| Revenue growth | 16% YoY for FY26. |
|---|---|
| Margins | EBITDA margin stable at ~7.8%; gross margins 14-15%. |
| Demand visibility | Strong pipeline for new store openings. |
| Management confidence | High on business moat and everyday low-cost model. |
Growth
Sales grew 16% YoY; PAT reached INR 3,224 Cr (10% consol growth). Like-for-like store growth was 8.1%.
Outlook
Internal benchmark of 15% annual store base expansion; investing in management bandwidth and modernizing technology stack.
Risks
Competition from quick commerce impacting metro store SSSG; saturation in older, high-density urban stores; rising employee costs.
Last quarter's promises, checked
Delivered
- Targeted 10-15% store expansion → delivered 17% (= BEAT)
- Targeted >50 store openings → delivered 85 (= BEAT)
- Guided 21-22% DMart Ready growth → delivered 17% (= PARTIAL)
Partly delivered
- Guided EBITDA margin 7.9% → delivered 7.8% (= PARTIAL)
Missed
- Guided 8.4% LFL growth → delivered 8.1% (= MISS)
Earnings Call Transcript filed with NSE, NSE: DMART. Summary written with AI assistance from the document.
Avenue Supermarts Ltd: key numbers
- Share price
- ₹3,834.20
- Market cap
- ₹2,50,084 Cr
- Revenue (annual)
- ₹68,821 Cr
- Net profit (annual)
- ₹2,970 Cr
- P/E (TTM)
- 81.8×Sector 67.6×
- Promoter holding
- 74.48%-0.03% QoQ
- FII holding
- 9.22%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Avenue Supermarts Ltd
All →Avenue Supermarts Capacity Expansion
Avenue Supermarts Limited has opened three new stores in Nagpur, Balachaur, and Bengaluru. This expansion brings the company's total store count to 518.
- new stores
- 3.0 stores
Avenue Supermarts Business Update
Avenue Supermarts Limited has opened a new store in Parbhani, Maharashtra. This brings the total number of its retail stores to 513.
- new store
- 1.0 stores
Avenue Supermarts Capacity Expansion
DMART opened a new store at Narayanpur, Dharwad (Karnataka). Total store count now stands at 510.
- new retail store
- 1 stores
Avenue Supermarts Other Announcement
Avenue Supermarts Ltd disclosed that a Designated Person sold 410 equity shares, valued at approximately ₹0.15 Crore.
- Value
- ₹0.15 Cr
Avenue Supermarts Promoter Reclassification
DMART received BSE and NSE no-objection letters approving reclassification of Vijay Shankar Chandak from Promoter Group to Public category under Reg 31A.
Avenue Supermarts Other Announcement
Designated person Arvind Ayachit sold 180 equity shares of Avenue Supermarts Ltd worth Rs. 6.85 Lakhs.
- Value
- ₹0.07 Cr