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
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
Tue, 15 Aug 2023	PK₨673.7b	PK₨2.8t	PK₨107.4b	3.7x	6.3x	0.2x

Current Industry PE

Investors are relatively neutral on the Pakistani 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 9.1x.

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 9.6% 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	2.43%
Consumer Discretionary	-0.065%
Consumer Durables	1.43%
Retail Distributors	1.33%
Auto	0.30%
Consumer Services	0%	0
Specialty Stores	0%	0
Luxury	-0.27%
Auto Components	-0.62%
Hospitality	-1.35%
Leisure	-8.81%

Industry PE

Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 48.3x.

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, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 5.9x.

Forecasted Growth

Analysts are most optimistic on the Luxury industry, expecting annual earnings growth of 56% over the next 5 years.
This is better than its past earnings growth rate of 21% per year.

In contrast, the Auto industry is expected to see its earnings grow by 7.9% 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
JKSM J.K. Spinning Mills	PK₨285.88	18.1% +PK₨4.5b	61.9%	PE25.1x
NML Nishat Mills	PK₨153.79	5.3% +PK₨2.7b	5.6%	PE4.6x
GADT Gadoon Textile Mills	PK₨341.05	23.9% +PK₨1.8b	-20.9%	PE3.6x
GHNI Ghandhara Industries	PK₨1.24k	3.1% +PK₨1.6b	57.4%	PE7.6x
SAPT Sapphire Textile Mills	PK₨1.49k	4.6% +PK₨1.4b	14.4%	PE3.9x

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

Investor sentiment improves as stock rises 18%

New major risk - Share price stability

Investor sentiment deteriorates as stock falls 15%

Kohinoor Textile Mills Limited, Annual General Meeting, Sep 17, 2026

Investor sentiment deteriorates as stock falls 19%

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

Investor sentiment improves as stock rises 19%

Interloop Limited Announces Appointment of Syed Hamza Gillani to Chief Financial Officer, Effective July 24, 2026

Now 24% undervalued

New minor risk - Share price stability

Price target increased by 10% to PK₨895

Less than half of directors are independent

First quarter 2026 earnings released: EPS: PK₨0.45 (vs PK₨3.09 loss in 1Q 2025)

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

First quarter 2026 earnings released: EPS: PK₨64.17 (vs PK₨26.60 in 1Q 2025)