Consumer Discretionary - Margin Recovery to Lag that in Topline
Recovery trends in discretionary categories are healthy: Our discretionary universe is expected to clock 11/2% revenue/EBITDA growth YoY (partly...
271 Views
Consumer Discretionary Margin Recovery to Lag that in Topline
Recovery trends in discretionary categories are healthy; Our discretionary universe is expected to clock 11/2% revenue/EBITDA growth YoY (partly...
339 Views
V-MART Retail: Risk-Reward Favorable, Upgrade to BUY
While not directly impacted by the revised GST rates, management expects footfalls to increase as GST savings across other categories may have a...
223 Views
Axis Punch: V-Mart Retail Ltd - 19th August 2025
We expect mid-single digit SSSG for FY26, with value retailers like V-Mart positioned to benefit from rural spending recovery and steady footfall...
263 Views
V-MART Retail: Risk-reward turning favourable, upgrade to BUY
V-MART’s recovery momentum from (1) an unfavourable rural cycle and (2) past capital allocation stumbles remains on track
395 Views