Retail stocks to buy before Q2 results: Metro Brands, Campus Activewear, Vishal Mega Mart shares — Elara recommends
Vishal Mega Mart secured new business in a quarterly results development for Q2FY27.
· LiveMint Markets
Elara Securities expects India’s retail sector to post 11.8% revenue growth in Q2FY27, led by value retail, footwear and innerwear. Apparel may weaken as festive purchases shift to the next quarter. The brokerage favors Metro Brands, Campus Activewear and Vishal Mega Mart.
Key facts
- Period
- Q2FY27
The analysis
Vishal Mega Mart reported movement of 11.8% for Q2FY27. 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 -1.4% on the day at ₹96.12, and has returned -17.7% over three months. It sits 35% below its 52-week high, which means a good deal of bad news was already in the price. The consumer & retail sector has moved -4.5% over the same period, so Vishal Mega Mart is running 13.2 points behind its peers.
For Vishal Mega Mart, 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 VMM.
- Sector exposure: Consumer & Retail.
In this story
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