Emkay Initiates Sell Rating on Avenue Supermarts with Target Price ₹3,700
Emkay Global Financial Services has initiated a Sell rating on Avenue Supermarts with a target price of ₹3,700 and bear case of ₹2,200. The brokerage cites expensive 70x P/E valuation, rising quick-commerce competition with narrowing price gaps, declining operational efficiency metrics, and projected RoIC fall to ~13.5% by FY28 as key concerns for the retail chain.
Morgan Stanley Upgrades Avenue Supermarts to Overweight with ₹5,188 Target Price
Morgan Stanley has upgraded Avenue Supermarts to Overweight with a ₹5,188 target price, citing strong Q4 revenue growth of 19% and multiple positive growth drivers. The upgrade is supported by accelerated store expansion, inflation-led SSSG tailwinds, defensive market positioning, and expected revenue growth improvement to 19-20% in FY27-28.
06Apr 26
CLSA Raises Avenue Supermarts Target to ₹6,583 on Strong Sales Growth and Expansion
CLSA has upgraded Avenue Supermarts' target price to ₹6,583 while maintaining its High Conviction Outperform rating, driven by the company's strong 18.9% year-on-year sales growth and revenue performance that exceeded estimates. The retail chain has achieved a significant milestone of 500 total stores with 58 new additions in Q4, demonstrating robust expansion momentum and improving growth trajectory.
Avenue Supermarts Records Rs. 18.76 Crore NSE Block Trade at Rs. 4246.40 Per Share
Avenue Supermarts Ltd. recorded a significant NSE block trade worth Rs. 18.76 crores involving approximately 44,170 shares at Rs. 4246.40 per share. The transaction represents substantial institutional activity in the D-Mart operator's stock, highlighting continued investor interest in the retail chain. Block trades typically indicate large institutional movements and provide insights into market sentiment for the stock.
Avenue Supermarts, DMart's parent company, reported strong Q4 FY2025 results with standalone revenue up 16.7% to ₹14,462.39 crore. Net profit increased 2.6% to ₹619.71 crore. Full-year FY2025 profit grew 8.6% to ₹2,927.18 crore. EBITDA margin slightly narrowed to 7.9% from 8.3% in FY2024.
03May 25
Avenue Supermarts Q4 Net Profit Slightly Down, Revenue Increases
Avenue Supermarts, the parent company of DMart, reported a 17.09% increase in Q4 revenue to ₹148.70 billion, up from ₹127.00 billion in the previous year. However, consolidated net profit slightly decreased to ₹5.50 billion from ₹5.63 billion, marking a 2.31% decline. The company's performance showcases strong top-line growth amid potential margin pressures in the competitive retail sector.