Q4 2026 V-mart Retail Ltd Earnings Call Transcript
Key Points
- V-Mart Retail Ltd (BOM:534976) reported a 24% total sales growth for Q4 FY26, with a significant contribution from new store additions and like-to-like same-store sales growth.
- The company opened 29 new stores in the quarter, marking its highest ever quarterly new store additions, and achieved a 12% like-to-like sales growth.
- The South market under the Unlimited format showed strong momentum with a 28% revenue growth and a 63% increase in EBITDA.
- V-Mart Retail Ltd (BOM:534976) has improved its inventory health, which is expected to result in better gross margins going forward.
- The company has successfully reduced losses in its LimeRoad marketplace business, which is now contributing positively to customer loyalty and higher bill sizes.
- V-Mart Retail Ltd (BOM:534976) faced a 1% decrease in gross margins year-on-year due to inventory provisions and a decline in LimeRoad commission income.
- The company is experiencing inflationary pressures, particularly in polyester yarn-based products, which could impact apparel costs by 3% to 4%.
- There are concerns about potential disruptions in consumer sentiment due to inflation and rising crude oil prices.
- V-Mart Retail Ltd (BOM:534976) anticipates challenges in securing raw materials and managing costs due to geopolitical and market uncertainties.
- The company is facing competitive pressures with new store openings by competitors, which could impact its market share and sales growth.
Ladies and gentlemen, good day, and welcome to the V-Mart Retail Limited Q4 FY26 earnings conference call hosted by Anand Rathi Shares and Stock Brokers Limited.
(Operator Instructions)
I now hand the conference over to Ms. Vaishnavi Mandhaniya from Anand Rathi Share and Stock Brokers Limited. Thank you, and over to you, ma'am.
Hi. Thank you. Good morning, everyone. On behalf of Anand Rathi Shares and Stock Brokers, it's our pleasure to host the 4Q FY26 earnings conference call of V-Mart Retail Limited. From the management side today, we have Mr. Lalit Agarwal, Managing Director; and Mr. Anand Agarwal, CFO. I'll now hand over the call to the management for the opening remarks, followed by the Q&A session. Thank you.
Thank you, Vaishnavi. Good morning, everyone. Thank you so much for being on the call. So the story continues. The consumption in India for
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