Podcast
Questions and Answers
According to recent data, which product category constitutes the largest share of revenue for DMart?
According to recent data, which product category constitutes the largest share of revenue for DMart?
- Non-Foods (FMCG)
- General Merchandise & Apparel
- Foods (correct)
- Home Appliances
What does 'Like for Like (LFL)' growth, as presented in the operating summary, primarily indicate?
What does 'Like for Like (LFL)' growth, as presented in the operating summary, primarily indicate?
- The average sales increase per square foot of retail business area.
- The growth in sales from stores operational for at least 24 months. (correct)
- The total increase in sales across all stores, including newly opened ones.
- The overall increase in the number of bills cut during a quarter.
What strategic approach has DMart been employing regarding its expansion in recent years?
What strategic approach has DMart been employing regarding its expansion in recent years?
- Gradual expansion in large towns through DMart Ready. (correct)
- Rapid expansion into smaller towns and rural areas.
- Focusing primarily on international markets.
- Aggressive expansion into metropolitan areas only.
How does DMart's cluster-based expansion strategy impact its operational footprint across different states?
How does DMart's cluster-based expansion strategy impact its operational footprint across different states?
What can be inferred about the potential impact of increasing the 'Total Bills Cut' on DMart's retail operations?
What can be inferred about the potential impact of increasing the 'Total Bills Cut' on DMart's retail operations?
If DMart aims to improve its EBITDA margin, which of the following strategies would directly contribute to achieving this goal?
If DMart aims to improve its EBITDA margin, which of the following strategies would directly contribute to achieving this goal?
Analyzing DMart’s revenue from operations over the past few years, what trend is evident?
Analyzing DMart’s revenue from operations over the past few years, what trend is evident?
In the context of DMart's financial performance, what does EBITDA primarily reflect?
In the context of DMart's financial performance, what does EBITDA primarily reflect?
What implication does a higher 'Revenue from Sales per Retail Business Area' generally have for DMart?
What implication does a higher 'Revenue from Sales per Retail Business Area' generally have for DMart?
If DMart decides to open a significant number of new stores in a financial year, what immediate impact might this have on its financials?
If DMart decides to open a significant number of new stores in a financial year, what immediate impact might this have on its financials?
Considering DMart's reporting structure, when assessing the company's performance, what is the significance of the '9M' designation in metrics like '9M/24' and '9M/25'?
Considering DMart's reporting structure, when assessing the company's performance, what is the significance of the '9M' designation in metrics like '9M/24' and '9M/25'?
How might changes in consumer behavior and preferences impact DMart's key product category performance?
How might changes in consumer behavior and preferences impact DMart's key product category performance?
How do fluctuations in raw material prices and supply chain dynamics primarily affect DMart’s financial summary?
How do fluctuations in raw material prices and supply chain dynamics primarily affect DMart’s financial summary?
What broader economic factors might influence DMart's 'Like for Like' growth, considering its dependence on consumer spending?
What broader economic factors might influence DMart's 'Like for Like' growth, considering its dependence on consumer spending?
Considering DMart’s expansion strategy and financial metrics, what is the role of technology and e-commerce initiatives like ‘Avenue E-Commerce Limited’ in its overall growth?
Considering DMart’s expansion strategy and financial metrics, what is the role of technology and e-commerce initiatives like ‘Avenue E-Commerce Limited’ in its overall growth?
Flashcards
Key Product Categories
Key Product Categories
Avenue Supermarts segments its products into Foods, Non-Foods (FMCG), and General Merchandise & Apparel.
Cluster Based Expansion
Cluster Based Expansion
DMart expands by strategically adding stores in clustered regions.
Like for Like (LFL) Growth
Like for Like (LFL) Growth
Represents sales growth of stores operational for at least 24 months.
Total Bills Cuts
Total Bills Cuts
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Revenue per Retail Area
Revenue per Retail Area
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EBITDA
EBITDA
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PAT
PAT
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Revenue from Operations
Revenue from Operations
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Study Notes
- Avenue Supermarts Limited is located at Plot No. B-72 & B-72A, Wagle Industrial Estate, Thane (West), Maharashtra, India - 400 604.
- Contact Avenue Supermarts Limited at +91 22 33400500 or [email protected].
- The website for Avenue Supermarts Limited is www.dmartindia.com
- The BSE Scrip Code for Avenue Supermarts Limited is 540376.
- The NSE Scrip Symbol for Avenue Supermarts Limited is DMART.
- The Investor Presentation of the Company is enclosed for the period ended 31st December, 2024.
- Ashu Gupta is the Company Secretary & Compliance Officer.
- Avenue Supermarts Limited's Corporate Identification Number (CIN) is L51900MH2000PLC126473.
- The registered address is Anjaneya, Opp. Hiranandani Foundation School, Powai, Mumbai, Maharashtra, India - 400076.
- The corporate presentation covers the 9-month period of FY 2025.
Business Overview
- The key product categories are Foods, Non-Foods (FMCG), and General Merchandise & Apparel.
- For Foods, the share of revenue is 56.48% for 9M/24 and increased to 57.01% for 9M/25.
- For Non-Foods (FMCG), the share of revenue is 20.56% for 9M/24 and slightly decreased to 20.00% for 9M/25.
- For General Merchandise & Apparel, the share of revenue is 22.96% for 9M/24 and slightly increased to 22.99% for 9M/25.
- DMart continues its cluster-based expansion strategy.
- In 2011-12, there were 55 stores.
- In 2017-18, there were 155 stores.
- In 9M 2023-24, there were 341 stores.
- In 9M 2024-25, there were 387 stores.
- DMart Ready is gradually expanding in large towns.
- In 2016-17, DMart Ready was present in 1 city.
- By 9M 2023-24, DMart Ready expanded to 22 cities.
- As of 9M 2024-25, DMart Ready is present in 25 cities.
- In FY21, the company opened 22 new stores and converted 2 stores into Fulfilment Centers for Avenue E-Commerce Limited.
- In FY23, 1 location was reconverted from a Fulfilment Center to a DMart Store.
Operating Summary (Quarterly Data)
- Total Bills Cuts (in Crs) increased from 7.5 in Q2/24 to 9.2 in Q3/25.
- Like For Like Growth (24 Months) increased from 8.6% in Q2/24 to 8.3% in Q3/25.
- Retail Business Area at Quarter End (in mn' sqft) grew from 13.9 in Q2/24 to 16.1 in Q3/25.
- Revenue from Sales per Retail Business Area (Rs/sq ft) increased from 8,542 in Q2/24 to 9,317 in Q3/25.
- Like for Like (LFL) growth refers to the growth in sales from stores that have been operational for at least 24 months at the end of the reporting period.
- Revenue from sales is divided by the Retail Business Area at the end of the reporting period, adjusted for the total number of days in the quarter.
Financial Summary
- Revenue from operations includes other operating income but excludes other income.
- EBITDA = Profit / (Loss) pre Tax + Depreciation and Amortisation + Finance Costs - Other Income.
- All data for 9M/25 and 9M/24 corresponds to performance indicators for the nine months ending 31/12/24 and 31/12/23, respectively.
- PAT and PAT margin for FY23 are not comparable with other periods due to a one-off tax benefit in FY23.
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