Narrative Update • Jul 07

Over the last 7 days, the Technology Distributors industry has dropped 2.6%, driven by a pullback from Redington of 4.5%. Meanwhile, Optiemus Infracom actually outperformed within the industry, gaining 7.0% in the last week. However, the industry is down 3.5% over the past year. As for the next few years, earnings are expected to grow by 18% per annum.
Has the Indian Technology Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 22 Jul 2026 | ₹361.9b | ₹1.4t | ₹20.0b | 15.5x | 18.1x | 0.3x |
| Fri, 19 Jun 2026 | ₹350.0b | ₹1.4t | ₹20.0b | 18x | 17.5x | 0.2x |
| Sun, 17 May 2026 | ₹293.2b | ₹1.4t | ₹19.9b | 24.7x | 14.7x | 0.2x |
| Tue, 14 Apr 2026 | ₹279.3b | ₹1.3t | ₹22.3b | 22.9x | 12.5x | 0.2x |
| Thu, 12 Mar 2026 | ₹289.9b | ₹1.3t | ₹22.3b | 21.4x | 13x | 0.2x |
| Sat, 07 Feb 2026 | ₹314.6b | ₹1.3t | ₹22.3b | 24.7x | 14.1x | 0.2x |
| Mon, 05 Jan 2026 | ₹334.4b | ₹1.3t | ₹21.5b | 25.9x | 15.5x | 0.3x |
| Wed, 03 Dec 2025 | ₹338.9b | ₹1.3t | ₹21.5b | 31.5x | 15.8x | 0.3x |
| Fri, 31 Oct 2025 | ₹330.2b | ₹1.2t | ₹20.5b | 26.1x | 16.1x | 0.3x |
| Sun, 28 Sep 2025 | ₹342.9b | ₹1.2t | ₹20.5b | 25.5x | 16.7x | 0.3x |
| Tue, 26 Aug 2025 | ₹312.6b | ₹1.2t | ₹20.5b | 21.4x | 15.2x | 0.3x |
| Thu, 24 Jul 2025 | ₹368.5b | ₹1.2t | ₹20.2b | 22.6x | 18.2x | 0.3x |
| Sat, 21 Jun 2025 | ₹356.0b | ₹1.2t | ₹20.2b | 23.8x | 17.6x | 0.3x |
| Mon, 19 May 2025 | ₹332.4b | ₹1.2t | ₹16.8b | 23.8x | 19.8x | 0.3x |
| Wed, 16 Apr 2025 | ₹277.1b | ₹1.2t | ₹16.8b | 22.6x | 16.5x | 0.2x |
| Fri, 14 Mar 2025 | ₹268.6b | ₹1.2t | ₹16.8b | 19.9x | 16x | 0.2x |
| Sun, 09 Feb 2025 | ₹305.5b | ₹1.1t | ₹16.4b | 24.1x | 18.6x | 0.3x |
| Tue, 07 Jan 2025 | ₹292.7b | ₹1.1t | ₹15.8b | 24.8x | 18.5x | 0.3x |
| Thu, 05 Dec 2024 | ₹302.4b | ₹1.1t | ₹15.8b | 24.6x | 19.1x | 0.3x |
| Sat, 02 Nov 2024 | ₹287.2b | ₹1.1t | ₹15.6b | 28.8x | 18.4x | 0.3x |
| Mon, 30 Sep 2024 | ₹293.0b | ₹1.1t | ₹14.1b | 25x | 20.7x | 0.3x |
| Wed, 28 Aug 2024 | ₹289.1b | ₹1.1t | ₹14.1b | 26.4x | 20.4x | 0.3x |
| Fri, 26 Jul 2024 | ₹280.8b | ₹1.1t | ₹13.9b | 31.6x | 20.1x | 0.3x |
| Sun, 23 Jun 2024 | ₹254.1b | ₹1.1t | ₹13.9b | 28.3x | 18.2x | 0.2x |
| Tue, 21 May 2024 | ₹247.4b | ₹1.1t | ₹13.5b | 35.1x | 18.3x | 0.2x |
| Thu, 18 Apr 2024 | ₹250.9b | ₹1.1t | ₹13.3b | 29.9x | 18.8x | 0.2x |
| Sat, 16 Mar 2024 | ₹242.6b | ₹1.1t | ₹13.3b | 25.1x | 18.2x | 0.2x |
| Mon, 12 Feb 2024 | ₹207.4b | ₹964.6b | ₹12.2b | 43.6x | 17x | 0.2x |
| Wed, 10 Jan 2024 | ₹199.1b | ₹945.5b | ₹12.6b | 52.8x | 15.9x | 0.2x |
| Fri, 08 Dec 2023 | ₹191.0b | ₹945.5b | ₹12.6b | 55.6x | 15.2x | 0.2x |
| Sun, 05 Nov 2023 | ₹173.1b | ₹929.5b | ₹13.8b | 56.6x | 12.5x | 0.2x |
| Tue, 03 Oct 2023 | ₹176.0b | ₹928.8b | ₹13.7b | 40.7x | 12.8x | 0.2x |
| Thu, 31 Aug 2023 | ₹182.1b | ₹928.8b | ₹13.7b | 58.9x | 13.3x | 0.2x |
| Sat, 29 Jul 2023 | ₹187.1b | ₹879.6b | ₹14.4b | 42x | 13x | 0.2x |
13x
How does Indian Technology Distributors compare with similar industries?
| IN Market | 0.77% | |
| Tech | 0.24% | |
| Electronic Equipment and Components | -0.79% | |
| Technology Distributors | -2.58% | |
| Electronic Components | 1.22% | |
| Electronic Manufacturing Services | -0.27% | |
| Electronic Equipment and Instruments | -0.86% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 530135 Optiemus Infracom | ₹615.60 | 8.5% +₹4.3b | 4.9% | PE82.7x | |
| 531127 Mena Mani Industries | ₹10.41 | 10.0% +₹128.1m | 22.2% | PE824.6x | |
| 509945 Thacker | ₹1.10k | 6.6% +₹73.9m | -31.5% | PE6.2x | |
| 540361 Danube Industries | ₹6.62 | 13.9% +₹73.7m | 59.1% | PE44.3x | |
| 504351 Empower India | ₹2.34 | 2.2% +₹58.2m | 57.0% | PE15.1x |