Consumer Durables

Sector overview

Total Companies: 139
Total Market Cap (₹ Cr): 16,26,600
Top 3 Market Cap (₹ Cr): 7,92,394
Sector Concentration: 48.71%
Weighted P/E: 62.18
Weighted P/B: 11.85
Avg Dividend Yield: 0.31%
Avg Qtrly Profit Growth (YoY): 89.77%
Avg Qtrly Sales Growth (YoY): —
Avg Sector ROE: 13.97%
Avg Sector ROCE: 3.07%
Avg Debt to Equity: 0.54
Broad Industries: 11
Sub Industries: 19

AI Sector View

AI GENERATED

Buy

Credit card transactions 27.0% YoY (2026-06)Debit card transactions -9.0% YoY (2026-06)CMIE consumer sentiment index: Urban* 109.5 (2026-07)Consumer Confidence 88.3 points (Jul/26)Consumer Spending INR 44743 billion (Jun/26)

Urban discretionary demand is mixed but investable. Credit card transactions rose 27.0% YoY (2026-06), urban CMIE sentiment was 109.5 (2026-07), and consumer spending remained large at INR 44743 billion (Jun/26), even though formal consumer confidence fell to 88.3 points (Jul/26) and debit card transactions were -9.0% YoY (2026-06). Heavy sector inflows of INR 13175 crore over 3 months to 2026-08-31 indicate strong investor positioning behind the theme.

Confidence

76%

Consumer Durables vs Nifty

Consumer Durables

Nifty Benchmark

Sub Industries

19 sub-industries

S.No.
1.	Air Conditioners	5	5	1,02,559	96,132	93.73%	93.73%	163.07	7.12	113.17	5.84	175.75	5.63	378.40	0.44	1	5.74%	5.74%	9.28%	0.44	4.52%	—	1.17	60.83	—	-207.94%	0.60%	-11.10%	—
2.	Ceramics/Marble/Granite/Sanitaryware	21	21	40,970	30,121	73.52%	73.52%	33.11	4.37	28.87	2.63	26.40	1.75	168.10	1.35	1	4.39%	4.39%	7.78%	1.35	3.15%	—	0.67	96.90	—	9.50%	0.18%	-8.73%	—
3.	Consumer Durables - Domestic Appliances	13	13	74,640	40,166	53.81%	53.81%	36.74	3.78	38.28	4.12	38.60	2.98	203.82	0.20	1	12.52%	12.52%	14.02%	0.20	7.74%	—	1.57	33.56	—	16.42%	0.60%	71.98%	—
4.	Consumer Durables - Electronics	11	11	2,02,490	1,98,968	98.26%	98.26%	52.70	12.52	43.22	6.96	32.80	3.22	149.80	0.36	1	16.53%	16.53%	-166.94%	0.36	4.07%	—	1.66	50.38	—	8.16%	0.01%	33.68%	—
5.	Cycles	1	1	62	62	100%	100%	94.70	—	94.72	—	94.70	—	—	0.04	—	0%	0%	0%	0.04	-791.65%	—	0.02	613.06	—	0%	0%	-240%	—
6.	Diamond & Jewellery	33	33	6,20,191	5,25,315	84.70%	84.70%	69.00	17.47	24.68	3.46	17.75	2.79	127.03	0.57	1	22.85%	22.85%	21.05%	0.57	7.86%	—	3.14	21.47	—	5.81%	0.18%	269.41%	—
7.	Electric Equipment	2	2	84,102	84,102	100%	100%	42.13	7.59	62.91	6.93	40.80	6.94	105.50	0.04	1	16.55%	16.55%	22.20%	0.04	8.75%	—	1.68	23.59	—	31.63%	0.68%	29.50%	—
8.	Footwear	7	7	24,063	22,977	95.49%	95.49%	52.04	2.61	57.02	1.86	50.30	0.80	144.60	0.46	1	4.66%	4.66%	10.06%	0.46	7.62%	—	1.05	47.13	—	19.42%	0.52%	-84.05%	—
9.	Furniture and Home Furnishing	1	1	1,199	1,199	100%	100%	18.90	3.26	18.94	3.26	18.90	3.26	62	0.01	—	35.50%	35.50%	47%	0.01	35.77%	—	1.04	57.70	—	—	0%	—	—
10.	Household & Personal Products	3	3	20,252	20,252	100%	100%	37.13	4.09	34.53	4.13	35.20	4.47	190.33	0.17	1	14.83%	14.83%	14.30%	0.17	9.78%	—	1.17	33.91	—	4.43%	0.13%	197.75%	—
11.	Laminates/Decoratives	9	9	15,298	14,165	92.59%	92.59%	43.74	4.82	31.67	3.21	31.45	2.74	91.44	0.57	1	13.81%	13.81%	17.20%	0.57	14.02%	—	1.02	82.14	—	11.43%	0.16%	-50.38%	—
12.	Leather	5	5	4,883	4,769	97.67%	97.67%	27.58	1.75	18.35	1.27	18.20	1.23	145.40	0.44	1	6.74%	6.74%	10.90%	0.44	14.87%	—	0.73	73.01	—	4.29%	0.26%	59.15%	—
13.	Paints	6	6	3,25,935	3,05,648	93.78%	93.78%	45.36	8.59	34.24	4.84	32.30	4.13	200.67	0.17	1	21.37%	21.37%	32.62%	0.17	11.36%	—	1.07	55.86	—	36.53%	1.72%	24.45%	—
14.	Photographic Products	2	2	654	654	100%	100%	—	0.24	34.21	0.34	—	0.34	377	0.04	—	5.55%	5.55%	6.35%	0.04	-17.31%	—	0.13	156.22	—	-4.11%	0%	-126.47%	—
15.	Plastic Products	1	1	15,086	15,086	100%	100%	85.30	13.49	39.32	13.49	85.30	13.49	165	0.23	1	27.10%	27.10%	29.50%	0.23	27.03%	—	0.96	70.83	—	8.66%	0.09%	17.07%	—
16.	Retailing	5	5	52,400	41,716	79.61%	79.61%	46.65	9.21	55.59	8.30	44.50	5.94	173.20	0.97	1	0.62%	0.62%	14.36%	0.97	8.33%	—	1.31	10.60	—	26.63%	0.47%	291.43%	—
17.	Trading	1	1	7,510	7,510	100%	100%	24	3.74	55.13	3.74	24	3.74	105	0.02	1	15.50%	15.50%	17.20%	0.02	18.91%	—	0.82	110.54	—	9.57%	0.45%	-9.88%	—
18.	Watches & Accessories	4	4	11,477	11,463	99.88%	99.88%	62.93	19.29	58.74	10.71	44.65	3.87	237.75	0.38	1	58.97%	58.97%	40.53%	0.38	8.59%	—	1.91	19.39	—	12.70%	0.15%	55.56%	—
19.	Wood & Wood Products	9	9	22,829	21,447	93.95%	93.95%	46.14	4.92	18.60	2.61	16.60	2.09	62.71	0.03	1	5.33%	5.33%	-3.31%	0.03	3.84%	—	0.97	69.10	—	3.48%	0.08%	108.74%	—

Stocks in this sector

S.No.	Name
1.	Asian Paints Ltd.	Chemicals	Paints	2,37,881	2,472	49.90	9.74	238	1.11%	28.20%	21.60%	1
2.	Berger Paints India Ltd.	Chemicals	Paints	54,073	458	44.40	6.92	63	0.86%	23.10%	17.30%	1
3.	Kansai Nerolac Paints Ltd.	Chemicals	Paints	15,431	189	25.70	2.02	86	1.31%	12.40%	8.80%	1
4.	JSW Dulux Ltd.	Chemicals	Paints	14,493	3,155	7.40	5.27	556	6.47%	125.80%	104.50%	10
5.	Indigo Paints Ltd.	Chemicals	Paints	5,152	1,089	32	2.98	247	0.46%	18.40%	13.70%	10
6.	Shalimar Paints Ltd.	Chemicals	Paints	716	86	—	2.14	14	0%	-12.20%	-37.70%	2

Headlines

Latest news for this sector

Sub Industries

19 sub-industries

S.No.
1.	Air Conditioners	5	5	1,02,559	96,132	93.73%	93.73%	163.07	7.12	113.17	5.84	175.75	5.63	378.40	0.44	1	5.74%	5.74%	9.28%	0.44	4.52%	—	1.17	60.83	—	-207.94%	0.60%	-11.10%	—
2.	Ceramics/Marble/Granite/Sanitaryware	21	21	40,970	30,121	73.52%	73.52%	33.11	4.37	28.87	2.63	26.40	1.75	168.10	1.35	1	4.39%	4.39%	7.78%	1.35	3.15%	—	0.67	96.90	—	9.50%	0.18%	-8.73%	—
3.	Consumer Durables - Domestic Appliances	13	13	74,640	40,166	53.81%	53.81%	36.74	3.78	38.28	4.12	38.60	2.98	203.82	0.20	1	12.52%	12.52%	14.02%	0.20	7.74%	—	1.57	33.56	—	16.42%	0.60%	71.98%	—
4.	Consumer Durables - Electronics	11	11	2,02,490	1,98,968	98.26%	98.26%	52.70	12.52	43.22	6.96	32.80	3.22	149.80	0.36	1	16.53%	16.53%	-166.94%	0.36	4.07%	—	1.66	50.38	—	8.16%	0.01%	33.68%	—
5.	Cycles	1	1	62	62	100%	100%	94.70	—	94.72	—	94.70	—	—	0.04	—	0%	0%	0%	0.04	-791.65%	—	0.02	613.06	—	0%	0%	-240%	—
6.	Diamond & Jewellery	33	33	6,20,191	5,25,315	84.70%	84.70%	69.00	17.47	24.68	3.46	17.75	2.79	127.03	0.57	1	22.85%	22.85%	21.05%	0.57	7.86%	—	3.14	21.47	—	5.81%	0.18%	269.41%	—
7.	Electric Equipment	2	2	84,102	84,102	100%	100%	42.13	7.59	62.91	6.93	40.80	6.94	105.50	0.04	1	16.55%	16.55%	22.20%	0.04	8.75%	—	1.68	23.59	—	31.63%	0.68%	29.50%	—
8.	Footwear	7	7	24,063	22,977	95.49%	95.49%	52.04	2.61	57.02	1.86	50.30	0.80	144.60	0.46	1	4.66%	4.66%	10.06%	0.46	7.62%	—	1.05	47.13	—	19.42%	0.52%	-84.05%	—
9.	Furniture and Home Furnishing	1	1	1,199	1,199	100%	100%	18.90	3.26	18.94	3.26	18.90	3.26	62	0.01	—	35.50%	35.50%	47%	0.01	35.77%	—	1.04	57.70	—	—	0%	—	—
10.	Household & Personal Products	3	3	20,252	20,252	100%	100%	37.13	4.09	34.53	4.13	35.20	4.47	190.33	0.17	1	14.83%	14.83%	14.30%	0.17	9.78%	—	1.17	33.91	—	4.43%	0.13%	197.75%	—
11.	Laminates/Decoratives	9	9	15,298	14,165	92.59%	92.59%	43.74	4.82	31.67	3.21	31.45	2.74	91.44	0.57	1	13.81%	13.81%	17.20%	0.57	14.02%	—	1.02	82.14	—	11.43%	0.16%	-50.38%	—
12.	Leather	5	5	4,883	4,769	97.67%	97.67%	27.58	1.75	18.35	1.27	18.20	1.23	145.40	0.44	1	6.74%	6.74%	10.90%	0.44	14.87%	—	0.73	73.01	—	4.29%	0.26%	59.15%	—
13.	Paints	6	6	3,25,935	3,05,648	93.78%	93.78%	45.36	8.59	34.24	4.84	32.30	4.13	200.67	0.17	1	21.37%	21.37%	32.62%	0.17	11.36%	—	1.07	55.86	—	36.53%	1.72%	24.45%	—
14.	Photographic Products	2	2	654	654	100%	100%	—	0.24	34.21	0.34	—	0.34	377	0.04	—	5.55%	5.55%	6.35%	0.04	-17.31%	—	0.13	156.22	—	-4.11%	0%	-126.47%	—
15.	Plastic Products	1	1	15,086	15,086	100%	100%	85.30	13.49	39.32	13.49	85.30	13.49	165	0.23	1	27.10%	27.10%	29.50%	0.23	27.03%	—	0.96	70.83	—	8.66%	0.09%	17.07%	—
16.	Retailing	5	5	52,400	41,716	79.61%	79.61%	46.65	9.21	55.59	8.30	44.50	5.94	173.20	0.97	1	0.62%	0.62%	14.36%	0.97	8.33%	—	1.31	10.60	—	26.63%	0.47%	291.43%	—
17.	Trading	1	1	7,510	7,510	100%	100%	24	3.74	55.13	3.74	24	3.74	105	0.02	1	15.50%	15.50%	17.20%	0.02	18.91%	—	0.82	110.54	—	9.57%	0.45%	-9.88%	—
18.	Watches & Accessories	4	4	11,477	11,463	99.88%	99.88%	62.93	19.29	58.74	10.71	44.65	3.87	237.75	0.38	1	58.97%	58.97%	40.53%	0.38	8.59%	—	1.91	19.39	—	12.70%	0.15%	55.56%	—
19.	Wood & Wood Products	9	9	22,829	21,447	93.95%	93.95%	46.14	4.92	18.60	2.61	16.60	2.09	62.71	0.03	1	5.33%	5.33%	-3.31%	0.03	3.84%	—	0.97	69.10	—	3.48%	0.08%	108.74%	—