Q4 2025 V-mart Retail Ltd Earnings Call Transcript
Key Points
- V-Mart Retail Ltd (BOM:534976) reported a strong Q4 with an 8% overall like-to-like growth, driven by strategic execution and improving consumer traction.
- The company achieved a 17% revenue growth, reflecting internal efficiency improvements and benefits from strategic store closures.
- V-Mart Retail Ltd (BOM:534976) saw a significant increase in youth engagement, with the under-25 demographic rising from 22-23% to 30-33% of their customer base.
- The company plans to expand its retail area by 13-14% in the coming year, with a focus on strategic property selection to avoid past mistakes.
- V-Mart Retail Ltd (BOM:534976) is investing in technology and automation to enhance efficiency and scalability, aligning teams for better outcomes.
- The company faces challenges with consumer confusion due to economic factors and media coverage on tariffs, impacting decision-making.
- V-Mart Retail Ltd (BOM:534976) reported a temporary increase in working capital due to inventory upstocking, leading to a negative net free cash flow of INR31 crores for the year.
- The LimeRoad business continues to incur losses, with no expectation of breakeven in the current year, although losses are expected to reduce.
- Employee costs increased by 45% due to ESOP expenses and sales incentives, impacting overall expenses.
- The company has accumulated a significant GST credit, which remains a challenge and affects cash flow, requiring strategic management.
Ladies and gentlemen, good day, and welcome to the V-Mart Retail Limited Q4 and FY25 earnings conference call hosted by HDFC Securities. (Operator Instructions)
I now hand the conference over to Mr. Jay Gandhi from HDFC Securities. Thank you, and over to you, sir.
Thanks, Steve. This is Jay from HDFC Securities. Welcome to V-Mart Retail's Q4 FY25 earnings call. From the management at V-Mart, we have Mr. Lalit Agarwal, Managing Director of V-Mart Retail; Mr. Anand Agarwal, CFO of V-Mart Retail.
Before we start, we would like to point out that some of the statements made in today's call may be forward-looking in nature, and a disclaimer to that effect has been included in the earnings presentation. Kindly note that this call is meant for investors and analysts only.
With that, I hand over the call to you, Lalit ji, for your opening remarks.
Good morning. Good
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