Narrative Update • Jul 07

In the last week, the Technology Distributors industry is up 3.6%, with Optiemus Infracom up 3.4%. In the same time, D-Link (India) was down 16%. The industry has been flat over the past 12 months despite the gain this week. 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, 17 Jul 2026 | ₹370.8b | ₹1.4t | ₹20.0b | 16.9x | 18.5x | 0.3x |
| Sun, 14 Jun 2026 | ₹307.2b | ₹1.4t | ₹20.0b | 14.7x | 15.3x | 0.2x |
| Tue, 12 May 2026 | ₹294.8b | ₹1.3t | ₹22.3b | 24.7x | 13.2x | 0.2x |
| Thu, 09 Apr 2026 | ₹273.8b | ₹1.3t | ₹22.3b | 23x | 12.3x | 0.2x |
| Sat, 07 Mar 2026 | ₹292.5b | ₹1.3t | ₹22.3b | 20.9x | 13.1x | 0.2x |
| Mon, 02 Feb 2026 | ₹310.2b | ₹1.3t | ₹21.5b | 22.5x | 14.4x | 0.2x |
| Wed, 31 Dec 2025 | ₹324.4b | ₹1.3t | ₹21.5b | 25.3x | 15.1x | 0.3x |
| Fri, 28 Nov 2025 | ₹342.8b | ₹1.3t | ₹21.5b | 33.8x | 16x | 0.3x |
| Sun, 26 Oct 2025 | ₹335.6b | ₹1.2t | ₹20.5b | 26.4x | 16.3x | 0.3x |
| Tue, 23 Sep 2025 | ₹363.3b | ₹1.2t | ₹20.5b | 24.6x | 17.7x | 0.3x |
| Thu, 21 Aug 2025 | ₹318.6b | ₹1.2t | ₹20.5b | 21.1x | 15.5x | 0.3x |
| Sat, 19 Jul 2025 | ₹370.5b | ₹1.2t | ₹20.2b | 23.4x | 18.3x | 0.3x |
| Mon, 16 Jun 2025 | ₹354.0b | ₹1.2t | ₹20.2b | 23.6x | 17.5x | 0.3x |
| Wed, 14 May 2025 | ₹325.5b | ₹1.2t | ₹16.8b | 22.2x | 19.4x | 0.3x |
| Fri, 11 Apr 2025 | ₹252.9b | ₹1.2t | ₹16.8b | 22x | 15.1x | 0.2x |
| Sun, 09 Mar 2025 | ₹296.9b | ₹1.2t | ₹16.8b | 21.5x | 17.7x | 0.3x |
| Tue, 04 Feb 2025 | ₹278.1b | ₹1.1t | ₹15.8b | 24.8x | 17.6x | 0.2x |
| Thu, 02 Jan 2025 | ₹298.0b | ₹1.1t | ₹15.8b | 25.9x | 18.8x | 0.3x |
| Sat, 30 Nov 2024 | ₹289.8b | ₹1.1t | ₹15.8b | 24.2x | 18.4x | 0.3x |
| Mon, 28 Oct 2024 | ₹244.4b | ₹1.1t | ₹15.3b | 25.2x | 16x | 0.2x |
| Wed, 25 Sep 2024 | ₹285.5b | ₹1.1t | ₹14.1b | 25.3x | 20.2x | 0.3x |
| Fri, 23 Aug 2024 | ₹291.9b | ₹1.1t | ₹14.1b | 27.9x | 20.6x | 0.3x |
| Sun, 21 Jul 2024 | ₹263.9b | ₹1.1t | ₹13.9b | 29.2x | 18.9x | 0.2x |
| Tue, 18 Jun 2024 | ₹252.9b | ₹1.1t | ₹14.0b | 26.1x | 18.1x | 0.2x |
| Thu, 16 May 2024 | ₹250.2b | ₹1.1t | ₹13.4b | 35x | 18.7x | 0.2x |
| Sat, 13 Apr 2024 | ₹251.6b | ₹1.1t | ₹13.3b | 33.1x | 18.9x | 0.2x |
| Mon, 11 Mar 2024 | ₹244.4b | ₹1.1t | ₹13.3b | 28.1x | 18.4x | 0.2x |
| Wed, 07 Feb 2024 | ₹222.4b | ₹945.8b | ₹12.5b | 54.6x | 17.8x | 0.2x |
| Fri, 05 Jan 2024 | ₹195.2b | ₹945.5b | ₹12.6b | 52.8x | 15.6x | 0.2x |
| Sun, 03 Dec 2023 | ₹184.0b | ₹945.5b | ₹12.6b | 54.4x | 14.7x | 0.2x |
| Tue, 31 Oct 2023 | ₹176.4b | ₹929.4b | ₹13.8b | 55.2x | 12.8x | 0.2x |
| Thu, 28 Sep 2023 | ₹176.5b | ₹928.8b | ₹13.7b | 38.9x | 12.9x | 0.2x |
| Sat, 26 Aug 2023 | ₹175.0b | ₹928.8b | ₹13.7b | 49x | 12.7x | 0.2x |
| Mon, 24 Jul 2023 | ₹187.8b | ₹879.6b | ₹14.4b | 44x | 13.1x | 0.2x |
13.1x
How does Indian Technology Distributors compare with similar industries?
| IN Market | 1.91% | |
| Tech | 3.94% | |
| Electronic Equipment and Components | 3.66% | |
| Technology Distributors | 3.63% | |
| Electronic Components | 5.36% | |
| Electronic Equipment and Instruments | 4.19% | |
| Electronic Manufacturing Services | 2.99% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 530135 Optiemus Infracom | ₹582.80 | 3.4% +₹1.7b | -6.7% | PE78.3x | |
| REDINGTON Redington | ₹276.10 | 0.5% +₹1.1b | -10.5% | PE14.5x | |
| HPTL HP Telecom India | ₹292.00 | 9.4% +₹298.5m | 57.7% | PE13.6x | |
| 541702 Ashnisha Industries | ₹4.07 | 15.0% +₹140.5m | 24.5% | PE439.9x | |
| 531127 Mena Mani Industries | ₹9.51 | 5.9% +₹71.5m | 18.9% | PE753.3x |