Growth Looks Good, But Margins Tell Another Story
DMart is expected to post 17% revenue growth year-on-year thanks to new stores—but margin pressure from rising costs has analysts worried. This article explores the hidden tension between top-line growth and profitability, why rising input prices and operational costs are squeezing margins, and what this means for shareholders heading into FY26. DMart is growing—but at what cost?
2. DMart vs. Inflation: How Rising Costs Are Threatening Retail’s Star Performer
You’re Spending More. So Is DMart.
DMart has always been the poster child for lean retailing. But even India’s favorite value grocer isn’t immune to inflation. With Q4 margins expected to shrink, this piece breaks down how raw material inflation, logistics costs, and aggressive expansion are eating into profits. Is DMart still a model business, or is the low-cost engine under strain?
3. DMart’s Growth Playbook: More Stores, Less Profit? What the Q4 Preview Tells Us
Expansion Is Working—But It’s Not Free
Adding more stores has driven DMart’s revenue up—but also added pressure on the bottom line. This article unpacks the trade-off between scale and sustainability, why same-store sales growth matters more than store count, and how investors should evaluate performance beyond just YoY revenue spikes. Bigger isn’t always better when margins are in retreat.
4. 24 Big Names Report Q4 Today—Here’s Why All Eyes Are on DMart
Among SBI, Kotak, and Avenue Supermarts, DMart Has the Most to Prove
As 24 companies release Q4 earnings today, DMart stands out—not for its size, but for the investor intrigue. With analysts forecasting strong revenue but profit pressure, this post highlights why Avenue Supermarts is the bellwether stock for India’s retail sector in 2025. Is it still the safest retail bet? Or are cracks starting to show?
5. Why Brokerages Are Split on DMart: Bullish Revenue, Bearish Margins
The Street Loves Growth—But Fears the Cost of It
DMart’s Q4 preview has brokerages divided. Some see a strong growth story from new store openings; others fear shrinking margins and profit erosion. This article lays out who’s saying what—from Motilal Oswal to ICICI Securities—on DMart’s prospects, price targets, and FY26 outlook. For retail investors, this is your cheat sheet to the earnings call.