Avenue Supermarts has released its investor presentation highlighting the company’s performance for the nine months ended December 31, 2025 (9M FY2026). The presentation covers business overview, key product categories, expansion strategies, and a financial summary, including revenue, EBITDA, and PAT margins. The company continues its cluster-based expansion and focuses on key large towns for growth.
Key Product Category Performance
The investor presentation highlights the revenue share across key product categories:
- Foods: 57.19% in 9M/26
- Non-Foods (FMCG): 19.83% in 9M/26
- General Merchandise & Apparel: 22.98% in 9M/26
Store Expansion and Strategy
Avenue Supermarts continues its cluster-based expansion strategy. As of 9M FY2026, the total number of stores has reached 442. The company focuses on key large towns through its DMart Ready initiative.
Year-Wise Store Additions
The store addition trend is as follows:
- FY22: 50
- FY23: 40
- FY24: 41
- 9M/25: 12
- FY25: 50
- 9M/26: 27
Note: Sanpada Store at Navi Mumbai is currently closed for customers due to reconstruction but is included in the 442 store count.
Financial Summary
Key financial highlights from the investor presentation:
- Revenue from Operations: Increased from ₹49,533 Crs in FY24 to ₹57,790 Crs in FY25. 9M/26 stands at ₹49,764 Crs.
- EBITDA Margin: 8.1% for 9M/26.
- PAT Margin: 5.0% for 9M/26.
Total Bills Cuts (in Crs):
- Q3/25: 9.2
- Q4/25: 8.9
- Q1/26: 9.7
- Q2/26: 9.7
- Q3/26: 10.3
Like For Like Growth (>24 Months):
- Q3/25: 8.3%
- Q4/25: 8.1%
- Q1/26: 7.1%
- Q2/26: 6.8%
- Q3/26: 5.6%
Source: BSE
