Consumer goods companies such as Dabur, Marico, DMart, and V Mart reported a sales surge in Q4 due to improved demand, potentially influenced by GST simplification in September 2022, benefiting businesses like AWL Agri.

Axis Securities has issued a warning about increased pressure on margins for companies like HUL, Dabur, and Asian Paints due to rising costs of crude and materials. The FMCG, paints, QSR, and retail sectors are experiencing cost shocks, with Jubilant FoodWorks, Trent, and V-Mart being the most vulnerable.

Despite a sluggish market, V-Mart Retail experiences a notable surge of around 12%, fueled by an impressive Q4 performance. The strong update indicates robust business operations for the company.

V-Mart Retail has successfully opened over 80 new stores, exceeding the initial target of 75, demonstrating a swift and aggressive expansion strategy.

V-Mart expects consistent growth, yet acknowledges potential supply-related challenges. The company boasts a safety buffer with around three to four months of inventory on hand.

V-Mart Retail saw a significant jump of 24% in its Q4 revenue compared to last year, reaching Rs. 971 crore, with an additional 12% growth in same-store sales. The company added 29 new stores during the quarter, increasing their total to 577, marking a net addition of 80 stores for the year.

V-Mart Retail demonstrates robust growth, anticipating a 15-16% compound annual revenue increase from FY26 to FY28. The stock currently trades at a multiple of 13 times its projected FY28 EV/EBITDA, with a 'BUY' recommendation and a target price of ₹850.