Avenue Supermarts Ltd — earnings calls

Avenue Supermarts reported FY26 revenue of close to Rs 67,000 crore with EBITDA margin of about 7.8% and PAT margin of about 4.8%, alongside like-for-like store growth of 8.1%. Management discussed a strategy of consolidating its DMart Ready e-commerce operations into 11 key cities to focus on assortment, six-hour delivery, and user experience, while exiting seven other cities. The company also addressed store expansion plans, an increase in leased stores to 68 out of over 500 total stores, and the impact of metro market saturation and quick commerce competition on same-store sales growth.