V2 Retail Ltd (NSE:V2RETAIL)

Q1 2026 V2 Retail Ltd Earnings Call Transcript

Jul 31, 2025 / 06:30 AM GMT

Release Date Price: ₹185.8 (-5.00%)

Transcript

Key Points

Positve

V2 Retail Ltd (BOM:532867) reported a significant revenue growth of 52% year-on-year, reaching 632 crores.
Net profit surged by 51% year-on-year to 24.7 crores, indicating strong earnings momentum.
The company opened 28 new stores in the first quarter, increasing the total store count to 225, with plans for further expansion.
Same-store sales growth (SSSG) stood at 10% on a normalized basis, reflecting sustained consumer demand.
Return on Equity (ROE) improved to 27.5% in the first quarter, up from 23% in the previous fiscal year, showcasing strong operational efficiency.

Negative

The per square foot sales (PSS) fell by 9% due to the opening of new stores, which typically perform 25% less than older stores.
The company is planning a Qualified Institutional Placement (QIP) to raise funds, which could lead to equity dilution.
There is a concern about maintaining the value proposition amid rapid expansion, which could dilute customer experience.
The competitive intensity in the retail market is increasing, with many retailers expanding aggressively.
The company faces challenges in finding suitable technology partners for its omnichannel strategy, which is not yet a priority.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

VREL.NS - V2 Retail Ltd
Q1 2026 V2 Retail Ltd Earnings Call
Jul 31, 2025 / 06:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to the V2 Retail Limited Q1 SY26 conference call hosted by Marathon Capital.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference call, please signal an operator by pressing and 0 on a touchtone phone.

Please note that this call is being recorded.

Before we begin, a brief disclaimer, the presentation which V2 Retail Limited has uploaded on the stock exchange and their website, including the discussions during this call, contains or make or may contain forward-looking statements.

Concerning V2 retail

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.