DMARTNSEAvenue Supermarts Limited· RetailingHighNeutral
Announced Fri, 11 Jul, 2025 · 18:44 IST

Avenue Supermarts Limited has informed the Exchange regarding a press release dated July 11, 2025.

Ebitda Margin CompressionResults View source PDFExplain this filing

DMART · price

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

Price reactionminutes from the announcement price · days from the prior close
-1.4%Reaction day
₹4069.00
prior close
₹4090.00
announcement price
After-mkt
timing
Nifty 100market · index membership as recorded later (tracked since Jun 2026)-0.1%-1.2% vs market
Diversified Retail peers, median of 7sector-0.1%-1.2% vs sector

On the reaction day the stock moved 1.2 pts less than Nifty 100 and 1.2 pts less than its Diversified Retail peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark
Stock
5m
-2.4
10m
-2.4
15m
-2.9
30m
-3.4
Sessions after the filingfrom the prior close
StockMarketvs marketSectorvs sector
Reaction day
-1.4-0.1-1.2-0.1-1.2
Next day
-1.0+0.3-1.4-0.8-0.3
2d
+0.3+0.4-0.1+0.0+0.3
3d
-0.3+0.1-0.4+1.3-1.6
4d
-0.5-0.5+0.0+1.6-2.1
5d
-1.2-0.1-1.1+0.1-1.3
1w
-0.6+0.3-0.9+0.0-0.6
15d
+3.6-1.7+5.3+1.5+2.0
1m
+6.9-2.1+8.9-3.8+10.7
2m
+14.4-0.1+14.5+5.4+9.0
3m
+3.3+0.1+3.2+1.0+2.3
UpDownMarket · Nifty 100Sector · Diversified Retail peers, median of 7Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Avenue Supermarts (D-Mart) reported standalone revenue of Rs. 15,932 crore for Q1 FY26, up 16.2% year-on-year, driven by store additions and like-for-like sales growth of 7.1% in mature stores. Standalone EBITDA grew 7.6% to Rs. 1,313 crore, but EBITDA margin compressed to 8.2% from 8.9% a year ago. Standalone PAT rose just 2.1% to Rs. 830 crore, with PAT margin slipping to 5.2% from 5.9%. Consolidated PAT was nearly flat at Rs. 773 crore vs. Rs. 774 crore. Management cited FMCG competitive intensity, staple deflation (100-150 bps revenue impact), and higher operating costs from service improvements and wage inflation as key headwinds. The company added 9 new stores, taking the total to 424.

Likely market impact

Revenue growth remains healthy, but the sharp drop in profit growth and margin compression suggest pricing pressure and rising costs are weighing on profitability. Investors may view the results as a mixed bag — strong top-line expansion but weak bottom-line conversion, which could limit near-term upside in the stock.