BSE: 540146
ADITYA CONSUMER MARKETING LIMI
Operates three retail formats across Bihar — supermarkets under the Retail Store segment, Yo! China casual-dining restaurants under Food & Beverages, and salons — through 33 outlets. The Retail Store segment is the largest revenue contributor at Rs 60.07 crore out of total FY26 revenue of Rs 91.39 crore, with at least 7 Yo! China outlets including one opened at Patna Airport's departure lounge under a franchisee model. All three segments reported losses in FY26. Total revenue declined 6.2% year-on-year from Rs 97.41 crore, and loss after tax narrowed to Rs 2.13 crore from Rs 3.83 crore. Employee costs at 17.2% of revenue and other operating expenses at 15.2% are the main cost lines. Operating cash flow remained positive at Rs 0.97 crore in FY26. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Retail Store, Food & Beverages, Salon. Small-scale, loss-making multi-format retailer with three consumer-facing segments
Exhibit 1: Financial summary, FY22–FY26 (all audited; no estimate years)
| ₹ crore · standalone | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 87 | 97 | 93 | 97 | 91 |
| EBITDA (ex other income) | — | — | — | — | — |
| margin % | — | — | — | — | — |
| Owners' profit | — | — | — | — | — |
| EPS, as reported (₹) | 0.10 | 0.84 | (2.10) | 2.62 | 1.46 |
| ROE % · ROCE % | — · 3.6 | — · 8.0 | — · (9.6) | — · (15.1) | — · (8.3) |
| Debt / equity (x) | — | — | — | — | — |
| Cash from operations | 6 | 9 | 6 | 3 | 1 |
| Capex | — | — | — | 0 | 0 |
Exhibit 2: Quarterly performance, last 8 quarters
| ₹ crore | Q2 FY23 | Q4 FY23 | Q2 FY24 | Q4 FY24 | Q2 FY25 | Q4 FY25 | Q2 FY26 | Q4 FY26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 51 | 46 | 46 | 47 | 48 | 49 | 45 | 46 |
| Profit before tax | 0 | 1 | 0 | (3) | (2) | (2) | (2) | 0 |
| Net profit | — | — | — | — | — | — | — | — |
| EPS (₹) | 0.19 | 0.64 | 0.11 | (2.21) | (1.56) | 1.06 | 1.48 | 0.02 |
Exhibit 3: Peers — basic industry group, by market cap
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| AVENUE SUPERMARTS LIMITED | 2,04,409 | 66.7 | 8.36 | 39.3 | 12.1 | 15.9 | 23.3 | 8.1 |
| VISHAL MEGA MART LIMITED | 41,129 | 46.0 | 5.55 | 20.6 | 11.3 | 12.7 | — | 15.5 |
| VMART RETAIL LTD | 6,064 | 43.8 | 6.38 | — | 13.0 | 9.8 | — | 15.0 |
| ELECTRONICS MART IND LTD | 6,048 | 29.3 | 3.72 | 15.2 | 6.6 | 5.0 | — | 10.0 |
| SHOPPERS STOP LIMITED | 3,922 | — | 13.48 | 5.3 | (12.4) | (1.7) | 23.6 | 14.9 |
| PATEL RETAIL LIMITED | 782 | 18.0 | 2.15 | — | 10.7 | 12.8 | — | 6.4 |
| SPENCER S RETAIL LIMITED | 177 | — | — | 90.2 | 27.3 | (135.8) | (5.8) | 2.0 |
| JAY AMBE SUPERMARKETS LIMITED | 85 | 8.9 | — | — | — | 15.1 | — | — |
Exhibit 4: Where the company sits in its group
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 35.0 | 29.3 | 6 of 9 | 38% |
| ROCE | (10.7) | 7.4 | 11 of 12 | 9% |
| Revenue growth | (1.7) | 16.8 | 9 of 10 | 11% |
| Market cap | 51 | 480 | 9 of 12 | 27% |
Exhibit 5: Filings of the last 90 days, with the measured price reaction
| Date · filing | Category | Importance | Next day % | 5-day % |
|---|---|---|---|---|
| 26 Oct 2026 · Board to approve half-year results on October 30, 2026 | results | low | — | — |
| 8 Oct 2026 · Compliance Certificate Under Regulation 74(5) for Sep 2026 | compliance | minimal | — | — |
| 28 Sept 2026 · Trading Window Closure ahead of H2 FY26 Results | compliance | minimal | — | — |
| 3 Sept 2026 · AGM 2026 results: all 3 resolutions passed with 100% approval | board shareholder meetings | low | — | — |
| 2 Sept 2026 · Aditya Consumer Marketing 24th AGM held on September 02, 2026 | board shareholder meetings | low | — | — |
| 11 Aug 2026 · Newspaper ad published regarding 24th AGM notice and e-voting info | compliance | minimal | — | — |
| 10 Aug 2026 · 24th AGM scheduled on September 02, 2026 via video conferencing | board shareholder meetings | low | — | — |
| 10 Aug 2026 · Annual Report FY26 submitted; 24th AGM on Sep 2, 2026 | compliance | medium | — | — |
| 10 Aug 2026 · Aditya Consumer Marketing 24th AGM notice and FY26 annual report | board shareholder meetings | medium | — | — |
| 1 Aug 2026 · Newspaper notice of 24th AGM via video conferencing on September 2, 2026 | compliance | minimal | — | — |
How to read this document
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions | an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
Sources, method and disclosures
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.