Narrative Update • Jul 08
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Indian (NIFTY) Infrastructure Industry Analysis
UpdatedJul 22, 2026
DataAggregated Company Financials
Companies19
- 7D1.0%
- 3M16.7%
- 1Y24.8%
- YTD22.7%
Over the last 7 days, the Infrastructure industry has remained flat. The past year has been better, since the industry has gained 25% in that time. Earnings are forecast to grow by 16% 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, 22 Jul 2026 | ₹5.2t | ₹521.0b | ₹155.4b | 16.1x | 33.7x | 10x |
| Fri, 19 Jun 2026 | ₹5.1t | ₹520.4b | ₹155.3b | 16.2x | 32.7x | 9.7x |
| Sun, 17 May 2026 | ₹4.9t | ₹519.4b | ₹155.2b | 11.7x | 31.3x | 9.4x |
| Tue, 14 Apr 2026 | ₹4.1t | ₹493.6b | ₹152.6b | 10.3x | 26.8x | 8.3x |
| Thu, 12 Mar 2026 | ₹4.0t | ₹493.6b | ₹152.6b | 10.2x | 26x | 8x |
| Sat, 07 Feb 2026 | ₹4.3t | ₹495.0b | ₹153.5b | 11.9x | 28x | 8.7x |
| Mon, 05 Jan 2026 | ₹4.0t | ₹476.0b | ₹148.1b | 13.2x | 27x | 8.4x |
| Wed, 03 Dec 2025 | ₹4.0t | ₹476.0b | ₹148.1b | 12.6x | 27.3x | 8.5x |
| Fri, 31 Oct 2025 | ₹4.0t | ₹455.0b | ₹140.3b | 17.1x | 28.2x | 8.7x |
| Sun, 28 Sep 2025 | ₹3.8t | ₹442.8b | ₹136.2b | 16.8x | 28.1x | 8.7x |
| Tue, 26 Aug 2025 | ₹3.7t | ₹443.4b | ₹135.7b | 19.4x | 27.2x | 8.3x |
| Thu, 24 Jul 2025 | ₹3.9t | ₹415.3b | ₹133.3b | 16.9x | 29.2x | 9.4x |
| Sat, 21 Jun 2025 | ₹3.7t | ₹413.0b | ₹132.2b | 18.8x | 28x | 8.9x |
| Mon, 19 May 2025 | ₹3.8t | ₹410.3b | ₹128.5b | 21x | 29.5x | 9.2x |
| Wed, 16 Apr 2025 | ₹3.4t | ₹392.8b | ₹117.3b | 19x | 28.8x | 8.6x |
| Fri, 14 Mar 2025 | ₹3.1t | ₹390.7b | ₹117.1b | 17x | 26.4x | 7.9x |
| Sun, 09 Feb 2025 | ₹3.1t | ₹381.6b | ₹111.8b | 23.4x | 27.7x | 8.1x |
| Tue, 07 Jan 2025 | ₹3.4t | ₹377.6b | ₹114.1b | 23.1x | 29.4x | 8.9x |
| Thu, 05 Dec 2024 | ₹3.6t | ₹377.6b | ₹114.1b | 26.2x | 31.8x | 9.6x |
| Sat, 02 Nov 2024 | ₹3.9t | ₹377.7b | ₹114.0b | 27.9x | 34.1x | 10.3x |
| Mon, 30 Sep 2024 | ₹4.1t | ₹371.4b | ₹110.5b | 30.3x | 37.1x | 11x |
| Wed, 28 Aug 2024 | ₹4.1t | ₹370.8b | ₹110.4b | 32.8x | 37.2x | 11.1x |
| Fri, 26 Jul 2024 | ₹4.2t | ₹362.4b | ₹100.7b | 34.7x | 41.3x | 11.5x |
| Sun, 23 Jun 2024 | ₹4.1t | ₹361.0b | ₹101.0b | 33.5x | 40.2x | 11.2x |
| Tue, 21 May 2024 | ₹3.7t | ₹361.0b | ₹93.0b | 36x | 39.5x | 10.2x |
| Thu, 18 Apr 2024 | ₹3.5t | ₹346.3b | ₹83.8b | 36.3x | 41.9x | 10.1x |
| Sat, 16 Mar 2024 | ₹3.4t | ₹345.9b | ₹83.8b | 34.8x | 41.1x | 10x |
| Mon, 12 Feb 2024 | ₹3.4t | ₹347.3b | ₹83.1b | 37x | 40.7x | 9.7x |
| Wed, 10 Jan 2024 | ₹3.2t | ₹323.3b | ₹67.7b | 40x | 47.6x | 10x |
| Fri, 08 Dec 2023 | ₹2.9t | ₹323.3b | ₹67.6b | 31.5x | 42.9x | 9x |
| Sun, 05 Nov 2023 | ₹2.2t | ₹307.4b | ₹67.1b | 19.9x | 33x | 7.2x |
| Tue, 03 Oct 2023 | ₹1.9t | ₹270.0b | ₹66.7b | 19.5x | 28.7x | 7.1x |
| Thu, 31 Aug 2023 | ₹1.9t | ₹262.8b | ₹66.2b | 18.6x | 28.6x | 7.2x |
| Sat, 29 Jul 2023 | ₹1.8t | ₹250.3b | ₹56.3b | 16.5x | 31.2x | 7x |
Price to Earnings Ratio
31.2x
Current Industry PE
- Investors are relatively neutral on the Indian Infrastructure industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 32.5x.
- The 3-year average PS ratio of 9.1x is lower than the industry's current PS ratio of 10.0x.
Past Earnings Growth
- The earnings for companies in the Infrastructure industry have grown 40% per year over the last three years.
- Revenues for these companies have grown 28% 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 Industrials industry?
| IN Market | 0.77% | |
| Industrials | 0.50% | |
| Infrastructure | 0.97% | |
| Highways and Railtracks | 0.98% | |
| Marine Ports and Services | 0.97% | |
| Airport Services | -1.05% | |
Industry PE
- Investors are most optimistic about the Marine Ports and Services industry, which is trading close to its 3-year average PE ratio of 32.2x.
- Analysts are expecting annual earnings growth of 16.0%, which is lower than the prior year's growth of 29.8% per year.
- Investors are most pessimistic about the Highways and Railtracks industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
- Analysts are most optimistic on the Marine Ports and Services industry, expecting annual earnings growth of 16% over the next 5 years.
- However this is lower than its past earnings growth rate of 30% per year.
- In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 16% 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 | |
|---|---|---|---|---|---|
| ADANIPORTS Adani Ports and Special Economic Zone | ₹1.85k | 1.4% +₹56.7b | 30.0% | PE33.2x | |
| 520086 Sical Logistics | ₹99.23 | 15.4% +₹1.1b | -13.7% | PE16.1x | |
| ANANTAM Anantam Highways Trust | ₹105.43 | 1.4% +₹324.1m | n/a | PE5.6x | |
| 543364 Markolines Pavement Technologies | ₹178.30 | 6.0% +₹221.8m | 22.5% | PE15x | |
| ATL Allcargo Terminals | ₹23.91 | 2.2% +₹151.8m | -28.1% | PE15.8x |
