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Indian (NIFTY) Media Industry Analysis
UpdatedNov 28, 2021
DataAggregated Company Financials
Companies43
- 7D1.2%
- 3M31.5%
- 1Y44.5%
- YTD31.3%
Over the last 7 days, the Media industry has risen 1.2%, driven by gains from Zee Entertainment Enterprises of 9.2%. This takes the industry's 12 month performance to a gain of 44%.
Industry Valuation and Performance
Has the Indian Media Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Mon, 29 Nov 2021 | ₹1.1t | ₹432.2b | ₹37.3b | 15.9x |
| Wed, 27 Oct 2021 | ₹1.1t | ₹422.0b | ₹34.4b | 16x |
| Fri, 24 Sep 2021 | ₹1.1t | ₹417.1b | ₹33.6b | 15.6x |
| Sun, 22 Aug 2021 | ₹839.5b | ₹418.2b | ₹33.9b | 15.7x |
| Fri, 09 Jul 2021 | ₹935.8b | ₹418.2b | ₹33.9b | 16x |
| Thu, 01 Apr 2021 | ₹845.5b | ₹398.6b | ₹29.7b | 13.4x |
| Sun, 03 Jan 2021 | ₹847.8b | ₹400.0b | ₹10.3b | 13.9x |
| Wed, 07 Oct 2020 | ₹791.4b | ₹399.5b | ₹2.9b | 15x |
| Tue, 30 Jun 2020 | ₹687.2b | ₹415.7b | ₹4.2b | 14.7x |
| Fri, 03 Apr 2020 | ₹450.7b | ₹458.2b | ₹10.2b | 8.1x |
| Mon, 06 Jan 2020 | ₹800.8b | ₹478.8b | ₹17.9b | 12.4x |
| Thu, 10 Oct 2019 | ₹806.8b | ₹484.5b | ₹20.1b | 13.6x |
| Wed, 03 Jul 2019 | ₹928.7b | ₹486.3b | ₹18.5b | 13.9x |
| Sat, 06 Apr 2019 | ₹1.2t | ₹484.8b | ₹19.0b | 16.8x |
| Tue, 08 Jan 2019 | ₹1.2t | ₹463.4b | ₹35.8b | 18.6x |
PE Ratio
19.1x
Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 15.0x. It appears they believe that earnings will grow in-line with historical growth rates.
Past Earnings Growth: The earnings for companies in the Media industry have grown 5.4% per year over the last three years, while revenues have remained mostly flat. This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Indian Media industry?
| Broadcasting | 2.22% | |
| Advertising | 2.14% | |
| Cable and Satellite | -1.81% | |
| Publishing | -3.66% | |
Industry PE: Investors are most optimistic about the Publishing industry which is trading above its 3-year average PE ratio of 12.1x. This is likely because analysts are expecting annual earnings growth of 44%, which is higher than its past year's earnings growth of 30% per year. Meanwhile, investors are most pessimistic about the Broadcasting industry, which is trading below its 3-year average of 18.7x.
Forecasted Growth: Analysts are most optimistic on the Cable and Satellite industry, expecting annual earnings growth of 50% over the next 5 years. This is better than it's past earnings growth rate of 8.9% per year. Meanwhile, the Broadcasting industry is expected to see its earnings grow by 14% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | 7D | 1Y | Valuation | |
|---|---|---|---|---|
| ZEEL Zee Entertainment Enterprises | 9.2%+₹27.7b | 77.7% | PE28.4x | |
| AFFLE Affle (India) | 2.1%+₹3.3b | 72.8% | PE91.3x | |
| 532515 T.V. Today Network | 3.4%+₹805.5m | 103.8% | PE14.1x | |
| DEN DEN Networks | 4.0%+₹739.7m | -42.5% | PE10.5x | |
| 532795 SITI Networks | 24.2%+₹505.8m | 308.2% | PS0.2x |