Narrative Update • Jul 07

Over the last 7 days, the Technology Distributors industry has remained flat, although notably Optiemus Infracom gained 12%. Unfortunately though, the industry is down 3.4% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Fri, 10 Jul 2026 | ₹357.7b | ₹1.4t | ₹20.0b | 18.4x | 17.8x | 0.2x |
| Sun, 07 Jun 2026 | ₹312.1b | ₹1.4t | ₹20.0b | 15.1x | 15.6x | 0.2x |
| Tue, 05 May 2026 | ₹291.3b | ₹1.3t | ₹22.3b | 24.7x | 13.1x | 0.2x |
| Thu, 02 Apr 2026 | ₹251.0b | ₹1.3t | ₹22.3b | 21x | 11.3x | 0.2x |
| Sat, 28 Feb 2026 | ₹324.7b | ₹1.3t | ₹22.3b | 21.1x | 14.6x | 0.2x |
| Mon, 26 Jan 2026 | ₹295.1b | ₹1.3t | ₹21.5b | 22.7x | 13.7x | 0.2x |
| Wed, 24 Dec 2025 | ₹330.0b | ₹1.3t | ₹21.5b | 28.1x | 15.4x | 0.3x |
| Fri, 21 Nov 2025 | ₹353.2b | ₹1.3t | ₹21.5b | 35.9x | 16.4x | 0.3x |
| Sun, 19 Oct 2025 | ₹342.9b | ₹1.2t | ₹20.5b | 26x | 16.7x | 0.3x |
| Tue, 16 Sep 2025 | ₹319.6b | ₹1.2t | ₹20.5b | 23.1x | 15.6x | 0.3x |
| Thu, 14 Aug 2025 | ₹311.2b | ₹1.2t | ₹20.6b | 20.9x | 15.1x | 0.3x |
| Sat, 12 Jul 2025 | ₹361.5b | ₹1.2t | ₹20.2b | 22.8x | 17.9x | 0.3x |
| Mon, 09 Jun 2025 | ₹341.1b | ₹1.2t | ₹20.2b | 24.2x | 16.9x | 0.3x |
| Wed, 07 May 2025 | ₹300.2b | ₹1.2t | ₹16.8b | 21.1x | 17.9x | 0.3x |
| Fri, 04 Apr 2025 | ₹278.5b | ₹1.2t | ₹16.8b | 22.8x | 16.6x | 0.2x |
| Sun, 02 Mar 2025 | ₹271.2b | ₹1.2t | ₹16.8b | 21.4x | 16.2x | 0.2x |
| Tue, 28 Jan 2025 | ₹298.4b | ₹1.1t | ₹15.8b | 24.5x | 18.9x | 0.3x |
| Thu, 26 Dec 2024 | ₹304.5b | ₹1.1t | ₹15.8b | 25.2x | 19.3x | 0.3x |
| Sat, 23 Nov 2024 | ₹279.6b | ₹1.1t | ₹15.8b | 24.3x | 17.7x | 0.3x |
| Mon, 21 Oct 2024 | ₹271.6b | ₹1.1t | ₹15.3b | 26.1x | 17.8x | 0.3x |
| Wed, 18 Sep 2024 | ₹283.6b | ₹1.1t | ₹14.1b | 26.1x | 20.1x | 0.3x |
| Fri, 16 Aug 2024 | ₹272.1b | ₹1.1t | ₹14.1b | 25.6x | 19.2x | 0.2x |
| Sun, 14 Jul 2024 | ₹277.7b | ₹1.1t | ₹13.9b | 29.7x | 19.9x | 0.3x |
| Tue, 11 Jun 2024 | ₹243.6b | ₹1.1t | ₹13.9b | 28.9x | 17.5x | 0.2x |
| Thu, 09 May 2024 | ₹238.7b | ₹1.1t | ₹13.3b | 29.3x | 17.9x | 0.2x |
| Sat, 06 Apr 2024 | ₹255.2b | ₹1.1t | ₹13.3b | 26.3x | 19.1x | 0.2x |
| Mon, 04 Mar 2024 | ₹251.0b | ₹1.1t | ₹13.3b | 30.2x | 18.9x | 0.2x |
| Wed, 31 Jan 2024 | ₹196.6b | ₹945.6b | ₹12.5b | 52.1x | 15.7x | 0.2x |
| Fri, 29 Dec 2023 | ₹197.1b | ₹945.5b | ₹12.6b | 53.7x | 15.7x | 0.2x |
| Sun, 26 Nov 2023 | ₹184.3b | ₹945.5b | ₹12.6b | 57.5x | 14.7x | 0.2x |
| Tue, 24 Oct 2023 | ₹168.6b | ₹929.2b | ₹13.8b | 49.9x | 12.2x | 0.2x |
| Thu, 21 Sep 2023 | ₹179.1b | ₹928.8b | ₹13.7b | 36.7x | 13x | 0.2x |
| Sat, 19 Aug 2023 | ₹171.4b | ₹926.3b | ₹13.7b | 45x | 12.5x | 0.2x |
| Mon, 17 Jul 2023 | ₹189.1b | ₹879.6b | ₹14.4b | 42.3x | 13.2x | 0.2x |
13.2x
How does Indian Technology Distributors compare with similar industries?
| IN Market | -1.12% | |
| Tech | 3.35% | |
| Electronic Equipment and Components | -1.93% | |
| Technology Distributors | -0.66% | |
| Electronic Manufacturing Services | -1.73% | |
| Electronic Equipment and Instruments | -2.12% | |
| Electronic Components | -6.11% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 530135 Optiemus Infracom | ₹563.60 | 12.1% +₹5.4b | -7.4% | PE75.7x | |
| DLINKINDIA D-Link (India) | ₹546.05 | 4.3% +₹791.8m | -4.1% | PE18.6x | |
| DCI DC Infotech and Communication | ₹285.30 | 4.9% +₹219.8m | 3.9% | PE22.1x | |
| 541702 Ashnisha Industries | ₹3.54 | 14.9% +₹122.0m | 6.0% | PE382.6x | |
| 531127 Mena Mani Industries | ₹8.98 | 8.1% +₹90.3m | 16.2% | PE711.3x |