Q4 2025 V2 Retail Ltd Earnings Call Transcript
Key Points
- V2 Retail Ltd (BOM:532867) achieved a record revenue of INR1,884.5 crore, marking a 62% growth from the previous year.
- Profit after tax surged to INR72 crore, representing a 159% increase from the prior year.
- The company added 74 new stores, reaching a total of 207 stores, with new stores being profitable from the first month.
- Same store sales growth was 29%, and volume growth was 43%, indicating strong customer traction.
- The company reduced old inventory from 18% to 5%, ensuring freshness and relevance of products.
- The guidance for same store sales growth for the next year is lower at 8% to 10%, compared to the 29% achieved this year.
- New stores perform 25% to 30% lower than mature stores, which could impact overall sales per square foot.
- The company faces potential risks in execution as it plans to open 100 new stores annually.
- There is a concern about maintaining profitability and return ratios with aggressive expansion plans.
- The company has not yet fully integrated its local level e-commerce strategy, which could limit growth in that segment.
Ladies and gentlemen, good day and welcome to the V2 Retail Limited Q4 and FY'25 conference call. (Operator Instructions)
Before we begin, a brief disclaimer. The presentation which V2 Retail Limited has uploaded on the stock exchange and the website. Including the discussions during this call, contains or may contain certain forward-looking statements concerning we do retail limited business prospects and profitability which is subject to several risk and uncertainties, and the actual result could materially differ from those in such forward-looking statements.
I now hand the conference over to Mr. Akash Agarwal, Whole Time Director, V2 Retail. Thank you and over to you, sir.
Thank you. Good morning, everyone. It's a pleasure to welcome you all to V2 Retail's quarter four and FY'25 earnings conference call. This year has not just been about growth; it's been about transformation. FY'25 FY'25 has been a defining year for us, a year where our strategy, execution, and agility came together to
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