Avenue Supermarts, the company behind the D‑Mart chain, posted better‑than‑expected profits for the third quarter of FY26, prompting analysts to raise their earnings forecasts.
Analysts lifted their earnings‑per‑share (EPS) estimates for the next three years by 4.6%, 3.5% and 3.3% respectively. The company’s EBITDA (operating profit) and net profit beat expectations by about 9% and 10%.
D‑Mart added 10 new stores in Q3 FY26. The plan is to open more stores quickly:
Analysts expect the company’s gross margin to reach 14.2% and EBITDA margin 7.1% in the fourth quarter, leading to double‑digit net‑profit growth.
Even with strong numbers, the business faces growing competition from quick‑commerce players and changing shopper habits. Higher interest costs also pressure earnings.
Using a discounted‑cash‑flow model, the target price for Avenue Supermarts is set at ₹3,783 per share, implying a price‑to‑earnings multiple of about 65.5 times FY28 earnings. Because the stock already trades at a high multiple, analysts recommend a “Hold” stance, expecting modest returns over the longer term.
The earnings outlook looks brighter thanks to a solid profit beat and an aggressive store‑opening plan. However, rising competition and higher financing costs mean the upside may be limited in the near term.
Remember, this is just one perspective, not a prediction. Do your own research and consider your risk tolerance before making any investment decisions.
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Join TelegramDMart’s shares jumped more than 2% on Monday, reaching a one‑month high after the retailer posted better‑than‑expected Q3 numbers. Quarterly performance The October‑December quarter saw DMart’s net profit rise 17% year on year to ₹856 crore. Revenue grew 13.3% to ₹18,101 crore, and earnings before interest, tax, depreciation and amortisation (EBITDA) increased over 20%, pushing margins to 8.1%. Profit: ₹856 crore (+17% YoY) Revenue: ₹18,101 crore (+13.3% YoY) EBITDA margin: 8.1% (up from previous quarter) Why the stock rallied Investors liked the margin improvement, helped by lower discounting after GST changes and a better product mix. The stock climbed to ₹3,892.6, about 11% higher than a year ago, and briefly touched ₹3,918.6. Broker reactions Even with the earnings beat, several analysts remain cautious: Citi and Jefferies note only 5.6% same‑store growth and call the stock “Sell” or “Hold”. Nuvama raises concerns about sustaining margin gains amid competition from quick‑commerce players. Motilal Oswal keeps a “Buy” rating, setting a target of ₹4,600, which suggests about 21% upside. Key risks highlighted include modest like‑for‑like growth and an upcoming CEO transition. Bottom line for investors The stock’s short‑term lift reflects strong earnings, but medium‑term prospects may be limited by competitive pressure and slower store‑level growth. Keep an eye on margin trends and the new CEO’s strategy. Remember, this is just my take on the news—not a prediction. Always do your own research or talk to a qualified advisor before making any investment decisions.
On Monday, Tata Consultancy Services (TCS) shares fell slightly, trading at ₹3,191.70, down 0.5% from the previous close. Today's price action The stock hit a high of ₹3,226.70 and a low of ₹3,181.20 before settling at the lower level. Why the dip? Investors are waiting for TCS’s Q3 FY26 earnings, which are scheduled to be released later in the day. Recent financial performance Revenue: Grew from ₹164,177 crore in 2021 to ₹255,324 crore in 2025. The September‑2025 quarter posted ₹65,799 crore. Net profit: Rose from ₹32,562 crore in 2021 to ₹48,797 crore in 2025. The latest quarter earned ₹12,131 crore. Earnings per share (EPS): Increased from ₹86.71 in 2021 to ₹134.19 in 2025. Quarterly EPS was ₹33.37. Balance sheet highlights (as of March 2025) Share capital: ₹362 crore Reserves & surplus: ₹94,394 crore Total assets: ₹159,629 crore (₹22,739 crore fixed assets, ₹123,012 crore current assets) Key ratios Return on equity: 51.24% Debt‑to‑equity: 0.00 (no debt) Current ratio: 2.32 Dividends Special dividend of ₹66 per share announced on 9 Jan 2025 (effective 17 Jan 2025). Interim dividend of ₹11 per share announced on 22 Sep 2025 (effective 15 Oct 2025). Market context TCS is a component of the Nifty 50 index. A recent analysis flagged a bearish outlook for the stock. What this means for you If you own TCS shares, the modest dip may be a short‑term reaction to earnings anticipation. Keep an eye on the results announcement for clearer direction. Remember, this is just perspective, not a prediction. Do your own research before making any investment decisions.
Infosys shares fell slightly on Monday, trading at Rs 1,599.40, about 0.9% lower than the previous close. Today's price movement During the session the stock reached a high of Rs 1,612.70 and a low of Rs 1,595.10. Infosys is part of the Nifty 50 index. What’s coming up? The company will announce its third‑quarter FY26 results on Wednesday, 14 January. Investors are watching the numbers closely. Key financial trends Revenue grew from Rs 40,986 crore in Sep 2024 to Rs 44,490 crore in Sep 2025. Net profit rose from Rs 6,516 crore to Rs 7,375 crore in the same period. Earnings per share increased from Rs 15.71 to Rs 17.76. Over the last few years, annual revenue climbed from Rs 100,472 crore in 2021 to Rs 162,990 crore in 2025, while net profit went from Rs 19,423 crore to Rs 26,750 crore. EPS rose from Rs 45.61 to Rs 64.50 and book value per share moved up from Rs 180.75 to Rs 231.11. Dividends and bonus shares Interim dividend of Rs 23 per share declared on 16 Oct 2025. Final dividend of Rs 22 per share declared on 17 Apr 2025. Bonus issues of 1 share for every 1 held on 13 Jul 2018 and 24 Apr 2015. Stock split on 24 Jan 2000 (face value changed from Rs 10 to Rs 5). Analyst view Recent analysis shows a neutral sentiment on the stock. Disclaimer Remember, this is my perspective, not a prediction. Do your own research before making any investment decisions.