Pakistani (KSE) Consumer Discretionary Sector Analysis

Sector Valuation and Performance

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

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Thu, 10 Sep 2026	PK₨1.7t	PK₨3.8t	PK₨223.7b	7.6x	7.8x	0.5x
Sat, 08 Aug 2026	PK₨1.8t	PK₨3.7t	PK₨216.8b	8.7x	8.3x	0.5x
Mon, 06 Jul 2026	PK₨1.8t	PK₨3.5t	PK₨195.6b	9.7x	9.4x	0.5x
Wed, 03 Jun 2026	PK₨1.5t	PK₨3.5t	PK₨198.0b	8.1x	7.7x	0.4x
Fri, 01 May 2026	PK₨1.5t	PK₨3.5t	PK₨208.3b	6.8x	7x	0.4x
Sun, 29 Mar 2026	PK₨1.3t	PK₨3.5t	PK₨207.5b	6.3x	6.2x	0.4x
Tue, 24 Feb 2026	PK₨1.5t	PK₨3.5t	PK₨206.7b	8.3x	7.2x	0.4x
Thu, 22 Jan 2026	PK₨1.6t	PK₨3.5t	PK₨198.4b	10.5x	8.2x	0.5x
Sat, 20 Dec 2025	PK₨1.5t	PK₨3.5t	PK₨199.0b	9.3x	7.6x	0.4x
Mon, 17 Nov 2025	PK₨1.5t	PK₨3.4t	PK₨198.5b	8.5x	7.4x	0.4x
Wed, 15 Oct 2025	PK₨1.5t	PK₨3.4t	PK₨175.1b	10.5x	8.5x	0.4x
Fri, 12 Sep 2025	PK₨1.5t	PK₨3.4t	PK₨128.8b	10.4x	11.7x	0.4x
Sun, 10 Aug 2025	PK₨1.4t	PK₨3.3t	PK₨128.1b	11.6x	11.1x	0.4x
Tue, 08 Jul 2025	PK₨1.3t	PK₨3.3t	PK₨126.7b	11.1x	10.6x	0.4x
Thu, 05 Jun 2025	PK₨1.2t	PK₨3.3t	PK₨126.7b	8.6x	9.6x	0.4x
Sat, 03 May 2025	PK₨1.2t	PK₨3.3t	PK₨127.2b	7.4x	9.4x	0.4x
Mon, 31 Mar 2025	PK₨1.2t	PK₨3.3t	PK₨115.2b	8.1x	10.6x	0.4x
Wed, 26 Feb 2025	PK₨1.2t	PK₨3.2t	PK₨109.5b	8.4x	11.4x	0.4x
Fri, 24 Jan 2025	PK₨1.2t	PK₨3.2t	PK₨106.7b	9.6x	11.4x	0.4x
Sun, 22 Dec 2024	PK₨1.2t	PK₨3.2t	PK₨106.9b	8.6x	11.4x	0.4x
Tue, 19 Nov 2024	PK₨1.1t	PK₨3.1t	PK₨102.5b	8.6x	11.2x	0.4x
Thu, 17 Oct 2024	PK₨1.1t	PK₨3.1t	PK₨108.8b	7.4x	10x	0.3x
Sat, 14 Sep 2024	PK₨1.1t	PK₨3.0t	PK₨116.1b	6.4x	9.2x	0.4x
Mon, 12 Aug 2024	PK₨1.1t	PK₨3.0t	PK₨106.6b	7x	10.4x	0.4x
Wed, 10 Jul 2024	PK₨1.1t	PK₨3.0t	PK₨106.6b	7.4x	10.2x	0.4x
Fri, 07 Jun 2024	PK₨1.1t	PK₨3.0t	PK₨108.6b	7.4x	9.8x	0.4x
Sun, 05 May 2024	PK₨1.0t	PK₨2.9t	PK₨113.4b	8x	9x	0.4x
Tue, 02 Apr 2024	PK₨1.0t	PK₨3.0t	PK₨116.5b	5.9x	8.7x	0.3x
Thu, 29 Feb 2024	PK₨998.9b	PK₨2.9t	PK₨106.0b	5.6x	9.4x	0.3x
Sat, 27 Jan 2024	PK₨1.0t	PK₨2.9t	PK₨104.4b	5.5x	9.8x	0.3x
Mon, 25 Dec 2023	PK₨913.4b	PK₨2.9t	PK₨102.6b	5.4x	8.9x	0.3x
Wed, 22 Nov 2023	PK₨838.5b	PK₨2.9t	PK₨104.8b	4.3x	8x	0.3x
Fri, 20 Oct 2023	PK₨705.5b	PK₨2.8t	PK₨100.1b	3.9x	7x	0.3x
Sun, 17 Sep 2023	PK₨661.8b	PK₨2.8t	PK₨114.4b	3.6x	5.8x	0.2x

Current Industry PE

Investors are pessimistic on the Pakistani Consumer Discretionary 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 7.8x which is lower than its 3-year average PE of 9.2x.

The industry is trading close to its 3-year average PS ratio of 0.38x.

Past Earnings Growth

The earnings for companies in the Consumer Discretionary industry have grown 26% per year over the last three years.
Revenues for these companies have grown 11% 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 Pakistani Consumer Discretionary sector?


PK Market	-1.64%
Consumer Discretionary	-0.79%
Hospitality	22.54%
Leisure	11.90%
Consumer Services	0%	0
Specialty Stores	0%	0
Luxury	-0.55%
Consumer Durables	-0.96%
Auto Components	-1.36%
Retail Distributors	-1.89%
Auto	-1.90%

Industry PE

Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 53.4x.

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

Investors are most pessimistic about the Auto industry, which is trading below its 3-year average of 7.3x.

Forecasted Growth

Analysts are most optimistic on the Luxury industry, expecting annual earnings growth of 55% over the next 5 years.
This is better than its past earnings growth rate of 25% per year.

In contrast, the Auto industry is expected to see its earnings grow by 8.5% 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
PSEL Pakistan Services	PK₨1.08k	22.5% +PK₨6.5b	14.0%	PE158.7x
JKSM J.K. Spinning Mills	PK₨344.07	9.9% +PK₨3.2b	40.2%	PE22.3x
ILP Interloop	PK₨104.99	0.8% +PK₨1.2b	41.4%	PE12.7x
ATLH Atlas Honda	PK₨1.59k	0.5% +PK₨1.0b	30.4%	PE8.8x
SAPT Sapphire Textile Mills	PK₨1.48k	2.7% +PK₨848.7m	12.3%	PE3.8x

Nishat Hotels and Properties Limited, D.G. Khan Cement Company Limited (KASE:DGKC), Nishat Mills Limited (KASE:NML), Nishat Power Limited (KASE:NPL), Nishat Chunian Power Limited (KASE:NCPL), Lalpir Power Limited (KASE:LPL) and Pakgen Power Limited (KASE:PKGP) completed the acquisition of 3.20% stake in Rafhan Maize Products Co. Limited (KASE:RMPL).

Nishat Hotels and Properties Limited, D.G. Khan Cement Company Limited (KASE:DGKC), Nishat Mills Limited (KASE:NML), Nishat Power Limited (KASE:NPL), Nishat Chunian Power Limited (KASE:NCPL), Lalpir Power Limited (KASE:LPL) and Pakgen Power Limited (KASE:PKGP) proposed to acquire 3.20% stake in Rafhan Maize Products Co. Limited (KASE:RMPL) for PKR 2.9 billion on March 26, 2026. A cash consideration of PKR 2.93 billion valued at PKR 9800 per share will be paid by Nishat Hotels and Properties Limited, D.G. Khan Cement Company Limited, Nishat Mills Limited, Nishat Power Limited, Nishat Chunian Power Limited, Lalpir Power Limited and Pakgen Power Limited. As part of consideration, PKR 2.93 billion is paid towards common equity of Rafhan Maize Products Co. Limited. As of May 12, 2026, the Acceptance Period will commence on May 14, 2026 and will end on May 20, 2026. The expected completion of the transaction is May 20, 2026. Next Capital Limited acted as financial advisor for Nishat Hotels and Properties Limited, Nishat Chunian Power Limited, Pakgen Power Limited, Nishat Mills Limited, D.G. Khan Cement Company Limited, Rafhan Maize Products Co. Limited, Lalpir Power Limited and Nishat Power Limited. Nishat Hotels and Properties Limited, D.G. Khan Cement Company Limited (KASE:DGKC), Nishat Mills Limited (KASE:NML), Nishat Power Limited (KASE:NPL), Nishat Chunian Power Limited (KASE:NCPL), Lalpir Power Limited (KASE:LPL) and Pakgen Power Limited (KASE:PKGP) completed the acquisition of 3.20% stake in Rafhan Maize Products Co. Limited (KASE:RMPL) on June 30, 2026. In a related transaction, Ingredion Incorporated completed the previously announced sale of 51% of the issued share capital of Rafhan Maize Products Co. Ltd. As part of the Transaction, the Purchasers acquired approximately 78% of the outstanding shares of Rafhan Maize, inclusive of Ingredion’s approximately 51% ownership interest. Following completion of the Transaction, Ingredion retains an approximately 20% minority ownership interest in Rafhan Maize.

Pakistani (KSE) Consumer Discretionary Sector Analysis

Sector Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Final dividend of PK₨15.00 announced

Feroze1888 Mills Limited, Annual General Meeting, Oct 27, 2026

Hascol Petroleum Limited Appoints Habibullah Dadabhoy, Muhammad Uraib Azneem Bilwani and Mr. Imran Ghaznavi as Directors

J.K. Spinning Mills Limited, Annual General Meeting, Oct 07, 2026

New minor risk - Market cap size

Sazgar Engineering Works Limited Proposes Final Cash Dividend for the Year Ended June 30, 2026

Interloop Limited to Report Fiscal Year 2026 Results on Sep 10, 2026

New minor risk - Share price stability

Indus Motor Company Limited, Annual General Meeting, Sep 28, 2026

New minor risk - Market cap size

Investor sentiment improves as stock rises 15%

First quarter 2027 earnings released: EPS: PK₨48.48 (vs PK₨38.74 in 1Q 2026)

Now 24% undervalued

Price target increased by 10% to PK₨895

Third quarter 2026 earnings released: EPS: PK₨82.43 (vs PK₨68.38 in 3Q 2025)