So, like, Avenue Supermarts, the place that owns DMart, is gonna drop some major deets about their performance for the quarter and financial year that ended on March 31, 2025. Get ready for it on Saturday, May 03, 2025. The word on the street is that they may have a mix of good and not-so-good numbers for the January-March 2025 quarter.

It looks like DMart might show some solid double-digit growth in revenues, Ebitda, and net profit compared to last year. But when you check out the quarter-on-quarter performance, things might not be as exciting. Some peeps are even saying that Ebitda and profit could take a nosedive by up to 20 percent sequentially due to margins getting squeezed. Plus, everyone’s gonna be keeping an eye on how many stores they’ve got now.

Kotak Institutional Equities is betting on Avenue Supermarts pulling in around Rs 14,882.6 crore in net sales, which is a 16.9 percent jump from last year but a 6.8 percent drop from the previous quarter. Ebitda is expected to hit Rs 1,047.5 crore, up 11 percent from last year but down 13.9 percent from the last quarter. And the Ebitda margins are set to shrink to 7 percent. Net profit is projected to reach Rs 643.9 crore, a 12.7 percent increase from last year but a 12.3 percent decrease from the previous quarter.

Kotak is all like, “Yeah, we think their revenue will go up ’cause they added 28 stores and might have some single-digit same store sales growth. We’re guessing their gross margin will be 14.4 percent and Ebitda margin will be 7 percent. But, like, we’re also thinking the gross margin could contract a bit and the Ebitda margin might take a hit ’cause of the season not being in their favor.” They’re not super optimistic and have a ‘sell’ rating on the stock with a target price of Rs 3,450.

Before they spill the beans on their Q4 results, Avenue Supermarts’ shares took a bit of a tumble, dropping more than 3 percent and closing at Rs 4,060.50 on Friday. Their total market capitalization is now less than Rs 2.65 lakh crore, a far cry from the high of Rs 5,484 they hit back in September 2024.

Nuvama Institutional Equities is thinking that Avenue Supermarts might pull in around Rs 14,462.4 crore in revenue, marking a 17 percent increase from last year but a 7 percent decrease from the previous quarter. Ebitda could hit Rs 1,018 crore, which is an 8 percent jump from last year but an 18 percent drop from the last quarter. Net profit is estimated to be Rs 619.8 crore, up 3 percent from last year but down 21 percent from the previous quarter.

According to Nuvama, Avenue Supermarts saw some growth in standalone revenues thanks to adding 28 stores in Q4FY25. They’re thinking that DMart could have a gross margin of around 13.5 percent with a bit of a negative vibe, leading to an estimated Ebitda margin of 7 percent.

JM Financial has its own take on the matter, eyeing a revenue of Rs 14,462.4 crore for Avenue Supermarts, a 16.7 percent increase from last year but a 7.1 percent decrease from the previous quarter. Ebitda is expected to be around Rs 1,013.6 crore, up 7.8 percent from last year but down 17.9 percent from the last quarter. Net profit could reach Rs 630 crore, showing a 4.3 percent increase from last year but a 19.7 percent decrease from the previous quarter.

So, like, Avenue Supermarts is gearing up to tell us all about their recent performance. It’s gonna be interesting to see if they’ve managed to keep up the growth or if they’ve hit a bit of a rough patch. Not really sure why this matters, but hey, it’s always good to know how our favorite stores are doing, right?