Q1 2027 V-mart Retail Ltd Earnings Call Transcript
Key Points
- V-Mart Retail Ltd (BOM:534976) reported a strong revenue growth of 23% year-on-year, with same-store sales growth (SSG) of 9%.
- The company achieved its 11th consecutive quarter of sustained growth, reflecting effective merchandising and operational strategies.
- Footfalls increased by 39% and bill count rose by 18% year-on-year, indicating strong customer engagement.
- The Unlimited format in South India showed impressive performance with 33% revenue growth and 40% EBITDA growth.
- V-Mart Retail Ltd (BOM:534976) maintained an asset-light, debt-free balance sheet with positive cash flow generation of INR76 crores.
- Gross margin declined by 80 basis points to 34.5% due to a mix change and inventory provisioning.
- The company faces challenges from inflation and geopolitical volatility affecting raw material and supply chain costs.
- Conversion rates dropped from mid-40s to 38-39%, attributed to increased market competition and customer behavior.
- Minimum wage hikes in key states like UP and Karnataka pose a challenge to cost management.
- The impact of El Nino and deficient monsoon rains could potentially affect demand patterns and agricultural outlook.
Ladies and Gentlemen, good day and welcome to V-Mart Retail Q1 FY27 earnings conference call hosted by IIFL Capital Services Limited. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Sameer Gupta from IIFL Capital Services.Thank you and over to you, sir.
Hi, good evening everyone and thank you for joining today's earnings call with the management of V-Mart Retail.From the management side, we have Mr. Lalit Agarwal, Managing Director, and Mr. Anand Agarwal, CFO. Without taking more time, let me hand it over to the management. Over to you, sir.
Thank you. Good afternoon. Good afternoon, everyone. Thank you, IIFL Capital for hosting the call, and thank you for our investors and analysts for joining us today. So we definitely have started this new financial year on a better healthy note. More importantly, this particular quarter is another step
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