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Indian (NIFTY) Market Analysis & Valuation
UpdatedJan 23, 2025
DataAggregated Company Financials
Companies4539
- 7D-0.6%
- 3M-6.3%
- 1Y9.8%
- YTD-5.1%
In the last week, the market has been flat, with a notable exception in the Real Estate sector dropping 3.8%. More promisingly, the market is up 9.8% over the past year. As for the next few years, earnings are expected to grow by 18% per annum.
Market Valuation and Performance
Has the Indian Market valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 23 Jan 2025 | ₹419.8t | ₹167.7t | ₹16.4t | 30.9x | 25.5x | 2.5x |
| Sat, 21 Dec 2024 | ₹439.2t | ₹167.7t | ₹16.4t | 32.4x | 26.8x | 2.6x |
| Mon, 18 Nov 2024 | ₹428.7t | ₹167.2t | ₹16.3t | 31.1x | 26.2x | 2.6x |
| Wed, 16 Oct 2024 | ₹461.1t | ₹163.2t | ₹16.0t | 33.9x | 28.8x | 2.8x |
| Fri, 13 Sep 2024 | ₹463.5t | ₹162.9t | ₹16.0t | 34.5x | 29x | 2.8x |
| Sun, 11 Aug 2024 | ₹446.1t | ₹162.6t | ₹15.9t | 33.9x | 28.1x | 2.7x |
| Tue, 09 Jul 2024 | ₹447.7t | ₹160.0t | ₹15.8t | 34.4x | 28.3x | 2.8x |
| Thu, 06 Jun 2024 | ₹406.3t | ₹165.0t | ₹16.6t | 29.2x | 24.4x | 2.5x |
| Sat, 04 May 2024 | ₹403.2t | ₹157.1t | ₹15.2t | 31.8x | 26.6x | 2.6x |
| Mon, 01 Apr 2024 | ₹382.6t | ₹154.9t | ₹14.8t | 28.7x | 25.9x | 2.5x |
| Wed, 28 Feb 2024 | ₹387.3t | ₹154.8t | ₹14.8t | 31.8x | 26.2x | 2.5x |
| Fri, 26 Jan 2024 | ₹366.8t | ₹153.4t | ₹14.5t | 31.2x | 25.3x | 2.4x |
| Sun, 24 Dec 2023 | ₹352.7t | ₹152.3t | ₹14.2t | 29.3x | 24.9x | 2.3x |
| Tue, 21 Nov 2023 | ₹323.7t | ₹152.2t | ₹14.2t | 27.7x | 22.8x | 2.1x |
| Thu, 19 Oct 2023 | ₹317.7t | ₹151.6t | ₹13.2t | 28.5x | 24x | 2.1x |
| Sat, 16 Sep 2023 | ₹323.6t | ₹152.3t | ₹13.4t | 27.5x | 24.2x | 2.1x |
| Mon, 14 Aug 2023 | ₹306.7t | ₹151.8t | ₹13.4t | 26.3x | 22.9x | 2x |
| Wed, 12 Jul 2023 | ₹298.4t | ₹149.9t | ₹12.5t | 26.1x | 23.9x | 2x |
| Fri, 09 Jun 2023 | ₹284.7t | ₹150.0t | ₹12.5t | 24.9x | 22.8x | 1.9x |
| Sun, 07 May 2023 | ₹271.6t | ₹146.3t | ₹12.2t | 22.3x | 22.2x | 1.9x |
| Tue, 04 Apr 2023 | ₹257.2t | ₹144.9t | ₹12.2t | 20.7x | 21.2x | 1.8x |
| Thu, 02 Mar 2023 | ₹258.1t | ₹144.7t | ₹12.2t | 21.2x | 21.2x | 1.8x |
| Sat, 28 Jan 2023 | ₹266.9t | ₹140.9t | ₹12.0t | 22.3x | 22.2x | 1.9x |
| Mon, 26 Dec 2022 | ₹269.9t | ₹139.2t | ₹11.9t | 21.5x | 22.7x | 1.9x |
| Wed, 23 Nov 2022 | ₹278.7t | ₹139.1t | ₹11.9t | 22.3x | 23.4x | 2x |
| Fri, 21 Oct 2022 | ₹269.2t | ₹130.9t | ₹11.9t | 21.9x | 22.6x | 2.1x |
| Sun, 18 Sep 2022 | ₹272.6t | ₹131.1t | ₹11.9t | 22.4x | 23x | 2.1x |
| Tue, 16 Aug 2022 | ₹268.4t | ₹130.5t | ₹11.8t | 20.7x | 22.8x | 2.1x |
| Thu, 14 Jul 2022 | ₹245.7t | ₹122.2t | ₹11.3t | 21x | 21.7x | 2x |
| Sat, 11 Jun 2022 | ₹245.5t | ₹121.9t | ₹11.3t | 20.9x | 21.7x | 2x |
| Mon, 09 May 2022 | ₹248.9t | ₹109.7t | ₹11.0t | 20.9x | 22.7x | 2.3x |
| Wed, 06 Apr 2022 | ₹266.9t | ₹108.1t | ₹10.5t | 21.4x | 25.3x | 2.5x |
| Fri, 04 Mar 2022 | ₹245.0t | ₹108.4t | ₹10.6t | 19.8x | 23.1x | 2.3x |
| Sun, 30 Jan 2022 | ₹254.7t | ₹103.2t | ₹10.1t | 22.2x | 25.3x | 2.5x |
Price to Earnings Ratio
25.3x
Current Market PE
- Investors are relatively neutral on the Indian market at the moment, indicating that they expect earnings will grow in line with historical growth rates.
- The market is trading close to its 3-year average PE ratio of 24.4x.
Past Earnings Growth
- The earnings for Indian listed companies have grown 18% per year over the last three years.
- Revenues for these companies have grown 18% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Sector Trends
Which sectors have driven the changes within the Indian Market?
| IN Market | -0.61% | |
| Energy | 1.74% | |
| Materials | 0.80% | |
| Telecom | 0.51% | |
| Healthcare | 0.046% | |
| Financials | 0.033% | |
| Information Technology | 0% | 0 |
| Financials | 0% | 0 |
| Health Care | 0% | 0 |
| Industrials | 0% | 0 |
| Consumer Staples | -0.10% | |
| Industrials | -0.14% | |
| Utilities | -1.05% | |
| Tech | -2.45% | |
| Consumer Discretionary | -3.40% | |
| Real Estate | -3.79% | |
Sector PE
- Investors favour the Telecom sector the most for future growth, which is trading above its 3-year average PE ratio of 43.0x.
- The market's confidence is likely because analysts are expecting annual earnings growth of 32.7%, which is higher than its past year's earnings growth of 29.3% per year.
- The Energy sector is the least preferred by investors for future growth, which is trading close to its 3-year average of 13.0x.
Forecasted Growth
- Analysts are most optimistic on the Telecom sector, expecting annual earnings growth of 33% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Financials sector is expected to see its earnings grow by 12% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | Sector | |
|---|---|---|---|---|---|---|
| 507685 Wipro | ₹317.65 | 10.3% +₹309.6b | 35.2% | PE26.8x | Tech | |
| ULTRACEMCO UltraTech Cement | ₹11.42k | 7.4% +₹226.1b | 14.6% | PE50.2x | Materials | |
| 500247 Kotak Mahindra Bank | ₹1.89k | 4.9% +₹177.6b | 7.2% | PB2.6x | Financials | |
| SUNPHARMA Sun Pharmaceutical Industries | ₹1.83k | 4.0% +₹168.7b | 34.0% | PE39.8x | Healthcare | |
| BAJFINANCE Bajaj Finance | ₹7.44k | 2.5% +₹113.4b | 5.0% | PE29.9x | Financials |
