Narrative Update • Aug 13

The Technology Distributors industry is up 7.2% in the last week, with Redington up 8.1%. In the same time, Rashi Peripherals was down 9.5%. This takes the industry's 12 month performance to a gain of 41%. 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 |
|---|---|---|---|---|---|---|
| Wed, 26 Aug 2026 | ₹430.3b | ₹1.6t | ₹22.8b | 16.1x | 18.9x | 0.3x |
| Fri, 24 Jul 2026 | ₹357.1b | ₹1.4t | ₹20.0b | 15.5x | 17.8x | 0.2x |
| Sun, 21 Jun 2026 | ₹358.1b | ₹1.4t | ₹20.0b | 17.9x | 17.9x | 0.2x |
| Tue, 19 May 2026 | ₹290.9b | ₹1.4t | ₹19.9b | 24.4x | 14.6x | 0.2x |
| Thu, 16 Apr 2026 | ₹287.6b | ₹1.3t | ₹22.3b | 23x | 12.9x | 0.2x |
| Sat, 14 Mar 2026 | ₹277.6b | ₹1.3t | ₹22.3b | 21.1x | 12.5x | 0.2x |
| Mon, 09 Feb 2026 | ₹314.6b | ₹1.3t | ₹22.3b | 24.7x | 14.1x | 0.2x |
| Wed, 07 Jan 2026 | ₹343.2b | ₹1.3t | ₹21.5b | 25.8x | 16x | 0.3x |
| Fri, 05 Dec 2025 | ₹336.9b | ₹1.3t | ₹21.5b | 29.5x | 15.7x | 0.3x |
| Sun, 02 Nov 2025 | ₹325.4b | ₹1.2t | ₹20.5b | 26.2x | 15.8x | 0.3x |
| Tue, 30 Sep 2025 | ₹362.0b | ₹1.2t | ₹20.5b | 26.1x | 17.6x | 0.3x |
| Thu, 28 Aug 2025 | ₹303.4b | ₹1.2t | ₹20.5b | 21.4x | 14.8x | 0.2x |
| Sat, 26 Jul 2025 | ₹353.4b | ₹1.2t | ₹20.2b | 22.6x | 17.5x | 0.3x |
| Mon, 23 Jun 2025 | ₹356.0b | ₹1.2t | ₹20.2b | 23.8x | 17.6x | 0.3x |
| Wed, 21 May 2025 | ₹337.0b | ₹1.2t | ₹16.8b | 24.3x | 20.1x | 0.3x |
| Fri, 18 Apr 2025 | ₹281.3b | ₹1.2t | ₹16.8b | 22.1x | 16.8x | 0.2x |
| Sun, 16 Mar 2025 | ₹268.6b | ₹1.2t | ₹16.8b | 19.9x | 16x | 0.2x |
| Tue, 11 Feb 2025 | ₹312.6b | ₹1.1t | ₹16.4b | 23.5x | 19x | 0.3x |
| Thu, 09 Jan 2025 | ₹301.4b | ₹1.1t | ₹15.8b | 24.9x | 19.1x | 0.3x |
| Sat, 07 Dec 2024 | ₹306.0b | ₹1.1t | ₹15.8b | 23.9x | 19.4x | 0.3x |
| Mon, 04 Nov 2024 | ₹287.4b | ₹1.1t | ₹15.6b | 28.8x | 18.4x | 0.3x |
| Wed, 02 Oct 2024 | ₹285.0b | ₹1.1t | ₹15.3b | 25x | 18.7x | 0.3x |
| Fri, 30 Aug 2024 | ₹284.9b | ₹1.1t | ₹14.1b | 26.1x | 20.1x | 0.3x |
| Sun, 28 Jul 2024 | ₹283.3b | ₹1.1t | ₹13.9b | 31.5x | 20.3x | 0.3x |
| Tue, 25 Jun 2024 | ₹257.7b | ₹1.1t | ₹13.9b | 30.2x | 18.5x | 0.2x |
| Thu, 23 May 2024 | ₹247.0b | ₹1.1t | ₹13.5b | 33.6x | 18.2x | 0.2x |
| Sat, 20 Apr 2024 | ₹250.6b | ₹1.1t | ₹13.3b | 28.4x | 18.8x | 0.2x |
| Mon, 18 Mar 2024 | ₹242.6b | ₹1.1t | ₹13.3b | 25.1x | 18.2x | 0.2x |
| Wed, 14 Feb 2024 | ₹214.2b | ₹964.6b | ₹12.2b | 42.8x | 17.5x | 0.2x |
| Fri, 12 Jan 2024 | ₹197.7b | ₹945.5b | ₹12.6b | 57.5x | 15.8x | 0.2x |
| Sun, 10 Dec 2023 | ₹190.7b | ₹945.5b | ₹12.6b | 53.6x | 15.2x | 0.2x |
| Tue, 07 Nov 2023 | ₹176.4b | ₹929.4b | ₹13.8b | 57.2x | 12.8x | 0.2x |
| Thu, 05 Oct 2023 | ₹176.0b | ₹928.8b | ₹13.7b | 40.7x | 12.8x | 0.2x |
| Sat, 02 Sep 2023 | ₹182.5b | ₹928.8b | ₹13.7b | 56.6x | 13.3x | 0.2x |
13.3x
How does Indian Technology Distributors compare with similar industries?
| IN Market | 0.48% | |
| Tech | 0.95% | |
| Electronic Equipment and Components | 1.72% | |
| Technology Distributors | 5.12% | |
| Electronic Equipment and Instruments | 2.78% | |
| Electronic Manufacturing Services | -0.087% | |
| Electronic Components | -2.63% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| REDINGTON Redington | ₹352.65 | 8.1% +₹20.6b | 51.0% | PE16.2x | |
| 530135 Optiemus Infracom | ₹596.00 | 7.8% +₹3.8b | 5.4% | PE72.7x | |
| DLINKINDIA D-Link (India) | ₹448.75 | 7.1% +₹1.1b | -3.5% | PE14.9x | |
| 544668 Nanta Tech | ₹363.85 | 22.8% +₹347.1m | n/a | PE22.8x | |
| GPECO GP ECO Solutions India | ₹397.00 | 7.0% +₹306.4m | -32.1% | PE29.6x |