Narrative Update • Aug 13

The Technology Distributors is pretty flat in the last 7 days, but Redington has stood out, gaining 4.9%. As for the the longer term, the industry is up 34% over the past 12 months. 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, 22 Aug 2026 | ₹429.9b | ₹1.6t | ₹22.8b | 15.9x | 18.9x | 0.3x |
| Mon, 20 Jul 2026 | ₹363.5b | ₹1.4t | ₹20.0b | 16.1x | 18.1x | 0.3x |
| Wed, 17 Jun 2026 | ₹321.6b | ₹1.4t | ₹20.0b | 17.4x | 16.1x | 0.2x |
| Fri, 15 May 2026 | ₹290.7b | ₹1.3t | ₹22.3b | 24.2x | 13x | 0.2x |
| Sun, 12 Apr 2026 | ₹281.3b | ₹1.3t | ₹22.3b | 22.6x | 12.6x | 0.2x |
| Tue, 10 Mar 2026 | ₹277.7b | ₹1.3t | ₹22.3b | 20.7x | 12.5x | 0.2x |
| Thu, 05 Feb 2026 | ₹330.7b | ₹1.3t | ₹21.9b | 24.3x | 15.1x | 0.3x |
| Sat, 03 Jan 2026 | ₹334.4b | ₹1.3t | ₹21.5b | 25.9x | 15.5x | 0.3x |
| Mon, 01 Dec 2025 | ₹339.7b | ₹1.3t | ₹21.5b | 31.5x | 15.8x | 0.3x |
| Wed, 29 Oct 2025 | ₹333.2b | ₹1.2t | ₹20.5b | 25.8x | 16.2x | 0.3x |
| Fri, 26 Sep 2025 | ₹349.0b | ₹1.2t | ₹20.5b | 25x | 17x | 0.3x |
| Sun, 24 Aug 2025 | ₹313.9b | ₹1.2t | ₹20.5b | 21.4x | 15.3x | 0.3x |
| Tue, 22 Jul 2025 | ₹363.8b | ₹1.2t | ₹20.2b | 23.2x | 18x | 0.3x |
| Thu, 19 Jun 2025 | ₹362.0b | ₹1.2t | ₹20.2b | 24.9x | 17.9x | 0.3x |
| Sat, 17 May 2025 | ₹332.4b | ₹1.2t | ₹16.8b | 23.8x | 19.8x | 0.3x |
| Mon, 14 Apr 2025 | ₹264.9b | ₹1.2t | ₹16.8b | 22.5x | 15.8x | 0.2x |
| Wed, 12 Mar 2025 | ₹281.0b | ₹1.2t | ₹16.8b | 20.6x | 16.8x | 0.2x |
| Fri, 07 Feb 2025 | ₹303.0b | ₹1.1t | ₹16.4b | 23.5x | 18.5x | 0.3x |
| Sun, 05 Jan 2025 | ₹304.1b | ₹1.1t | ₹15.8b | 25.8x | 19.2x | 0.3x |
| Tue, 03 Dec 2024 | ₹298.9b | ₹1.1t | ₹15.8b | 24.6x | 19x | 0.3x |
| Thu, 31 Oct 2024 | ₹276.7b | ₹1.1t | ₹15.6b | 26.5x | 17.7x | 0.2x |
| Sat, 28 Sep 2024 | ₹293.0b | ₹1.1t | ₹14.1b | 25x | 20.7x | 0.3x |
| Mon, 26 Aug 2024 | ₹294.2b | ₹1.1t | ₹14.1b | 27.9x | 20.8x | 0.3x |
| Wed, 24 Jul 2024 | ₹267.7b | ₹1.1t | ₹13.9b | 29.9x | 19.2x | 0.2x |
| Fri, 21 Jun 2024 | ₹254.3b | ₹1.1t | ₹14.0b | 25.7x | 18.2x | 0.2x |
| Sun, 19 May 2024 | ₹247.5b | ₹1.1t | ₹13.5b | 35.1x | 18.3x | 0.2x |
| Tue, 16 Apr 2024 | ₹250.6b | ₹1.1t | ₹13.3b | 31.5x | 18.8x | 0.2x |
| Thu, 14 Mar 2024 | ₹224.5b | ₹1.1t | ₹13.3b | 25.1x | 16.9x | 0.2x |
| Sat, 10 Feb 2024 | ₹207.4b | ₹964.4b | ₹12.2b | 43.6x | 17x | 0.2x |
| Mon, 08 Jan 2024 | ₹195.8b | ₹945.5b | ₹12.6b | 52.8x | 15.6x | 0.2x |
| Wed, 06 Dec 2023 | ₹189.5b | ₹945.5b | ₹12.6b | 55.6x | 15.1x | 0.2x |
| Fri, 03 Nov 2023 | ₹172.3b | ₹929.4b | ₹13.8b | 55.9x | 12.5x | 0.2x |
| Sun, 01 Oct 2023 | ₹176.0b | ₹928.8b | ₹13.7b | 40.7x | 12.8x | 0.2x |
| Tue, 29 Aug 2023 | ₹176.5b | ₹928.8b | ₹13.7b | 52.7x | 12.9x | 0.2x |
12.9x
How does Indian Technology Distributors compare with similar industries?
| IN Market | -0.20% | |
| Tech | -1.97% | |
| Electronic Equipment and Components | 2.14% | |
| Technology Distributors | 3.51% | |
| Electronic Manufacturing Services | 3.09% | |
| Electronic Equipment and Instruments | 0.97% | |
| Electronic Components | -1.38% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| REDINGTON Redington | ₹350.55 | 4.9% +₹12.9b | 44.1% | PE16.1x | |
| RPTECH Rashi Peripherals | ₹876.90 | 5.1% +₹2.8b | 209.9% | PE18.1x | |
| DLINKINDIA D-Link (India) | ₹435.75 | 3.6% +₹543.2m | -10.1% | PE14.4x | |
| HPTL HP Telecom India | ₹341.10 | 10.1% +₹373.5m | 91.6% | PE15.9x | |
| DCI DC Infotech and Communication | ₹381.35 | 4.5% +₹266.5m | 62.9% | PE28.8x |