📈 Business & Financial Updates
Trent reported around 17% year-on-year revenue growth for the June 2025 quarter, which was its slowest in over four years. The moderation was mainly due to a slowdown in urban discretionary spending and early monsoon impact.
Despite softer topline growth, Trent maintained a healthy EBIT margin of about 11%, supported by better sourcing, automation, and cost control.
Net profit growth has eased compared to previous years but remains positive; analysts expect a rebound in the festive quarter.
🏬 Expansion & Operations
Trent continued its aggressive store expansion, especially through its value retail chain Zudio, opening over 200 new stores in FY25.
The company is also strengthening its presence in tier-2 and tier-3 cities, targeting mid-income consumers and expanding online retail channels.
Trent is exploring new private label products and collaborations to enhance margins in both Westside and Zudio formats.
💹 Stock Market & Investor Sentiment
The stock has corrected about 15% from its September highs and nearly 40% from its all-time high, following slower revenue and profit growth.
Several brokerages have revised their stance: some maintain a Buy rating due to long-term brand strength, while others have turned Neutral citing rich valuations and decelerating same-store sales.
Despite the correction, Trent remains one of the most expensive retail stocks in India based on valuation multiples.