AVENUE SUPERMARTS LIMITED

On August 4, 2026, Avenue Supermarts Limited submitted the transcript of its Annual Analyst Meet held on July 28, 2026. Management, including CEO Anshul Asawa, discussed the company's solid business fundamentals and the importance of operational discipline. Asawa highlighted plans for store expansion, aiming for a 15% annual increase in store count, while also focusing on enhancing technology and management capabilities. The company reported a turnover of approximately INR 67,000 crores, with an EBITDA margin of 7.8%. Management noted a slight dip in same-store sales growth due to market saturation in metros and increased competition from quick commerce. The discussion also covered the performance of DMart Ready, emphasizing a focus on profitability and customer experience. CFO Niladri Deb provided insights into financial metrics, including a 16% growth in sales and a slight increase in employee costs due to investments in service levels. The Q&A session addressed various topics, including competition, store openings, and operational efficiencies.

The document presented both positive growth metrics and challenges related to competition and market saturation.