Aditya Vision Limited has informed the Exchange about Transcript of Analysts/Investors call pertaining to Unaudited Financial Results for the quarter ended June 30, 2025
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Awaiting price reaction for this filing.
Aditya Vision Limited reported Q1 FY26 revenue of INR940 crore, up 6% year-on-year despite an unusually cold and rainy summer that dragged demand for cooling products across Bihar, Jharkhand and Uttar Pradesh. EBITDA margins were held flat at 9.5% and profit after tax grew 4% to INR55 crore, supported by sharp cost cuts in advertising, warehousing, freight and security. The company reduced inventory by INR150 crore from March 2025 and cut short-term borrowings from INR278 crore to about INR115 crore, with cash and equivalents at INR141 crore. Same-store sales growth was negative 4% versus plus 21% a year ago. Management opened 4 stores in Q1, taking the count to 182, and reiterated its plan to add 25-30 stores in FY26 and cross the 200-store mark by year-end, with Western UP as the next expansion focus. Management expressed confidence in achieving 20-25% revenue growth for the rest of the year, citing strong monsoon, a likely bumper crop, Bihar's 125-unit free electricity scheme and personal tax relief as festive tailwinds.
Steady margins and a sharp drop in working capital debt are positives, but negative same-store sales growth and weather-driven demand softness are near-term concerns; near-term stock direction will hinge on festive season execution and how quickly the new stores ramp up.