DMARTNSEAvenue Supermarts LimitedMediumNeutral
Announced Sat, 2 May · 17:42 IST

Avenue Supermarts Limited has informed the Exchange regarding 'Investor Presentation of the Company for the year ended 31stMarch, 2026'.

Mgmt Guided Margin PressureInvestor Communications View source PDF

DMART · price

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Price reaction · full curve 14 horizons · vs prior close
-5.9%1-day move
₹4614.00
prior close
₹4585.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-3.2-3.6-3.3-3.1-5.9-4.3-4.9-4.7-4.8-6.2-11.2-10.3-12.0
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AI summary

Avenue Supermarts (DMart) released its FY26 investor presentation showing strong expansion with 500 stores (up from 415). Revenue from operations grew to Rs 66,968 Crores from Rs 57,790 Crores in FY25. However, profitability margins are compressing - EBITDA margin declined to 4.8% from 5.1% and PAT margin fell to 7.8% from 7.9% in FY25. Like-for-like growth slowed significantly to 8.1% compared to 24.2% in FY23. Debt levels increased substantially to Rs 2,267 Crores from Rs 693 Crores, primarily due to lease liabilities under Ind AS 116. DMart Ready now operates across 25 cities with strong presence in Maharashtra, Gujarat, and Karnataka.

Likely market impact

The declining margins and slowing LFL growth suggest operational cost pressures despite revenue expansion. Rising debt levels could concern investors focused on balance sheet strength. The stock may see cautious sentiment as margin recovery remains uncertain.