Aditya Vision Limited — PPTs, 01-08-2025: Investor Presentation

Here is the summary of the investor presentation:

**Financial Highlights:**

Aditya Vision reported Q1 FY26 revenue of 940.2 Cr (+5.8% YoY) and Net Profit of 55.2 Cr (+3.9% YoY). Despite unseasonal weather impacting demand, the company demonstrated resilient execution and cost control, maintaining healthy gross and PAT margins.

**Strategic Initiatives & Growth Drivers:**

The company is scaling premium categories to boost per-store economics. It targets over 200 stores in FY26 via cluster-based expansion in the Hindi Heartland, reinvesting capital for high returns from this growing region.

**Business Developments:**

Aditya Vision expanded to 179 stores, adding 4 new outlets in Q1 FY26. Its strategic focus on the Hindi Heartland is backed by a unique model: 85% direct OEM supply for higher margins, operating net debt-free with cash-and-carry.

**Market Position & Competitive Advantage:**

A dominant player, Aditya Vision leads electronics retail in Jharkhand and holds over 50% market share in Bihar. Efficient unit economics include 7-9 month store break-even, 3-year payback, and zero store closures, highlighting strong operational execution.

**Investor Implications:**

Q1 performance, despite headwinds, shows operational resilience. The significant growth potential in the underpenetrated Hindi Heartland, combined with a robust business model and strong market position, offers a compelling outlook for sustained positive growth.