VMARTNSEV-Mart Retail Limited· MiscellaneousMediumNeutral
Announced Wed, 13 May · 18:21 IST

V-Mart Retail Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementCfo Debt Reduction RoadmapInvestor Communications View source PDF

VMART · 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
-1.0%1-day move
₹651.00
prior close
₹659.95
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AI summary

V-Mart Retail reported strong Q4 FY26 performance with 24% total sales growth and 12% like-to-like growth for the 10th consecutive quarter. The company opened 29 new stores (92 for full year) and achieved EBITDA of INR106 crores, up 56% YoY with 220 bps margin expansion to 10.9%. Full year PAT grew 6x to INR124 crores (highest ever), reaching ~3.3% PAT margin approaching pre-COVID levels. The South market under Unlimited format delivered 28% revenue growth and 63% EBITDA increase. Management flagged rising raw material costs (10-15% yarn price increase translating to 5-7% apparel cost increase) due to crude oil inflation, which they plan to partially absorb and partially pass on. Inventory health improved with 3-day reduction and 13% per store inventory reduction. Free cash flow turned positive at INR33 crores vs negative INR33 crores last year, with no long-term debt.

Likely market impact

Strong operational performance with improving margins and cash generation. Management remains cautious on raw material inflation impact but expects continued LTL growth momentum and margin expansion from inventory efficiencies and operating leverage.