D Mart

While D-Mart would continue its cluster-based network expansion, margin pressures owing to increased competitive intensity as well as higher costs are likely to sustain in the near term.

D-Mart: Can the stock sustain the valuation as results miss expectations?

Margin pressure likely to sustain in the current fiscal, limiting earnings growth in the near term.

Talent crunch hits retail sector in tier 2 and 3 cities

D-mart, often considered the bellwether of Indian retail, listed a surge in entry level wages of skilled labour due to a demand / supply mismatch as one of the key reasons for its shrinking margins.

DMart: Sustained margin pressure to restrict earnings

Increased FMCG discounts and store operating costs led to a steep decline in margins in Q4FY25

Trent: Q4 FY25 margin surprises positively

The company has huge headroom for growth and is likely to deliver robust earnings over the medium to long run.

Vishal Mega Mart IPO: Can this value focused retailer create wealth for investors?

Targeting the middle and lower middle class, VMML has a wide portfolio with strong positioning and product range in the opening price points

Is it time to turn cautious on DMart?

DMart is facing increasing competition from quick-commerce online players and margin pressure is likely to sustain in the near term.

Short Call | Metals bask in the hopes of China's revival; M&M, Avenue Supermarts in focus

“In cyclicals, a period of silly prices is followed by a period of sobriety.” -- Peter Lynch

D-Mart: Margin miss in Q1; valuations expensive

Given the nature of the operating costs (improving the consumer experience and future capability), they are likely to continue rising in the near to medium term, which would restrict margin improvement

D-Mart CEO's Exclusive and Rare interview on the business, store addition, digital challenges

Avenue Supermarts CEO Neville Norohna told CNBC-TV18 in this exclusive interaction that a dense and large population gives immense opportunity to any business where the addressable market is almost 'every single person.' He called a multi-decedal expansion opportunity.

D-Mart: Healthy Q4 results; improving operating metrics

While the share of e-commerce in the grocery industry is rising, thanks to the entry of many new players as well as ramp-up by existing players, there is a lot of growth potential for players like D-Mart.

Avenue Supermart: Brokerages impressed by Q4FY24 results, paint strong growth picture

Brokerages are impressed by the pickup in Avenue Supermarts' store additions, and improvement in general merchandise and apparel into its mix. While JPMorgan upgraded the stock, Nuvama raised its target price.

CLSA raises target price for Avenue Supermarts to Rs 5,514, second upgrade in a week

CLSA initiated coverage of Avenue Supermarts on March 21 with a 'buy' call and raised the target price in the previous week

Avenue Supermarts shares up over 2%, CLSA hikes target price to Rs 5,307

CLSA, which initiated coverage of the company with a 'buy' call on March 21, has taken into account growth opportunities in untapped markets. The stock has gained nearly 8 percent since then

Avenue Supermarts up 11% in 3 sessions after CLSA initiates coverage with a 'buy' call

CLSA initiated coverage on Avenue Supermarts with a target price of Rs 5,107 a share

Nykaa: Focus on growth to limit margin improvement; valuations expensive

While margins are likely to improve with higher scale, the management has indicated it would reinvest the same to attract new customers and sustain growth. Margins in the next fiscal are likely to remain near the COVID levels

D-Mart: Better margins to stay; long-term growth prospects sunny

With a likely recovery in consumer discretionary spending, D-Mart’s product mix is expected to improve and the gross margin improvement witnessed from Q3FY24 should continue, going ahead

Avenue Supermarts Q3: D-Mart operator's net profit rises 17% to Rs 690 crore, revenue up 17.3%

The company also reported in its quarterly business update that the total number of stores as of December 31, 2023, stood at 341.

D-Mart Q3 business update: Revenue jumps 17% to Rs 13,247 crore

The standalone revenue from operations for quarter ended December 31, 2023 given above is subject to limited review by the statutory auditors of the company, Avenue Supermarts added

D-Mart: Super growth prospects for this supermarket player | Stock of the day

D-Mart has strong growth prospects given the dominance of unorganised players in the industry. With robust store expansion plans and scaling up of the online business, D-Mart is well positioned to capitalise on the shift towards the organised segment. With improved product mix and enhanced operating efficiency, we expect margins and earnings improvement

D-Mart: Double-digit earnings growth to resume from H2

We expect margins to improve from H2FY24 as the upcoming festive season is likely to improve the business mix and operating efficiency improves as the bigger stores mature

Titan Company update: Yet another strong quarter; outlook bright

With the company aggressively ramping up its network and with regulatory tailwinds, Titan is expected to continue to gain market share in its key jewellery business

D-Mart: Margin pressures sustain; valuation expensive

While D-Mart has strong long-term growth prospects, near-term margin and earnings pressure would prevent re-rating.

D-Mart disappoints, India's forex reserves & more | Market Minutes

In this episode of Market Minutes, Shailaja Mohapatra talks about the global market start-up, India's forex reserves, Avenue Supermarts margin hit and big results expected today. Also, catch Pankaj Pandey of ICICI Securities in Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, keys data points and developing trends.

IDFC merger, Senco Gold IPO & stocks to watch | Market Minutes

In this episode of Market Minutes, Shailaja Mohapatra talks about Senco Gold IPO opening, D-Mart operator's Q1 business update and share swap ratio for IDFC merger. Also, catch Vinit Bolinjkar of Ventura Securities in Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, keys data points and developing trends