| Revenue growth | 24% YoY growth in Q4; 12% LTL growth. |
|---|---|
| Margins | EBITDA margin expanded 220bps to 10.9% in Q4. |
| Order book | 50-60% of inventory needs blocked through December to hedge inflation. |
| Demand visibility | Positive consumer sentiment in Tier 2/3; marriage season driving footfalls. |
| Management confidence | High confidence in South market and AI-led operational efficiencies. |
Growth
Q4 revenue grew 24%; LTL growth at 12%. Full-year PAT grew 6x to ₹124cr (3.3% margin).
Outlook
Guided 13-15% annual area addition. FY27 capex planned at ₹170-180cr, focusing on new stores, refurbishments, and AI tech.
Risks
Inflationary pressure from crude oil affecting polyester yarn costs (10-15% rise); potential labor cost increases and regional election disruptions.
Earnings Call filed with NSE, NSE: VMART. Summary written with AI assistance from the document.
V-Mart Retail Ltd: key numbers
- Share price
- ₹760.10
- Market cap
- ₹6,049 Cr
- Revenue (annual)
- ₹3,789 Cr
- Net profit (annual)
- ₹124.0 Cr
- P/E (TTM)
- 44.0×Sector 67.6×
- Promoter holding
- 44.15%-0.05% QoQ
- FII holding
- 16.47%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from V-Mart Retail Ltd
All →V-Mart Retail Earnings Call Transcript: Key Takeaways
V-Mart shows resilience with 23% revenue growth, but faces raw material inflation and margin pressure. Management remains cautious on the impact of uneven monsoon and rising wage costs.
V-Mart Retail Investor Presentation: Key Takeaways
V-Mart Q1 FY'27 shows strong performance with 23% revenue growth and 41% PAT growth (Post-Ind AS). Operating leverage drove EBITDA growth of 27% to ₹1,606 Mn.
V-Mart Retail Q1 FY27 Results: Net Profit ₹47.2 Cr, Up 40.5% YoY
V-Mart Retail Ltd reported revenue from operations of ₹1,089 Cr (+23.0% YoY) and net profit of ₹47.2 Cr (+40.5% YoY) for Q1 FY27.
- Key figure
- Net profit ₹47.2 Cr · +40.5% YoY
V-Mart Retail Earnings Call: Key Takeaways
V-Mart delivered 24% revenue growth in Q4 FY26, driven by record store additions and double-digit like-for-like growth, though inflationary raw material costs and competition remain key monitoring points.
V-Mart Retail Earnings Call: Key Takeaways
V-Mart Q4FY26 revenue surged 24% YoY with a massive 507% annual profit growth. Focus remains on footprint expansion and LimeRoad loss reduction.
V-Mart Retail Earnings Call: Key Takeaways
V-Mart Q4FY26 revenue rose 24% YoY with a sharp EBITDA margin expansion to 10.9%. The company shows strong recovery in profitability and continued store expansion.