Indian (NIFTY) Infrastructure Industry Analysis
UpdatedNov 29, 2022
DataAggregated Company Financials
Companies12
- 7D0.9%
- 3M4.5%
- 1Y24.3%
- YTD18.1%
Over the last 7 days, the Infrastructure industry has remained flat, although notably GMR Airports Infrastructure gained 7.4%. As for the the longer term, the industry is up 24% over the past 12 months. Earnings are forecast to grow by 22% annually.
Industry Valuation and Performance
Has the Indian Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 30 Nov 2022 | ₹2.0t | ₹207.6b | ₹53.7b | 24.9x | 37.1x | 9.6x |
| Fri, 28 Oct 2022 | ₹1.9t | ₹191.1b | ₹44.5b | 25.7x | 41.9x | 9.8x |
| Sun, 25 Sep 2022 | ₹2.0t | ₹192.2b | ₹44.5b | 23.3x | 45.5x | 10.6x |
| Tue, 23 Aug 2022 | ₹1.8t | ₹191.0b | ₹44.5b | 21.3x | 41.4x | 9.7x |
| Thu, 21 Jul 2022 | ₹1.6t | ₹189.2b | ₹45.8b | 19.1x | 35.7x | 8.6x |
| Sat, 18 Jun 2022 | ₹1.5t | ₹189.2b | ₹45.8b | 18.3x | 32.1x | 7.8x |
| Mon, 16 May 2022 | ₹1.6t | ₹199.7b | ₹51.9b | 18.4x | 30.6x | 8x |
| Wed, 13 Apr 2022 | ₹2.0t | ₹199.3b | ₹51.6b | 29.6x | 39.4x | 10.2x |
| Fri, 11 Mar 2022 | ₹1.7t | ₹199.3b | ₹51.6b | 26.3x | 33.9x | 8.8x |
| Sun, 06 Feb 2022 | ₹1.6t | ₹199.2b | ₹51.2b | 21.9x | 31.1x | 8x |
| Tue, 04 Jan 2022 | ₹1.6t | ₹196.7b | ₹52.3b | 22x | 30.8x | 8.2x |
| Thu, 02 Dec 2021 | ₹1.6t | ₹196.7b | ₹52.3b | 21.7x | 29.7x | 7.9x |
| Sat, 30 Oct 2021 | ₹1.5t | ₹195.3b | ₹51.9b | 23.3x | 29.5x | 7.8x |
| Mon, 27 Sep 2021 | ₹1.7t | ₹186.7b | ₹55.7b | 22.8x | 29.7x | 8.9x |
| Wed, 25 Aug 2021 | ₹1.6t | ₹186.7b | ₹55.7b | 23.8x | 28.2x | 8.4x |
| Thu, 01 Jul 2021 | ₹1.5t | ₹186.7b | ₹55.7b | 25.9x | 27.8x | 8.3x |
| Sun, 04 Apr 2021 | ₹1.5t | ₹163.0b | ₹50.0b | 23.5x | 30.3x | 9.3x |
| Wed, 06 Jan 2021 | ₹1.2t | ₹220.5b | -₹169,161,440.00 | 24.3x | -7247.8x | 5.6x |
| Sat, 10 Oct 2020 | ₹899.7b | ₹218.8b | ₹7.0b | 18.1x | 128.9x | 4.1x |
| Fri, 03 Jul 2020 | ₹763.5b | ₹169.5b | ₹35.8b | 17.1x | 21.3x | 4.5x |
| Mon, 06 Apr 2020 | ₹560.3b | ₹162.9b | ₹40.9b | 10.2x | 13.7x | 3.4x |
| Thu, 09 Jan 2020 | ₹833.3b | ₹231.2b | ₹50.2b | 13.2x | 16.6x | 3.6x |
Price to Earnings Ratio
17x
Current Industry PE
- Investors are optimistic on the Indian Infrastructure industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 37.1x which is higher than its 3-year average PE of -650x.
- The 3-year average PS ratio of 7.0x is lower than the industry's current PS ratio of 9.6x.
Past Earnings Growth
- The earnings for companies in the Infrastructure industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have declined 3.6% per year.
- This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.
Industry Trends
Which industries have driven the changes within the Indian Industrials industry?
| IN Market | 1.88% | |
| Industrials | 0.98% | |
| Infrastructure | 0.85% | |
| Highways and Railtracks | 10.22% | |
| Marine Ports and Services | 0.85% | |
| Airport Services | -3.56% | |
Industry PE
Forecasted Growth
- Analysts are most optimistic on the Marine Ports and Services industry, expecting annual earnings growth of 22% over the next 5 years.
- This is better than its past earnings growth rate of 14% per year.
- In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 22% 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 | |
|---|---|---|---|---|---|
| GMRINFRA GMR Airports Infrastructure | ₹40.60 | 7.4% +₹16.9b | 8.0% | PS4.3x | |
| GPPL Gujarat Pipavav Port | ₹90.85 | 1.6% +₹701.0m | -7.8% | PE17.5x | |
| 523618 Dredging Corporation of India | ₹437.45 | 5.1% +₹599.2m | 38.6% | PE28.5x | |
| 532708 GVK Power & Infrastructure | ₹3.00 | 11.9% +₹505.3m | n/a | PS0.2x | |
| 539126 MEP Infrastructure Developers | ₹19.13 | 15.8% +₹478.8m | -3.6% | PS0.5x |