Narrative Update • Aug 13

Over the last 7 days, the Technology Distributors industry has risen 1.5%, driven by gains from Redington of 4.4%. During this same period, the Rashi Peripherals underperformed, falling 5.5%. This means that the industry has gained 40% over the past year. As for the next few years, earnings are expected to grow by 16% per annum.
Has the Indian Technology Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 29 Aug 2026 | ₹442.3b | ₹1.6t | ₹22.8b | 16.1x | 19.4x | 0.3x |
| Mon, 27 Jul 2026 | ₹355.4b | ₹1.4t | ₹20.0b | 15.4x | 17.7x | 0.2x |
| Wed, 24 Jun 2026 | ₹354.9b | ₹1.4t | ₹20.0b | 17.6x | 17.7x | 0.2x |
| Fri, 22 May 2026 | ₹293.8b | ₹1.4t | ₹20.0b | 24.2x | 14.7x | 0.2x |
| Sun, 19 Apr 2026 | ₹298.5b | ₹1.3t | ₹22.3b | 25.1x | 13.4x | 0.2x |
| Tue, 17 Mar 2026 | ₹277.6b | ₹1.3t | ₹22.3b | 21.1x | 12.5x | 0.2x |
| Thu, 12 Feb 2026 | ₹317.5b | ₹1.3t | ₹22.3b | 24.3x | 14.2x | 0.2x |
| Sat, 10 Jan 2026 | ₹326.1b | ₹1.3t | ₹21.5b | 25.9x | 15.2x | 0.3x |
| Mon, 08 Dec 2025 | ₹328.5b | ₹1.3t | ₹21.5b | 29.2x | 15.3x | 0.3x |
| Wed, 05 Nov 2025 | ₹321.2b | ₹1.2t | ₹20.5b | 26.1x | 15.6x | 0.3x |
| Fri, 03 Oct 2025 | ₹355.7b | ₹1.2t | ₹20.5b | 26.2x | 17.3x | 0.3x |
| Sun, 31 Aug 2025 | ₹309.4b | ₹1.2t | ₹20.5b | 23.4x | 15.1x | 0.2x |
| Tue, 29 Jul 2025 | ₹346.0b | ₹1.2t | ₹20.2b | 22x | 17.1x | 0.3x |
| Thu, 26 Jun 2025 | ₹366.6b | ₹1.2t | ₹20.2b | 23.7x | 18.2x | 0.3x |
| Sat, 24 May 2025 | ₹329.6b | ₹1.2t | ₹20.2b | 25x | 16.3x | 0.3x |
| Mon, 21 Apr 2025 | ₹281.3b | ₹1.2t | ₹16.8b | 22.1x | 16.8x | 0.2x |
| Wed, 19 Mar 2025 | ₹271.2b | ₹1.2t | ₹16.8b | 20.6x | 16.2x | 0.2x |
| Fri, 14 Feb 2025 | ₹302.7b | ₹1.2t | ₹16.5b | 21.5x | 18.4x | 0.3x |
| Sun, 12 Jan 2025 | ₹293.4b | ₹1.1t | ₹15.8b | 24.4x | 18.6x | 0.3x |
| Tue, 10 Dec 2024 | ₹306.1b | ₹1.1t | ₹15.8b | 23.8x | 19.4x | 0.3x |
| Thu, 07 Nov 2024 | ₹293.7b | ₹1.1t | ₹15.6b | 29.1x | 18.8x | 0.3x |
| Sat, 05 Oct 2024 | ₹276.9b | ₹1.1t | ₹15.3b | 23.6x | 18.1x | 0.3x |
| Mon, 02 Sep 2024 | ₹285.8b | ₹1.1t | ₹14.1b | 26.1x | 20.2x | 0.3x |
| Wed, 31 Jul 2024 | ₹285.7b | ₹1.1t | ₹13.9b | 30.8x | 20.5x | 0.3x |
| Fri, 28 Jun 2024 | ₹252.5b | ₹1.1t | ₹13.9b | 25x | 18.1x | 0.2x |
| Sun, 26 May 2024 | ₹242.2b | ₹1.1t | ₹13.7b | 36.6x | 17.7x | 0.2x |
| Tue, 23 Apr 2024 | ₹248.3b | ₹1.1t | ₹13.3b | 28.4x | 18.6x | 0.2x |
| Thu, 21 Mar 2024 | ₹232.8b | ₹1.1t | ₹13.3b | 25.3x | 17.5x | 0.2x |
| Sat, 17 Feb 2024 | ₹237.3b | ₹1.1t | ₹13.3b | 29.8x | 17.8x | 0.2x |
| Mon, 15 Jan 2024 | ₹198.2b | ₹945.7b | ₹12.5b | 54.3x | 15.8x | 0.2x |
| Wed, 13 Dec 2023 | ₹196.6b | ₹945.5b | ₹12.6b | 53.6x | 15.7x | 0.2x |
| Fri, 10 Nov 2023 | ₹183.4b | ₹962.6b | ₹12.8b | 57.8x | 14.3x | 0.2x |
| Sun, 08 Oct 2023 | ₹181.3b | ₹929.2b | ₹13.8b | 35.4x | 13.1x | 0.2x |
| Tue, 05 Sep 2023 | ₹184.1b | ₹928.8b | ₹13.7b | 55.4x | 13.4x | 0.2x |
13.4x
How does Indian Technology Distributors compare with similar industries?
| IN Market | 0.099% | |
| Tech | 1.68% | |
| Electronic Equipment and Components | 0.62% | |
| Technology Distributors | 3.07% | |
| Electronic Components | 2.27% | |
| Electronic Equipment and Instruments | 0.22% | |
| Electronic Manufacturing Services | -0.047% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| REDINGTON Redington | ₹366.00 | 4.4% +₹12.1b | 52.0% | PE16.8x | |
| 530135 Optiemus Infracom | ₹579.95 | 7.4% +₹3.5b | 4.3% | PE70.8x | |
| DCI DC Infotech and Communication | ₹410.05 | 7.5% +₹470.7m | 69.8% | PE31x | |
| GPECO GP ECO Solutions India | ₹411.35 | 8.5% +₹382.7m | -30.6% | PE30.7x | |
| DLINKINDIA D-Link (India) | ₹443.25 | 1.7% +₹266.3m | -6.3% | PE14.7x |