DMARTNSEAvenue Supermarts LimitedMediumNeutral
Announced Mon, 28 Jul · 19:16 IST

Avenue Supermarts Limited has informed the Exchange about Presentation for Analyst/ Investor Meet 2025

Mgmt Guided Margin PressureInvestor Communications View source PDF

DMART · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Avenue Supermarts (DMart) filed its FY25 corporate presentation ahead of analyst/investor meets on 30-31 July 2025. Standalone revenue grew 16.7% YoY to ₹57,790 Crs, but EBITDA margin compressed 42 bps to 7.86% and PAT margin fell 36 bps to 5.05%, as employee costs jumped 29% and other expenses rose 24.6%. The company added 50 new stores in FY25, taking the total to 415 stores across 17.2 million sq ft. Like-for-like growth slowed to 8.4% from 9.9% in FY24. The online grocery arm, Avenue E-Commerce, saw losses widen sharply to ₹247 Crs from ₹185 Crs, while balance sheet remained debt-light with debt/equity of just 0.03x and net cash from operations at ₹3,724 Crs.

Likely market impact

Margin compression is the key concern for shareholders—rising employee and operating costs outpaced sales growth, weighing on profitability despite strong topline expansion. However, robust store additions, debt-free balance sheet, and strong cash generation provide support. Investors should watch for management commentary on margin recovery and the e-commerce unit's loss trajectory.