Sri Lankan (CSE) Consumer Discretionary Sector Analysis

Sector Valuation and Performance

Has the Sri Lankan Consumer Discretionary Sector valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Sun, 21 Jun 2026	LK₨523.0b	LK₨596.0b	LK₨30.2b	16.5x	17.3x	0.9x
Tue, 19 May 2026	LK₨528.1b	LK₨550.0b	LK₨23.8b	15.3x	22.2x	1x
Thu, 16 Apr 2026	LK₨556.4b	LK₨547.0b	LK₨24.6b	16.9x	22.6x	1x
Sat, 14 Mar 2026	LK₨520.1b	LK₨507.6b	LK₨26.5b	14.7x	19.6x	1x
Mon, 09 Feb 2026	LK₨619.6b	LK₨507.4b	LK₨26.5b	17.3x	23.4x	1.2x
Wed, 07 Jan 2026	LK₨607.6b	LK₨507.4b	LK₨26.5b	18x	23x	1.2x
Fri, 05 Dec 2025	LK₨575.9b	LK₨507.2b	LK₨26.5b	17.3x	21.8x	1.1x
Sun, 02 Nov 2025	LK₨639.8b	LK₨473.4b	LK₨20.1b	21.7x	31.8x	1.4x
Tue, 30 Sep 2025	LK₨611.2b	LK₨490.7b	LK₨19.8b	19.9x	30.9x	1.2x
Thu, 28 Aug 2025	LK₨549.5b	LK₨490.7b	LK₨18.8b	20.5x	29.3x	1.1x
Sat, 26 Jul 2025	LK₨514.7b	LK₨534.2b	LK₨14.3b	20.6x	36.1x	1x
Mon, 23 Jun 2025	LK₨423.5b	LK₨534.1b	LK₨14.3b	16.4x	29.7x	0.8x
Wed, 21 May 2025	LK₨432.7b	LK₨529.1b	LK₨9.2b	12.1x	47x	0.8x
Fri, 18 Apr 2025	LK₨415.1b	LK₨519.8b	LK₨7.5b	13.8x	55.1x	0.8x
Sun, 16 Mar 2025	LK₨416.4b	LK₨519.4b	LK₨7.5b	11.8x	55.4x	0.8x
Tue, 11 Feb 2025	LK₨450.0b	LK₨514.8b	LK₨8.0b	16.2x	55.9x	0.9x
Thu, 09 Jan 2025	LK₨437.2b	LK₨515.9b	LK₨6.4b	16.2x	67.8x	0.8x
Sat, 07 Dec 2024	LK₨393.8b	LK₨515.1b	LK₨6.4b	14.4x	61.4x	0.8x
Mon, 04 Nov 2024	LK₨349.9b	LK₨500.9b	LK₨3.3b	15.7x	106.8x	0.7x
Wed, 02 Oct 2024	LK₨355.6b	LK₨542.7b	LK₨3.1b	14.5x	115.7x	0.7x
Fri, 30 Aug 2024	LK₨324.6b	LK₨539.7b	-LK₨6,797,900,969.10	13.6x	-47.7x	0.6x
Sun, 28 Jul 2024	LK₨336.5b	LK₨530.0b	-LK₨10,282,318,905.00	14.5x	-32.7x	0.6x
Tue, 25 Jun 2024	LK₨353.3b	LK₨530.3b	-LK₨10,205,699,046.60	14.5x	-34.6x	0.7x
Thu, 23 May 2024	LK₨358.2b	LK₨521.0b	-LK₨11,417,570,883.00	18.8x	-31.4x	0.7x
Sat, 20 Apr 2024	LK₨351.0b	LK₨519.2b	-LK₨14,414,178,078.00	16.2x	-24.3x	0.7x
Mon, 18 Mar 2024	LK₨334.4b	LK₨519.8b	-LK₨14,386,410,825.40	16.5x	-23.2x	0.6x
Wed, 14 Feb 2024	LK₨313.1b	LK₨518.0b	-LK₨21,507,609,679.01	18.6x	-14.6x	0.6x
Fri, 12 Jan 2024	LK₨320.5b	LK₨510.0b	-LK₨25,269,592,368.00	16x	-12.7x	0.6x
Sun, 10 Dec 2023	LK₨320.3b	LK₨510.8b	-LK₨25,264,937,641.00	16.7x	-12.7x	0.6x
Tue, 07 Nov 2023	LK₨323.1b	LK₨522.7b	-LK₨23,977,024,150.00	13.7x	-13.5x	0.6x
Thu, 05 Oct 2023	LK₨328.5b	LK₨530.3b	-LK₨24,958,274,733.00	14.5x	-13.2x	0.6x
Sat, 02 Sep 2023	LK₨326.6b	LK₨529.6b	-LK₨19,655,800,205.00	15.5x	-16.6x	0.6x
Mon, 31 Jul 2023	LK₨309.3b	LK₨543.4b	-LK₨10,634,161,903.00	10.7x	-29.1x	0.6x
Wed, 28 Jun 2023	LK₨261.3b	LK₨537.8b	-LK₨9,791,885,266.00	9.5x	-26.7x	0.5x

Current Industry PE

Investors are relatively neutral on the Sri Lankan Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.

The industry is trading close to its 3-year average PE ratio of 16.7x.

The industry is trading close to its 3-year average PS ratio of 0.82x.

Past Earnings Growth

Total earnings for the Consumer Discretionary industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 3.5% per year.
This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

Which industries have driven the changes within the Sri Lankan Consumer Discretionary sector?


LK Market	3.18%
Consumer Discretionary	5.27%
General Merchandise and Department Stores	10.36%
Hospitality	4.58%
Luxury	4.51%
Specialty Stores	4.24%
Consumer Durables	2.83%
Retail Distributors	2.35%
Online Retail and Ecommerce	0%	0
Auto Components	-0.23%

Industry PE

Investors are most optimistic about the Retail Distributors industry which is trading above its 3-year average PE ratio of 30.7x.

It looks like they are confident that earnings will grow faster in the future than they have historically.

Forecasted GrowthThere is insufficient data on the sub-industries of this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company	Last Price	7D	1Y	Valuation
SINS.N0000 Singer (Sri Lanka)	LK₨74.80	10.8% +LK₨8.5b	82.9%	PE11.9x
UML.N0000 United Motors Lanka	LK₨30.20	7.5% +LK₨2.1b	161.5%	PE8.4x
KHL.N0000 John Keells Hotels	LK₨17.90	7.2% +LK₨1.7b	-10.1%	PE13.5x
AHUN.N0000 Aitken Spence Hotel Holdings	LK₨94.00	5.7% +LK₨1.7b	25.2%	PE10.3x
HUNA.N0000 Hunas Holdings	LK₨17.90	11.9% +LK₨1.6b	-12.7%	PS16.5x

Company

Last Price

Valuation

SINS.N0000 Singer (Sri Lanka)

LK₨74.80

10.8%
+LK₨8.5b

82.9%

PE11.9x

UML.N0000 United Motors Lanka

LK₨30.20

7.5%
+LK₨2.1b

161.5%

PE8.4x

KHL.N0000 John Keells Hotels

LK₨17.90

7.2%
+LK₨1.7b

-10.1%

PE13.5x

AHUN.N0000 Aitken Spence Hotel Holdings

LK₨94.00

5.7%
+LK₨1.7b

25.2%

PE10.3x

HUNA.N0000 Hunas Holdings

LK₨17.90

11.9%
+LK₨1.6b

-12.7%

PS16.5x

Aitken Spence Hotel Holdings PLC Announces Board and Committee Changes

Aitken Spence Hotel Holdings PLC appointed Mr. M.R. Mihular as the Senior Independent Director of the Company on February 6, 2025. Upon Mr. Mihular attaining the age of 70 years on June 18, 2026, the independence criteria prescribed under Rule 9.8.3(ix) of the Listing Rules was impaired and consequently, his office as Senior Independent Director also ceased with effect from June 18, 2026. The Company has taken steps to seek the re-appointment of Mr. M.R. Mihular as an Independent Director at the forthcoming Annual General Meeting scheduled to be held on June 30, 2026, in accordance with the proviso to Rule 9.8.3(ix) of the Listing Rules. Subject to the resolution for his re-appointment being approved by the affirmative votes of the majority of the Company's public shareholders voting in person or proxy at the said Annual General Meeting, Mr. Mihular will be re-appointed as the Senior Independent Director at the meeting of the Board of Directors scheduled to be held on July 2, 2026. Pending the outcome of the Annual General Meeting and the completion of the re-appointment process, the Board appointed Mr. P. Englisch, Independent Non-Executive Director of the Company as the Senior Independent Director for the interim period from June 18, 2026 until July 2, 2026. Following the impairment of Mr. Mihular's independence, the Company no longer complied with Rule 9.13.3(1) of the Listing Rules relating to the composition of the Audit and Risk Committee, and Rules 9.13.3(4) and 9.14.2(1) of the Listing Rules relating to the positions of Chairperson of the Audit and Risk Committee and Chairperson of the Related Party Transactions Review Committee, respectively. At present, the Audit and Risk Committee of the Company comprised four Directors of the Listed Entity, of whom three are independent including Mr. Mihular. In addition, the positions of Chairperson of the Audit and Risk Committee and Chairperson of the Related Party Transactions Review Committee are currently held by Mr. Mihular and will continue to be held by him unless otherwise determined by the Board.

Sri Lankan (CSE) Consumer Discretionary Sector Analysis

Sector Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Teejay Lanka PLC, Annual General Meeting, Jun 30, 2026

Aitken Spence Hotel Holdings PLC Announces Board and Committee Changes

New minor risk - Dividend sustainability

New major risk - Share price stability

New major risk - Share price stability

Full year 2026 earnings released: LK₨0.19 loss per share (vs LK₨0.19 loss in FY 2025)

Singer (Sri Lanka) PLC, Annual General Meeting, Jun 23, 2026

New minor risk - Dividend sustainability

Full year 2026 earnings released: LK₨0.14 loss per share (vs LK₨0.25 profit in FY 2025)

New minor risk - Share price stability

Dividend of LK₨0.50 announced

Full year 2026 earnings released: EPS: LK₨365 (vs LK₨345 in FY 2025)

Executive Director recently bought LK₨800k worth of stock