Narrative Update • Jun 25

Last week, the Consumer Staples industry hasn't moved much but United Spirits is up 4.9% in that time. As for the longer term, the industry has declined 7.7% in the last year. Looking forward, earnings are forecast to grow by 12% annually.
Has the Indian Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 28 Jun 2026 | ₹29.9t | ₹8.3t | ₹765.0b | 20.8x | 39x | 3.6x |
| Tue, 26 May 2026 | ₹30.6t | ₹8.2t | ₹765.1b | 21x | 40x | 3.7x |
| Thu, 23 Apr 2026 | ₹31.6t | ₹8.1t | ₹740.1b | 21.2x | 42.7x | 3.9x |
| Sat, 21 Mar 2026 | ₹28.3t | ₹8.0t | ₹735.8b | 19.6x | 38.5x | 3.5x |
| Mon, 16 Feb 2026 | ₹30.7t | ₹8.0t | ₹734.0b | 22.9x | 41.8x | 3.8x |
| Wed, 14 Jan 2026 | ₹31.4t | ₹7.8t | ₹723.9b | 23.4x | 43.3x | 4x |
| Fri, 12 Dec 2025 | ₹31.4t | ₹7.8t | ₹722.9b | 23.5x | 43.4x | 4x |
| Sun, 09 Nov 2025 | ₹32.3t | ₹7.7t | ₹719.3b | 24.8x | 44.9x | 4.2x |
| Tue, 07 Oct 2025 | ₹32.3t | ₹7.5t | ₹706.0b | 24.7x | 45.8x | 4.3x |
| Thu, 04 Sep 2025 | ₹33.8t | ₹7.5t | ₹705.4b | 25.8x | 47.9x | 4.5x |
| Sat, 02 Aug 2025 | ₹32.7t | ₹7.4t | ₹700.4b | 26.1x | 46.7x | 4.4x |
| Mon, 30 Jun 2025 | ₹31.9t | ₹7.3t | ₹698.7b | 26.2x | 45.7x | 4.4x |
| Wed, 28 May 2025 | ₹32.2t | ₹7.3t | ₹691.6b | 25.8x | 46.5x | 4.4x |
| Fri, 25 Apr 2025 | ₹32.5t | ₹7.1t | ₹666.9b | 23.8x | 48.8x | 4.6x |
| Sun, 23 Mar 2025 | ₹30.1t | ₹7.1t | ₹665.6b | 25.1x | 45.3x | 4.3x |
| Tue, 18 Feb 2025 | ₹29.7t | ₹7.0t | ₹664.2b | 24.1x | 44.8x | 4.2x |
| Thu, 16 Jan 2025 | ₹31.0t | ₹6.9t | ₹668.6b | 29.2x | 46.4x | 4.5x |
| Sat, 14 Dec 2024 | ₹32.5t | ₹6.9t | ₹668.3b | 32.3x | 48.6x | 4.7x |
| Mon, 11 Nov 2024 | ₹33.2t | ₹6.9t | ₹668.1b | 33.6x | 49.8x | 4.9x |
| Wed, 09 Oct 2024 | ₹35.8t | ₹6.8t | ₹657.0b | 34x | 54.4x | 5.3x |
| Fri, 06 Sep 2024 | ₹36.8t | ₹6.8t | ₹654.3b | 37.2x | 56.2x | 5.4x |
| Sun, 04 Aug 2024 | ₹35.3t | ₹6.7t | ₹649.1b | 35.4x | 54.4x | 5.2x |
| Tue, 02 Jul 2024 | ₹33.1t | ₹6.6t | ₹635.7b | 33x | 52x | 5x |
| Thu, 30 May 2024 | ₹31.1t | ₹6.6t | ₹623.7b | 30x | 49.9x | 4.8x |
| Sat, 27 Apr 2024 | ₹30.8t | ₹6.5t | ₹620.2b | 30.9x | 49.7x | 4.8x |
| Mon, 25 Mar 2024 | ₹30.1t | ₹6.4t | ₹617.9b | 27.9x | 48.7x | 4.7x |
| Wed, 21 Feb 2024 | ₹30.3t | ₹6.4t | ₹616.1b | 31.4x | 49.3x | 4.7x |
| Fri, 19 Jan 2024 | ₹30.9t | ₹6.4t | ₹601.0b | 31.8x | 51.5x | 4.8x |
| Sun, 17 Dec 2023 | ₹30.3t | ₹6.4t | ₹599.8b | 30.6x | 50.5x | 4.7x |
| Tue, 14 Nov 2023 | ₹29.1t | ₹6.4t | ₹598.9b | 30x | 48.6x | 4.5x |
| Thu, 12 Oct 2023 | ₹29.1t | ₹6.3t | ₹600.4b | 30.3x | 48.4x | 4.6x |
| Sat, 09 Sep 2023 | ₹28.8t | ₹6.5t | ₹600.4b | 30x | 48x | 4.5x |
| Mon, 07 Aug 2023 | ₹28.7t | ₹6.5t | ₹594.9b | 28.6x | 48.2x | 4.4x |
| Wed, 05 Jul 2023 | ₹28.8t | ₹6.4t | ₹589.7b | 28.8x | 48.9x | 4.5x |
48.9x
Which industries have driven the changes within the Indian Consumer Staples sector?
| IN Market | -0.48% | |
| Consumer Staples | -0.33% | |
| Food and Staples Retail | 0.22% | |
| Food | -0.049% | |
| Personal Products | -0.34% | |
| Beverage | -0.81% | |
| Tobacco | -0.92% | |
| Household Products | -1.01% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| UNITDSPR United Spirits | ₹1.38k | 4.9% +₹45.7b | -4.0% | PE57.5x | |
| GODREJCP Godrej Consumer Products | ₹1.03k | 3.4% +₹34.8b | -12.1% | PE56.9x | |
| TATACONSUM Tata Consumer Products | ₹1.13k | 1.8% +₹19.6b | 0.6% | PE72.6x | |
| 531642 Marico | ₹825.70 | 1.1% +₹11.6b | 12.9% | PE60.8x | |
| BRITANNIA Britannia Industries | ₹5.24k | 0.8% +₹10.1b | -9.6% | PE49.8x |