ALFA Finder| 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
- ₹3,454.00
- Market cap
- ₹2,25,308 Cr
- Revenue (annual)
- ₹68,821 Cr
- Net profit (annual)
- ₹2,970 Cr
- P/E (TTM)
- 72.3×Sector 65.7×
- Promoter holding
- 74.48%+0.00% QoQ
- FII holding
- 8.48%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 Other Announcement
Avenue Supermarts designated persons sold shares worth Rs 1.06 Crore in market sales on 4 November 2026. Proceeds repay an ESOP exercise loan.
- Value
- ₹1.06 Cr
Avenue Supermarts Debt & Borrowing: ₹300 Cr
Avenue Supermarts fully redeemed commercial paper worth Rs 300 Crore at maturity on November 9, 2026. The outstanding amount is now nil.
- Value
- ₹300.0 Cr
Avenue Supermarts Other Announcement
Avenue Supermarts filed a PIT disclosure covering seven insider trades. Designated persons and a director sold shares, while several others bought or acquired through ESOPs; no promoter transaction is reported.
Avenue Supermarts Employee Stock Options
Avenue Supermarts allotted 1,204 equity shares to employees on exercise of ESOP Scheme 2023 options at ₹3,350 per share. Paid-up capital rises to ₹6,523.11 Crore.
- Value
- ₹0.40 Cr
Avenue Supermarts Employee Stock Options
Avenue Supermarts allotted 1,204 equity shares of Rs 10 face value to employees under its ESOP Scheme 2023, lifting paid-up capital to Rs 652.31 Crore. No cash subscription amount or issue price is disclosed.
Avenue Supermarts Capacity Expansion
Avenue Supermarts opened a new store at GHS Mall, Pune today, taking its total store count to 519. This is a routine operational expansion with no monetary value disclosed.
- new stores
- 1.0 stores