DMart files FY26 investor presentation; margins dip, store count hits 500

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 14 horizons · vs prior close

-4.2%1-day move

₹4020.00

prior close

₹4030.00

base price

After-mkt

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+0.4+0.4+0.3+0.1-4.2—————————

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AI summary

Avenue Supermarts (DMart) filed its FY26 investor presentation ahead of analyst meet on July 28-29. Standalone revenue grew 15.9% to Rs 66,968 Crs; PAT up 10.1% to Rs 3,224 Crs. EBITDA margin dipped 1 bps to 7.85%, the fifth straight year of decline. Added 85 stores to reach 500. LFL growth slowed to 8.1% from 8.4%. DMart Ready e-commerce losses widened to Rs 307 Crs from Rs 247 Crs.

Likely market impact

Mixed signals: solid revenue growth and store expansion, but margins and LFL growth keep falling while e-commerce losses grow. Watch margin trajectory.