Sri Lankan (CSE) Luxury Industry Analysis

Industry Valuation and Performance

Has the Sri Lankan Luxury Industry valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Sat, 03 Dec 2022	LK₨52.7b	LK₨240.3b	LK₨10.1b	4.6x	5.2x	0.2x
Mon, 31 Oct 2022	LK₨56.5b	LK₨212.5b	LK₨12.9b	4.9x	4.4x	0.3x
Wed, 28 Sep 2022	LK₨65.9b	LK₨212.3b	LK₨12.8b	5.1x	5.1x	0.3x
Fri, 26 Aug 2022	LK₨69.4b	LK₨211.7b	LK₨12.8b	4.9x	5.4x	0.3x
Sun, 24 Jul 2022	LK₨63.3b	LK₨174.0b	LK₨11.1b	7.7x	5.7x	0.4x
Tue, 21 Jun 2022	LK₨61.6b	LK₨174.0b	LK₨11.1b	6.5x	5.5x	0.4x
Thu, 19 May 2022	LK₨69.7b	LK₨176.7b	LK₨9.4b	10x	7.4x	0.4x
Sat, 16 Apr 2022	LK₨64.1b	LK₨164.9b	LK₨6.9b	8.9x	9.3x	0.4x
Mon, 14 Mar 2022	LK₨71.2b	LK₨155.7b	LK₨6.4b	11.2x	11.1x	0.5x
Wed, 09 Feb 2022	LK₨57.2b	LK₨90.9b	LK₨3.9b	13.6x	14.5x	0.6x
Fri, 07 Jan 2022	LK₨62.7b	LK₨86.3b	LK₨4.0b	n/a	15.7x	0.7x
Sun, 05 Dec 2021	LK₨72.2b	LK₨106.3b	LK₨3.9b	12.9x	18.4x	0.7x
Tue, 02 Nov 2021	LK₨71.0b	LK₨92.8b	LK₨5.5b	14x	12.9x	0.8x
Thu, 30 Sep 2021	LK₨70.4b	LK₨92.5b	LK₨5.5b	13.6x	12.9x	0.8x
Sat, 28 Aug 2021	LK₨71.2b	LK₨92.5b	LK₨5.5b	13x	13x	0.8x
Sun, 04 Jul 2021	LK₨45.0b	LK₨92.5b	LK₨5.5b	8.1x	8.2x	0.5x
Wed, 07 Apr 2021	LK₨42.9b	LK₨84.4b	LK₨869.1m	10.5x	49.4x	0.5x
Sat, 09 Jan 2021	LK₨43.2b	LK₨77.1b	LK₨2.2b	14.8x	20x	0.6x
Fri, 02 Oct 2020	LK₨39.3b	LK₨78.2b	LK₨3.1b	11.1x	12.7x	0.5x
Mon, 06 Jul 2020	LK₨30.7b	LK₨80.4b	LK₨2.9b	11.3x	10.6x	0.4x
Thu, 09 Apr 2020	LK₨23.2b	LK₨86.6b	LK₨3.5b	6.9x	6.7x	0.3x
Wed, 01 Jan 2020	LK₨40.2b	LK₨89.2b	LK₨5.1b	5.7x	7.8x	0.5x

Current Industry PE

Investors are pessimistic on the Sri Lankan Luxury industry, indicating that they anticipate long term growth rates will be lower than they have historically.

The industry is trading at a PE ratio of 5.2x which is lower than its 3-year average PE of 14.2x.

Past Earnings Growth

The earnings for companies in the Luxury industry have grown 25% per year over the last three years.
Revenues for these companies have grown 39% per year.
This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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


LK Market	8.48%
Consumer Discretionary	3.37%
Luxury	1.80%
Apparel, Accessories and Luxury Goods	2.15%
Textiles	1.69%
Footwear	0%

Industry PE

Investors are most optimistic about the Apparel, Accessories and Luxury Goods industry, which is trading close to its 3-year average PE ratio of 13.4x.

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

Investors are most pessimistic about the Textiles industry, which is trading below its 3-year average of 13.9x.

Forecasted Growth

Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 23% over the next 5 years.
However this is lower than its past earnings growth rate of 160% per year.

In contrast, the Textiles industry is expected to see its earnings grow by 23% 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
TJL.N0000 Teejay Lanka	LK₨32.60	2.8% +LK₨645.1m	-21.6%	PE6x
HELA.N0000 Hela Apparel Holdings	LK₨9.30	2.2% +LK₨262.0m	n/a	PE11.8x
MGT.N0000 Hayleys Fabric	LK₨24.90	0.4% +LK₨41.5m	-34.5%	PE1.9x
RGEM.N0000 Radiant Gems International	LK₨23.90	13.8% +LK₨7.0m	8.1%	PS0.3x

Nov 18

Industry Valuation and Performance