V Mart and KKCL are grappling with squeezed profit margins as soaring crude oil prices lead to higher fabric costs, potentially causing a surge in yarn and sourcing expenses. Executives anticipate these effects to become more pronounced in the near future.

V Mart Retail has announced impressive Q4 FY26 financials, with revenue reaching Rs. 9,709 million, marking a significant increase. Notably, their Profit After Tax (PAT) soared by an astounding 507% for the same period.

VMart Retail released their Q4 earnings results, providing details via ET NOW.

Despite a 39% drop in Q4 net profit and a 24.5% revenue growth for V-Mart Retail, the company's stock climbed by 3.6% due to a dividend of ₹1 per share and an increase in EBITDA by 56%. The stock closed at ₹673 on BSE.

V-Mart Retail has reported a significant increase in Q4 EBITDA, reaching ₹1B, marking a year-over-year growth from ₹681M. The improvement in earnings before interest, taxes, depreciation, and amortization (EBITDA) was also reflected in the enhanced margin of 10.95%, up from 8.74% YoY.

V-Mart aims to expand its store count by 50-70% in Northern regions of India over the next five years, capitalizing on the region's dense population as stated by company management.

V-Mart Retail's Q4 net profit declined by 39% year-over-year, despite a 24.5% revenue growth to ₹971 crore. EBITDA increased by 56%. The company announced a dividend of ₹1/share, leading to a 3.6% gain in stock price, closing at ₹673 on the BSE.

V-Mart aims for a long-term Return on Capital Employed (ROCE) of 20-22%, with an intermediate goal of 18-20%. According to the latest conference call, these targets are expected to be met through recent investments.

V-Mart is taking measures to reduce yarn inflation by 10-15% through strategic early orders and improved sourcing. This move aims to limit the increase in consumer prices for garments to just 1-2%, despite a potential rise of 3-4% in fabric costs.

V-Mart Retail surpassed expectations in Q4 with significant growth, as reported by the CFO Anand Agarwal in a recent interview. He shared insights into the growth factors and provided an optimistic outlook for FY27.

V-Mart Retail has announced a board meeting on May 7, 2026, to discuss Q4 and FY26 results. Note that the trading window will be closed from April 1 to May 9 due to insider trading regulations.

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.