Capital Allocation Trends At Dabur India (NSE:DABUR) Aren't Ideal
Jan 13
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Indian (NIFTY) Consumer Staples Sector Analysis
UpdatedJan 21, 2026
DataAggregated Company Financials
Companies386
- 7D-2.3%
- 3M-9.2%
- 1Y-3.8%
- YTD-3.6%
Over the last 7 days, the Consumer Staples industry has dropped 2.3%, driven by pullbacks in ITC and Avenue Supermarts of 3.0% and 4.5%, respectively. Overall the industry is down 3.8% in 12 months. As for the next few years, earnings are expected to grow by 13% per annum.
Sector Valuation and Performance
Has the Indian Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 22 Jan 2026 | ₹30.7t | ₹7.8t | ₹724.1b | 22.5x | 42.3x | 3.9x |
| Sat, 20 Dec 2025 | ₹31.5t | ₹7.8t | ₹723.4b | 23.5x | 43.6x | 4.1x |
| Mon, 17 Nov 2025 | ₹32.3t | ₹7.8t | ₹720.0b | 24.4x | 44.9x | 4.2x |
| Wed, 15 Oct 2025 | ₹31.9t | ₹7.6t | ₹706.6b | 24.1x | 45.1x | 4.2x |
| Fri, 12 Sep 2025 | ₹33.5t | ₹7.5t | ₹705.4b | 24.9x | 47.5x | 4.5x |
| Sun, 10 Aug 2025 | ₹32.1t | ₹7.4t | ₹704.5b | 25.6x | 45.6x | 4.3x |
| Tue, 08 Jul 2025 | ₹32.2t | ₹7.3t | ₹698.8b | 27.3x | 46.1x | 4.4x |
| Thu, 05 Jun 2025 | ₹31.9t | ₹7.3t | ₹698.6b | 26.7x | 45.7x | 4.4x |
| Sat, 03 May 2025 | ₹31.7t | ₹7.1t | ₹666.1b | 23.7x | 47.6x | 4.4x |
| Mon, 31 Mar 2025 | ₹30.4t | ₹7.1t | ₹665.6b | 23.3x | 45.7x | 4.3x |
| Wed, 26 Feb 2025 | ₹29.5t | ₹7.1t | ₹665.5b | 24.5x | 44.3x | 4.2x |
| Fri, 24 Jan 2025 | ₹31.0t | ₹6.9t | ₹673.6b | 28.3x | 46.1x | 4.5x |
| Sun, 22 Dec 2024 | ₹31.5t | ₹6.9t | ₹668.3b | 31.8x | 47.2x | 4.6x |
| Tue, 19 Nov 2024 | ₹32.0t | ₹6.9t | ₹668.0b | 28.7x | 47.9x | 4.7x |
| Thu, 17 Oct 2024 | ₹35.4t | ₹6.8t | ₹657.5b | 34.2x | 53.8x | 5.2x |
| Sat, 14 Sep 2024 | ₹37.4t | ₹6.8t | ₹657.3b | 35.6x | 56.9x | 5.5x |
| Mon, 12 Aug 2024 | ₹35.5t | ₹6.7t | ₹655.3b | 33.8x | 54.2x | 5.3x |
| Wed, 10 Jul 2024 | ₹34.1t | ₹6.6t | ₹635.6b | 33.8x | 53.6x | 5.2x |
| Fri, 07 Jun 2024 | ₹32.6t | ₹6.5t | ₹634.5b | 29.4x | 51.4x | 5x |
| Sun, 05 May 2024 | ₹30.9t | ₹6.5t | ₹622.4b | 31.5x | 49.6x | 4.8x |
| Tue, 02 Apr 2024 | ₹30.4t | ₹6.4t | ₹618.2b | 28.4x | 49.2x | 4.7x |
| Thu, 29 Feb 2024 | ₹30.3t | ₹6.4t | ₹616.1b | 30.6x | 49.1x | 4.7x |
| Sat, 27 Jan 2024 | ₹30.7t | ₹6.4t | ₹603.9b | 32x | 50.8x | 4.8x |
| Mon, 25 Dec 2023 | ₹30.7t | ₹6.4t | ₹599.8b | 31.1x | 51.2x | 4.8x |
| Wed, 22 Nov 2023 | ₹29.4t | ₹6.4t | ₹599.5b | 29.9x | 49x | 4.6x |
| Fri, 20 Oct 2023 | ₹29.1t | ₹6.3t | ₹599.8b | 29.7x | 48.6x | 4.6x |
| Sun, 17 Sep 2023 | ₹28.9t | ₹6.5t | ₹600.4b | 29.6x | 48.1x | 4.5x |
| Tue, 15 Aug 2023 | ₹28.4t | ₹6.5t | ₹594.6b | 28.9x | 47.7x | 4.4x |
| Thu, 13 Jul 2023 | ₹29.1t | ₹6.4t | ₹590.0b | 29.4x | 49.3x | 4.5x |
| Sat, 10 Jun 2023 | ₹27.7t | ₹6.4t | ₹588.7b | 28.4x | 47x | 4.3x |
| Mon, 08 May 2023 | ₹26.5t | ₹6.1t | ₹592.5b | 24.7x | 44.8x | 4.3x |
| Wed, 05 Apr 2023 | ₹25.5t | ₹6.1t | ₹578.8b | 23.8x | 44.1x | 4.2x |
| Fri, 03 Mar 2023 | ₹25.0t | ₹6.0t | ₹576.6b | 24.2x | 43.4x | 4.1x |
| Sun, 29 Jan 2023 | ₹25.5t | ₹6.0t | ₹555.2b | 28.2x | 46x | 4.3x |
Price to Earnings Ratio
46x
Current Industry PE
- Investors are pessimistic on the Indian Consumer Staples industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 42.3x which is lower than its 3-year average PE of 48.1x.
- The 3-year average PS ratio of 4.6x is higher than the industry's current PS ratio of 3.9x.
Past Earnings Growth
- The earnings for companies in the Consumer Staples industry have grown 9.3% per year over the last three years.
- Revenues for these companies have grown 9.4% 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 Staples sector?
| IN Market | -2.63% | |
| Consumer Staples | -2.29% | |
| Personal Products | -1.03% | |
| Food | -2.48% | |
| Tobacco | -2.79% | |
| Beverage | -3.04% | |
| Food and Staples Retail | -4.26% | |
| Household Products | -4.94% | |
Industry PE
- Investors are most optimistic about the Food and Staples Retail industry even though it's trading below its 3-year average PE ratio of 101x.
- Analysts are expecting annual earnings growth of 17.0%, which is higher than its past year's earnings growth of 5.3% per year.
- Investors are most pessimistic about the Tobacco industry, which is trading below its 3-year average of 27.3x.
Forecasted Growth
- Analysts are most optimistic on the Beverage industry, expecting annual earnings growth of 19% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Tobacco industry is expected to see its earnings grow by 4.6% 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 | |
|---|---|---|---|---|---|
| HINDUNILVR Hindustan Unilever | ₹2.37k | 0.6% +₹37.5b | 1.1% | PE56.2x | |
| 500830 Colgate-Palmolive (India) | ₹2.12k | 1.4% +₹8.1b | -23.5% | PE43.5x | |
| 531531 Hatsun Agro Product | ₹945.35 | 3.4% +₹7.0b | 1.3% | PE59.3x | |
| DABUR Dabur India | ₹516.20 | 0.5% +₹4.3b | -0.8% | PE50.6x | |
| 500041 Bannari Amman Sugars | ₹3.77k | 5.2% +₹2.3b | 0.5% | PE38.8x |
