x
Wed, 19 Jun 2024₹48.3t₹21.5t₹1.3t33.5x37.3x2.2x
Fri, 17 May 2024₹43.7t₹21.6t₹1.2t33.2x35.2x2x
Sun, 14 Apr 2024₹42.6t₹21.1t₹1.1t33.7x40.2x2x
Tue, 12 Mar 2024₹41.2t₹21.0t₹1.1t33.1x38.9x2x
Thu, 08 Feb 2024₹40.2t₹21.1t₹1.0t35x39.1x1.9x
Sat, 06 Jan 2024₹38.1t₹20.7t₹950.6b32.9x40.1x1.8x
Mon, 04 Dec 2023₹36.1t₹20.6t₹932.7b30.7x38.7x1.8x
Wed, 01 Nov 2023₹32.8t₹20.5t₹865.2b28.9x37.9x1.6x
Fri, 29 Sep 2023₹32.9t₹20.3t₹858.5b28.4x38.3x1.6x
Sun, 27 Aug 2023₹31.4t₹20.3t₹856.2b28.4x36.7x1.5x
Tue, 25 Jul 2023₹30.8t₹19.3t₹717.8b28.3x42.8x1.6x
Thu, 22 Jun 2023₹29.9t₹19.2t₹714.1b27.9x41.8x1.6x
Sat, 20 May 2023₹27.6t₹18.8t₹720.7b23.7x38.3x1.5x
Mon, 17 Apr 2023₹25.7t₹18.2t₹637.5b22.9x40.4x1.4x
Wed, 15 Mar 2023₹24.8t₹18.2t₹637.0b21.3x38.9x1.4x
Fri, 10 Feb 2023₹26.1t₹17.8t₹654.8b22.1x39.9x1.5x
Sun, 08 Jan 2023₹26.2t₹17.3t₹593.5b22.7x44.2x1.5x
Tue, 06 Dec 2022₹27.4t₹17.3t₹594.8b23.5x46.1x1.6x
Thu, 03 Nov 2022₹27.7t₹16.3t₹527.2b22.9x52.5x1.7x
Sat, 01 Oct 2022₹26.8t₹16.1t₹528.7b22.4x50.8x1.7x
Mon, 29 Aug 2022₹26.8t₹15.9t₹511.8b21.8x52.4x1.7x
Price to Earnings Ratio

52.4x


Total Market Cap: ₹26.8tTotal Earnings: ₹511.8bTotal Revenue: ₹15.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Consumer Discretionary Sector Price to Earnings3Y Average 39.9x202320242025
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 43.1x which is higher than its 3-year average PE of 39.9x.
  • The 3-year average PS ratio of 1.9x 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 36% 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 Market2.22%
Consumer Discretionary5.18%
Auto7.06%
Auto Components5.29%
Consumer Durables4.32%
Hospitality4.19%
General Merchandise and Department Stores4.06%
Luxury3.43%
Retail Distributors3.19%
Specialty Stores2.87%
Leisure1.09%
Consumer Services0.93%
Online Retail and Ecommerce0%0
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 137x.
    • Analysts are expecting annual earnings growth of 41.7%, which is higher than its past year's earnings growth of 10.0% per year.
  • Investors are most pessimistic about the Auto industry, which is trading close to its 3-year average of 29.9x.
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
MARUTI Maruti Suzuki India₹14.28k10.4%
+₹422.6b
16.3%PE30.9x
HYUNDAI Hyundai Motor India₹2.45k9.3%
+₹169.0b
n/aPE36x
BAJAJ-AUTO Bajaj Auto₹8.68k5.7%
+₹131.5b
-12.4%PE31.9x
532343 TVS Motor₹3.28k8.6%
+₹122.8b
21.2%PE66x
M&M Mahindra & Mahindra₹3.38k3.4%
+₹122.5b
23.5%PE27.4x

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