VMART

** India's V-Mart Retail VMAR.NS jumps as much as 7% to hit a one-month high of 3,157.9 rupees; on course for fifth session of gains

** Co posts 17% y/y growth in fourth-quarter revenue at 7.8 billion rupees ($91.1 million), same store sales growth (SSSG) of over 8%

** V-Mart's FY2025 revenue in line with estimate, driven by SSSG and store additions - Motilal Oswal Financial Services

** Stock trims YTD losses to 20%

($1 = 85.6160 Indian rupees)

(Reporting by Vivek Kumar M)

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V-mart Retail Ltd VMAR.NS:

• V-MART RETAIL LTD - Q4FY25 REVENUE FROM OPERATIONS AT 7.80 BILLION RUPEES, UP 17% YOY

• V-MART RETAIL - Q4 SAME STORE SALES GROWTH STOOD AT +8%

Source text: ID:nBSE8npFmW

Further company coverage: VMAR.NS

** Motilal Oswal sees selective opportunities emerging in equities linked to consumption due to cheaper valuations following the recent drop

** FMCG index .NIFTYFMCG is down 6.4% in 2025 so far compared; Nifty 50 up 0.3%

** In the last two decades, consumer stocks have risen in all 11 phases of corrections in the benchmark Nifty 50 index .NSEI

** However, NIFTYFMCG has fallen 22.65% between the end of September 2024 and February 2025 vs 14.3% drop in Nifty 50

** Recent market drop has offered entry points in several key consumer and retail stocks, says brokerage

** Expects consumer indexes to recover in FY2026 as valuations ease

** Motilal's key small-cap, mid-cap picks include Page Industries PAGE.NS, Devyani International DEVY.NS, Metro Brands METB.NS, V-Mart VMAR.NS, Lemon Tree Hotels LEMO.NS, LT Foods LTOL.NS and Cello World CELO.NS

** Tax cuts and RBI rate cut in February will boost aggregate demand, investor sentiment, according to Motilal

(Reporting by Bharath Rajeswaran in Bengaluru)

(([email protected]; +91 9769003463;))

Feb 4 (Reuters) - V-mart Retail Ltd VMAR.NS:

• DEC-QUARTER PROFIT 716.3 MILLION RUPEES

• DEC-QUARTER REVENUE FROM OPERATIONS 10.27 BILLION RUPEES

Source text: [ID:]

Further company coverage: VMAR.NS

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** Kotak double downgrades apparel retailer Trent TREN.NS to "sell" from "add"

** After stock more than doubled in value in 2023 and 2024, TREN down ~13% so far in Jan

** Says future growth priced in and "may be time to book profits"

** Kotak's analysis of top 10 cities by store count for co's Zudio chain reveals stores are in similar locations and could cannibalize each other

** Adds, while co may still close year with ~180 store additions, incremental rev per store growth may be slow

** Trims FY2025-27E rev by 1%-2% and EPS by 9%-14%

** Lowers stock's fair value to 5,850 rupees from 6,800 rupees, 5.8% below last close

** Trent up 0.7% at 6,255 rupees on Friday

** Stock rated "buy" on avg, peer Aditya Birla Fashion and Retail ADIA.NS "sell", V-Mart Retail VMAR.NS "buy" - LSEG data

(Reporting by Ananta Agarwal in Bengaluru)

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Jan 7 (Reuters) - V-mart Retail Ltd VMAR.NS:

• LABOUR COURT ORDERS PENALTY OF 3.1 MILLION RUPEES

• TO APPEAL AGAINST LABOUR COURT ORDER

Source text: ID:nBSE1D3HZV

Further company coverage: VMAR.NS

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Jan 2 (Reuters) - V-mart Retail Ltd VMAR.NS:

• V-MART RETAIL LTD - Q3FY25 TOTAL REVENUE AT 10.27 BILLION RUPEES, UP 16% YOY

• V-MART RETAIL LTD - SAME STORE SALES GROWTH AT +10% FOR Q3FY25

Source text: ID:nBSE4Sg1yD

Further company coverage: VMAR.NS

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Nov 19 (Reuters) - V-mart Retail Ltd VMAR.NS:

• V-MART RETAIL LTD - FIRE ACCIDENT TOOK PLACE AT STORE AT AHMEDABAD ON NOVEMBER 18

• V-MART RETAIL LTD - NO LOSS OR INJURY TO HUMAN LIFE

• V-MART RETAIL - DAMAGE OF INVENTORY AND ASSETS AT STORE WORTH LESS THAN 10 MILLION RUPEES

Source text: ID:nBSEfGzJr

Further company coverage: VMAR.NS

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** Shares of V-Mart Retail VMAR.NS rise 12.4% to 3,662 rupees, highest since April 6, 2022

** Department stores operator reported a profit of 121.4 mln rupees($1.5 mln) vs a loss of 219.4 mln rupees an year ago

** Co aided by strong same store sales volume and footfall growth

** More than 55,000 shares change hands, 1.8x its 30-day avg

** Sixteen analysts covering the stock have a "buy" rating; median PT is 2,313 rupees - LSEG data

** Stock up 84% so far this year

($1 = 83.8500 Indian rupees)

(Reporting by Ashna Teresa Britto in Bengaluru)

(([email protected] ; ( +91 8078332441))

** Shares of V-Mart Retail VMAR.NS rise as much as 4.8% to 3,034.6 rupees

** Retailer says its total Q1 revenue from operations up 16% at 7.86 bln rupees ($94.1 mln)

** Avg rating of the 16 analysts is "buy" and median PT is 2,313 rupees - LSEG data

** Stock last up 2.7%, taking YTD gain to ~48%

($1 = 83.5125 Indian rupees)

(Reporting by Yagnoseni Das in Bengaluru)

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May 14 (Reuters) - V-mart Retail Ltd VMAR.NS:

• V-MART RETAIL MARCH-QUARTER LOSS 389.2 MILLION RUPEES VERSUS LOSS 369.6 MILLION RUPEES

• V-MART RETAIL MARCH-QUARTER REVENUE FROM OPERATIONS 6.69 BILLION RUPEES VERSUS 5.94 BILLION RUPEES

Source text for Eikon: ID:nNSE8JpHZG

Further company coverage: VMAR.NS

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** Shares of V-Mart Retail VMAR.NS rise as much as 5.4% to highest level in nearly two months, last up 4.7%

** Retailer says its total Q4 revenue from operations rose 12% to 6.68 bln rupees ($80.1 mln)

** Brokerage Nirmal Bang said co's revenue from ops for seasonally weak Q4 was in line with their estimates

** Brokerage flagged concern on LimeRoad, the online business owned by V-Mart, on second consecutive Q/Q rev decline

** Stock to rise for a third straight week, if gains hold

** Trading vol is 1.3x the 30-day daily avg

** Avg rating of the 16 analysts is "Buy" and median PT is 2,331.5 rupees, ~6% higher than current price - LSEG data

** Stock fell 29.5% in 2023, losing for two consecutive years

($1 = 83.4160 Indian rupees)

(Reporting by Anuran Sadhu in Bengaluru)

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April 2 (Reuters) - V-mart Retail Ltd VMAR.NS:

• V-MART RETAIL LTD- TOTAL REVENUE FROM OPERATIONS FOR QUARTER ENDING MARCH 31, UP 12% Y/Y

Source text for Eikon: ID:nBSEb1HgGh

Further company coverage: VMAR.NS

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Archies Ltd ARGG.NS:

• ARCHIES LTD - ORDER SECURED FROM V-MART RETAIL AND MOHAN CLOTHING COMPANY

• ARCHIES LTD - TWO ORDERS WORTH 1.3 MILLION RUPEES AND 1.2 MILLION RUPEES

Source text for Eikon: ID:nBSE5wBtyw

Further company coverage: ARGG.NS

** Shares of V-Mart Retail VMAR.NS jump 14.4% to 2,404.20 rupees after Q3 results

** Stock on track for best day since Aug 2022; among top gainers in Nifty 500 index .NIFTY500

** Dec-quarter profit up 41.4% Y/Y, revenue from operations climb 14.4%

** Co says good festive demand in quarter helped increase footfall by 23%

** If gains hold, VMAR set to rise for third straight session

** Stock up 16.4% YTD, outperforming Nifty 500 index which has gained 3.5%

(Reporting by Rama Venkat in Bengaluru)

(([email protected]; https://twitter.com/ramavenkat0607;))

Feb 6 (Reuters) - V-mart Retail Ltd VMAR.NS:

• DEC-QUARTER PROFIT 282.3 MILLION RUPEES VERSUS 199.7 MILLION RUPEES

• DEC-QUARTER REVENUE FROM OPERATIONS 8.89 BILLION RUPEES VERSUS 7.77 BILLION RUPEES

Further company coverage: VMAR.NS

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** Shares of V-mart Retail VMAR.NS up 2.2% at 2,094.74 rupees

** Stock on track to rise in third straight session, if trend holds
** Q3 update shows total rev from ops rose 14% Y/Y

** Mean rating of 15 analysts is "hold," median PT 2,063 rupees - LSEG data

** Stock lost 30% for the second straight year in 2023

** Rival Aditya Birla Fashion and Retail ADIA.NS fell 22% last year, while Avenue Supermart AVEU.NS inched up 0.3% and Trent Ltd TREN.NS more than doubled

(Reporting by Varun Vyas)

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Jan 2 (Reuters) - V-mart Retail Ltd VMAR.NS:

• TOTAL REVENUE FROM OPERATIONS FOR QUARTER ENDED DEC UP 14% Y/Y

• SAME STORE SALES GROWTH STOOD AT +4% FOR QUARTER

Further company coverage: VMAR.NS

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** Indian retailer V-Mart VMAR.NS could see its loss making trend reverse in FY25, Motilal Oswal says

** Improvement in core business is expected from Q3 onwards, driven by healthy same-store sales growth, brokerage says

** Co has posted net loss for three straight quarters

** Management is now looking to reduce investments in e-commerce platform Limeroad, better management in Unlimited stores, Motilal says

** These moves should help in curbing losses from co's view of 600 mln rupees losses in FY24 to breakeven in FY25 - brokerage

** Low price points, cost leadership, strong liquidity, and

prudent inventory management give VMART edge over rivals - Motilal

** V-Mart shares up 2.5% at 1,796 rupees Thursday; down over 36% YTD

(Reporting by Sethuraman NR in Bengaluru)

(([email protected]; (+91 9945291420); Reuters Messaging: [email protected]))

Nov 6 (Reuters) - V-mart Retail Ltd VMAR.NS:

• INDIA'S V-MART RETAIL SEPT-QUARTER LOSS 641.2 MILLION RUPEES VERSUS LOSS 113.1 MILLION RUPEES

• V-MART RETAIL SEPT-QUARTER REVENUE FROM OPERATIONS 5.49 BILLION RUPEES VERSUS 5.06 BILLION RUPEES

Source text for Eikon: ID:nBSE3snnd9

Further company coverage: VMAR.NS

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** Shares of V-Mart Retail VMAR.NS rise as much as 3.83% to 2,070 rupees apiece

** Retailer says posted 8% Y/Y growth in revenue in September quarter and 12% increase in fiscal first half

** ICICI Securities expects strong recovery in seasonally-strong second half driven by festive demand, rural rebound

** Accelerated liquidation of fiscal 2023 stocks through extended end-of-season sales improved inventory health - Motilal Oswal Financial Services

** Of the 17 analysts tracking VMAR, five have "strong buy" rating, six "buy," four "hold," one "sell" and one "strong sell;" median TP is 2,530 rupees - LSEG data

** Stock down 30% YTD

(Reporting by Bharath Rajeswaran in Bengaluru)

(([email protected]; +91 9769003463;))

Oct 3 (Reuters) - V-mart Retail Ltd VMAR.NS:

• V-MART RETAIL LTD - TOTAL REVENUE FROM OPERATIONS FOR QUARTER ENDED SEPT 30 AT 5.49 BILLION RUPEES, UP 8% YOY

• V-MART RETAIL LTD - DUE TO SHIFT IN HINDU CALENDAR FESTIVE SALES PERIOD HAS MOVED FROM Q2 TO Q3 IN CURRENT YEAR

Source text for Eikon: ID:nBSE9NXpzh

Further company coverage: VMAR.NS

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Aug 9 (Reuters) - V-mart Retail Ltd VMAR.NS:

• JUNE-QUARTER LOSS 219.5 MILLION RUPEES VERSUS PROFIT 204.5 MILLION RUPEES

• JUNE-QUARTER REVENUE FROM OPERATIONS 6.79 BILLION RUPEES VERSUS 5.88 BILLION RUPEES

Source text for Eikon: ID:nBSE4TyhV2

Further company coverage: VMAR.NS

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** Shares of V-mart Retail VMAR.NS rise as much as 4.02% to 2,184 rupees, highest in over a month

** Foreign portfolio investor Amansa Holdings buys additional 337,820 shares, aggregating to 1.7% stake in the retailer, at an average price of 1,990 rupees apiece

** Amansa Holdings held 6.83% stake in VMAR, as of March 31

** About 144,068 shares traded as of 11:05 a.m. IST, twice the 30-day avg - Refinitiv data

** Of the 18 analysts tracking VMAR, six maintain "strong buy", six suggest "buy", four retain "hold", one recommends "sell" and one suggests "strong sell"; median PT is 2,489 rupees

** Stock down 25% in 2023 so far, compared to 3.7% rise in Nifty 50 .NSEI

(Reporting by Bharath Rajeswaran in Bengaluru)

(([email protected]; +91 9769003463;))

** Shares of V-Mart Retail VMAR.NS rise as much as 5.7% to 2,093 rupees, their biggest intraday pct gain since April 11

** 488,188 shares of co change hands in a block at 1,990 rupees apiece, as at 1:29 p.m. IST

** About ~589,000 shares traded by 2:50 p.m. IST, highest since March 21, 2017 - Refinitiv data

** Avg rating of 18 analysts at equivalent of 'buy' with median PT of 2,489.00 rupees

** Stock down 27% so far this year

(Reporting by Priya Sagar in Bengaluru)

(([email protected]))

** The retail sector's Q4 results saw broad-based weakness, similar to the previous quarter, says analysts at Nuvama Institutional Equities

** Demand not expected to come back in near term, given structural issues like demand moderation, inflationary pressures and muted income/job growth, Nuvama said in a note

** EBITDA was 4% below expectation with apparel retailers like Aditya Birla Fashion and Retail ADIA.NS, Trent TREN.NS, and V-mart VMAR.NS, and Page Industries PAGE.NS seeing the highest miss - Nuvama

** Says apparel and innerwear players saw slowdown in growth and impact on margins hurt by weaker demand and higher advertisement cost

** Says jewellery, including Titan TITN.NS reported in-line performance, with 13% margin - Nuvama

** Adds most QSRs saw slowdown in performance

** Top picks of Nuvama: TREN (traction in growth despite subdued demand), TITN (massive market share opportunity ahead), Sapphire Foods SAPI.NS (compelling valuations)

(Reporting by Aleef Jahan in Bengaluru)

(([email protected]))

** Shares of V-Mart Retail Ltd VMAR.NS fall as much as 4.98% to 1,995 rupees, a 30-month low

** Q4 net loss widens to 369.60 mln rupees from 26.13 mln rupees a year ago; core profit more than halves to 229.28 mln rupees; core profit margins contract to 3.86% from 10.96%

** Revenue up 29% Y/Y but 39% uptick in total costs offsets sales gains

** Stock most active in over a month; trading volume at 113,867 shares as of 12:37 p.m. IST, thrice the 30-day avg - Refinitiv data

** Of 19 analysts tracking VMAR, 14 maintain "buy", one suggests "sell" and four recommend "hold"; median TP is 3,010 rupees

($1 = 81.7800 Indian rupees)

(Reporting by Bharath Rajeswaran in Bengaluru)

(([email protected]; +91 9769003463))