| Management target | Revenue FY27 |
|---|
| Revenue growth | 23% YoY revenue growth; organic SSSG at 9%. |
|---|---|
| Margins | Gross margin declined 80 bps due to inventory provisioning and mix. |
| Demand visibility | Positive trends in smaller towns; youth-led fashion consumption increasing. |
| Management confidence | Balanced; optimistic on long-term but cautious on near-term inflation. |
Growth
Revenue grew 23% YoY; same-store sales growth (SSSG) at 9%, marking 11 consecutive quarters of growth.
Outlook
Guidance of 90+ new store openings for FY27; targeting mid-to-high single-digit SSSG.
Risks
EBITDA margin contraction, potential 10% raw material cost spike, and minimum wage hikes in key states.
Last quarter's promises, checked
Delivered
- Guided 13-15% area addition → delivered 24% sales growth (= BEAT)
- Guided sustained SSSG → delivered 12% LTL growth (= BEAT)
- Guided positive cash flows → delivered INR 33 Cr YTD (= BEAT)
Partly delivered
- Guided INR 170-180 Cr Capex → delivered INR 159 Cr YTD (= PARTIAL)
Missed
- Guided pre-COVID PAT levels (~4%) → delivered 3.3% PAT (= MISS)
Earnings Call Transcript filed with BSE, 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.
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