Avenue Supermarts Ltd
Avenue Supermarts Q1 FY26 earnings call: Revenue & Margins
Q1 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #19 of 29 in Retailing
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The short version
DMart expects acceleration in store expansion over the next 2-3 years, with a balanced approach between existing and new states (Page 32-33). Avenue Supermarts expects accelerated store expansion over the next 2-3 years, focusing on opening more stores, especially in new states and non-metro cities.
From Avenue Supermarts Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- DMart expects acceleration in store expansion over the next 2-3 years, with a balanced approach between existing and new states (Page 32-33).
- New states like UP and North India will see calibrated, steady growth initially, not rapid expansion (Page 32).
- Younger stores have significantly higher CAGR in revenues as they mature (Page 30).
- Despite competitive intensity and investments in service levels, DMart aims for continued strong top-line growth (~18%-25% CAGR mentioned) (Page 29-33).
- DMart Ready home delivery business is expected to grow and become closer to breakeven in the next couple of years, complementing store growth (Page 19-20, 31).
2 more points from Avenue Supermarts Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Avenue Supermarts is accelerating store expansion with a focus on acquiring good quality real estate despite rising costs, indicating ongoing and future capital investments in store openings.
- The company has been actively acquiring properties, which has increased capital employed and slightly moderated return on capital, but these assets are in various stages of construction expected to yield results in the long term.
- There is an emphasis on building management bandwidth to efficiently run more stores as expansion accelerates.
- DMart Ready (home delivery) is being scaled up alongside traditional stores; both formats are core to the strategy.
- Investments have been made in improving service levels in stores, including increased headcount and infrastructure costs, primarily offline.
2 more points from Avenue Supermarts Ltd's call on capex
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Top-ranked in Retailing
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
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Avenue Supermarts Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹17.7K Cr, net profit ₹656 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Avenue Super.'s management said in earlier quarters
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Avenue Supermarts Ltd Q1 FY26 results?
DMart expects acceleration in store expansion over the next 2-3 years, with a balanced approach between existing and new states (Page 32-33). Avenue Supermarts expects accelerated store expansion over the next 2-3 years, focusing on opening more stores, especially in new states and non-metro cities.
What is Avenue Supermarts Ltd share price analysis?
Avenue Supermarts Ltd currently shows a neutral. The stock trades at a P/E of 86.6 with a market cap of ₹264,812 Cr. Investors should review the full earnings analysis for detailed insights.
Is Avenue Supermarts Ltd planning capital expenditure?
Avenue Supermarts is accelerating store expansion with a focus on acquiring good quality real estate despite rising costs, indicating ongoing and future capital investments in store openings.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.