DINESH

V-Mart Retail

Industry: Retail
Latest CMP 808
Today's Change ▲ 0.02%
52-Week High / Low 880 | 477
Price Date: 14-Aug-2026
Recommendation Buy
Target Price 1,220
Expected Upside 22.9%
Forecast Horizon 2 Years
Historical CAGR 23.9%
1,000 Invested 20-Feb-2013
Today's Value 17,908
Investment Period 13 Years

Stock Snapshot

Post Results Return
+1.0%
Neutral Market Reaction
1-Year Target Price
1,168
2-Year Target Price
1,220
52-Week High / Low
880 / 477
20-Day Return
+2.9%
Market Cap (Cr.)
6,424
Current PE
46.1
P/BV Ratio
6.7
Dividend Yield
Industry PE
61.5

Price Performance

Basis of our Recommendation

V-Mart Retail's management has articulated a positive outlook, driven by aggressive store expansion and improved operational efficiencies, particularly in inventory management. The company's focus on enhancing its online marketplace, LimeRoad, is expected to reduce losses and bolster profitability, aligning with Vista's forecast of stable revenue growth and margins. V-Mart's ambitious target of Rs. 10,000 Crores in revenue reflects confidence in capturing market share, especially in Tier 2 and 3 cities. However, potential headwinds include market volatility and supply chain disruptions, which could impact execution. The retail sector's recovery, supported by improving consumer demand and pricing power, further underpins Vista's expectation of a 0.28% upside in valuation over the next 12 months, with a target price of Rs. 1166.72. Key opportunities lie in the company's strategic investments in AI and data analytics, while watchpoints include regulatory compliance and the sensitivity of its core consumer base to price fluctuations. Overall, V-Mart is well-positioned to navigate the evolving retail landscape, leveraging its operational strengths and market trends to drive growth over the next 12-24 months

👍 Why We Like This Stock

  • Aggressive store expansion strategy targeting Tier 2 and 3 cities enhances market penetration
  • Improvements in operational efficiency and inventory management support margin stability
  • Focus on the online marketplace, LimeRoad, indicates a clear path towards profitability

Things To Watch Out For

  • Market volatility and potential supply chain disruptions could hinder growth execution
  • Price sensitivity of the core consumer base may impact sales during economic fluctuations
  • Regulatory compliance and cybersecurity remain ongoing risks that need to be managed

Key Parameters

Balance Sheet Strength
Stable Financial Structure
Market Share
Stable
Industry Outlook
Improving
Analyst View
Strong Buy
Dividend History
Irregular
FII Holdings
Stable

Financial Snapshot

Actuals Forecast
FY24 FY25 FY26 FY27 FY28
Revenue (Cr.) 2,786 3,254 3,789 4,095 4,708
Profit Before Tax (Cr.) -128 22 156 224 239
PBT Margin -4.6% 0.7% 411.7% 5.5% 5.1%
Net Profit (Cr.) -95 22 134 192 205
Earnings Per Share -11.9 2.8 16.8 24.1 25.8

Analyst Recommendations

Broker Recommendation Target Price Date
Axis Securities ▲ Buy 830 28-Jul-2026
HDFC Securities ▲ Buy 850 12-May-2026
Motilal Oswal ▲ Buy 900 10-May-2026
Consensus Recommendation ▲ Strong Buy
Consensus Target 830
Coverage 3 Analysts
Analysts' Viewpoint
V-Mart Retail's robust revenue performance is attributed to strategic store expansions and impressive same-store sales growth. Analysts highlight the company's effective management of margin pressures, which arise from inventory provisions and reduced commission income. While the company's growth strategy is a key driver of positive sentiment, the ongoing margin challenges present a notable risk that analysts continue to monitor.

Company Overview

Show Company Profile

V-Mart Retail Limited operates a chain of retail departmental stores in India. The company offers casual, formal, ethnic, sports, inner, and night wear for men, women, and kids. It also provides accessories and non-apparel products, such as beauty and fashion accessories, footwear, home needs, bags/luggage, toys, and tech wearables and audio accessories; and general merchandise products, including personal and home essentials, package food, non-food, and staples; as well as home furnishings. The company was incorporated in 2002 and is headquartered in Gurugram, India.