V-Mart Retail Limited — Investor Meet, 13-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

V-Mart Retail's Q4 FY26 sales surged 24%, with like-to-like (LTL) growth of 12% marking the 10th consecutive quarter. EBITDA jumped 56% to INR106 Cr, expanding margins by 220 basis points to 10.9%. Full-year PAT grew 6x to INR124 Cr, reaching near pre-COVID levels. The company added 29 new stores in Q4 and improved inventory health. Management noted positive macro trends but anticipates 10-15% yarn price hikes impacting apparel costs. They plan to absorb some costs and gain market share from competitors, focusing on efficiency, AI, and expansion in South India. Management is confident in continued growth and profitability.