Analysis Article • Aug 04
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Indian (NIFTY) Tobacco Industry Analysis
UpdatedAug 08, 2026
DataAggregated Company Financials
Companies7
- 7D2.3%
- 3M-7.5%
- 1Y-35.1%
- YTD-21.8%
In the last week, the Tobacco industry is up 2.3%, with ITC up 1.8%. In contrast, the industry has lost 35% in the last 12 months. Looking forward, earnings are forecast to grow by 5.2% annually.
Industry Valuation and Performance
Has the Indian Tobacco Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 08 Aug 2026 | ₹4.0t | ₹899.4b | ₹218.6b | 13.4x | 18.3x | 4.5x |
| Mon, 06 Jul 2026 | ₹4.1t | ₹926.5b | ₹228.8b | 15.6x | 17.8x | 4.4x |
| Wed, 03 Jun 2026 | ₹4.0t | ₹926.5b | ₹228.8b | 14.8x | 17.5x | 4.3x |
| Fri, 01 May 2026 | ₹4.4t | ₹933.6b | ₹223.4b | 18x | 19.7x | 4.7x |
| Sun, 29 Mar 2026 | ₹4.1t | ₹932.6b | ₹222.8b | 20.5x | 18.4x | 4.4x |
| Tue, 24 Feb 2026 | ₹4.6t | ₹884.9b | ₹220.6b | 23.3x | 20.7x | 5.2x |
| Thu, 22 Jan 2026 | ₹4.6t | ₹869.7b | ₹219.1b | 22.8x | 20.8x | 5.2x |
| Sat, 20 Dec 2025 | ₹5.7t | ₹869.7b | ₹219.1b | 29.7x | 26x | 6.5x |
| Mon, 17 Nov 2025 | ₹5.8t | ₹869.6b | ₹219.1b | 30.8x | 26.6x | 6.7x |
| Wed, 15 Oct 2025 | ₹5.8t | ₹875.4b | ₹216.4b | 33.2x | 26.8x | 6.6x |
| Fri, 12 Sep 2025 | ₹6.1t | ₹875.4b | ₹216.4b | 35.1x | 28.3x | 7x |
| Sun, 10 Aug 2025 | ₹6.2t | ₹870.4b | ₹215.7b | 26x | 28.6x | 7.1x |
| Tue, 08 Jul 2025 | ₹5.8t | ₹829.5b | ₹212.5b | 26.4x | 27.4x | 7x |
| Thu, 05 Jun 2025 | ₹5.8t | ₹829.6b | ₹212.5b | 26.4x | 27.2x | 7x |
| Sat, 03 May 2025 | ₹5.9t | ₹831.1b | ₹214.5b | 35x | 27.4x | 7.1x |
| Mon, 31 Mar 2025 | ₹5.5t | ₹831.4b | ₹214.9b | 30.2x | 25.7x | 6.6x |
| Wed, 26 Feb 2025 | ₹5.4t | ₹831.4b | ₹214.9b | 27.2x | 25.2x | 6.5x |
| Fri, 24 Jan 2025 | ₹5.8t | ₹813.7b | ₹216.9b | 25.9x | 26.7x | 7.1x |
| Sun, 22 Dec 2024 | ₹6.2t | ₹813.7b | ₹216.9b | 29.6x | 28.4x | 7.6x |
| Tue, 19 Nov 2024 | ₹6.2t | ₹815.0b | ₹216.9b | 31.5x | 28.6x | 7.6x |
| Thu, 17 Oct 2024 | ₹6.6t | ₹781.7b | ₹215.8b | 36.5x | 30.6x | 8.4x |
| Sat, 14 Sep 2024 | ₹6.9t | ₹781.7b | ₹215.8b | 37.9x | 31.9x | 8.8x |
| Mon, 12 Aug 2024 | ₹6.5t | ₹781.8b | ₹215.8b | 30.3x | 30.1x | 8.3x |
| Wed, 10 Jul 2024 | ₹5.9t | ₹767.7b | ₹216.5b | 27.6x | 27.4x | 7.7x |
| Fri, 07 Jun 2024 | ₹5.7t | ₹764.8b | ₹217.0b | 26.5x | 26.3x | 7.5x |
| Sun, 05 May 2024 | ₹5.7t | ₹763.1b | ₹216.4b | 26.6x | 26.3x | 7.5x |
| Tue, 02 Apr 2024 | ₹5.5t | ₹762.4b | ₹216.2b | 26x | 25.7x | 7.3x |
| Thu, 29 Feb 2024 | ₹5.3t | ₹762.4b | ₹216.2b | 24.8x | 24.5x | 7x |
| Sat, 27 Jan 2024 | ₹5.9t | ₹755.9b | ₹212.8b | 19.2x | 27.5x | 7.8x |
| Mon, 25 Dec 2023 | ₹5.8t | ₹755.8b | ₹213.0b | 17.1x | 27.4x | 7.7x |
| Wed, 22 Nov 2023 | ₹5.6t | ₹755.8b | ₹213.0b | 17.1x | 26.3x | 7.4x |
| Fri, 20 Oct 2023 | ₹5.8t | ₹747.8b | ₹210.2b | 16.6x | 27.5x | 7.7x |
| Sun, 17 Sep 2023 | ₹5.8t | ₹747.8b | ₹210.4b | 16.9x | 27.4x | 7.7x |
| Tue, 15 Aug 2023 | ₹5.8t | ₹761.0b | ₹203.3b | 16.4x | 28.3x | 7.6x |
Price to Earnings Ratio
28.3x
Current Industry PE
- Investors are pessimistic on the Indian Tobacco 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 18.3x which is lower than its 3-year average PE of 25.7x.
- The 3-year average PS ratio of 6.8x is higher than the industry's current PS ratio of 4.5x.
Past Earnings Growth
- The earnings for companies in the Tobacco industry have grown 2.5% per year over the last three years.
- Revenues for these companies have grown 5.7% 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 industry?
| IN Market | 1.27% | |
| Consumer Staples | 0.78% | |
| Tobacco | 2.31% | |
| Tobacco | 2.31% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ITC ITC | ₹286.10 | 1.8% +₹63.9b | -31.0% | PE18.1x | |
| 500163 Godfrey Phillips India | ₹2.28k | 6.9% +₹22.9b | -31.2% | PE26x | |
| 539533 Elitecon International | ₹18.10 | 15.6% +₹3.9b | -93.0% | PE8.2x | |
| 526723 ntc industries | ₹145.15 | 3.9% +₹78.4m | -14.9% | PE10.8x | |
| 500151 Golden Tobacco | ₹24.96 | 1.8% +₹7.7m | -29.7% | n/a |