DMART

Delivers Steady Growth Amid Changing Retail Winds 🚀🛒

📌DMart Q1FY26 Highlights: 🗓️ Quarter Review | 🛍️ Retail Sector 🏪 Added 9 new stores, reaching a total of 424 locations 📈 Revenue from operations grew 16.2% YoY to ₹15,932 Cr 🧾 Total bill cuts increased to 9.7 Cr, up from 8.6 Cr in Q1FY25 🔁 Like-for-like growth slowed to 7.2% vs. 9.1% in Q1FY25 💼 EBITDA stood at ₹1,313 Cr (↑7.5%) — but EBITDA margin compressed to 8.2% from 8.9% 📊 PAT rose slightly to ₹830 Cr from ₹812 Cr — modest 2.2% growth 🛒 Revenue Mix Shift : Food & Grocery: ↑ to 55.60% (from 54.81%) : FMCG Packaged Goods: ↓ to 19.67% (from 20.30%) : General Merchandise & Apparel: ↘ to 24.73% (from 24.89%) 📉 Margin Pressure Attributed to: : Deflation in staples : Operational cost escalation : Weak discretionary demand 🚴‍♂️ Emerging Headwinds from Quick Commerce Platforms like Zepto, Blinkit, and Instamart are attracting tech-savvy consumers: ⚡ Offering 10-minute deliveries, discounts, and subsidized shipping ⚔️ Challenging traditional formats on speed and convenience 📍 DMart continues to scale its footprint with solid top-line growth, but rising competition and margin compression signal evolving dynamics in India’s retail ecosystem.