DMart stock down 3%: Why brokerages are mixed on RK Damani co after Q2 show
Avenue Supermarts moved higher in a quarterly results development.
· Business Standard Mkts
Avenue Supermarts reported an increase of 8.5 per cent in consolidated net profit at ₹742.98 crore for the September quarter, on a year-on-year basis.
The analysis
Avenue Supermarts reported ₹742.98 crore, with movement of 3% and 8.5% attached to those lines. Those are the figures as filed — what moves the price is how they sit against what the market already expected, not their absolute size.
Against that, the stock is -3.5% on the day at ₹3,392.40, and has returned -13.8% over three months. It sits 27% below its 52-week high, which means a good deal of bad news was already in the price. The consumer & retail sector has moved -3.4% over the same period, so Avenue Supermarts is running 10.4 points behind its peers.
For Avenue Supermarts, the question is how much of this is already reflected in the price and how much re-rates the consumer & retail peer set alongside it.
Why it matters
- Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
Market context
- The company directly in focus is DMART.
- Sector exposure: Consumer & Retail.
In this story
Related coverage
Stocks to watch: HCLTech, DMart, M&M, Adani Green, KEC Int'l, ICICI Pru
Avenue Supermarts shares fall 3% after Q2 results. What are Motilal Oswal, Nuvama saying?
Stocks in news: Banks, HCL Technologies, DMart, Adani Green Energy, PTC Industries and Anand Rathi Wealth
D-Mart Q2FY27 result: Net profit rises 8.5% to ₹743 cr, revenue grows 17.8%
Avenue Supermarts Q2 Results: DMart parent net profit jumps 8.5% to ₹742.98 crore, revenue up 18%