Thursday, 8 October 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call Transcript

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.

Guidance and delivery
Management target Revenue FY27
Highlights
Revenue growth23% YoY revenue growth; organic SSSG at 9%.
MarginsGross margin declined 80 bps due to inventory provisioning and mix.
Demand visibilityPositive trends in smaller towns; youth-led fashion consumption increasing.
Management confidenceBalanced; 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)
Source

Earnings Call Transcript filed with BSE, NSE: VMART. Summary written with AI assistance from the document.

Read the document ↗

V-Mart Retail Ltd: key numbers

Share price
₹806.20
Market cap
₹6,415 Cr
Revenue (annual)
₹3,789 Cr
Net profit (annual)
₹124.0 Cr
P/E (TTM)
46.6×Sector 67.1×
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 →
10:44 IST NSE
Price Movement Clarification

V-Mart Retail Price Movement Clarification

V-Mart Retail Limited clarified that the significant increase in its share trading volume is purely market-driven. The company confirms no undisclosed price-sensitive information exists.

19:15 IST BSE
Other Announcement

V-Mart Retail Other Announcement

Crisil ESG Ratings & Analytics has independently assigned V-Mart Retail a 'Crisil ESG 62' rating for FY 2025-26. The company did not engage this rating provider.

17:27 IST NSE
Capacity Expansion

V-Mart Retail Capacity Expansion

V-Mart Retail announced the inauguration of its 600th store, marking a significant milestone. The company added 100 stores over the last year to expand its footprint.

18:31 IST NSE
Other Announcement

V-Mart Retail Other Announcement

V-Mart Retail Limited has shared the recording of its 24th Annual General Meeting held on July 30, 2026. The recording is available on the company website.

17:33 IST NSE
Annual General Meeting

V-Mart Retail Annual General Meeting

V-Mart Retail Limited held its 24th Annual General Meeting on July 30, 2026. The meeting proceedings covered financial adoption, director re-appointment, and dividend approval.