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Indian (NIFTY) Infrastructure Industry Analysis
UpdatedNov 20, 2024
DataAggregated Company Financials
Companies17
- 7D-2.6%
- 3M-12.9%
- 1Y54.4%
- YTD24.5%
Over the last 7 days, the Infrastructure industry has dropped 2.6%, driven by a pullback from Adani Ports and Special Economic Zone of 2.7%. Over the past 12 months, the industry was up 54%. Earnings are forecast to grow by 15% 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 |
|---|---|---|---|---|---|---|
| Thu, 21 Nov 2024 | ₹3.6t | ₹377.7b | ₹114.0b | 25.1x | 31.5x | 9.5x |
| Sat, 19 Oct 2024 | ₹3.9t | ₹371.8b | ₹110.4b | 29.2x | 35.5x | 10.5x |
| Mon, 16 Sep 2024 | ₹4.1t | ₹371.4b | ₹110.5b | 31x | 36.7x | 10.9x |
| Wed, 14 Aug 2024 | ₹4.1t | ₹370.1b | ₹110.5b | 33.1x | 36.9x | 11x |
| Fri, 12 Jul 2024 | ₹4.2t | ₹361.4b | ₹101.0b | 37.1x | 41.2x | 11.5x |
| Sun, 09 Jun 2024 | ₹3.8t | ₹361.0b | ₹101.0b | 31.5x | 37.3x | 10.4x |
| Tue, 07 May 2024 | ₹3.5t | ₹362.5b | ₹93.0b | 36.2x | 37.7x | 9.7x |
| Thu, 04 Apr 2024 | ₹3.7t | ₹346.3b | ₹83.8b | 37.6x | 44.7x | 10.8x |
| Sat, 02 Mar 2024 | ₹3.6t | ₹345.9b | ₹83.8b | 37.5x | 42.9x | 10.4x |
| Mon, 29 Jan 2024 | ₹3.1t | ₹323.5b | ₹67.2b | 39x | 46.1x | 9.6x |
| Wed, 27 Dec 2023 | ₹2.8t | ₹323.3b | ₹67.6b | 31.8x | 42.1x | 8.8x |
| Fri, 24 Nov 2023 | ₹2.3t | ₹323.3b | ₹67.6b | 27.6x | 34x | 7.1x |
| Sun, 22 Oct 2023 | ₹2.2t | ₹306.3b | ₹67.0b | 22.4x | 33.1x | 7.2x |
| Tue, 19 Sep 2023 | ₹1.9t | ₹270.0b | ₹66.7b | 18.9x | 28.9x | 7.1x |
| Thu, 17 Aug 2023 | ₹1.8t | ₹262.8b | ₹66.2b | 16.8x | 27.1x | 6.8x |
| Sat, 15 Jul 2023 | ₹1.7t | ₹250.4b | ₹56.3b | 16.9x | 30x | 6.8x |
| Mon, 12 Jun 2023 | ₹1.7t | ₹248.6b | ₹55.3b | 17.4x | 30.7x | 6.8x |
| Wed, 10 May 2023 | ₹1.6t | ₹222.8b | ₹51.1b | 29.3x | 31.3x | 7.2x |
| Fri, 07 Apr 2023 | ₹1.5t | ₹222.8b | ₹51.1b | 27.2x | 29.2x | 6.7x |
| Sun, 05 Mar 2023 | ₹1.6t | ₹222.8b | ₹51.1b | 29x | 31x | 7.1x |
| Tue, 31 Jan 2023 | ₹1.4t | ₹213.1b | ₹52.9b | 22.4x | 26.1x | 6.5x |
| Thu, 29 Dec 2022 | ₹1.8t | ₹212.9b | ₹54.2b | 23.7x | 34.1x | 8.7x |
| Sat, 26 Nov 2022 | ₹2.0t | ₹207.6b | ₹53.7b | 24.4x | 37.1x | 9.6x |
| Mon, 24 Oct 2022 | ₹1.8t | ₹191.1b | ₹44.5b | 25.4x | 40.9x | 9.5x |
| Wed, 21 Sep 2022 | ₹2.2t | ₹192.2b | ₹44.5b | 24x | 48.3x | 11.2x |
| Fri, 19 Aug 2022 | ₹1.8t | ₹190.6b | ₹44.2b | 20.6x | 41.3x | 9.6x |
| Sun, 17 Jul 2022 | ₹1.6t | ₹189.2b | ₹45.8b | 18.8x | 35.1x | 8.5x |
| Tue, 14 Jun 2022 | ₹1.5t | ₹189.2b | ₹45.8b | 19.2x | 33.4x | 8.1x |
| Thu, 12 May 2022 | ₹1.7t | ₹199.7b | ₹51.9b | 18.8x | 32.8x | 8.5x |
| Sat, 09 Apr 2022 | ₹2.0t | ₹199.3b | ₹51.6b | 29.6x | 39.2x | 10.1x |
| Mon, 07 Mar 2022 | ₹1.7t | ₹199.3b | ₹51.6b | 25.2x | 32.6x | 8.4x |
| Wed, 02 Feb 2022 | ₹1.6t | ₹196.7b | ₹52.3b | 22x | 30.9x | 8.2x |
| Fri, 31 Dec 2021 | ₹1.6t | ₹196.7b | ₹52.3b | 22.2x | 30.3x | 8.1x |
| Sun, 28 Nov 2021 | ₹1.6t | ₹196.7b | ₹52.3b | 22.1x | 30.1x | 8x |
Price to Earnings Ratio
30.1x
Current Industry PE
- Investors are pessimistic on the Indian Infrastructure 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 31.5x which is lower than its 3-year average PE of 35.5x.
- The industry is trading close to its 3-year average PS ratio of 8.8x.
Past Earnings Growth
- The earnings for companies in the Infrastructure industry have grown 30% per year over the last three years.
- Revenues for these companies have grown 24% 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 | -1.80% | |
| Industrials | -1.98% | |
| Infrastructure | -2.59% | |
| Airport Services | -0.40% | |
| Marine Ports and Services | -2.59% | |
| Highways and Railtracks | -4.26% | |
Industry PE
- Investors are most optimistic about the Airport Services industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 22.4%, which is higher than its past year's earnings decline of 4.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 22% over the next 5 years.
- This is better than its past earnings decline of 4.9% per year.
- In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 15% 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 | ₹80.53 | 5.9% +₹47.7b | 40.4% | PS8.9x | |
| JSWINFRA JSW Infrastructure | ₹299.20 | 2.8% +₹16.6b | 43.7% | PE49.3x | |
| ADANIPORTS Adani Ports and Special Economic Zone | ₹1.29k | 0.1% +₹3.8b | 62.9% | PE28.4x | |
| NAVKARCORP Navkar | ₹136.17 | 7.2% +₹1.4b | 115.5% | PS4.2x | |
| JITFINFRA JITF Infralogistics | ₹757.40 | 7.6% +₹1.4b | 30.3% | PE87.7x |
