Key takeaway: The investor presentation by V-Mart Retail Limited for Q1 FY’27 highlighted significant growth across various financial and operational metrics compared to Q1 FY’26. Revenue reached ₹10,888 million, reflecting a 23% year-over-year increase, while EBITDA grew by 27% to ₹1,606 million, representing 14.8% of revenue. The company reported a 90% increase in pre-Ind AS PAT to ₹410 million and a 41% increase in post-Ind AS PAT to ₹472 million. Customer engagement improved, with footfall growth of 39% and same-store sales growth of 9%. The presentation noted a total of 591 stores, with 15 new openings during the quarter. Additionally, LimeRoad's net merchandise value grew by 18% year-over-year, and losses decreased by 39%. Management emphasized improved operational efficiency, with inventory days reduced from 93 to 86 days. The document also outlined the company's strategic focus on expanding its retail footprint and enhancing its omni-channel capabilities.

Key takeaway: During the Q4 FY26 earnings conference call, management reported a positive consumption trend in India, supported by controlled inflation and increased per capita income. They noted a 24% total sales growth, with 29 new stores opened and a 12% like-to-like same-store sales growth. The South market showed strong performance, with a 28% revenue growth in the Unlimited format. However, management acknowledged challenges from rising raw material costs, particularly in polyester, which could impact consumer sentiment. They emphasized efforts to manage costs and maintain margins through operational efficiencies and product mix strategies. The company aims to continue expanding its store network while focusing on customer loyalty and adapting to market conditions. Overall, management expressed confidence in sustaining growth and profitability despite external pressures.

Key takeaway: V-Mart Retail Limited's investor presentation for Q4 FY26 reported a revenue growth of 24% year-over-year, reaching ₹9,709 million. The company noted a significant increase in footfall, which grew by 47% YoY, and same-store sales growth of 12%. The total number of stores increased to 577, with 29 new stores opened during the quarter. EBITDA grew by 56% YoY, representing 10.9% of revenue, while adjusted profit after tax was reported at 1.1% of revenue. For the full fiscal year, revenue increased by 16% to ₹37,894 million, with a notable improvement in adjusted PAT growth of 507% YoY. The presentation also highlighted a reduction in losses for LimeRoad by 56% to ₹30 million. The company emphasized its commitment to sustainability and social responsibility, achieving various milestones in environmental and governance practices.