DMARTNSEAvenue Supermarts LimitedMediumNeutral
Announced Sat, 10 Jan · 17:22 IST

Avenue Supermarts Limited has informed the Exchange about Investor Presentation of the Company for the quarter and nine months ended 31st December, 2025

Investor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Avenue Supermarts (DMart) shared its investor presentation covering Q3 and nine months ended December 2025. The company added 50 stores in 9M FY26, taking the total store count to 442 across 11 states, with retail business area expanding to 18.3 million sq ft from 16.1 million a year ago. Revenue from operations rose to ₹49,764 crore in 9M FY26 from ₹43,327 crore in 9M FY25, a growth of about 14.8%. EBITDA grew to ₹4,024 crore with margin of 8.1% (vs 8.2% prior), while PAT stood at ₹2,499 crore with margin of 5.0% (vs 5.3% prior). Like-for-like growth for Q3 FY26 was 5.6%, down from 8.3% in Q3 FY25, indicating slowing same-store growth. DMart Ready online service expanded to 25 cities from 19 a year ago.

Likely market impact

Strong top-line growth driven by store expansion, but slightly lower margins and notable deceleration in same-store sales growth may concern investors looking for consistent operating leverage. The stock reaction will depend on whether the market views the LFL slowdown as temporary or structural.